Leo H. Evart

REDWOOD CITY, CAfiles as Leo H. Evart, Inc.

$127m in 295 US stocks at the end of 30 June 2026. The top 10 are 56.3% of the money. It changed about 7.2% of the portfolio this quarter.

Value

$127m

Stocks

295

Top 10 share

56.3%

Turnover

7.2%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Malvern FDSVCRB
2.3% of the fund
Vanguard Calif TAX Free FDSVTEC
0.2% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Roundhill ETF TrustDRAM
<0.1% of the fund
IrenIREN
<0.1% of the fund
BYD CO LTD Funsponsored ADR 1 ADR Reps 1 ORD SHSBYDDY
<0.1% of the fund
BigBear.ai HoldingsBBAI
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTV
5.4% of the fund
+5%
Schwab Strategic TRSCHF
3.6% of the fund
+4%
Goldman Sachs ETF TRGBIL
2.9% of the fund
+27%
Vanguard Index FDSVB
2.4% of the fund
+4%
Vanguard BD Index FDSBSV
2.3% of the fund
+2%
Vanguard Index FDSVOO
2.1% of the fund
+4%
T Rowe Price Exchange-TradedTCAF
1.0% of the fund
+3%
RBB Fund TrustFEOE
0.6% of the fund
+3%
Amazon.comAMZN
0.5% of the fund
+4%
Vanguard Whitehall FDSVYM
0.4% of the fund
+10%
MicrosoftMSFT
0.4% of the fund
+3%
Vanguard Star FDSVXUS
0.3% of the fund
+195%
NvidiaNVDA
0.3% of the fund
+6%
Capital Group Dividend GroweCGDG
0.3% of the fund
+17%
Invesco QQQ TRQQQ
0.2% of the fund
+21%
Vanguard Whitehall FDSVYMI
0.1% of the fund
+65%
Vanguard Index FDSVTI
0.1% of the fund
+4%
PepsiCoPEP
<0.1% of the fund
+17%
NetflixNFLX
<0.1% of the fund
+418%
Walt DisneyDIS
<0.1% of the fund
+71%
Booking HoldingsBKNG
<0.1% of the fund
+26%
Rivian AutomotiveRIVN
<0.1% of the fund
+900%
Hewlett Packard EnterpriseHPE
<0.1% of the fund
+20%
NucorNUE
<0.1% of the fund
+4%
Advanced Micro DevicesAMD
<0.1% of the fund
+200%

Cut

Sold some of their stake.

Ishares TRSGOV
15.2% of the fund
-3%
Schwab Strategic TRSCHG
9.0% of the fund
-2%
Vanguard BD Index FDSBND
4.6% of the fund
-27%
Vanguard BD Index FDSBIV
4.2% of the fund
-10%
AppleAAPL
2.6% of the fund
-15%
Schwab Strategic TRSCHA
1.9% of the fund
-3%
Vanguard World FDVGT
1.4% of the fund
-4%
Spdr Gold TRGLD
0.8% of the fund
-6%
ExxonMobil HoldingsXOM
0.3% of the fund
-4%
SamsaraIOT
0.2% of the fund
-6%
Johnson & JohnsonJNJ
0.2% of the fund
-6%
Vanguard Index FDSVBK
0.1% of the fund
-3%
Logitech InternationalLOGI
<0.1% of the fund
-9%
Public StoragePSA
<0.1% of the fund
-17%
Expeditors International of WashingtonEXPD
<0.1% of the fund
-21%
PrologisPLD
<0.1% of the fund
-28%
Vanguard BD Index FDSVUSB
<0.1% of the fund
-12%
Nestle SA ADRNSRGY
<0.1% of the fund
-11%
HCA HealthcareHCA
<0.1% of the fund
-5%
Dominion EnergyD
<0.1% of the fund
-22%
Hermes Interntnl S OrdfHESAF
<0.1% of the fund
-28%
Trane TechnologiesTT
<0.1% of the fund
-21%
AECOMACM
<0.1% of the fund
-36%
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
-2%
Vanguard World FDMGK
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Lindt &spruengli A OrdfLDSVF
-100%
CrowdStrike HoldingsCRWD
-100%
LAS Vegas SandsLVS
-100%
Spotify TechnologySPOT
-100%
Wix.comWIX
-100%
RobloxRBLX
-100%
ToastTOST
-100%
DraftKingsDKNG
-100%
Paramount SkydancePSKY
-100%
CoupangCPNG
-100%
Rockwell MED
-100%
Decision Diagnostics CORDECN
-100%

