eCIO, Inc.

All 13F Filings

Location
Madison, WI
Most recent 13F
Q2 2026
Holdings value ($000)
355,865
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 46 355,865 13F-HR eCIO, Inc.
Q1 2026 4/14/2026 42 227,593 13F-HR eCIO, Inc.
Q4 2025 1/20/2026 192 214,732 13F-HR eCIO, Inc.
Q3 2025 11/12/2025 70 267,883 13F-HR eCIO, Inc.
Q2 2025 8/8/2025 71 237,155 13F-HR eCIO, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.112 K 0.9% 914 0 914
ETFs 352.8 K 99.1% 127.4 K 0 127.4 K
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
355,865
Holdings
46
QoQ value change ($000)
128,272 (56.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.