MYECFO, LLC
13F Reported Value
ⓘ$239.0M
Holdings
66
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MYECFO, LLC disclosed 66 positions worth $239.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $MUC. The portfolio is most concentrated in Other (86.0% of disclosed assets). All figures are sourced directly from MYECFO, LLC’s Form 13F-HR filing with the SEC under CIK 1986457.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR
—Quality
$64.2M2,557,723 shVANGUARD TAX-MANAGED FDS
—Quality
$29.2M455,174 shISHARES TR
—Quality
$14.9M262,542 shSCHWAB STRATEGIC TR
—Quality
$14.5M587,857 shSCHWAB STRATEGIC TR
—Quality
$12.2M526,687 shVANGUARD INTL EQUITY INDEX F
—Quality
$9.1M167,815 shPIMCO ETF TR
—Quality
$8.0M82,766 sh- 63.1
Quality
$7.5M54,335 sh ISHARES TR
—Quality
$6.3M119,530 shSCHWAB STRATEGIC TR
—Quality
$5.9M237,678 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $64.2M | 2,557,723 |
| VANGUARD TAX-MANAGED FDS | — | $29.2M | 455,174 |
| ISHARES TR | — | $14.9M | 262,542 |
| SCHWAB STRATEGIC TR | — | $14.5M | 587,857 |
| SCHWAB STRATEGIC TR | — | $12.2M | 526,687 |
| VANGUARD INTL EQUITY INDEX F | — | $9.1M | 167,815 |
| PIMCO ETF TR | — | $8.0M | 82,766 |
 DOVER Corp$DOV | 63.1 | $7.5M | 54,335 |
| ISHARES TR | — | $6.3M | 119,530 |
| SCHWAB STRATEGIC TR | — | $5.9M | 237,678 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MYECFO, LLC's 66 positions.
Showing top 10 of 66 holdings.
Sector Allocation
Other
$205.6M
Technology
$12.3M
Financials
$8.7M
Industrials
$8.1M
Consumer Discretionary
$2.6M
Healthcare
$1.2M
Energy
$280,618
Consumer Staples
$212,831
Full Holdings — MYECFO, LLC (Q1 2026)
All 66 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR | $64.2M | 26.9% | +3% | — |
| 2 | — | VANGUARD TAX-MANAGED FDS | $29.2M | 12.2% | +4% | — |
| 3 | — | ISHARES TR | $14.9M | 6.3% | +5% | — |
| 4 | — | SCHWAB STRATEGIC TR | $14.5M | 6.1% | -2% | — |
| 5 | — | SCHWAB STRATEGIC TR | $12.2M | 5.1% | +3% | — |
| 6 | — | VANGUARD INTL EQUITY INDEX F | $9.1M | 3.8% | +13% | — |
| 7 | — | PIMCO ETF TR | $8.0M | 3.4% | +9% | — |
| 8 | $DOV | DOVER Corp | $7.5M | 3.1% | -2% | 63.1 |
| 9 | — | ISHARES TR | $6.3M | 2.7% | -5% | — |
| 10 | — | SCHWAB STRATEGIC TR | $5.9M | 2.5% | +7% | — |
| 11 | — | SCHWAB STRATEGIC TR | $4.5M | 1.9% | +2% | — |
| 12 |  $GOOG | Alphabet Inc. | $4.3M | 1.8% | -3% | 80.2 |
| 13 |  $SIVR | abrdn Silver ETF Trust | $3.7M | 1.5% | -8% | — |
| 14 | — | SCHWAB STRATEGIC TR | $3.6M | 1.5% | -1% | — |
| 15 |  $GOOGL | Alphabet Inc. | $3.0M | 1.2% | -1% | 80.2 |
| 16 | — | SCHWAB STRATEGIC TR | $2.9M | 1.2% | +7% | — |
| 17 | — | VANGUARD INDEX FDS | $2.8M | 1.2% | -5% | — |
| 18 | — | VANGUARD INDEX FDS | $2.6M | 1.1% | +31% | — |
| 19 |  $AMZN | AMAZON COM INC | $2.6M | 1.1% | -1% | 74.6 |
| 20 | — | VANGUARD INTL EQUITY INDEX F | $2.4M | 1.0% | -1% | — |
| 21 | — | SCHWAB STRATEGIC TR | $2.3M | 1.0% | +3% | — |