Holdings

Ishares TRSGOV
Share
15.2%
Value
$19m
Shares
190,606
-3%
Schwab Strategic TRSCHG
Share
9.0%
Value
$11m
Shares
337,766
-2%
Vanguard Index FDSVTV
Share
5.4%
Value
$7m
Shares
31,350
+5%
Vanguard BD Index FDSBND
Share
4.6%
Value
$6m
Shares
79,078
-27%
Vanguard Index FDSVUG
Share
4.4%
Value
$6m
Shares
64,839
Held
Capital Group Dividend ValueCGDV
Share
4.3%
Value
$5m
Shares
111,005
Held
Vanguard BD Index FDSBIV
Share
4.2%
Value
$5m
Shares
68,646
-10%
Schwab Strategic TRSCHF
Share
3.6%
Value
$5m
Shares
166,534
+4%
Goldman Sachs ETF TRGBIL
Share
2.9%
Value
$4m
Shares
36,325
+27%
Vanguard Specialized FundsVIG
Share
2.7%
Value
$3m
Shares
14,473
Held
AppleAAPL
Share
2.6%
Value
$3m
Shares
11,373
-15%
Schwab Strategic TRSCHM
Share
2.4%
Value
$3m
Shares
82,792
Held
Schwab Strategic TRSCHD
Share
2.4%
Value
$3m
Shares
95,936
Held
Vanguard Index FDSVB
Share
2.4%
Value
$3m
Shares
9,876
+4%
Vanguard BD Index FDSBSV
Share
2.3%
Value
$3m
Shares
37,898
+2%
Vanguard Malvern FDSVCRB
Share
2.3%
Value
$3m
Shares
38,109
New
Vanguard Index FDSVOO
Share
2.1%
Value
$3m
Shares
3,897
+4%
Schwab Strategic TRSCHA
Share
1.9%
Value
$2m
Shares
67,863
-3%
OracleORCL
Share
1.6%
Value
$2m
Shares
14,055
Held
Vanguard World FDVHT
Share
1.6%
Value
$2m
Shares
6,599
Held
Vanguard Index FDSVO
Share
1.5%
Value
$2m
Shares
23,025
Held
Vanguard World FDVGT
Share
1.4%
Value
$2m
Shares
14,893
-4%
T Rowe Price Exchange-TradedTCAF
Share
1.0%
Value
$1m
Shares
31,806
+3%
Ishares TRIXUS
Share
1.0%
Value
$1m
Shares
13,147
Held
Schwab Strategic TRSCHZ
Share
1.0%
Value
$1m
Shares
52,899
Held
Spdr Gold TRGLD
Share
0.8%
Value
$973,260
Shares
2,642
-6%
TeslaTSLA
Share
0.7%
Value
$895,037
Shares
2,128
Held
RBB Fund TrustFEOE
Share
0.6%
Value
$753,892
Shares
14,118
+3%
Amazon.comAMZN
Share
0.5%
Value
$646,289
Shares
2,712
+4%
J P Morgan Exchange Traded FJPIE
Share
0.5%
Value
$610,282
Shares
13,253
Held
Vanguard Index FDSVBR
Share
0.5%
Value
$608,972
Shares
2,506
Held
AlphabetGOOGL
Share
0.5%
Value
$574,750
Shares
1,608
Held
AlphabetGOOG
Share
0.4%
Value
$522,024
Shares
1,477
Held
Vanguard Whitehall FDSVYM
Share
0.4%
Value
$520,684
Shares
3,295
+10%
MicrosoftMSFT
Share
0.4%
Value
$513,344
Shares
1,376
+3%
Capital Group Growth ETFCGGR
Share
0.4%
Value
$511,574
Shares
10,838
Held
SempraSRE
Share
0.4%
Value
$484,938
Shares
5,231
Held
ChevronCVX
Share
0.4%
Value
$449,127
Shares
2,710
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$438,814
Shares
588
Held
Etfs Gold TRSGOL
Share
0.3%
Value
$408,182
Shares
10,677
Held
Meta PlatformsMETA
Share
0.3%
Value
$406,713
Shares
722
Held
Vanguard Star FDSVXUS
Share
0.3%
Value
$358,249
Shares
4,191
+195%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$347,140
Shares
2,539
-4%
NvidiaNVDA
Share
0.3%
Value
$344,380
Shares
1,721
+6%
Capital Group Dividend GroweCGDG
Share
0.3%
Value
$343,627
Shares
9,161
+17%
Invesco Exchange Traded FD TRSPH
Share
0.3%
Value
$324,195
Shares
9,768
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$285,234
Shares
686
Held
SamsaraIOT
Share
0.2%
Value
$248,706
Shares
7,669
-6%
Vanguard Calif TAX Free FDSVTEC
Share
0.2%
Value
$248,593
Shares
2,471
New
Johnson & JohnsonJNJ
Share
0.2%
Value
