MYECFO, LLC

CIK

1986457

Location

La Jolla, CA

Portfolio Value

Micro $25,652,586

Diversification

Diversified

Filing Date

Global Rank

#7,188 / 8,232 ▲ 196

Top Industry

Internet Content & Information 28.4%

3Y Alpha vs SPY

+5.4%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+101.1%

SPY

+76.3%

Annualised alpha

+5.4%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.6%

−1.3 pts

Top 5

58.0%

−0.4 pts

Top 10

79.7%

−1.2 pts

HHI

870

Diversified−34

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	35.6%	$9,121,713	5
Communication Services	18.3%	$4,698,443	2
Technology	17.7%	$4,527,965	5
Consumer Cyclical	12.4%	$3,169,417	2
Financial Services	9.5%	$2,427,388	4
Healthcare	4.5%	$1,159,761	1
Energy	1.1%	$280,617	1
Consumer Defensive	0.8%	$212,760	1
Real Estate	0.2%	$54,522	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+1,390	23,713	$2,197,957
AFRM	Affirm Holdings, Inc.	+647	13,921	$637,860
AAPL	Apple Inc.	+303	8,497	$2,156,453
AVGO	Broadcom Inc.	+85	2,975	$920,792
MSFT	Microsoft Corp	+34	1,015	$375,722
QQQ	Invesco Qqq Trust, Series 1	+2	712	$410,952
META	Meta Platforms, Inc.	+1	769	$439,967
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
SIVR	abrdn Silver ETF Trust	−4,650	51,457	$3,684,835
BOX	Box Inc	−2,377	16,953	$400,768
GOOGL	Alphabet Inc.	−475	14,809	$4,258,476
IAU	Ishares Gold Trust	−200	19,065	$1,680,770
AMZN	Amazon Com Inc	−151	12,353	$2,572,759
SPY	Spdr S&P 500 ETF Trust	−48	1,764	$1,147,199
NVDA	Nvidia Corp	−14	3,866	$674,230
TSLA	Tesla, Inc.	−10	1,605	$596,658
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MUC	Blackrock Muniholdings California Quality Fund, Inc.	64,170	$667,368
XOM	Exxon Mobil Corp	1,654	$280,617
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IBIT	iShares Bitcoin Trust ETF	4,304	$213,693
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $25,652,586 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	14,809	-475	$4,258,476	−11.0%	16.60%
SIVR	abrdn Silver ETF Trust	Reduced	51,457	-4,650	$3,684,835	−2.9%	14.36%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,353	-151	$2,572,759	−10.9%	10.03%
GLDM	World Gold Trust	Added	23,713	+1,390	$2,197,957	+15.3%	8.57%
AAPL	Apple Inc. Technology	Added	8,497	+303	$2,156,453	−3.2%	8.41%
IAU	Ishares Gold Trust	Reduced	19,065	-200	$1,680,770	+7.5%	6.55%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Held	18,497	0	$1,159,761	−5.6%	4.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,764	-48	$1,147,199	−7.2%	4.47%
AVGO	Broadcom Inc. Technology	Added	2,975	+85	$920,792	−7.9%	3.59%
NVDA	Nvidia Corp Technology	Reduced	3,866	-14	$674,230	−6.8%	2.63%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	NEW	64,170	NEW	$667,368	NEW	2.60%
AFRM	Affirm Holdings, Inc. Financial Services	Added	13,921	+647	$637,860	−35.4%	2.49%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	53,200	0	$597,436	−3.4%	2.33%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,605	-10	$596,658	−17.8%	2.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,095	0	$524,724	−4.7%	2.05%
META	Meta Platforms, Inc. Communication Services	Added	769	+1	$439,967	−13.2%	1.72%
QQQ	Invesco Qqq Trust, Series 1	Added	712	+2	$410,952	−5.8%	1.60%
BOX	Box Inc Technology	Reduced	16,953	-2,377	$400,768	−30.7%	1.56%
MSFT	Microsoft Corp Technology	Added	1,015	+34	$375,722	−20.8%	1.46%
XOM	Exxon Mobil Corp Energy	NEW	1,654	NEW	$280,617	NEW	1.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,473	0	$212,760	+0.8%	0.83%
OPEN	Opendoor Technologies Inc. Real Estate	Held	11,650	0	$54,522	−19.7%	0.21%