MYECFO, LLC
Long book
$239.0M
Q1 2026
Positions
66
Top-10 weight
72%
concentration
Last quarter
+9.9%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsMYECFO, LLC is a wealth-management firm allocating client money, running a $239.0M US long book across 66 positions.
The portfolio is concentrated: the top 10 names carry 72% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SCHWAB US BROAD MARKET ETF, VANGUARD FTSE DEVELOPED ETF, ISHARES CALIFORNIA MUNI BOND, SCHWAB INTL EQUITY ETF, SCHWAB US AGGREGATE BOND ETF.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.2%
Q2 2024
+5.8%
Q3 2024
-0.8%
Q4 2024
-0.8%
Q1 2025
+7.7%
Q2 2025
+7.4%
Q3 2025
+4.4%
Q4 2025
-1.3%
Q1 2026
+9.9%
Sector allocation
Technology 67%
Consumer discretionary 14%
Financials 6%
Healthcare 6%
Industrials 3%
Energy 2%
Other 1%
Real estate 0%
Long book by quarter
What does MYECFO, LLC own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 14.8K | $4.3M | 1.8% | -3.1% |
| GOOG ALPHABET INC-CL C | Technology | 10.4K | $3.0M | 1.2% | -0.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 12.4K | $2.6M | 1.1% | -1.2% |
| AAPL APPLE INC | Technology | 8.5K | $2.2M | 0.9% | +3.7% |
| ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 18.5K | $1.2M | 0.5% | Held |
| AVGO BROADCOM INC | Technology | 3.0K | $921K | 0.4% | +2.9% |
| NVDA NVIDIA CORP | Technology | 3.9K | $685K | 0.3% | -0.4% |
| AFRM AFFIRM HOLDINGS INC | Financials | 13.9K | $638K | 0.3% | +4.9% |
| TSLA TESLA INC | Industrials | 1.6K | $607K | 0.3% | -0.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.1K | $525K | 0.2% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 769 | $450K | 0.2% | +0.1% |
| BOX BOX INC - CLASS A | Technology | 17.0K | $401K | 0.2% | -12.3% |
| MSFT MICROSOFT CORP | Technology | 1.0K | $386K | 0.2% | +3.5% |
| XOM EXXON MOBIL CORP | Energy | 1.7K | $281K | 0.1% | New |
| PG PROCTER & GAMBLE CO/THE | Other | 1.5K | $213K | 0.1% | Held |
| OPEN OPENDOOR TECHNOLOGIES INC | Real estate | 11.7K | $55K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 8, 2026 | 66 | $239.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 64 | $235.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 10, 2025 | 61 | $219.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 59 | $203.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 8, 2025 | 58 | $189.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 14, 2025 | 57 | $185.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 7, 2024 | 57 | $184.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 9, 2024 | 55 | $173.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 18, 2024 | 56 | $170.5M | canonical | SEC ↗ |