Leo H. Evart, Inc. - Portfolio Stock Holdings
Leo H. Evart, Inc. disclosed 583 stock positions in a recent SEC 13F filing. $219,792,854 of stock holdings were filed, with the largest holdings including SGOV, SGOV, and SCHG. This filing represented positions held on March 31, 2026, and was filed on May 13, 2026.We estimate the fund has a total AUM of $269,926,419 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
583Est. Stock Holding Value:
$219,792,854Top Stock Holdings By Sector
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Portfolio Stock Holdings - Leo H. Evart, Inc.
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