LH
Leo H. Evart, Inc. 13F Holdings & Recent Stock Buys (Q2 2026)
Leo H. Evart, Inc.CIK: 0001920405
Diversified strategyMomentum followerSector-focused
Total reported value
$126.6M
Reporting period: 2026-06-30 · Number of holdings: 328
Leo H. Evart, Inc. disclosed 328 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $126.6M and a quarterly turnover rate of 15.8%.
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Personality snowflake
- Concentration
- 20.21
- Portfolio Stability
- 15.79
- Momentum
- 100
- Sector conviction
- 72.71
- Diversification
- 100
- Sizing Uniformity
- 62.64
Leo H. Evart, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.051 — mathematically equivalent to about 20 equally-sized positions, well below its 328 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.74), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 13% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy VCRB
Trim BND
-27.1% -$2.2M
Trim SGOV
-2.6% -$515.7K
Trim BIV
-10.5% -$652.6K
Add SCHG
-2.3% $1.4M
Add GBIL
+26.9% $770.9K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 328 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 15.15% | -1.70% | -2.63% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.03% | +0.42% | -2.27% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 5.40% | +0.37% | +4.57% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 4.58% | -2.25% | -27.11% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.41% | +0.34% | +495.13% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 4.32% | +0.21% | -1.63% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.16% | -0.90% | -10.47% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.64% | +0.25% | +4.05% | |
| 9 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.87% | +0.42% | +26.93% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.70% | +0.03% | -0.28% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.60% | -0.30% | -14.89% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.41% | +0.18% | -1.68% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.40% | -0.09% | +1.05% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.36% | +0.23% | +3.99% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.33% | -0.15% | +2.32% | |
| 16 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.32% | +2.32% | NEW | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | +0.19% | +3.67% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.94% | +0.20% | -2.83% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.63% | -0.14% | +0.08% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-Other | 1.56% | +0.04% | +0.89% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | +0.07% | +305.44% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.41% | +0.25% | +668.87% | |
| 23 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.03% | +0.09% | +3.24% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.99% | +0.03% | +1.28% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.97% | -0.09% | -0.72% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.77% | -0.26% | -5.64% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.03% | — | |
| 28 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.60% | +0.01% | +2.54% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.04% | +3.83% | |
| 30 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.48% | -0.04% | +1.21% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.48% | +0.02% | +0.60% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.06% | +1.77% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.05% | — | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.41% | +0.03% | +9.72% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.01% | +2.76% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.40% | +0.03% | — | |
| 37 | SRE | Sempra | Stock-Utilities | 0.38% | -0.05% | +0.02% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.13% | +0.04% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | +0.02% | +0.17% | |
| 40 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.32% | -0.09% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.03% | — | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | +0.19% | +195.35% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.12% | -4.41% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.03% | +5.65% | |
| 45 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.27% | +0.03% | +16.94% | |
| 46 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.26% | +0.01% | +0.17% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | +0.07% | +0.59% | |
| 48 | IOT | Samsara Inc-cl A | Stock-Tech | 0.20% | -0.02% | -5.82% | |
| 49 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.20% | +0.20% | NEW | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.02% | -6.14% |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+14.2%
- Stdev
- +9.9%
- Beta
- +0.71
- Alpha
- -1.8%
- Max Drawdown
- -7.2%
- Annualized Perf
- +12.6%
- Batting Avg vs S&P
- +30.6%
- Sortino
- +2.31
- Stutzer
- +0.36
- Treynor
- +0.17
- Sterling
- +0.84
- Calmar
- +1.75
- Information Ratio
- -1.44
- Tracking Error
- +5.3%
- Stdev Down
- +5.4%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +24.2%
- Worst 12 Months
- +5.8%
- Efficiency Ratio
- +0.46
- Sharpe
- +1.25
- Stdev Sectors
- +11.7%
- Skewness
- -0.21
- Kurtosis
- -0.72
- Upside Potential
- +4.02
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Leo H. Evart, Inc.'s most significant position changes for 2026-06-30: New buy: Vanguard Core Bond ETF (VCRB); New buy: Vanguard Ca Tax-ex Bond (VTEC); New buy: ; Sold out: Lindt &spruengli A Ordf; Sold out: Crowdstrike Holdings Inc - A (CRWD).
