What does MYECFO, LLC hold?

MYECFO, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1986457.

What is MYECFO, LLC's AUM?

MYECFO, LLC reported approximately $266.3M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $263.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source MYECFO, LLC's holdings?

All MYECFO, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1986457. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is MYECFO, LLC's 13F data updated on 13F Pro?

MYECFO, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

MYECFO, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1986457

Institutional-grade research for retail investors

Sector Allocation

Other86.1%$229.4M
Technology6.2%$16.6M
Financials3.1%$8.3M
Industrials2.5%$6.7M
Consumer Discretionary1.4%$3.6M
Healthcare0.4%$1.1M
Energy0.1%$269,189
Consumer Staples0.1%$206,369
Real Estate0.0%$64,082

AUM History

13fpro.ai/research/fund/myecfo-llc-1986457

Conviction and streaks

Diversifying · top 10 = 70.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold28.1% weight · held 8 quarters

$Conviction hold12.7% weight · held 8 quarters

$Conviction hold5.9% weight · held 8 quarters

$Conviction hold5.0% weight · held 8 quarters

$Conviction hold4.7% weight · held 8 quarters

$Accumulating+34% shares · 8 quarters running

$Accumulating+156% shares · 8 quarters running

$Accumulating+91% shares · 8 quarters running

$Accumulating+152% shares · 8 quarters running

$Accumulating+116% shares · 5 quarters running

$Trimming-69% shares · 8 quarters running

$Trimming-13% shares · 7 quarters running

$Trimming-19% shares · 6 quarters running

$Trimming-9% shares · 6 quarters running

$Trimming-6% shares · 4 quarters running

Largest positions — Q3 2026

SCHWAB
$75.0M
VANGUARD
$33.8M
SCHWAB
$15.8M
ISHARES
$13.2M
SCHWAB
$12.6M
VANGUARD
$11.1M
PIMCO
$8.4M
DOV
$6.7M
SCHWAB
$5.9M
ISHARES
$5.5M
GOOGL
$5.2M
VANGUARD
$4.7M
SCHWAB
$4.5M
SCHWAB
$3.8M
GOOG
$3.7M
VANGUARD
$3.2M
AAPL
$3.1M
AMZN
$3.1M
SIVR
$3.1M
SCHWAB
$3.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/myecfo-llc-1986457

MYECFO, LLC 13F holdings — Q3 2026

$266.3M portfolio (+0.5% QoQ) · 72 holdings · Q3 2026 13F · top 10 are 71% of the stock portfolio

1
SCHWAB STRATEGIC TR - US BRD MKT ETF
$75.0M
28.1% of stocks
-0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$33.8M
12.7% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SCHWAB STRATEGIC TR - INTL EQTY ETF
$15.8M
5.9% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - CALIF MUN BD ETF
$13.2M
5.0% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SCHWAB STRATEGIC TR - US AGGREGATE B
$12.6M
4.7% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$11.1M
4.2% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
7
PIMCO ETF TR - INV GRD CRP BD
$8.4M
3.2% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
8
DOVER Corp
$DOV
$6.7M
2.5% of stocks
-1%This quarter+6.7%Since filed8+ qtrsHeld
AIQuality59.5#924Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
9
SCHWAB STRATEGIC TR - INT-TRM U.S TRES
$5.9M
2.2% of stocks
-1.0%This quarter—Since filed—Held
AIQuality—Est. buy—
10
ISHARES TR - NEW YORK MUN ETF
$5.5M
2.1% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SCHWAB STRATEGIC TR - US BRD MKT ETF	$75.0M	28.1%	-0.7%	—	—	—	—
2	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$33.8M	12.7%	+1%	—	—	—	—
3	SCHWAB STRATEGIC TR - INTL EQTY ETF	$15.8M	5.9%	-2%	—	—	—	—
4	ISHARES TR - CALIF MUN BD ETF	$13.2M	5.0%	+1%	—	—	—	—
5	SCHWAB STRATEGIC TR - US AGGREGATE B	$12.6M	4.7%	+1%	—	—	—	—
6	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$11.1M	4.2%	+3%	—	—	—	—
7	PIMCO ETF TR - INV GRD CRP BD	$8.4M	3.2%	+3%	—	—	—	—
8	DOVER Corp$DOV	$6.7M	2.5%	-1%	+6.7%	8+ qtrsTrimmed 3 qtrs in a row	59.5#924	Estimated buy price is Pro: unlock with a free trial
9	SCHWAB STRATEGIC TR - INT-TRM U.S TRES	$5.9M	2.2%	-1.0%	—	—	—	—
10	ISHARES TR - NEW YORK MUN ETF	$5.5M	2.1%	-3%	—	—	—	—

