ML
Myecfo, LLC SEC 13F Filing (Q3 2026) — Holdings & Portfolio
Myecfo, LLCCIK: 0001986457
Momentum followerSector-focusedLong-term holder
Total reported value
$266.3M
Reporting period: 2026-09-30 · Number of holdings: 72
MYECFO, LLC disclosed 72 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $266.3M and a quarterly turnover rate of 4.5%.
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Personality snowflake
- Concentration
- 44.26
- Portfolio Stability
- 4.48
- Momentum
- 100
- Sector conviction
- 91.68
- Diversification
- 100
- Sizing Uniformity
- 73.42
Myecfo, LLC's disclosed holdings carry a Herfindahl concentration index of 0.111 — mathematically equivalent to about 9 equally-sized positions, well below its 72 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.66), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 8% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VTI
+49.5% $1.6M
Add IAGG
+213.5% $992.7K
Trim CMF
+1.1% -$704.1K
Trim NYF
-3.0% -$550.3K
Trim SCHF
-1.9% -$441.4K
New buy CRM
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 28.15% | -0.02% | -0.75% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.69% | -0.01% | +1.37% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.92% | -0.20% | -1.91% | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 4.97% | -0.29% | +1.12% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.73% | -0.18% | +1.31% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.18% | +0.07% | +2.78% | |
| 7 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 3.16% | -0.08% | +3.38% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.50% | -0.03% | -1.35% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.23% | -0.13% | -0.96% | |
| 10 | NYF | Ishares New York Muni Bond E | ETF-Other | 2.08% | -0.21% | -2.96% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | -0.13% | -1.73% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | +0.60% | +49.55% | |
| 13 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.70% | +0.07% | +11.77% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.43% | -0.04% | -3.03% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | -0.05% | +1.03% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.01% | -1.19% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.15% | -0.55% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.05% | — | |
| 19 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.15% | +0.06% | +3.68% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.12% | +0.02% | -0.14% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.01% | +0.01% | +6.12% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.99% | -0.04% | -1.94% | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.85% | +0.05% | +3.89% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | +0.01% | — | |
| 25 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.72% | -0.04% | +0.31% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.59% | +0.05% | +5.13% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.55% | +0.37% | +213.47% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.01% | +0.62% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.02% | -0.30% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | -0.05% | +0.86% | |
| 31 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.43% | -0.11% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.03% | -2.11% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | -0.04% | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.37% | +0.03% | +4.06% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.07% | +8.38% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.35% | +0.08% | +35.68% | |
| 37 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.34% | -0.09% | -5.36% | |
| 38 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.32% | +0.01% | +4.20% | |
| 39 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | 0.28% | -0.03% | +2.05% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.26% | -0.02% | -0.78% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | +0.07% | — | |
| 42 | IGOV | Ishares International Treasu | ETF-Other | 0.25% | -0.01% | +0.48% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.22% | -0.03% | -4.62% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.05% | -0.93% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | +0.05% | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | — | |
| 47 | BOX | Box Inc - Class A | Stock-Tech | 0.21% | +0.05% | +1.88% | |
| 48 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.20% | -0.01% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | — | -0.84% |
1–50 of 72
Portfolio Performance
Performance for Q4 2026
-0.1%
Performance Last 4 Quarters
+10.8%
- Stdev
- +9.3%
- Beta
- +0.7
- Alpha
- +0.9%
- Max Drawdown
- -5.5%
- Annualized Perf
- +17.5%
- Batting Avg vs S&P
- +30.6%
- Sortino
- +3.8
- Stutzer
- +0.52
- Treynor
- +0.24
- Sterling
- +1.29
- Calmar
- +3.16
- Information Ratio
- -1.12
- Tracking Error
- +5.2%
- Stdev Down
- +4.4%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +28.7%
- Worst 12 Months
- +6.2%
- Efficiency Ratio
- +0.71
- Sharpe
- +1.79
- Stdev Sectors
- +15.2%
- Skewness
- -0.04
- Kurtosis
- +0.69
- Upside Potential
- +5.24
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 72 | $266.3M | 4 | ||
| 2026 Q2 | 73 | $265.0M | 14 | ||
| 2026 Q1 | 66 | $239.0M | 6 | ||
| 2025 Q4 | 64 | $235.6M | 9 | ||
| 2025 Q3 | 61 | $219.8M | 18 | ||
| 2025 Q2 | 59 | $203.9M | 0 | ||
| 2025 Q1 | 58 | $189.0M | 0 | ||
| 2024 Q4 | 57 | $185.3M | 0 | ||
| 2024 Q3 | 57 | $184.6M | 0 | ||
| 2024 Q2 | 55 | $173.4M | 0 | ||
| 2024 Q1 | 56 | $170.5M | 0 | ||
| 2023 Q4 | 51 | $158.7M | 0 | ||
| 2023 Q3 | 48 | $144.2M | 0 | ||
| 2023 Q2 | 45 | $137.6M | 0 | ||
| 2023 Q1 | 46 | $133.3M | 0 | ||
| 2022 Q4 | 43 | $121.7M | 0 |
Holding changes this quarter
Myecfo, LLC's most significant position changes for 2026-09-30: New buy: Salesforce Inc (CRM); New buy: ; Sold out: Intel CORP (INTC); Sold out: Exxon Mobil CORP (XOM); Sold out: Ataibeckley Inc (ATAI).
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Myecfo, LLC and what type of investor is it?
Myecfo, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $266.3M, spread across 72 disclosed positions.
What are Myecfo, LLC's largest equity positions?
Based on the latest 13F filing, Myecfo, LLC's top holdings by market value are:
1. Schwab US Broad Market ETF (SCHB) — $75.0M (28.1%)
2. Vanguard Ftse Developed ETF (VEA) — $33.8M (12.7%)
3. Schwab Intl Equity ETF (SCHF) — $15.8M (5.9%)
4. Ishares California Muni Bond (CMF) — $13.2M (5.0%)
5. Schwab US Aggregate Bond ETF (SCHZ) — $12.6M (4.7%)
What changes did Myecfo, LLC make in its most recent portfolio filing?
In the latest reported quarter, Myecfo, LLC made 54 notable position adjustments: 2 new positions were initiated, 27 existing holdings were added to, 22 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Salesforce Inc (CRM); New buy: ; Sold out: Intel CORP (INTC); Sold out: Exxon Mobil CORP (XOM); Sold out: Ataibeckley Inc (ATAI)
What sectors does Myecfo, LLC focus on?
Myecfo, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 41.8%
• Information Technology: 31.7%
• Consumer Discretionary: 16.2%
• Health Care: 5.1%
• Financials: 4.0%
• Consumer Staples: 0.9%
Investment Profile
Myecfo, LLC returned an annualized 17.5% over the trailing 36 months — outperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.70 (less volatile than the market) and a 31% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 41.8% of the portfolio concentrated in Communication Services.
It has added to its SCHB position over the past two quarters (+$10.8M, now $75.0M), while trimming CMF over the same stretch (-$1.7M, still holding $13.2M).
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