Grufity logo
Grufity logo

Latest MYECFO, LLC Stock Portfolio

$264Million | No. of Holdings #73

MYECFO, LLC Performance

2026 Q2+6.49%
YTD+4.85%
2025+16.81%

About MYECFO, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, MYECFO, LLC reported an equity portfolio of $265 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MYECFO, LLC are FNDA, VEA, FNDA. The fund has invested 28.2% of it's portfolio in SCHWAB STRATEGIC TR and 12.7% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> They significantly reduced their stock positions in VANGUARD CHARLOTTE FDS (BNDX), VANGUARD WORLD FD (VAW) and VANGUARD INTL EQUITY INDEX F (VEU). MYECFO, LLC opened new stock positions in ISHARES TR (AGT), VANGUARD NY TAX FREE FDS and SNOWFLAKE INC (SNOW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (AAXJ).
MYECFO, LLC Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$264Million
  as of Aug 10, 2026

MYECFO, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MYECFO, LLC made a return of 6.49% in the last quarter. In trailing 12 months, it's portfolio return was 15.44%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr484,748
vanguard ny tax free fds370,240
snowflake inc236,601
intel corp235,277
select sector spdr tr204,790
ishares tr202,272
ataibeckley inc54,750
New stocks bought by MYECFO, LLC

Additions

Ticker% Inc.
vanguard world fd708
vanguard index fds523
vanguard index fds300
ishares tr34.79
opendoor technologies inc33.05
schwab strategic tr29.21
microsoft corp27.98
blackrock munihldngs cali15.07
Additions to existing portfolio by MYECFO, LLC

Reductions

Ticker% Reduced
vanguard charlotte fds-45.04
vanguard world fd-22.72
vanguard intl equity index f-21.34
ishares tr-9.11
ishares tr-7.97
schwab strategic tr-7.24
schwab strategic tr-6.87
nuveen amt free qlty mun inc-6.2
MYECFO, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by MYECFO, LLC

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 Services3.7
Technology2.7
Consumer Cyclical1.4

Market Cap. Distribution

MYECFO, LLC has about 9.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED90.8
MEGA-CAP8
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 5007.2
RUSSELL 20001.5
Top 5 Winners (%)%
AFRM
affirm hldgs inc
78.0 %
ECON
columbia etf tr ii
29.6 %
ARWR
arrowhead pharmaceuticals in
29.2 %
QQQ
invesco qqq tr
27.6 %
FNDA
schwab strategic tr
23.9 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
9.9 M
VEA
vanguard tax-managed fds
3.3 M
FNDA
schwab strategic tr
1.7 M
GOOG
alphabet inc
1.0 M
VEU
vanguard intl equity index f
1.0 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
VB
vanguard index fds
-61.6 %
SIVR
abrdn silver etf trust
-21.5 %
XOM
exxon mobil corp
-19.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.8 M
VAW
vanguard world fd
-2.5 M
VB
vanguard index fds
-0.8 M
SIVR
abrdn silver etf trust
-0.8 M
GLDM
world gold tr
-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 73 stocks in it's portfolio. About 71.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for MYECFO, LLC last quarter.

$264.96MTotal Value
73.00Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of MYECFO, LLC, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
5.26%241,609
$13.93M
5.26%
decreased 7.97 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
2.29%112,730
$6.08M
2.29%
decreased 5.69 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
0.44%10,911
$1.17M
0.44%
decreased 0.46 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
0.26%16,646
$683.0K
0.26%
increased 34.79 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
0.19%3,500
$498.4K
0.19%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
MYECFO, LLC's holding in Ishares Inc over time
0.15%13,810
$388.9K
0.15%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
MYECFO, LLC's holding in Ishares Tr over time
0.18%9,580
$484.7K
0.18%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
MYECFO, LLC's holding in Vanguard Bd Index Fds over time
0.27%9,685
$711.0K
0.27%
unchanged 0 percentunchanged
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
MYECFO, LLC's holding in Vanguard Charlotte Fds over time
0.2%11,193
$542.1K
0.2%
decreased 45.04 percentreduced
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
MYECFO, LLC's holding in Pimco Etf Tr over time
3.24%88,576
$8.59M
3.24%
increased 7.02 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
$217.4K
0.08%
decreased 0.57 percentreduced
ECON
Columbia Etf Tr Ii

Columbia Etf Tr Ii

ECON
MYECFO, LLC's holding in Columbia Etf Tr Ii over time
0.21%10,590
$560.0K
0.21%
unchanged 0 percentunchanged
EDV
Vanguard World Fd

Vanguard World Fd

EDV
MYECFO, LLC's holding in Vanguard World Fd over time
0.2%6,330
$521.2K
0.2%
unchanged 0 percentunchanged