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Latest MYECFO, LLC Stock Portfolio

$266Million | No. of Holdings #72

MYECFO, LLC Performance

2026 Q3-0.97%
YTD+3.83%
2025+16.81%

About MYECFO, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, MYECFO, LLC reported an equity portfolio of $266.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of MYECFO, LLC are FNDA, VEA, FNDA. The fund has invested 28.1% of it's portfolio in SCHWAB STRATEGIC TR and 12.7% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off INTEL CORP (INTC), EXXON MOBIL CORP (XOM) and ATAIBECKLEY INC stocks. They significantly reduced their stock positions in AFFIRM HLDGS INC (AFRM), SCHWAB STRATEGIC TR (FNDA) and PROCTER & GAMBLE CO (PG). MYECFO, LLC opened new stock positions in SALESFORCE INC (CRM) and EXXONMOBIL HOLDINGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGT), OPENDOOR TECHNOLOGIES INC (OPEN) and VANGUARD INDEX FDS (VB).
MYECFO, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$266Million
  as of Oct 14, 2026

MYECFO, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MYECFO, LLC made a return of -0.97% in the last quarter. In trailing 12 months, it's portfolio return was 7.26%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
salesforce inc502,536
exxonmobil holdings corp269,189
New stocks bought by MYECFO, LLC

Additions

Ticker% Inc.
ishares tr213
opendoor technologies inc74.45
vanguard index fds49.55
vanguard bd index fds35.68
schwab strategic tr11.77
nvidia corporation8.38
schwab strategic tr6.12
ishares gold tr5.13
Additions to existing portfolio by MYECFO, LLC

Reductions

Ticker% Reduced
affirm hldgs inc-5.36
schwab strategic tr-4.62
procter & gamble co-3.6
vanguard charlotte fds-3.57
schwab strategic tr-3.03
ishares tr-2.96
ishares tr-2.8
vanguard world fd-2.6
MYECFO, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ataibeckley inc-54,750
intel corp-235,277
exxon mobil corp-226,135
MYECFO, LLC got rid off the above stocks

Sector Distribution

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

  • Others
  • Communication Services
  • Technology
  • Consumer Cyclical
Sector%
Others90.8
Communication Services3.5
Technology3
Consumer Cyclical1.4

Market Cap. Distribution

MYECFO, LLC has about 9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED90.8
MEGA-CAP7.9
LARGE-CAP1.1

Stocks belong to which Index?

About 8.7% of the stocks held by MYECFO, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others91.3
S&P 5007.3
RUSSELL 20001.4
Top 5 Winners (%)%
MSFT
microsoft corp
37.5 %
SNOW
snowflake inc
32.5 %
META
meta platforms inc
28.7 %
BOX
box inc
25.9 %
AAPL
apple inc
15.1 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
0.9 M
AAPL
apple inc
0.4 M
MSFT
microsoft corp
0.2 M
AMZN
amazon com inc
0.1 M
META
meta platforms inc
0.1 M
Top 5 Losers (%)%
OPEN
opendoor technologies inc
-42.8 %
ARWR
arrowhead pharmaceuticals in
-19.7 %
TSLA
tesla inc
-15.6 %
nuveen amt free qlty mun inc
-15.3 %
AFRM
affirm hldgs inc
-14.7 %
Top 5 Losers ($)$
AAXJ
ishares tr
-0.9 M
FNDA
schwab strategic tr
-0.6 M
BOND
pimco etf tr
-0.5 M
AAXJ
ishares tr
-0.4 M
VEA
vanguard tax-managed fds
-0.3 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 72 stocks in it's portfolio. About 70.6% of the portfolio is in top 10 stocks. AAXJ proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for MYECFO, LLC last quarter.

$266.30MTotal Value
75.00Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of MYECFO, LLC, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
4.96%244,324
$13.22M
4.96%
increased 1.12 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
2.08%109,390
$5.53M
2.08%
decreased 2.96 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
0.41%10,681
$1.08M
0.41%
decreased 2.11 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
0.25%16,726
$665.2K
0.25%
increased 0.48 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
0.19%3,500
$511.6K
0.19%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
MYECFO, LLC's holding in Ishares Inc over time
0.15%13,810
$391.0K
0.15%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
MYECFO, LLC's holding in Ishares Tr over time
0.56%30,030
$1.48M
0.56%
increased 213.47 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
MYECFO, LLC's holding in Vanguard Bd Index Fds over time
0.35%13,141
$921.8K
0.35%
increased 35.68 percentadded
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
MYECFO, LLC's holding in Vanguard Charlotte Fds over time
0.19%10,793
$505.9K
0.19%
decreased 3.57 percentreduced
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
MYECFO, LLC's holding in Pimco Etf Tr over time
3.16%91,566
$8.41M
3.16%
increased 3.38 percentadded
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
MYECFO, LLC's holding in Spdr Index Shs Fds over time
0.08%4,731
$216.4K
0.08%
unchanged 0 percentunchanged
ECON
Columbia Etf Tr Ii

Columbia Etf Tr Ii

ECON
MYECFO, LLC's holding in Columbia Etf Tr Ii over time
0.2%10,590
$544.4K
0.2%
unchanged 0 percentunchanged