13F Insight
DOSSIER · 13F-HR · Q1 2026

eCIO, Inc.

eCIO's family office based in San Francisco, CA — $228M in tracked AUM across 42 positions as of Q1 2026.

E
eCIO·San Francisco, CA·Family Office
CIK 0001830823 · last filed Mar 31, 2026
Total AUM
$228M
▼ 5.2%
vs prior
Holdings
42
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: eCIO, Inc. (CIK: 0001830823)

1. Portfolio Overview

eCIO, Inc. has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 279.3% from approximately $56.62M to $214.73M quarter-over-quarter. This dramatic increase suggests a substantial capital inflow or a consolidation of reporting entities during the period ending December 31, 2025. The portfolio currently comprises **192 holdings...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AGG
iShares Core U.S. Aggregate Bond ETF
$40M400K17.4%
02
SCHD
Schwab U.S. Dividend Equity ETF
$31M1.0M13.7%
03
SCHF
Schwab International Equity ETF
$26M1.0M11.4%
04
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
$18M227K7.8%
05
VMBS
Vanguard Mortgage-Backed Securities Index Fund ETF Shares
$14M302K6.2%
06
IJR
iShares Core S&P Small-Cap ETF
$11M89K4.9%
07
IEMG
iShares Core MSCI Emerging Markets ETF
$11M152K4.7%
08
VBIL
VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF
$10M134K4.5%
09
JAAA
JANUS HENDERSON AAA CLO ETF
$10M202K4.5%
10
SUSA
iShares MSCI USA ESG Select ETF
$9M66K3.8%

Filing history

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