$225,377
Shares
887
-6%
Invesco QQQ TRQQQ
Share
0.2%
Value
$200,145
Shares
272
+21%
Eli LillyLLY
Share
0.2%
Value
$199,113
Shares
166
Held
IntelINTC
Share
0.2%
Value
$196,474
Shares
1,407
Held
Vanguard World FDVDE
Share
0.2%
Value
$191,697
Shares
1,276
Held
Home DepotHD
Share
0.1%
Value
$181,381
Shares
514
Held
Ishares TRIVV
Share
0.1%
Value
$176,047
Shares
235
Held
Berkshire HathawayBRK-B
Share
0.1%
Value
$175,137
Shares
350
Held
General ElectricGE
Share
0.1%
Value
$164,960
Shares
441
Held
GE VernovaGEV
Share
0.1%
Value
$159,781
Shares
136
Held
Vanguard Whitehall FDSVYMI
Share
0.1%
Value
$159,631
Shares
1,626
+65%
Cisco SystemsCSCO
Share
0.1%
Value
$156,966
Shares
1,336
Held
Edison InternationalEIX
Share
0.1%
Value
$151,059
Shares
2,029
Held
Vanguard Index FDSVTI
Share
0.1%
Value
$150,277
Shares
406
+4%
AbbVieABBV
Share
0.1%
Value
$143,938
Shares
572
Held
EMCOR GroupEME
Share
0.1%
Value
$142,104
Shares
171
Held
BoeingBA
Share
0.1%
Value
$133,129
Shares
615
Held
Vanguard Index FDSVBK
Share
0.1%
Value
$130,946
Shares
358
-3%
Logitech InternationalLOGI
Share
<0.1%
Value
$125,826
Shares
1,338
-9%
Schwab Strategic TRSCHB
Share
<0.1%
Value
$117,100
Shares
4,044
Held
WalmartWMT
Share
<0.1%
Value
$116,771
Shares
1,031
Held
Applied MaterialsAMAT
Share
<0.1%
Value
$108,450
Shares
150
Held
PepsiCoPEP
Share
<0.1%
Value
$108,231
Shares
799
+17%
American ExpressAXP
Share
<0.1%
Value
$107,564
Shares
318
Held
Public StoragePSA
Share
<0.1%
Value
$106,316
Shares
334
-17%
Procter & GamblePG
Share
<0.1%
Value
$106,046
Shares
723
Held
Philip Morris InternationalPM
Share
<0.1%
Value
$104,385
Shares
577
Held
Charles SchwabSCHW
Share
<0.1%
Value
$104,018
Shares
1,127
Held
Space Exploration TechnologiesSPCX
Share
<0.1%
Value
$103,090
Shares
603
New
Expeditors International of WashingtonEXPD
Share
<0.1%
Value
$103,003
Shares
632
-21%
Altria GroupMO
Share
<0.1%
Value
$100,877
Shares
1,402
Held
AT&TT
Share
<0.1%
Value
$97,971
Shares
4,733
Held
PrologisPLD
Share
<0.1%
Value
$97,674
Shares
721
-28%
Mondelez InternationalMDLZ
Share
<0.1%
Value
$91,908
Shares
1,589
Held
Vanguard BD Index FDSVUSB
Share
<0.1%
Value
$90,289
Shares
1,814
-12%
Ameriprise FinancialAMP
Share
<0.1%
Value
$89,458
Shares
195
Held
Vanguard World FDVDC
Share
<0.1%
Value
$87,641
Shares
389
Held
Nestle SA ADRNSRGY
Share
<0.1%
Value
$87,287
Shares
850
-11%
StarbucksSBUX
Share
<0.1%
Value
$86,280
Shares
844
Held
American Electric PowerAEP
Share
<0.1%
Value
$81,266
Shares
594
Held
HCA HealthcareHCA
Share
<0.1%
Value
$81,095
Shares
208
-5%
Invesco Exchange Traded FD TRPG
Share
<0.1%
Value
$80,477
Shares
1,260
Held
KLAKLAC
Share
<0.1%
Value
$79,481
Shares
263
Held
Schwab Strategic TRFNDF
Share
<0.1%
Value
$78,771
Shares
1,493
Held
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$76,210
Shares
922
Held
Vanguard Intl Equity Index FVEU
Share
<0.1%
Value
$74,890
Shares
894
Held
Abbott LaboratoriesABT
Share
<0.1%
Value
$73,318
Shares
808
Held
Verizon CommunicationsVZ
Share
<0.1%
Value
$72,020
Shares
1,701
Held
OneokOKE
Share
<0.1%
Value
$69,552
Shares
800
Held
UpworkUPWK
Share
<0.1%
Value
$68,251
Shares
8,164
Held
Ishares TRIYW
Share
<0.1%
Value
$68,102
Shares
270
Held

