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Derek Hobbs

Leo H. Evart, Inc.

Assets Managed
$116.917M
Holdings
298
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
79.4%(2Q avg: 34.93%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Leo H. Evart, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 298 positions.

Assets under management

The assets under management (AUM) of Leo H. Evart, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 116.917M in assets, with a quarterly growth rate of 79.4% and a 2-quarter average growth rate of 34.93%. The portfolio is managed by Derek Hobbs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
New Position
16.86%
$19.704M
195,748 shares@ $100.67 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 211.3%
8.62%
$10.068M
345,616 shares@ $29.13 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 38.51%
6.84%
$7.989M
108,494 shares@ $73.64 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Decreased -0.56%
5.07%
$5.918M
76,674 shares@ $77.18 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 47.08%
5.04%
$5.882M
29,980 shares@ $196.2 avg price
CGDV
Cap Group Dividend Value
Recent Activity
New Position
4.11%
$4.801M
112,847 shares@ $42.54 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -16.94%
4.08%
$4.759M
10,895 shares@ $436.77 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 1262.79%
3.39%
$3.961M
160,059 shares@ $24.75 avg price
AAPL
Apple Inc
Recent Activity
Decreased -13.55%
2.91%
$3.391M
13,362 shares@ $253.8 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -21.45%
2.67%
$3.121M
14,513 shares@ $215.06 avg price

1-10 of 298