All holdings — MYECFO, LLC (Q3 2026)

Sort

72 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$GOOGL	Alphabet Inc.	Technology	$5.2M	1.9%	15K	-2%	8+ qtrs	77.7	13F
12	—	VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund	—	$4.7M	1.8%	13K	+50%	—	—	13F
13	—	SCHWAB STRATEGIC TR - MUN BD ETFetf/fund	—	$4.5M	1.7%	187K	+12%	—	—	13F
14	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETFetf/fund	—	$3.8M	1.4%	104K	-3%	—	—	13F
15	$GOOG	Alphabet Inc.	Technology	$3.7M	1.4%	11K	+1%	8+ qtrsAdded 2 qtrs in a row	77.7	13F
16	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$3.2M	1.2%	4,580	-1%	—	—	13F
17	$AAPL	Apple Inc.	Technology	$3.1M	1.2%	9,330	-0.6%	8+ qtrs	75.7	13F
18	$AMZN	AMAZON COM INC	Consumer Discretionary	$3.1M	1.2%	12K	—	8+ qtrs	67.5	13F
19	$SIVR	abrdn Silver ETF Trustetf/fund	Financials	$3.1M	1.1%	53K	+4%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$3.0M	1.1%	92K	-0.1%	—	—	13F
21	—	SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund	—	$2.7M	1.0%	81K	+6%	—	—	13F
22	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund	—	$2.6M	1.0%	32K	-2%	—	—	13F
23	$GLDM	World Gold Trustetf/fund	Financials	$2.3M	0.8%	28K	+4%	8+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	—	ISHARES TR - RUS 1000 VAL ETFetf/fund	—	$2.0M	0.8%	8,215	—	—	—	13F
25	—	ISHARES TR - GNMA BOND ETFnote	—	$1.9M	0.7%	46K	+0.3%	—	—	13F
26	$IAU	ISHARES GOLD TRUST	Financials	$1.6M	0.6%	20K	+5%
27	—	ISHARES TR - CORE INTL AGGR	—	$1.5M	0.6%	30K	+213%
28	$SPY	SPDR S&P 500 ETF TRUST	—	$1.4M	0.5%	1,775	+0.6%
29	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$1.2M	0.5%	14K	-0.3%
30	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$1.1M	0.4%	35K	+0.9%
31	$ARWR	ARROWHEAD PHARMACEUTICALS, INC.	Healthcare	$1.1M	0.4%	17K	—
32	—	ISHARES TR - NATIONAL MUN ETF	—	$1.1M	0.4%	11K	-2%
33	$AVGO	Broadcom Inc.	Technology	$1.1M	0.4%	2,990	—
34	—	VANGUARD WORLD FD - INF TECH ETF	—	$992K	0.4%	7,892	+4%
35	$NVDA	NVIDIA CORP	Technology	$945K	0.3%	4,139	+8%
36	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$922K	0.3%	13K	+36%
37	$AFRM	Affirm Holdings, Inc.	Financials	$912K	0.3%	13K	-5%
38	—	SCHWAB STRATEGIC TR - INTERNL DIVID	—	$842K	0.3%	27K	+4%
39	$MUC	BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.	Other	$735K	0.3%	75K	+2%
40	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$685K	0.3%	7,637	-0.8%
41	$MSFT	MICROSOFT CORP	Technology	$666K	0.3%	1,299	—
42	—	ISHARES TR - INTL TREA BD ETF	—	$665K	0.3%	17K	+0.5%
43	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$591K	0.2%	24K	-5%
44	$TSLA	Tesla, Inc.	Consumer Discretionary	$566K	0.2%	1,594	-0.9%
45	$META	Meta Platforms, Inc.	Technology	$558K	0.2%	769	—
46	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$553K	0.2%	2,369	—
47	$BOX	BOX INC	Technology	$552K	0.2%	16K	+2%
48	—	COLUMBIA ETF TR II - EM CORE EX ETF	—	$544K	0.2%	11K	—
49	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$531K	0.2%	1,066	—
50	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$522K	0.2%	706	-0.8%
51	—	VANGUARD WORLD FD - ESG INTL STK ETF	—	$513K	0.2%	6,330	—
52	—	ISHARES TR - ESG MSCI KLD ETF	—	$512K	0.2%	3,500	—
53	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$506K	0.2%	11K	-4%
54	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$505K	0.2%	6,440	—
55	$CRM	Salesforce, Inc.	Technology	$503K	0.2%	2,189	New
56	—	NUVEEN AMT FREE QLTY MUN INC - COM	—	$497K	0.2%	50K	—
57	—	ISHARES INC - MSCI AUST ETF	—	$391K	0.1%	14K	—
58	—	ISHARES TR - CORE S&P TTL STK	—	$381K	0.1%	2,293	—
59	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$366K	0.1%	9,280	—
60	—	VANGUARD NY TAX FREE FDS - TAX EXEMPT BD	—	$353K	0.1%	3,630	+2%
61	$SNOW	Snowflake Inc.	Technology	$329K	0.1%	968	+4%
62	—	VANGUARD WORLD FD - ENERGY ETF	—	$322K	0.1%	1,872	-3%
63	—	ISHARES TR - CORE S&P500 ETF	—	$318K	0.1%	416	-3%
64	—	VANGUARD WORLD FD - UTILITIES ETF	—	$307K	0.1%	1,796	—
65	—	SCHWAB STRATEGIC TR - SHT TM US TRES	—	$302K	0.1%	13K	+4%
66	$XOM.R34088	EXXON MOBIL CORP	Energy	$269K	0.1%	1,654	—
67	—	ISHARES TR - RUSSELL 2000 ETF	—	$263K	0.1%	945	—
68	—	SPDR INDEX SHS FDS - ST S&P INTL ETF	—	$216K	0.1%	4,731	—
69	—	ISHARES TR - GLOBAL TECH ETF	—	$208K	0.1%	1,400	—
70	$PG	PROCTER & GAMBLE Co	Consumer Staples	$206K	0.1%	1,420	-4%
71	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$204K	0.1%	3,820	—
72	$OPEN	Opendoor Technologies Inc.	Real Estate	$64K	0.0%	27K	+74%

