Leo H. Evart, Inc. holds a focused book of 295 stocks worth $126.6M as of Q2 2026 (disclosed Aug 18, 2026, a ~49-day 13F lag). This quarter they opened Vanguard Core Bond ETF and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Ishares 0-3 Month Treasury B at 15% of the equity book. Cloning the disclosed picks since 2023 would be +50% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +57.9%, a 7.7-point gap that is the cost of the ~49-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Leo H. Evart, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~49 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Leo H. Evart, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $18.0B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $6.7B |
| Integrated Wealth Concepts LLC | 80 / 80 | $4.2B |
| Global Retirement Partners, LLC | 80 / 80 | $1.9B |
| IFP Advisors, Inc | 80 / 80 | $1.6B |
| MORGAN STANLEY | 79 / 80 | $564.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $540.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $154.1B |
Ranked by how many of Leo H. Evart, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares 0-3 Month Treasury Bond ETF ETF | $19.2M | 190.6K | 15.2% | ▼−2.6% Reduced · −5K sh | |
| 2 | Schwab U.S. Large-Cap Growth ETF ETF | $11.4M | 337.8K | 9.0% | ▼−2.3% Reduced · −8K sh | |
| 3 | Vanguard Value Index Fund ETF Shares ETF | $6.8M | 31.4K | 5.4% | ▲+4.6% Added · +1K sh | |
| 4 | Vanguard Total Bond Market Index Fund ETF Shares ETF | $5.8M | 79.1K | 4.6% | ▼−27% Reduced · −29K sh | |
| 5 | Vanguard Growth Index Fund ETF Shares ETF | $5.6M | 64.8K | 4.4% | ▲+495% Added · +54K sh | |
| 6 | Capital Group Dividend Value ETF ETF | $5.5M | 111.0K | 4.3% | ▼−1.6% Reduced · −2K sh | |
| 7 | Vanguard Intermediate-Term Bond Index Fund ETF Shares ETF | $5.3M | 68.6K | 4.2% | ▼−10% Reduced · −8K sh | |
| 8 | Schwab International Equity ETF ETF | $4.6M | 166.5K | 3.6% | ▲+4.0% Added · +6K sh | |
| 9 | Goldman Sachs Access Treasury 0-1 Year ETF ETF | $3.6M | 36.3K | 2.9% | ▲+27% Added · +8K sh | |
| 10 | Vanguard Dividend Appreciation Index Fund ETF Shares ETF | $3.4M | 14.5K | 2.7% | ▼−0.3% Reduced · −40 sh | |
| 11 | Apple Inc Equity | $3.3M | 11.4K | 2.6% | ▼−15% Reduced · −2K sh | |
| 12 | Schwab U.S. Mid-Cap ETF ETF | $3.1M | 82.8K | 2.4% | ▼−1.7% Reduced · −1K sh | |
| 13 | Schwab U.S. Dividend Equity ETF ETF | $3.0M | 95.9K | 2.4% | ▲+1.1% Added · +997 sh | |
| 14 | Vanguard Small-Cap Indexfund ETF Shares ETF | $3.0M | 9.9K | 2.4% | ▲+4.0% Added · +379 sh | |
| 15 | Vanguard Short-Term Bondindex Fund ETF Shares ETF | $3.0M | 37.9K | 2.3% | ▲+2.3% Added · +859 sh | |
| 16 | Vanguard Core Bond ETF ETF | $2.9M | 38.1K | 2.3% | ▲New New position | |
| 17 | Vanguard S&P 500 ETF ETF | $2.7M | 3.9K | 2.1% | ▲+3.7% Added · +138 sh | |
| 18 | Schwab U.S. Small-Cap ETF ETF | $2.5M | 67.9K | 1.9% | ▼−2.8% Reduced · −2K sh | |
| 19 | Oracle Corp Equity | $2.1M | 14.1K | 1.6% | ▲+0.1% Added · +11 sh | |
| 20 | Vanguard Health Care Index Fund ETF Shares ETF | $2.0M | 6.6K | 1.6% | ▲+0.9% Added · +58 sh | |
| 21 | Vanguard Mid-Cap Index Fund ETF Shares ETF | $1.9M | 23.0K | 1.5% | ▲+305% Added · +17K sh | |
