MYECFO, LLC

CIK

1986457

Location

La Jolla, CA

Portfolio Value

Micro $32,653,446

Diversification

Diversified

Filing Date

Global Rank

#7,411 / 8,517 ▼ 442

Top Industry

Internet Content & Information 39.7%

3Y Alpha vs SPY

+4.3%

Period ended 47 days ago

Filed Aug 10, 2026 · 6d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+96.9%

SPY

+76.6%

Annualised alpha

+4.5%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.3%

−19.0 pts

Top 5

61.0%

−12.1 pts

Top 10

80.8%

−5.9 pts

HHI

1,185

Diversified−1,310

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Communication Services	29.7%	$9,683,423	2
Unclassified	25.4%	$8,289,063	5
Technology	18.4%	$5,994,107	7
Consumer Cyclical	11.1%	$3,626,202	2
Financial Services	9.4%	$3,065,977	4
Healthcare	4.5%	$1,480,930	2
Energy	0.7%	$226,134	1
Consumer Defensive	0.7%	$216,000	1
Real Estate	0.2%	$71,610	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
MUC	Blackrock Muniholdings California Quality Fund, Inc.	+9,668	73,838	$811,479
OPEN	Opendoor Technologies Inc.	+3,850	15,500	$71,610
GLDM	World Gold Trust	+2,938	26,651	$2,116,622
AAPL	Apple Inc.	+885	9,382	$2,714,775
GOOGL	Alphabet Inc.	+827	26,006	$9,250,253
MSFT	Microsoft Corp	+284	1,299	$484,552
AMZN	Amazon Com Inc	+22	12,375	$2,949,457
AVGO	Broadcom Inc.	+15	2,990	$1,129,472
TSLA	Tesla, Inc.	+4	1,609	$676,745
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−3,300	49,900	$585,826
ARWR	Arrowhead Pharmaceuticals, Inc.	−1,000	17,497	$1,426,180
BOX	Box Inc	−781	16,172	$429,204
NVDA	Nvidia Corp	−47	3,819	$764,143
SIVR	abrdn Silver ETF Trust	−30	51,427	$2,891,225
BRK-B	Berkshire Hathaway Inc	−29	1,066	$533,415
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SNOW	Snowflake Inc.	930	$236,685
INTC	Intel Corp	1,685	$235,276
ATAI	AtaiBeckley Inc.	10,389	$54,750
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	455,174	$29,167,549
VEU	Vanguard FTSE All-World Ex-US ETF	32,495	$2,440,374
BNDX	Vanguard Total International Bond ETF	20,366	$978,586
VIG	Vanguard Dividend Appreciation ETF	2,214	$476,142
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $32,653,446 total · filing declares 73 positions · $264,963,140 · as of Jun 30, 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	Added	26,006	+827	$9,250,253	+27.9%	28.33%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,375	+22	$2,949,457	+14.6%	9.03%
SIVR	abrdn Silver ETF Trust	Reduced	51,427	-30	$2,891,225	−21.5%	8.85%
AAPL	Apple Inc. Technology	Added	9,382	+885	$2,714,775	+25.9%	8.31%
GLDM	World Gold Trust	Added	26,651	+2,938	$2,116,622	−3.7%	6.48%
IAU	Ishares Gold Trust	Held	19,065	0	$1,439,598	−14.3%	4.41%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Reduced	17,497	-1,000	$1,426,180	+23.0%	4.37%
SPY	Spdr S&P 500 ETF Trust	Held	1,764	0	$1,317,302	+14.8%	4.03%
AFRM	Affirm Holdings, Inc. Financial Services	Held	13,921	0	$1,135,257	+78.0%	3.48%
AVGO	Broadcom Inc. Technology	Added	2,990	+15	$1,129,472	+22.7%	3.46%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	Added	73,838	+9,668	$811,479	+21.6%	2.49%
NVDA	Nvidia Corp Technology	Reduced	3,819	-47	$764,143	+13.3%	2.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,609	+4	$676,745	+13.4%	2.07%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Reduced	49,900	-3,300	$585,826	−1.9%	1.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,066	-29	$533,415	+1.7%	1.63%
QQQ	Invesco Qqq Trust, Series 1	Held	712	0	$524,316	+27.6%	1.61%
MSFT	Microsoft Corp Technology	Added	1,299	+284	$484,552	+29.0%	1.48%
META	Meta Platforms, Inc. Communication Services	Held	769	0	$433,170	−1.5%	1.33%
BOX	Box Inc Technology	Reduced	16,172	-781	$429,204	+7.1%	1.31%
SNOW	Snowflake Inc. Technology	NEW	930	NEW	$236,685	NEW	0.72%
INTC	Intel Corp Technology	NEW	1,685	NEW	$235,276	NEW	0.72%
XOM	ExxonMobil Holdings Corp Energy	Held	1,654	0	$226,134	−19.4%	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,473	0	$216,000	+1.5%	0.66%
OPEN	Opendoor Technologies Inc. Real Estate	Added	15,500	+3,850	$71,610	+31.3%	0.22%
ATAI	AtaiBeckley Inc. Healthcare	NEW	10,389	NEW	$54,750	NEW	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.