13F

Investor

Leo H. Evart, Inc.

CIK 0001920405 · filed 2026-05-14 · SEC filing

13F book

$116.9M

Positions

298

Largest name

16.9%

Ishares 0-3 Month

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Ishares 0-3 Month195.7K$19.7M16.9%Held
Schwab Strategic Tr345.6K$10.1M8.6%Held
Vanguard Bd Index Fds108.5K$7.99M6.8%Held
Vanguard Bd Index Fds76.7K$5.92M5.1%Held
Vanguard Index Fds30K$5.88M5.0%Held
Capital Group Dividend Value112.8K$4.8M4.1%Held
Vanguard Growth Etf10.9K$4.76M4.1%Held
Schwab Strategic Tr160.1K$3.96M3.4%Held
Apple Inc.AAPL13.4K$3.39M2.9%Held
Vanguard Specialized Funds14.5K$3.12M2.7%Held
Schwab Strategic Tr94.9K$2.91M2.5%Held
Vanguard Bd Index Fds37K$2.9M2.5%Held
Goldman Sachs Etf Tr28.6K$2.87M2.5%Held
Schwab Strategic Tr84.2K$2.61M2.2%Held
Vanguard Index Fds9.5K$2.49M2.1%Held
Vanguard Index Fds3.76K$2.25M1.9%Held
Oracle Corp14K$2.07M1.8%Held
Schwab Strategic Tr69.8K$2.03M1.7%Held
Vanguard World Fd6.54K$1.78M1.5%Held
Vanguard Index Fds5.68K$1.63M1.4%Held
Vanguard World Fd1.94K$1.35M1.2%Held
Schwab Us Aggregate Bond53.3K$1.24M1.1%Held
Spdr Gold Tr2.8K$1.2M1.0%Held
Ishares Tr13K$1.12M1.0%Held
T Rowe Price Etf Inc30.8K$1.1M0.9%Held
Tesla, Inc.TSLA2.13K$791.1K0.7%Held
Rbb Fund Trust13.8K$694.7K0.6%Held
J P Morgan Exchange Traded F13.1K$603.3K0.5%Held
Chevron Corp NewCVX2.71K$560.6K0.5%Held
Amazon Com IncAMZN2.61K$543.9K0.5%Held
Vanguard Index Fds2.49K$541.2K0.5%Held
Sempra5.23K$508.2K0.4%Held
Microsoft CorpMSFT1.34K$495.8K0.4%Held
Etfs Gold Tr10.7K$476.4K0.4%Held
Alphabet Inc1.58K$454.5K0.4%Held
Exxon Mobil Corp2.66K$450.6K0.4%Held
Vanguard Whitehall Fds3K$444.7K0.4%Held
Capital Group Growth Etf10.8K$435.6K0.4%Held
Alphabet Inc1.48K$423.8K0.4%Held
Meta Platforms, Inc.META722$413.1K0.4%Held
Spdr S&P 500 Etf Tr587$381.9K0.3%Held
Invesco Exchange Traded Fd T9.75K$294.4K0.3%Held
Nvidia CorpNVDA1.63K$284.1K0.2%Held
Capital Group Dividend Growe7.83K$281.2K0.2%Held
Samsara Inc.IOT8.14K$258.1K0.2%Held
Johnson & JohnsonJNJ945$231.1K0.2%Held
Vanguard World Fd1.27K$219.8K0.2%Held
Unitedhealth Group IncUNH682$184.6K0.2%Held
Home Depot, Inc.HD514$169.1K0.1%Held
Berkshire Hathaway Inc Del350$167.7K0.1%Held
Ishares Tr235$153.4K0.1%Held
Eli Lilly & CoLLY166$152.7K0.1%Held
Edison Intl2.03K$148.5K0.1%Held
At&T Inc4.73K$137.2K0.1%Held
Logitech Intl S A1.48K$134.5K0.1%Held
Prologis Inc.1K$132.3K0.1%Held
Invesco Qqq Tr224$129.1K0.1%Held
Walmart Inc.WMT1.03K$128K0.1%Held
EMCOR Group, Inc.EME171$126.4K0.1%Held
Vanguard Index Fds392$125.8K0.1%Held
Ge Aerospace441$125.2K0.1%Held
AbbVie Inc.ABBV572$124.4K0.1%Held
Boeing Co615$122.4K0.1%Held
GE Vernova Inc.GEV136$118.7K0.1%Held
Expeditors Intl Wash Inc804$115.2K0.1%Held
Vanguard Index Fds368$111.2K0.1%Held
Vanguard Star Fds1.42K$109.4K0.1%Held
Public Storage Oper Co402$108.9K0.1%Held