| 22 | Vanguard Information Technology Index Fund ETF Shares ETF | $1.8M | 14.9K | 1.4% | ▲+669% Added · +13K sh | |
| 23 | T. Rowe Price Capital Appreciation Equity ETF ETF | $1.3M | 31.8K | 1.0% | ▲+3.2% Added · +998 sh | |
| 24 | Ishares Core Msci Total International Stock ETF ETF | $1.3M | 13.1K | 1.0% | ▲+1.3% Added · +166 sh | |
| 25 | Schwab U.S. Aggregate Bond ETF ETF | $1.2M | 52.9K | 1.0% | ▼−0.7% Reduced · −382 sh | |
| 26 | SPDR Gold Shares ETF | $973K | 2.6K | 0.8% | ▼−5.6% Reduced · −158 sh | |
| 27 | Tesla Inc Equity | $895K | 2.1K | 0.7% | —Held | |
| 28 | First Eagle Overseas Equity ETF ETF | $754K | 14.1K | 0.6% | ▲+2.5% Added · +350 sh | |
| 29 | Amazon.com Inc Equity | $646K | 2.7K | 0.5% | ▲+3.8% Added · +100 sh | |
| 30 | JPMorgan Income ETF ETF | $610K | 13.3K | 0.5% | ▲+1.2% Added · +159 sh | |
| 31 | Vanguard Small-Cap Valueindex Fund ETF Shares ETF | $609K | 2.5K | 0.5% | ▲+0.6% Added · +15 sh | |
| 32 | Alphabet Inc Class A Equity | $575K | 1.6K | 0.5% | ▲+1.8% Added · +28 sh | |
| 33 | Alphabet Inc Class C Equity | $522K | 1.5K | 0.4% | —Held | |
| 34 | Vanguard High Dividend Yield Index Fund ETF Shares ETF | $521K | 3.3K | 0.4% | ▲+9.7% Added · +292 sh | |
| 35 | Microsoft Corp Equity | $513K | 1.4K | 0.4% | ▲+2.8% Added · +37 sh | |
| 36 | Capital Group Growth ETF ETF | $512K | 10.8K | 0.4% | —Held | |
| 37 | Sempra Equity | $485K | 5.2K | 0.4% | ▲~0% Added · +1 sh | |
| 38 | Chevron Corp New Equity | $449K | 2.7K | 0.4% | ▲~0% Added · +1 sh | |
| 39 | State Street SPDR S&P 500 ETF Trust ETF | $439K | 588 | 0.3% | ▲+0.2% Added · +1 sh | |
| 40 | Abrdn Physical Gold Shares ETF ETF | $408K | 10.7K | 0.3% | —Held | |
| 41 | Meta Platforms Inc Class A Equity | $407K | 722 | 0.3% | —Held | |
| 42 | Vanguard Total International Stock Index Fund ETF Shares ETF | $358K | 4.2K | 0.3% | ▲+195% Added · +3K sh | |
| 43 | Exxon Mobil Corp Equity | $347K | 2.5K | 0.3% | ▼−4.4% Reduced · −117 sh | |
| 44 | Nvidia Corp Equity | $344K | 1.7K | 0.3% | ▲+5.6% Added · +92 sh | |
| 45 | Capital Group Dividend Growers ETF ETF | $344K | 9.2K | 0.3% | ▲+17% Added · +1K sh | |
| 46 | Invesco S&P 500 Equal Weight Health Care ETF ETF | $324K | 9.8K | 0.3% | ▲+0.2% Added · +17 sh | |
| 47 | Unitedhealth Group Inc Equity | $285K | 686 | 0.2% | ▲+0.6% Added · +4 sh | |
| 48 | Samsara Inc Class A Equity | $249K | 7.7K | 0.2% | ▼−5.8% Reduced · −474 sh | |
| 49 | Vanguard California Tax-Exempt Bond ETF ETF | $249K | 2.5K | 0.2% | ▲New New position | |
| 50 | Johnson & Johnson Equity | $225K | 887 | 0.2% | ▼−6.1% Reduced · −58 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1920405/holdings"
Use Arkolith to show Leo H. Evart, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 18, 2026 | 328 | $126.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 316 | $116.9M | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 34 | $65.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 7, 2023 | 35 | $72.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 33 | $68.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 20, 2023 | 33 | $66.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Jan 19, 2023 | 33 | $65.6M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.