MYECFO, LLC

Q3 2026 13F-HR Holdings

Location
La Jolla, CA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$266,296
Net value change ($000)
+1,333 (0.5%)
New positions
2
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VTI 1,595 51.3%
IAGG 992 204.5%
CRM 503 NEW
AAPL 392 14.4%
SCHB 337 0.5%
EXXONMOBIL HOLDINGS CORP 269 NEW
VWO 232 2.1%
BND 211 29.7%
SCMB 198 4.6%
MSFT 181 37.3%
Top Reduces (Value $000, Stocks/ETFs)
CMF -704 -5.1%
NYF -551 -9.1%
SCHWAB STRATEGIC TRUST -441 -2.7%
SCHZ -417 -3.2%
SCHR -301 -4.8%
GOOGL -293 -5.4%
ARWR -281 -19.7%
INTC -235 -100.0%
XOM -226 -100.0%
AFRM -223 -19.6%
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