Pepsico IncPEP684$106.2K0.1%Held
Schwab Charles Corp1.12K$105.6K0.1%Held
Procter And Gamble CoPG723$104.4K0.1%Held
Cisco Sys Inc1.34K$103.7K0.1%Held
Vanguard Bd Index Fds2.07K$103.1K0.1%Held
HCA Healthcare, Inc.HCA218$103K0.1%Held
Schwab Strategic Tr4.03K$101.2K0.1%Held
American Express CoAXP318$96.2K0.1%Held
Philip Morris Intl Inc577$95.4K0.1%Held
Nestle Sa Adr950$94.1K0.1%Held
Vanguard Whitehall Fds985$92.8K0.1%Held
Altria Group, Inc.MO1.4K$92.3K0.1%Held
Mondelez Intl Inc1.59K$91.6K0.1%Held
Upwork, IncUPWK8.17K$89.6K0.1%Held
AecomACM1.04K$88.2K0.1%Held
Vanguard World Fd388$87.1K0.1%Held
Ameriprise Finl Inc195$86.7K0.1%Held
Verizon Communications IncVZ1.7K$85.4K0.1%Held
Lindt &Spruengli A Ordf6$84.3K0.1%Held
Abbott LabsABT808$83K0.1%Held
Proshares Tr8.39K$78.1K0.1%Held
Broadcom Inc.AVGO251$77.6K0.1%Held
American Elec Pwr Co Inc590$77.4K0.1%Held
Starbucks CorpSBUX843$75.5K0.1%Held
Hermes International SA40$74.4K0.1%Held
Wells Fargo Co New921$73.3K0.1%Held
Dominion Energy, IncD1.18K$73.1K0.1%Held
Schwab Strategic Tr1.49K$72.6K0.1%Held
Oneok Inc /New/OKE800$72.3K0.1%Held
Vanguard Intl Equity Index F890$66.8K0.1%Held
Costco Whsl Corp New67$66.8K0.1%Held
Ishares Silver Tr977$66.6K0.1%Held
Roche Hldgs Ag Basel1.3K$64.6K0.1%Held
Intel CorpINTC1.41K$62.1K0.1%Held
Constellation Energy CorpCEG221$61.7K0.1%Held
Ishares Tr539$60K0.1%Held
Dte Energy Co410$60K0.1%Held
Invesco Exchange Traded Fd T1.26K$58.9K0.1%Held
Crowdstrike Hldgs Inc150$58.6K0.1%Held
Amgen IncAMGN166$58.4K0.1%Held
Exelon CorpEXC1.19K$58.4K0.1%Held
International Business Machs240$58.1K0.1%Held
Trane Technologies PlcTT135$56.3K0.0%Held
Applied Matls Inc150$51.3K0.0%Held
Ishares Tr270$49K0.0%Held
Pg&E Corp2.68K$47.1K0.0%Held
Allegion plcALLE323$46.9K0.0%Held
Spdr Series Trust459$44.9K0.0%Held
Ingersoll Rand Inc.IR550$44.1K0.0%Held
Salesforce, Inc.CRM230$42.9K0.0%Held
Brookfield Corp970$39.3K0.0%Held
Vanguard World Fd106$39.1K0.0%Held
Kla CorpKLAC26$38.9K0.0%Held
Gilead Sciences, Inc.GILD267$37.2K0.0%Held
Bank America Corp736$35.9K0.0%Held
Taiwan Semiconductor Mfg Ltd98$33.1K0.0%Held
Las Vegas Sands CorpLVS600$32.3K0.0%Held
Capital Group International955$32.3K0.0%Held
Capital Group International948$31.4K0.0%Held
Schwab Strategic Tr1.18K$30.3K0.0%Held
Everus Constr Group253$29.9K0.0%Held
Vanguard Intl Equity Index F542$29.3K0.0%Held
Mcdonalds CorpMCD94$29.2K0.0%Held
Vanguard World Fd147$29.1K0.0%Held
Capital Group Gbl Growth Eqt831$27.7K0.0%Held
DT Midstream, Inc.DTM205$27.6K0.0%Held
Ishares Core 30 70 Con692$27.6K0.0%Held
Warner Bros. Discovery, Inc.WBD941$25.8K0.0%Held
Ishares Tr381$25.8K0.0%Held
Flexshares Tr679$25.7K0.0%Held
Ishares Inc406$25.4K0.0%Held
Pfizer IncPFE899$25.2K0.0%Held
Spdr Series Trust445$25.2K0.0%Held
Automatic Data Processing In121$24.6K0.0%Held
