MYECFO, LLC

Q1 2026 13F-HR Holdings

Location
La Jolla, CA
Holdings as of
3/31/2026
Date filed
4/7/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$239,000
Net value change ($000)
+3,405 (1.4%)
New positions
5
Sold out positions
3
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VEA 1,711 6.2%
VWO 1,084 13.6%
MUC 667 NEW
VTI 523 25.0%
CORP 509 6.8%
IGOV 507 NEW
CMF 487 3.4%
SCHD 478 19.5%
EWA 383 NEW
SCHR 344 6.2%
Top Reduces (Value $000, Stocks/ETFs)
SCHB -887 -1.4%
GOOGL -515 -10.8%
BFZ -479 -100.0%
NYF -355 -5.3%
AFRM -350 -35.4%
AMZN -313 -10.8%
VOO -303 -9.9%
GOOGL -296 -9.0%
VT -283 -3.6%
IBIT -214 -100.0%
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