Q3 2026 13F · SEC CIK 1986457
Myecfo, LLC
Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $266.3M
- Reported positions
- 72
- Top holdings a year, 3 yrs
- +13.9%
- Assets under management
- $263.4M
Myecfo, LLC is a wealth manager that reported 72 positions worth $266.3M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Schwab Strategic Tr (SCHB, 28.2%), Vanguard Ftse Developed Markets Index Fu (VEA, 12.7%), Schwab Strategic Tr (SCHF, 5.9%). A portfolio copying its top holdings returned 13.9% a year over the last 3 years, against 20.4% for the S&P 500.
Myecfo, LLC holdings largest 50 of 72 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Myecfo, LLC bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- VTI Vanguard Index Fds+49.5% shares
- BND Vanguard Bd Index Fds+35.7% shares
- SCMB Schwab Strategic Tr+11.8% shares
- NVDA Nvidia Corporation+8.4% shares
- SCHV Schwab Strategic Tr+6.1% shares
- IAU Ishares Gold Tr+5.1% shares
Reduced
- AFRM Affirm Hldgs Inc-5.4% shares
Left the top 50
- NEA Nuveen Amt Free Qlty Mun Incwas 0.2%
- BNDX Vanguard Charlotte Fdswas 0.2%
- VSGX Vanguard World Fdwas 0.2%
- VO Vanguard Index Fdswas 0.2%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +17.8% /yr
- S&P 500 +20.1%
- 3 years
- +13.9% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $266.3M | 72 |
| Q2 2026 | $265.0M | 73 |
| Q1 2026 | $239.0M | 66 |
| Q4 2025 | $235.6M | 64 |
| Q3 2025 | $219.8M | 61 |
| Q2 2025 | $203.9M | 59 |
| Q1 2025 | $189.0M | 58 |
| Q4 2024 | $185.3M | 57 |
| Q3 2024 | $184.6M | 57 |
| Q2 2024 | $173.4M | 55 |
| Q1 2024 | $170.5M | 56 |
| Q4 2023 | $158.7M | 51 |
Questions about Myecfo, LLC's portfolio
What stocks does Myecfo, LLC own?
Myecfo, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 72 positions worth $266.3M. The largest are Schwab Strategic Tr (SCHB) at 28.2%, Vanguard Ftse Developed Markets Index Fu (VEA) at 12.7%, Schwab Strategic Tr (SCHF) at 5.9%, Ishares Tr (CMF) at 5.0% and Schwab Strategic Tr (SCHZ) at 4.7%.
What did Myecfo, LLC buy last quarter?
In Q3 2026, Myecfo, LLC added Vanguard Index Fds (VTI) (+49.5% shares), Vanguard Bd Index Fds (BND) (+35.7% shares) and Schwab Strategic Tr (SCMB) (+11.8% shares), compared with its Q2 2026 filing.
What did Myecfo, LLC sell last quarter?
In Q3 2026, Myecfo, LLC cut from its top 50 Nuveen Amt Free Qlty Mun Inc (NEA), cut from its top 50 Vanguard Charlotte Fds (BNDX), cut from its top 50 Vanguard World Fd (VSGX), cut from its top 50 Vanguard Index Fds (VO) and Affirm Hldgs Inc (AFRM) (-5.4% shares), compared with its Q2 2026 filing.
How has Myecfo, LLC's portfolio performed?
A portfolio copying Myecfo, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.8% against +20.1%.
When is Myecfo, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Myecfo, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Myecfo, LLC manage?
Myecfo, LLC reported $263.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $266.3M.