13F Insight
DOSSIER · 13F-HR · Q2 2026

MYECFO, LLC

$265M in tracked AUM across 73 positions as of Q2 2026.

ML
CIK 0001986457 · last filed Jun 30, 2026
Total AUM
$265M
as of Q2 2026
Holdings
73
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive SEC 13F Analysis: MYECFO, LLC
Portfolio Overview

The most striking feature of this filing is the massive expansion in portfolio size. MYECFO, LLC reported a total portfolio value of $235.59 million as of December 31, 2025, representing a staggering increase of +888.9% from the previous quarter's value of $23.82 million. This explosive growth suggests a significant capital inflow, a major restructuring event, or potentially the consolidation of assets under management...

The portfolio currently consists of 64 holdings, indicating a high degree of diversification. The investment strategy appears to have shifted dramatically toward a "core-satellite" or "asset allocation" model. The composition is heavily skewed toward Exchange Traded Funds (ETFs), which account for approximately 77% ($181.50M) of the total portfolio value. This suggests the manager is prioritizing broad market exposure and cost-efficiency (likely through low-fee funds) over active single-stock selection, though a modest selection of individual equities is retained.

Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$75M2.6M28.2%02
VEA
VANGUARD TAX-MANAGED FDS
$34M472K12.7%03
SCHF
SCHWAB STRATEGIC TR
$16M585K6.1%04
CMF
ISHARES TR
$14M242K5.3%05
SCHZ
SCHWAB STRATEGIC TR
$13M563K4.9%06
VWO
VANGUARD INTL EQUITY INDEX F
$11M183K4.1%07
CORP
PIMCO ETF TR
$9M89K3.2%08
VT
VANGUARD INTL EQUITY INDEX F
$7M43K2.5%09
SCHR
SCHWAB STRATEGIC TR
$6M253K2.4%10
464288323
ISHARES TR
$6M113K2.3%

Filing history

2026Q2Jun 30
$265M▲ 10.9%
73 positionsView →2026Q1Mar 31
$239M▲ 1.4%
66 positionsView →2025Q4Dec 31
$236M▲ 7.2%
64 positionsView →2025Q3Sep 30
$220M▲ 7.8%
61 positionsView →2025Q2Jun 30
$204M▲ 7.9%
59 positionsLocked2025Q1Mar 31
$189M▲ 2.0%
58 positionsLocked2024Q4Dec 31
$185M▲ 0.4%
57 positionsLocked2024Q3Sep 30
$185M▲ 6.5%
57 positionsLocked2024Q2Jun 30
$173M▲ 1.7%
55 positionsLocked2024Q1Mar 31
$170M▲ 7.4%
56 positionsLocked2023Q4Dec 31
$159M▲ 10.1%
51 positionsLocked2023Q3Sep 30
$144M▲ 3.0%
48 positionsLocked
Showing 12 of 15