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Livermore
Livermore
ZHEN

Leo H. Evart, Inc.

SEC CIK
0001920405
Latest filing
Aug 17, 2026

The latest 13F from Leo H. Evart, Inc. covers Q2 2026 (filed Aug 17, 2026): 295 long positions worth $126.6M. The top 10 holdings make up 56.3% of the portfolio, and the largest is iShares Tr at 15.2%. Livermore has 12 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$3.37M
Added
69
Est. +$2.28M
Reduced
38
Est. −$4.95M
Sold out
12
Est. −$197.0K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr46436E718
    15.2%$19.2M
  2. Schwab U.S. Large-Cap Growth ETF808524300
    9.0%$11.4M
  3. Vanguard Morningstar Value ETF922908744
    5.4%$6.83M
  4. Vanguard Total Bond Market ETF921937835
    4.6%$5.81M
  5. Vanguard Morningstar Growth ETF922908736
    4.4%$5.59M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Malvern FDS922020748
    +$2.94MNew
  2. Goldman Sachs ETF Tr381430529
    +$771.8KAdded
  3. Vanguard Morningstar Value ETF922908744
    +$298.6KAdded
  4. Vanguard Calif Tax Free FDS922021605
    +$248.6KNew
  5. Vanguard Star FDS921909768
    +$237.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Malvern FDS922020748
    +2.32 pp0.0% → 2.3%
  2. Goldman Sachs ETF Tr381430529
    +0.42 pp2.5% → 2.9%
  3. Vanguard Morningstar Value ETF922908744
    +0.36 pp5.0% → 5.4%
  4. Schwab International Equity ETF808524805
    +0.25 pp3.4% → 3.6%
  5. Vanguard Morningstar Small-Cap ETF922908751
    +0.24 pp2.1% → 2.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Total Bond Market ETF921937835
    −$2.16MReduced
  2. Vanguard Intermediate-Term Bond ETF921937819
    −$615.7KReduced
  3. AAPLApple Inc.
    −$575.5KReducedHistory
  4. iShares Tr46436E718
    −$517.6KReduced
  5. Schwab U.S. Large-Cap Growth ETF808524300
    −$265.6KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Total Bond Market ETF921937835
    −2.25 pp6.8% → 4.6%
  2. iShares Tr46436E718
    −1.70 pp16.9% → 15.2%
  3. Vanguard Intermediate-Term Bond ETF921937819
    −0.90 pp5.1% → 4.2%
  4. AAPLApple Inc.
    −0.30 pp2.9% → 2.6%History
  5. GLDSPDR Gold Trust
    −0.26 pp1.0% → 0.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$126.6M
+$9.71M (+8.3%) vs. prior quarter
Positions
295
−3 vs. prior quarter
Top 10 concentration
56.3%
Top 10 as share of value
Turnover
4.2%
Q2 2026, one quarter
Average holding period
2.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

10 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $126.6M (Q2 2026)

Q4 2021: $102.7MQ1 2022: $96.7MQ2 2022: $82.3MQ3 2022: $65.6MQ4 2022: $66.1MQ1 2023: $68.5MQ2 2023: $72.1MQ3 2023: $65.2MQ1 2026: $116.9MQ2 2026: $126.6M
Q4 2021Q2 2026
13F filings of Leo H. Evart, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 17, 2026295$126.6MiShares TrSchwab U.S. Large-Cap Growth ETFVanguard Morningstar Value ETFvs. Q1 2026SEC
Q1 2026May 14, 2026Amended298$116.9MiShares TrSchwab U.S. Large-Cap Growth ETFVanguard Total Bond Market ETF–SEC
Q3 2023Nov 15, 202334$65.2MSchwab US Dividend Equity ETFSchwab U.S. Large-Cap Growth ETFVanguard Intermediate-Term Bond ETFvs. Q2 2023SEC
Q2 2023Aug 7, 202335$72.1MSchwab US Dividend Equity ETFSchwab U.S. Large-Cap Growth ETFVanguard Intermediate-Term Bond ETFvs. Q1 2023SEC
Q1 2023May 8, 202333$68.5MSchwab US Dividend Equity ETFSchwab U.S. Large-Cap Growth ETFVanguard Intermediate-Term Bond ETFvs. Q4 2022SEC
Q4 2022Jan 20, 202333$66.1MSchwab US Dividend Equity ETFSchwab U.S. Large-Cap Growth ETFVanguard Intermediate-Term Bond ETFvs. Q3 2022SEC
Q3 2022Jan 19, 2023Amended33$65.6MSchwab US Dividend Equity ETFSchwab U.S. Large-Cap Growth ETFVanguard Total Bond Market ETFvs. Q2 2022SEC
Q2 2022Jul 21, 202238$82.3MVanguard Short-Term Bond ETFSchwab US Dividend Equity ETFSchwab U.S. Large-Cap Growth ETFvs. Q1 2022SEC
Q1 2022May 11, 202241$96.7MSchwab U.S. Large-Cap Growth ETFVanguard Short-Term Bond ETFSchwab US Dividend Equity ETFvs. Q4 2021SEC
Q4 2021Mar 31, 202243$102.7MSchwab U.S. Large-Cap Growth ETFSchwab US Dividend Equity ETFVanguard Short-Term Bond ETF–SEC