Comcast Corp New787$22.6K0.0%Held
Palantir Technologies Inc.PLTR153$22.4K0.0%Held
EXPAND ENERGY CorpEXE196$21.5K0.0%Held
Mdu Res Group Inc1.01K$21K0.0%Held
Ishares Tr84$20.8K0.0%Held
Knife River CorpKNF253$20.7K0.0%Held
Duke Energy Corp New156$20.4K0.0%Held
Spotify Technology S.A.SPOT42$20.4K0.0%Held
Synopsys IncSNPS50$19.8K0.0%Held
Coca Cola CoKO260$19.8K0.0%Held
Micron Technology IncMU52$17.6K0.0%Held
ONE Gas, Inc.OGS200$17.2K0.0%Held
Booking Holdings Inc.BKNG4$17.2K0.0%Held
Texas Instrs Inc87$16.9K0.0%Held
Broadridge Finl Solutions In90$14.6K0.0%Held
Disney Walt Co140$13.5K0.0%Held
Marathon Pete Corp53$13K0.0%Held
Freeport-Mcmoran IncFCX220$12.9K0.0%Held
Capital One 4.375 Pfd738$11.9K0.0%Held
Wells Fargo 5.625 Pfd500$11.8K0.0%Held
Phillips 66PSX64$11.6K0.0%Held
Ford Mtr Co1.01K$11.6K0.0%Held
Corning Inc80$10.9K0.0%Held
Ishares Tr182$10.3K0.0%Held
Marvell Technology, Inc.MRVL103$10.2K0.0%Held
Manulife Finl Corp279$9.61K0.0%Held
Ishares Inc358$9.39K0.0%Held
Qualcomm Inc70$9.02K0.0%Held
Shopify Inc.SHOP75$8.9K0.0%Held
Jetblue Awys CorpJBLU2K$8.84K0.0%Held
PACIFIC GAS AND 6 Percent PFDPFD395$8.81K0.0%Held
Netflix IncNFLX91$8.75K0.0%Held
Dow Inc.DOW205$8.53K0.0%Held
Visa Inc.V26$7.85K0.0%Held
Barrick Mng Corp177$7.22K0.0%Held
Ge Healthcare Technologies I98$7K0.0%Held
Ishares Tr137$6.95K0.0%Held
Vodafone Group Plc New454$6.82K0.0%Held
ConocophillipsCOP50$6.6K0.0%Held
Ciena CorpCIEN17$6.6K0.0%Held
Occidental Pete Corp96$6.24K0.0%Held
Clorox Co Del60$6.22K0.0%Held
Target CorpTGT50$6.06K0.0%Held
Prudential Finl Inc62$6.06K0.0%Held
Ishares Inc75$5.9K0.0%Held
Nuveen Pfd & Income Opportun741$5.59K0.0%Held
Eaton Corp PlcETN14$5.01K0.0%Held
Block Inc76$4.57K0.0%Held
Paypal Hldgs Inc100$4.52K0.0%Held
T Rowe Price Etf Inc90$4.49K0.0%Held
Nucor CorpNUE23$3.97K0.0%Held
General Mtrs Co52$3.87K0.0%Held
Pt Sarana Menara N Ordf125K$3.59K0.0%Held
Dell Technologies Inc.DELL21$3.41K0.0%Held
Intuitive Surgical IncISRG7$3.23K0.0%Held
Invesco Exchange Traded Fd T29$3.21K0.0%Held
lululemon athletica inc.LULU20$3.06K0.0%Held
Kraft Heinz CoKHC136$3.06K0.0%Held
Kenvue Inc.KVUE176$3.03K0.0%Held
Wabtec12$3K0.0%Held
Pure Cycle CorpPCYO250$2.52K0.0%Held
Heartflow, Inc.HTFL100$2.43K0.0%Held
Hewlett Packard Enterprise C100$2.38K0.0%Held
Super Micro Computer Inc100$2.28K0.0%Held
Aurora Innovation Inc550$2.27K0.0%Held
Palo Alto Networks IncPANW14$2.24K0.0%Held
Synchrony Financial32$2.18K0.0%Held
Figma, Inc.FIG100$2.11K0.0%Held
J P Morgan Exchange Traded F27$1.93K0.0%Held
Hp IncHPQ100$1.92K0.0%Held
Vaneck Etf Trust4$1.54K0.0%Held
Delta Air Lines Inc DelDAL23$1.51K0.0%Held
Rivian Automotive Inc100$1.5K0.0%Held
Ati IncATI10$1.46K0.0%Held
Novo-Nordisk A S39$1.43K0.0%Held
Applied Digital Corp.APLD60$1.42K0.0%Held
Airbnb, Inc.ABNB11$1.39K0.0%Held
BILL Holdings, Inc.BILL34$1.3K0.0%Held
