Leo H. Evart
Leo H. Evart reported 295 stocks worth $127M in its 13F filing for Q2 2026, filed Aug 18, 2026. Its largest holdings are SGOV (15.2%), SCHG (9.0%) and VTV (5.4%). Compared with Q1 2026, the fund opened new positions in VCRB, VTEC and SPCX, added to VTV, VUG and SCHF, trimmed SGOV, SCHG and BND and sold out of LDSVF, CRWD and LVS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOV Ishares TR | $19.2M | 15.2% | 191K | −5,142 (−3%) | 2 of 2 | |
| 2 |  SCHG Schwab Strategic TR | $11.4M | 9.0% | 338K | −7,850 (−2%) | 2 of 2 | |
| 3 |  VTV Vanguard Index Fds | $6.8M | 5.4% | 31K | +1,370 (+5%) | 2 of 2 | |
| 4 |  BND Vanguard BD Index Fds | $5.8M | 4.6% | 79K | −29K (−27%) | 2 of 2 | |
| 5 |  VUG Vanguard Index Fds | $5.6M | 4.4% | 65K | +54K (+495%) | 2 of 2 | |
| 6 |  CGDV Capital Group Dividend | $5.5M | 4.3% | 111K | −1,842 (−2%) | 2 of 2 | |
| 7 |  BIV Vanguard Intermediate | $5.3M | 4.2% | 69K | −8,028 (−10%) | 2 of 2 | |
| 8 |  SCHF Schwab International | $4.6M | 3.6% | 167K | +6,475 (+4%) | 2 of 2 | |
| 9 |  GBIL Goldman Sachs ETF TR | $3.6M | 2.9% | 36K | +7,706 (+27%) | 2 of 2 | |
| 10 |  VIG Vanguard Dividend Appreciation ETF | $3.4M | 2.7% | 14K | −40 (−0%) | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LDSVF Lindt &spruengli A Ordf | $84K | 6 |
 CRWD Crowdstrike Hldgs Inc | $59K | 150 |
 LVS Las Vegas Sands Corp | $32K | 600 |
 SPOT Spotify Technology | $20K | 42 |
 WIX Wix Com Ltd | $450 | 5 |
🔒 Free account: see all 12.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 18, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Leo H. Evart 13F FAQ
What does Leo H. Evart own?
Leo H. Evart reported 295 stocks worth $127M in its 13F filing for Q2 2026, filed Aug 18, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Leo H. Evart buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 68 added to, 35 trimmed and 12 sold out. New positions include VCRB, VTEC and SPCX. It sold all of LDSVF, CRWD and LVS.
When will Leo H. Evart file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Leo H. Evart's portfolio worth?
The Q2 2026 filing reports $127M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.