Showing top 200 changes by size (of 307 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +2.3% | NEW | New buy |
| 2 | SCHG | Schwab US Large-cap Growth | +0.4% | -2.27% | Trim |
| 3 | GBIL | Goldman Sachs Access Treasur | +0.4% | +26.93% | Add |
| 4 | VTV | Vanguard Value ETF | +0.4% | +4.57% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +495.13% | Add |
| 6 | SCHF | Schwab Intl Equity ETF | +0.3% | +4.05% | Add |
| 7 | VGT | Vanguard Info Tech ETF | +0.3% | +668.87% | Add |
| 8 | VB | Vanguard Small-cap ETF | +0.2% | +3.99% | Add |
| 9 | CGDV | Cap Group Dividend Value | +0.2% | -1.63% | Trim |
| 10 | SCHA | Schwab US Small-cap ETF | +0.2% | -2.83% | Trim |
| 11 | VTEC | Vanguard Ca Tax-ex Bond | +0.2% | NEW | New buy |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +3.67% | Add |
| 13 | VXUS | Vanguard Total Intl Stock | +0.2% | +195.35% | Add |
| 14 | SCHM | Schwab US Mid Cap ETF | +0.2% | -1.68% | Trim |
| 15 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 16 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +3.24% | Add |
| 17 | ✓ | +0.1% | NEW | New buy | |
| 18 | VO | Vanguard Mid-cap ETF | +0.1% | +305.44% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +0.59% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.77% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +21.43% | Add |
| 23 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +65.08% | Add |
| 24 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 25 | VHT | Vanguard Health Care ETF | 0% | +0.89% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +3.83% | Add |
| 27 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.28% | Trim |
| 28 | IXUS | Ishares Core Intl Stock ETF | 0% | +1.28% | Add |
| 29 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 30 | VYM | Vanguard High Dvd Yield ETF | 0% | +9.72% | Add |
| 31 | CGGR | Cap Group Growth Equity | 0% | — | Unchanged |
| 32 | CGDG | Cap Group Dividend Growers | 0% | +16.94% | Add |
| 33 | NVDA | Nvidia CORP | 0% | +5.65% | Add |
| 34 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 35 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 36 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 37 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 38 | KLAC | Kla CORP | 0% | +911.54% | Add |
| 39 | VBR | Vanguard Small-cap Value ETF | 0% | +0.60% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.17% | Add |
| 41 | GE | General Electric | 0% | — | Unchanged |
| 42 | NFLX | Netflix Inc | 0% | +417.58% | Add |
| 43 | HON | Honeywell International Inc | 0% | NEW | New buy |
| 44 | ✓ | 0% | NEW | New buy | |
| 45 | FEOE | First Eagle Overseas Eq ETF | 0% | +2.54% | Add |
| 46 | RSPH | Invesco S&p 500 Equal Weight | 0% | +0.17% | Add |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.57% | Add |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 49 | RPG | Invesco S&p 500 Pure Growth | 0% | — | Unchanged |
| 50 | MRVL | Marvell Technology Inc | 0% | — | Unchanged |
1–50 of 200
Filing History
FAQ
What is Leo H. Evart, Inc. and what type of investor is it?
Leo H. Evart, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $126.6M, spread across 328 disclosed positions.
What are Leo H. Evart, Inc.'s largest equity positions?
Based on the latest 13F filing, Leo H. Evart, Inc.'s top holdings by market value are:
1. Ishares 0-3 Month Treasury B (SGOV) — $19.2M (15.2%)
2. Schwab US Large-cap Growth (SCHG) — $11.4M (9.0%)
3. Vanguard Value ETF (VTV) — $6.8M (5.4%)
4. Vanguard Total Bond Market (BND) — $5.8M (4.6%)
5. Vanguard Growth ETF (VUG) — $5.6M (4.4%)
What changes did Leo H. Evart, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Leo H. Evart, Inc. made 113 notable position adjustments: 8 new positions were initiated, 67 existing holdings were added to, 34 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Vanguard Core Bond ETF (VCRB); New buy: Vanguard Ca Tax-ex Bond (VTEC); New buy: ; Sold out: Lindt &spruengli A Ordf; Sold out: Crowdstrike Holdings Inc - A (CRWD)
What sectors does Leo H. Evart, Inc. focus on?
Leo H. Evart, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 44.8%
• Consumer Discretionary: 11.3%
• Communication Services: 10.6%
• Health Care: 6.7%
• Utilities: 6.3%
• Industrials: 5.8%
Investment Profile
Leo H. Evart, Inc. returned an annualized 12.6% over the trailing 36 months — underperforming the S&P 500 by 1.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.71 (less volatile than the market) and a 31% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 44.8% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 16 over the past 4 quarters — a shift toward more active trading.
It has added to its SCHF position over the past two quarters (+$4.2M, now $4.6M), while trimming EXPD over the same stretch (-$291.4K, still holding $103.0K).
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Developer Access
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REST API
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