Leo H. Evart, Inc. ETF holdings
Redwood City, CA
Reported $109.1M in 76 ETFs in its Form 13F for June 30, 2026.
ETF value
$109.1M
ETFs held
76
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
86.2%
of $126.6M
Top 10 of 76 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $19.2M | 190,606 | −5,142 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $11.4M | 337,766 | −7,850 shares |
| VTV | Vanguard Morningstar Value ETF | $6.8M | 31,350 | +1,370 shares |
| BND | Vanguard Total Bond Market ETF | $5.8M | 79,078 | −29,416 shares |
| VUG | Vanguard Morningstar Growth ETF | $5.6M | 64,839 | +53,944 shares |
| CGDV | Capital Group Dividend Value ETF | $5.5M | 111,005 | −1,842 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $5.3M | 68,646 | −8,028 shares |
| SCHF | Schwab International Equity ETF | $4.6M | 166,534 | +6,475 shares |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | $3.6M | 36,325 | +7,706 shares |
| VIG | Vanguard Dividend Appreciation ETF | $3.4M | 14,473 | −40 shares |
66 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001920405. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Leo H. Evart, Inc. own?
Leo H. Evart, Inc. reported 76 ETF positions worth $109.1M in its Form 13F for June 30, 2026. The largest was SGOV, at $19.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.