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Latest MYECFO, LLC Stock Portfolio

MYECFO, LLC Performance:
2025 Q4: 3.16%YTD: 16.65%2024: -27.77%
Performance for 2025 Q4 is 3.16%, and YTD is 16.65%, and 2024 is -27.77%.

About MYECFO, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MYECFO, LLC reported an equity portfolio of $235.6 Millions as of 31 Dec, 2025.

The top stock holdings of MYECFO, LLC are FNDA, VEA, AAXJ. The fund has invested 27.6% of it's portfolio in SCHWAB STRATEGIC TR and 11.7% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off EATON VANCE CALIF MUN BD FD stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES GOLD TR (IAU) and SPDR INDEX SHS FDS (CWI). MYECFO, LLC opened new stock positions in BROADCOM INC (AVGO), BLACKROCK CALIF MUN INCOME T and COLUMBIA ETF TR II (ECON). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), VANGUARD CHARLOTTE FDS (BNDX) and ISHARES TR (AAXJ).

MYECFO, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MYECFO, LLC made a return of 3.16% in the last quarter. In trailing 12 months, it's portfolio return was 16.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
broadcom inc1,000,230
blackrock calif mun income t479,004
columbia etf tr ii339,102
ishares bitcoin trust etf213,694
select sector spdr tr209,221
opendoor technologies inc67,920
New stocks bought by MYECFO, LLC

Additions

Ticker% Inc.
select sector spdr tr80.54
vanguard charlotte fds68.56
ishares tr33.98
vanguard world fd21.03
alphabet inc18.08
vanguard intl equity index f18.06
schwab strategic tr15.19
pimco etf tr14.86
Additions to existing portfolio by MYECFO, LLC

Reductions

Ticker% Reduced
schwab strategic tr-22.61
ishares gold tr-21.44
spdr index shs fds-15.89
ishares tr-14.08
abrdn silver etf trust-12.76
schwab strategic tr-11.62
vanguard world fd-10.17
vanguard index fds-8.38
MYECFO, LLC reduced stake in above stock

Sold off

Ticker$ Sold
eaton vance calif mun bd fd-963,710
grayscale ethereum trust etf-202,193
volatility shs tr-206,605
MYECFO, LLC got rid off the above stocks

Sector Distribution

MYECFO, LLC has about 90.8% of it's holdings in Others sector.

Sector%
Others90.8
Communication Services3.6
Technology2.5
Consumer Cyclical1.5

Market Cap. Distribution

MYECFO, LLC has about 7.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED90.8
MEGA-CAP7.1
MID-CAP1.2

Stocks belong to which Index?

About 8.8% of the stocks held by MYECFO, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others91.2
S&P 5007.1
RUSSELL 20001.7
Top 5 Winners (%)%
ARWR
arrowhead pharmaceuticals in
92.5 %
SIVR
abrdn silver etf trust
48.3 %
GOOG
alphabet inc
28.7 %
GOOG
alphabet inc
26.0 %
GLDM
world gold tr
11.6 %
Top 5 Winners ($)$
SIVR
abrdn silver etf trust
1.4 M
FNDA
schwab strategic tr
1.3 M
VEA
vanguard tax-managed fds
1.1 M
GOOG
alphabet inc
1.0 M
GOOG
alphabet inc
0.7 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-44.8 %
META
meta platforms inc
-9.9 %
BOX
box inc
-7.1 %
PG
procter and gamble co
-6.7 %
MSFT
microsoft corp
-6.4 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-0.3 M
FNDA
schwab strategic tr
-0.1 M
META
meta platforms inc
-0.1 M
VEU
vanguard intl equity index f
-0.1 M
FNDA
schwab strategic tr
0.0 M

MYECFO, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MYECFO, LLC

MYECFO, LLC has 64 stocks in it's portfolio. About 71.7% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. SIVR was the most profitable stock for MYECFO, LLC last quarter.

Last Reported on: 12 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions