Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOVIshares 0-3 Month Treasury Bond Etf | $19.2M | 15.2% | −2.6% |
| SCHGSchwab U.s. Large-cap Growth Etf | $11.4M | 9.0% | −2.3% |
| VTVVanguard Value Index Fund Etf Shares | $6.8M | 5.4% | +4.6% |
| BNDVanguard Total Bond Market Index Fund Etf Shares | $5.8M | 4.6% | −27.1% |
| VUGVanguard Growth Index Fund Etf Shares | $5.6M | 4.4% | |
| CGDVCapital Group Dividend Value Etf | $5.5M | 4.3% | −1.6% |
| BIVVanguard Intermediate-term Bond Index Fund Etf Shares | $5.3M | 4.2% | −10.5% |
| SCHFSchwab International Equity Etf | $4.6M | 3.6% | +4.0% |
| GBILGoldman Sachs Access Treasury 0-1 Year Etf | $3.6M | 2.9% | +26.9% |
| VIGVanguard Dividend Appreciation Index Fund Etf Shares | $3.4M | 2.7% | |
| AAPLApple Inc | $3.3M | 2.6% | −14.9% |
| SCHMSchwab U.s. Mid-cap Etf | $3.1M | 2.4% | −1.7% |
| SCHDSchwab U.s. Dividend Equity Etf | $3.0M | 2.4% | +1.1% |
| VBVanguard Small-cap Indexfund Etf Shares | $3.0M | 2.4% | +4.0% |
| BSVVanguard Short-term Bondindex Fund Etf Shares | $3.0M | 2.3% | +2.3% |
| VCRBVanguard Core Bond Etf | $2.9M | 2.3% | New |
| VOOVanguard S&p 500 Etf | $2.7M | 2.1% | +3.7% |
| SCHASchwab U.s. Small-cap Etf | $2.5M | 1.9% | −2.8% |
| ORCLOracle Corp | $2.1M | 1.6% | |
| VHTVanguard Health Care Index Fund Etf Shares | $2.0M | 1.6% | |
| VOVanguard Mid-cap Index Fund Etf Shares | $1.9M | 1.5% | +1.4% |
| VGTVanguard Information Technology Index Fund Etf Shares | $1.8M | 1.4% | −3.9% |
| TCAFT. Rowe Price Capital Appreciation Equity Etf | $1.3M | 1.0% | +3.2% |
| IXUSIshares Core Msci Total International Stock Etf | $1.3M | 1.0% | +1.3% |
| SCHZSchwab U.s. Aggregate Bond Etf | $1.2M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VGTVanguard Information Technology Index Fund Etf Shares | March 31, 2026 | +37.0% | $1.8M |
| GOOGLAlphabet Inc Class A | March 31, 2026 | +24.3% | $575K |
| SCHASchwab U.s. Small-cap Etf | March 31, 2026 | +24.2% | $2.5M |
| GOOGAlphabet Inc Class C | March 31, 2026 | +23.2% | $522K |
| SCHMSchwab U.s. Mid-cap Etf | March 31, 2026 | +19.1% | $3.1M |
| VUGVanguard Growth Index Fund Etf Shares | March 31, 2026 | +18.3% | $5.6M |
| CGGRCapital Group Growth Etf | March 31, 2026 | +17.4% | $512K |
| SCHGSchwab U.s. Large-cap Growth Etf | March 31, 2026 | +16.2% | $11.4M |
| CGDVCapital Group Dividend Value Etf | March 31, 2026 | +15.8% | $5.5M |
| VBVanguard Small-cap Indexfund Etf Shares | March 31, 2026 | +15.7% | $3.0M |
Sold off last quarter
- Lindt &spruengli A OrdfCUSIP H49983184 was $84K
- CRWDCrowdstrike Hldgs Inc Class A was $59K
- LVSLas Vegas Sands Corp was $32K
- Spotify Technology S A FCUSIP L8681T102 was $20K
- Wix Com Ltd Fdutch Tender Exp: 04/01/26CUSIP M98068105 was $450
- RBLXRoblox Corp Class A was $283
- TOSTToast Inc Class Class A was $265
- DKNGDraftkings Inc New Class A was $195
- SKYDParamount Skydance Corp Class Class B was $121
- CPNGCoupang Inc Class Class A was $94
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.7% | +14.8% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −12.3% | −16.5% |
| March 31, 2022 | −5.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Leo H. Evart, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1920405&type=13F-HR&dateb=&owner=include&count=40CIK 1920405
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1920405/000192040526000005/Filed August 18, 2026 · accession 0001920405-26-000005