Company	Share of fund	Value	Shares	Change
Ishares TRSGOV	15.2%	$19m	190,606	-3%
Schwab Strategic TRSCHG	9.0%	$11m	337,766	-2%
Vanguard Index FDSVTV	5.4%	$7m	31,350	+5%
Vanguard BD Index FDSBND	4.6%	$6m	79,078	-27%
Vanguard Index FDSVUG	4.4%	$6m	64,839	Held
Capital Group Dividend ValueCGDV	4.3%	$5m	111,005	Held
Vanguard BD Index FDSBIV	4.2%	$5m	68,646	-10%
Schwab Strategic TRSCHF	3.6%	$5m	166,534	+4%
Goldman Sachs ETF TRGBIL	2.9%	$4m	36,325	+27%
Vanguard Specialized FundsVIG	2.7%	$3m	14,473	Held
AppleAAPL	2.6%	$3m	11,373	-15%
Schwab Strategic TRSCHM	2.4%	$3m	82,792	Held
Schwab Strategic TRSCHD	2.4%	$3m	95,936	Held
Vanguard Index FDSVB	2.4%	$3m	9,876	+4%
Vanguard BD Index FDSBSV	2.3%	$3m	37,898	+2%
Vanguard Malvern FDSVCRB	2.3%	$3m	38,109	New
Vanguard Index FDSVOO	2.1%	$3m	3,897	+4%
Schwab Strategic TRSCHA	1.9%	$2m	67,863	-3%
OracleORCL	1.6%	$2m	14,055	Held
Vanguard World FDVHT	1.6%	$2m	6,599	Held
Vanguard Index FDSVO	1.5%	$2m	23,025	Held
Vanguard World FDVGT	1.4%	$2m	14,893	-4%
T Rowe Price Exchange-TradedTCAF	1.0%	$1m	31,806	+3%
Ishares TRIXUS	1.0%	$1m	13,147	Held
Schwab Strategic TRSCHZ	1.0%	$1m	52,899	Held
Spdr Gold TRGLD	0.8%	$973,260	2,642	-6%
TeslaTSLA	0.7%	$895,037	2,128	Held
RBB Fund TrustFEOE	0.6%	$753,892	14,118	+3%
Amazon.comAMZN	0.5%	$646,289	2,712	+4%
J P Morgan Exchange Traded FJPIE	0.5%	$610,282	13,253	Held
Vanguard Index FDSVBR	0.5%	$608,972	2,506	Held
AlphabetGOOGL	0.5%	$574,750	1,608	Held
AlphabetGOOG	0.4%	$522,024	1,477	Held
Vanguard Whitehall FDSVYM	0.4%	$520,684	3,295	+10%
MicrosoftMSFT	0.4%	$513,344	1,376	+3%
Capital Group Growth ETFCGGR	0.4%	$511,574	10,838	Held
SempraSRE	0.4%	$484,938	5,231	Held
ChevronCVX	0.4%	$449,127	2,710	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$438,814	588	Held
Etfs Gold TRSGOL	0.3%	$408,182	10,677	Held
Meta PlatformsMETA	0.3%	$406,713	722	Held
Vanguard Star FDSVXUS	0.3%	$358,249	4,191	+195%
ExxonMobil HoldingsXOM	0.3%	$347,140	2,539	-4%
NvidiaNVDA	0.3%	$344,380	1,721	+6%
Capital Group Dividend GroweCGDG	0.3%	$343,627	9,161	+17%
Invesco Exchange Traded FD TRSPH	0.3%	$324,195	9,768	Held
UnitedHealth GroupUNH	0.2%	$285,234	686	Held
SamsaraIOT	0.2%	$248,706	7,669	-6%
Vanguard Calif TAX Free FDSVTEC	0.2%	$248,593	2,471	New
Johnson & JohnsonJNJ	0.2%	$225,377	887	-6%
Invesco QQQ TRQQQ	0.2%	$200,145	272	+21%
Eli LillyLLY	0.2%	$199,113	166	Held
IntelINTC	0.2%	$196,474	1,407	Held
Vanguard World FDVDE	0.2%	$191,697	1,276	Held
