13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001920405
Total reported value
$126.6M
$126.6M
298 檔
39.1%
As reported in its official Q1 2026 Form 13F filing, Leo H. Evart, Inc.'s tracked investment portfolio stood at $126.6M with 298 total positions.
In Q1 2026, Leo H. Evart, Inc. displayed an active expansion posture, initiating 166 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, SCHG, BND) accounted for 39.1% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 16.85% | -1.70% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.61% | +0.42% | +211.29% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.83% | -2.25% | +38.51% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.06% | -0.90% | -0.56% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.03% | +0.37% | +47.08% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-Other | 4.11% | +0.21% | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 4.07% | +0.34% | -16.95% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.39% | +0.25% | +1262.78% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.90% | -0.30% | -13.56% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.67% | +0.03% | -21.46% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.49% | -0.09% | -19.80% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.48% | -0.15% | +18.68% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 2.45% | +0.42% | +149.45% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.23% | +0.18% | +194.80% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 2.13% | +0.23% | +1.90% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | +0.19% | -23.86% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.77% | -0.14% | -4.62% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.74% | +0.20% | +121.84% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-Other | 1.52% | +0.04% | -39.79% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.39% | +0.07% | -19.63% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.16% | +0.25% | +14.89% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.06% | -0.09% | +276.25% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.03% | -0.26% | — | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.96% | +0.03% | — | |
| 25 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.94% | +0.09% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.03% | +15.28% | |
| 27 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.59% | +0.01% | — | |
| 28 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.52% | -0.04% | — | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.13% | +35.93% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.04% | +55.94% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.46% | +0.02% | -15.65% | |
| 32 | SRE | Sempra | Stock-Utilities | 0.43% | -0.05% | +1.95% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.01% | +19.87% | |
| 34 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.41% | -0.09% | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.06% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.12% | +26.12% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | +0.03% | — | |
| 38 | CGGR | Cap Group Growth Equity | ETF-Other | 0.37% | +0.03% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.05% | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.03% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.02% | — | |
| 42 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.25% | +0.01% | -93.05% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.03% | — | |
| 44 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.24% | +0.03% | — | |
| 45 | IOT | Samsara Inc-cl A | Stock-Tech | 0.22% | -0.02% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.02% | -27.31% | |
| 47 | VDE | Vanguard Energy ETF | ETF-Other | 0.19% | -0.04% | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.16% | +0.07% | -16.93% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +16.9% | NEW | New buy |
| 2 | CGDV | Cap Group Dividend Value | +4.1% | NEW | New buy |
| 3 | SCHF | Schwab Intl Equity ETF | +2.8% | +1262.78% | Add |
| 4 | GLD | Spdr Gold Shares | +1% | NEW | New buy |
| 5 | IXUS | Ishares Core Intl Stock ETF | +1% | NEW | New buy |
| 6 | TCAF | T Rowe Prc Cap Appreciation | +0.9% | NEW | New buy |
| 7 | VTV | Vanguard Value ETF | +0.7% | +47.08% | Add |
| 8 | GBIL | Goldman Sachs Access Treasur | +0.7% | +149.45% | Add |
| 9 | FEOE | First Eagle Overseas Eq ETF | +0.6% | NEW | New buy |
| 10 | JPIE | Jpmorgan Income ETF | +0.5% | NEW | New buy |
| 11 | SGOL | Abrdn Physical Gold Shares | +0.4% | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | +0.4% | NEW | New buy |
| 13 | VYM | Vanguard High Dvd Yield ETF | +0.4% | NEW | New buy |
| 14 | CGGR | Cap Group Growth Equity | +0.4% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | +0.4% | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | +0.4% | NEW | New buy |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | +0.2% | NEW | New buy |
| 19 | CGDG | Cap Group Dividend Growers | +0.2% | NEW | New buy |
| 20 | IOT | Samsara Inc-cl A | +0.2% | NEW | New buy |
| 21 | VDE | Vanguard Energy ETF | +0.2% | NEW | New buy |
| 22 | AMZN | Amazon.com Inc | +0.1% | +55.94% | Add |
| 23 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 26 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 27 | EIX | Edison International | +0.1% | NEW | New buy |
| 28 | T | At&t Inc | +0.1% | NEW | New buy |
| 29 | LOGI | Logitech International S.A. | +0.1% | NEW | New buy |
| 30 | PLD | Prologis Inc | +0.1% | NEW | New buy |
| 31 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 32 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 33 | EME | Emcor Group Inc | +0.1% | NEW | New buy |
| 34 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 35 | GE | General Electric | +0.1% | NEW | New buy |
| 36 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +276.25% | Add |
| 38 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 39 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 40 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 41 | VGT | Vanguard Info Tech ETF | +0.1% | +14.89% | Add |
| 42 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 43 | PSA | Public Storage | +0.1% | NEW | New buy |
| 44 | PEP | Pepsico Inc | +0.1% | NEW | New buy |
| 45 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 46 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 47 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 48 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | NEW | New buy |
| 49 | HCA | Hca Healthcare Inc | +0.1% | NEW | New buy |
| 50 | SCHB | Schwab US Broad Market ETF | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Leo H. Evart, Inc. reported a total U.S. public equity portfolio value of $126.6M across 298 disclosed positions in Q1 2026.
During Q1 2026, Leo H. Evart, Inc.'s top holdings by market value included SGOV (16.9%)、SCHG (8.6%)、BND (6.8%). The largest single position, SGOV, represented 16.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SGOV
市值: $19.7M
Top Position Liquidated / Trimmed
AGG
前期市值: $342.8K
In Q1 2026, Leo H. Evart, Inc. made 200 total portfolio adjustments, initiating 166 new buys, adding to 17 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.