What changed in Q3 2026

Against the previous quarter's 13F: 1 new, 27 added to, 22 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (1)

$CRMSalesforce, Inc.$503K
first bought this quarter

Added to (27)

VANGUARD INDEX FDS - MRNGSTR TTL STK+50%
now $4.7M
ISHARES TR - CORE INTL AGGR+213%
now $1.5M
SCHWAB STRATEGIC TR - MUN BD ETF+12%
now $4.5M
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+1%
now $33.8M
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF+3%
now $11.1M
PIMCO ETF TR - INV GRD CRP BD+3%
now $8.4M

+21 more in the Excel export

Trimmed (22)

SCHWAB STRATEGIC TR - US BRD MKT ETF-0.7%
now $75.0M
SCHWAB STRATEGIC TR - INTL EQTY ETF-2%
now $15.8M
ISHARES TR - NEW YORK MUN ETF-3%
now $5.5M
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF-3%
now $3.8M
$GOOGLAlphabet Inc.-2%
now $5.2M · held 8+ qtrs
$DOVDOVER Corp-1%
now $6.7M · held 8+ qtrs, 3 trims in a row

+16 more in the Excel export

Sold out (2)

$INTCINTEL CORPwas $235K
held 1 qtr
$ATAI.R1840904Atai Beckley N.V.was $55K
held 1 qtr

Firm AUM (Form ADV): $263.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F MYECFO, LLC has filed, 15 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow MYECFO?

Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of MYECFO's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-1.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 5% over the last 4

Top 10 weight

71%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

MYECFO, LLC disclosed 72 positions worth $266.3M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $CRM and a full exit from $INTC. The portfolio is most concentrated in Other (86.1% of disclosed assets). All figures are sourced directly from MYECFO, LLC’s Form 13F-HR filing with the SEC under CIK 1986457.

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AI-Powered Hedge Fund Analysis: MYECFO, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For MYECFO, LLC (SEC CIK: 1986457), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in MYECFO, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.