Home DepotHD	0.1%	$181,381	514	Held
Ishares TRIVV	0.1%	$176,047	235	Held
Berkshire HathawayBRK-B	0.1%	$175,137	350	Held
General ElectricGE	0.1%	$164,960	441	Held
GE VernovaGEV	0.1%	$159,781	136	Held
Vanguard Whitehall FDSVYMI	0.1%	$159,631	1,626	+65%
Cisco SystemsCSCO	0.1%	$156,966	1,336	Held
Edison InternationalEIX	0.1%	$151,059	2,029	Held
Vanguard Index FDSVTI	0.1%	$150,277	406	+4%
AbbVieABBV	0.1%	$143,938	572	Held
EMCOR GroupEME	0.1%	$142,104	171	Held
BoeingBA	0.1%	$133,129	615	Held
Vanguard Index FDSVBK	0.1%	$130,946	358	-3%
Logitech InternationalLOGI	<0.1%	$125,826	1,338	-9%
Schwab Strategic TRSCHB	<0.1%	$117,100	4,044	Held
WalmartWMT	<0.1%	$116,771	1,031	Held
Applied MaterialsAMAT	<0.1%	$108,450	150	Held
PepsiCoPEP	<0.1%	$108,231	799	+17%
American ExpressAXP	<0.1%	$107,564	318	Held
Public StoragePSA	<0.1%	$106,316	334	-17%
Procter & GamblePG	<0.1%	$106,046	723	Held
Philip Morris InternationalPM	<0.1%	$104,385	577	Held
Charles SchwabSCHW	<0.1%	$104,018	1,127	Held
Space Exploration TechnologiesSPCX	<0.1%	$103,090	603	New
Expeditors International of WashingtonEXPD	<0.1%	$103,003	632	-21%
Altria GroupMO	<0.1%	$100,877	1,402	Held
AT&TT	<0.1%	$97,971	4,733	Held
PrologisPLD	<0.1%	$97,674	721	-28%
Mondelez InternationalMDLZ	<0.1%	$91,908	1,589	Held
Vanguard BD Index FDSVUSB	<0.1%	$90,289	1,814	-12%
Ameriprise FinancialAMP	<0.1%	$89,458	195	Held
Vanguard World FDVDC	<0.1%	$87,641	389	Held
Nestle SA ADRNSRGY	<0.1%	$87,287	850	-11%
StarbucksSBUX	<0.1%	$86,280	844	Held
American Electric PowerAEP	<0.1%	$81,266	594	Held
HCA HealthcareHCA	<0.1%	$81,095	208	-5%
Invesco Exchange Traded FD TRPG	<0.1%	$80,477	1,260	Held
KLAKLAC	<0.1%	$79,481	263	Held
Schwab Strategic TRFNDF	<0.1%	$78,771	1,493	Held
Wells Fargo & CompanyWFC	<0.1%	$76,210	922	Held
Vanguard Intl Equity Index FVEU	<0.1%	$74,890	894	Held
Abbott LaboratoriesABT	<0.1%	$73,318	808	Held
Verizon CommunicationsVZ	<0.1%	$72,020	1,701	Held
OneokOKE	<0.1%	$69,552	800	Held
UpworkUPWK	<0.1%	$68,251	8,164	Held
Ishares TRIYW	<0.1%	$68,102	270	Held

Showing the largest 100 of 295.

Over time and by industry

Value over time

Jun '26

Value is up 8.3% since 31 March 2026.

Where the money is

Technology6.1%

Retail & consumer1.5%

Media & telecom1.4%

Health care0.9%

Utilities0.8%

Industrials0.8%

Energy0.7%

Everyday goods0.6%

Financial services0.5%

Real estate0.2%

Materials0.0%

Other86.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.