Ishares Bitcoin Trust EtfIBIT33$1.27K0.0%Held
Nokia Corp150$1.21K0.0%Held
Robinhood Mkts Inc17$1.18K0.0%Held
Kimberly Clark CorpKMB12$1.15K0.0%Held
Citigroup Inc10$1.13K0.0%Held
Versant Media Group, Inc.VSNT29$1.07K0.0%Held
Obsidian Energy Ltd.OBE112$1.06K0.0%Held
Southern Copper Corp/SCCO6$1.03K0.0%Held
Joby Aviation Inc122$1.01K0.0%Held
Enphase Energy, Inc.ENPH25$9450.0%Held
Kratos Defense & Sec Solutio12$8460.0%Held
Electronic Arts Inc.EA4$8150.0%Held
Ballard Pwr Sys Inc New325$7870.0%Held
Perrigo Co PlcPRGO71$7630.0%Held
Klarna Group PlcKLAR58$7590.0%Held
Brookfield Wealth Sol Ltd18$7450.0%Held
Tilray Brands, Inc.TLRY100$6470.0%Held
Gen Digital Inc33$6210.0%Held
RTX CorpRTX3$6040.0%Held
Evotec Ag228$5700.0%Held
Pinterest, Inc.PINS30$5500.0%Held
Vanguard Index Fds6$5320.0%Held
Healthpeak Properties, Inc.DOC30$4930.0%Held
Viatris IncVTRS35$4730.0%Held
Wix.com Ltd.WIX5$4500.0%Held
Diversified Rty Corp F150$4430.0%Held
Siriusxm Holdings Inc19$4390.0%Held
Keycorp21$4210.0%Held
Teradata Corp Del16$4100.0%Held
Advanced Micro Devices IncAMD2$4070.0%Held
Reddit, Inc.RDDT3$4040.0%Held
Pointsbet Hldgs Lt Ordf640$3560.0%Held
NCR Atleos CorpNATL8$3490.0%Held
Knightscope, Inc.KSCP81$3380.0%Held
Puma Se - Unsponsored Adr125$3060.0%Held
Roku, IncROKU3$2840.0%Held
Roblox CorpRBLX5$2830.0%Held
Toast, Inc.TOST10$2650.0%Held
Crispr Therapeutics AgCRSP5$2380.0%Held
Rocky Mtn Chocolate Factory105$2360.0%Held
Ondas Hldgs IncONDS26$2350.0%Held
Coty Inc.COTY117$2350.0%Held
Prothena Corp Plc22$2140.0%Held
Draftkings Inc New9$1950.0%Held
Medtronic PlcMDT2$1730.0%Held
Serve Robotics Inc20$1690.0%Held
Kyndryl Hldgs Inc12$1570.0%Held
Ss&C Technologies Hldgs Inc2$1460.0%Held
Gevo, Inc.GEVO50$1370.0%Held
Archer Aviation Inc26$1340.0%Held
Nuscale Pwr Corp12$1300.0%Held
Alibaba Group Hldg Ltd1$1250.0%Held
Paramount Skydance CorpPSKY13$1210.0%Held
Ncr Voyix Corporation16$1010.0%Held
Dxc Technology CoDXC8$1010.0%Held
Ocean Pwr Technologies Inc270$950.0%Held
Coupang, Inc.CPNG5$940.0%Held
Nio Inc15$900.0%Held
Codexis, Inc.CDXS50$820.0%Held
Planet 13 Hldgs Inc Com500$770.0%Held
Smith & Wesson Brands, Inc.SWBI5$720.0%Held
Nuburu Inc400$710.0%Held
Acco Brands CorpACCO23$690.0%Held
zSpace, Inc.ZSPC510$580.0%Held
AMERICAN BATTERY TECHNOLOGY CoABAT18$500.0%Held
APA CorpAPA1$420.0%Held
Archrock, Inc.AROC1$350.0%Held
ChargePoint Holdings, Inc.CHPT5$240.0%Held
Idaho Copper Corp3$180.0%Held
Cannabix Technologies F30$140.0%Held
American Outdoor Brands, Inc.AOUT1$90.0%Held
Rockwell Med Inc9$80.0%Held
Charlottes Web Hldgs I F3$20.0%Held
Skye Bioscience, Inc.SKYE1$10.0%Held
Neomagic Corp40$10.0%Held
Decision Diagnostics Cor1.57K$00.0%Held
Foru Holdings Inc304$00.0%Held
Geckosystems Intl Corp129.9K$00.0%Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.