MYECFO, LLC

Q3 2025 13F-HR Holdings

Location
La Jolla, CA
Holdings as of
9/30/2025
Date filed
10/10/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$219,822
Net value change ($000)
+15,935 (7.8%)
New positions
5
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHB 4,998 8.7%
VEA 1,881 8.1%
VWO 1,124 19.8%
CORP 982 17.6%
GOOGL 929 41.9%
SIVR 707 32.8%
GOOGL 685 37.3%
BNDX 596 NEW
VT 567 8.2%
CMF 409 3.2%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -905 -29.4%
XLF -228 -100.0%
FISV -202 -100.0%
NKX -177 -100.0%
SCHO -141 -33.8%
SCHP -122 -13.6%
XLU -53 -10.6%
BOX -46 -7.2%
VPU -27 -6.8%
MUB -16 -1.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type