| 22 | — | ISHARES TR | $2.2M | 0.9% | +9% | — |
| 23 |  $GLDM | World Gold Trust | $2.2M | 0.9% | +6% | — |
| 24 |  $AAPL | Apple Inc. | $2.2M | 0.9% | +4% | 76.1 |
| 25 | — | ISHARES TR | $1.8M | 0.7% | -1% | — |
| 26 |  $IAU | ISHARES GOLD TRUST | $1.7M | 0.7% | -1% | — |
| 27 | — | ISHARES TR | $1.2M | 0.5% | -8% | — |
| 28 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $1.2M | 0.5% | +0% | 74.4 |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.5% | -3% | — |
| 30 | — | SCHWAB STRATEGIC TR | $993,974 | 0.4% | +3% | — |
| 31 | — | VANGUARD CHARLOTTE FDS | $978,586 | 0.4% | +0% | — |
| 32 | — | VANGUARD INDEX FDS | $967,053 | 0.4% | +0% | — |
| 33 |  $AVGO | Broadcom Inc. | $920,792 | 0.4% | +3% | 86.4 |
| 34 | — | SCHWAB STRATEGIC TR | $878,444 | 0.4% | +8% | — |
| 35 | — | VANGUARD BD INDEX FDS | $713,203 | 0.3% | -0% | — |
| 36 | — | SCHWAB STRATEGIC TR | $704,846 | 0.3% | +4% | — |
| 37 |  $NVDA | NVIDIA CORP | $685,043 | 0.3% | -0% | 90.2 |
| 38 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $667,368 | 0.3% | NEW | — |
| 39 | — | VANGUARD INDEX FDS | $658,775 | 0.3% | +0% | — |
| 40 | — | VANGUARD WORLD FD | $654,461 | 0.3% | -3% | — |
| 41 |  $AFRM | Affirm Holdings, Inc. | $637,860 | 0.3% | +5% | 71.7 |
| 42 |  $TSLA | Tesla, Inc. | $607,068 | 0.3% | -1% | 50.1 |
| 43 | — | NUVEEN AMT FREE QLTY MUN INC | $597,436 | 0.3% | +0% | — |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $524,724 | 0.2% | +0% | 64.5 |
| 45 | — | ISHARES TR | $507,091 | 0.2% | +260% | — |
| 46 | — | VANGUARD SPECIALIZED FUNDS | $476,143 | 0.2% | -1% | — |
| 47 | — | VANGUARD INDEX FDS | $462,360 | 0.2% | +5% | — |
| 48 | — | VANGUARD WORLD FD | $454,051 | 0.2% | +0% | — |
| 49 |  $META | Meta Platforms, Inc. | $450,266 | 0.2% | +0% | 80.9 |
| 50 | — | COLUMBIA ETF TR II | $432,178 | 0.2% | +20% | — |
| 51 | — | VANGUARD WORLD FD | $430,350 | 0.2% | +0% | — |
| 52 | — | SELECT SECTOR SPDR TR | $425,859 | 0.2% | +0% | — |
| 53 | — | ISHARES TR | $424,165 | 0.2% | +2% | — |
| 54 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $410,952 | 0.2% | +0% | — |
| 55 |  $BOX | BOX INC | $400,769 | 0.2% | -12% | 61.7 |
| 56 |  $MSFT | MICROSOFT CORP | $386,489 | 0.2% | +3% | 83.7 |
| 57 | — | ISHARES INC | $383,366 | 0.2% | NEW | — |
| 58 | — | VANGUARD WORLD FD | $349,915 | 0.1% | +0% | — |
| 59 | — | ISHARES TR | $289,133 | 0.1% | -41% | — |
| 60 |  $XOM | EXXON MOBIL CORP | $280,618 | 0.1% | NEW | 61.8 |
| 61 | — | ISHARES TR | $279,272 | 0.1% | +0% | — |
| 62 | — | ISHARES TR | $234,360 | 0.1% | +9% | — |
| 63 | — | SCHWAB STRATEGIC TR | $228,450 | 0.1% | +7% | — |
| 64 | — | SPDR INDEX SHS FDS | $216,968 | 0.1% | +0% | — |
| 65 |  $PG | PROCTER & GAMBLE Co | $212,831 | 0.1% | +0% | 72.9 |
| 66 |  $OPEN | Opendoor Technologies Inc. | $54,522 | 0.0% | +0% | 37.1 |
New Positions (3)
Exited Positions (2)
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