MYECFO, LLC

Q2 2026 13F-HR Holdings

Location
La Jolla, CA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$264,963
Net value change ($000)
+25,963 (10.9%)
New positions
7
Sold out positions
0
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 10,439 16.3%
VEA 4,483 15.4%
VWO 1,831 20.2%
SCHWAB STRATEGIC TRUST 1,653 11.4%
GOOGL 1,176 27.5%
GOOGL 831 27.9%
SCHZ 790 6.5%
CORP 574 7.2%
AAPL 547 25.2%
AFRM 497 77.9%
Top Reduces (Value $000, Stocks/ETFs)
CMF -1,001 -6.7%
VT -808 -10.8%
SIVR -794 -21.5%
BNDX -437 -44.6%
NYF -272 -4.3%
IAU -241 -14.3%
SCMB -171 -3.8%
VDE -141 -32.8%
GLDM -81 -3.7%
SCHY -61 -6.9%
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