Myecfo, LLC holds a focused book of 73 stocks worth $265.0M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Ishares Intl Aggregate Bond and trimmed Schwab Intl Equity ETF. Their largest long position is Schwab US Broad Market ETF at 28% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Myecfo, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 73 | $494.5B |
| RAYMOND JAMES FINANCIAL INC | 78 / 73 | $84.3B |
| LPL Financial LLC | 78 / 73 | $80.6B |
| BANK OF AMERICA CORP /DE/ | 77 / 73 | $379.3B |
| ROYAL BANK OF CANADA | 77 / 73 | $135.0B |
| UBS Group AG | 77 / 73 | $125.6B |
| Creative Planning | 77 / 73 | $60.6B |
| Cetera Investment Advisers | 77 / 73 | $23.4B |
Ranked by how many of Myecfo, LLC's top 73 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US BRD MKT ETF | $74.6M | 2.58M | 28.2% | ▲+0.8% Added · +19K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $33.7M | 472.3K | 12.7% | ▲+3.8% Added · +17K sh | |
| 3 | Schwab Strategic TR INTL EQTY ETF | $16.2M | 584.9K | 6.1% | ▼−0.5% Reduced · −3K sh | |
| 4 | Ishares TR CALIF MUN BD ETF | $13.9M | 241.6K | 5.3% | ▼−8.0% Reduced · −21K sh | |
| 5 | Schwab Strategic TR US AGGREGATE B | $13.0M | 562.9K | 4.9% | ▲+6.9% Added · +36K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $10.9M | 182.6K | 4.1% | ▲+8.8% Added · +15K sh | |
| 7 | Pimco ETF TR INV GRD CRP BD | $8.6M | 88.6K | 3.2% | ▲+7.0% Added · +6K sh | |
| 8 | Vanguard Intl Equity Index F TT WRLD ST ETF | $6.7M | 42.7K | 2.5% | ▼−21% Reduced · −12K sh | |
| 9 | Schwab Strategic TR INT-TRM U.S TRES | $6.2M | 253.3K | 2.4% | ▲+6.5% Added · +16K sh | |
| 10 | Ishares TR NEW YORK MUN ETF | $6.1M | 112.7K | 2.3% | ▼−5.7% Reduced · −7K sh | |
| 11 | Alphabet Inc CAP STK CL A | $5.4M | 15.2K | 2.1% | ▲+2.9% Added · +427 sh | |
| 12 | Schwab Strategic TR MUN BD ETF | $4.3M | 167.2K | 1.6% | ▼−5.1% Reduced · −9K sh | |
| 13 | Schwab Strategic TR EMRG MKTEQ ETF | $3.9M | 107.8K | 1.5% | ▼−0.9% Reduced · −940 sh | |
| 14 | Alphabet Inc CAP STK CL C | $3.8M | 10.8K | 1.4% | ▲+3.9% Added · +400 sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $3.2M | 4.6K | 1.2% | ▲+0.3% Added · +15 sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $3.1M | 8.4K | 1.2% | ▲+3.1% Added · +254 sh | |
| 17 | Amazon Com Inc COM | $2.9M | 12.4K | 1.1% | ▲+0.2% Added · +22 sh | |
| 18 | Schwab Strategic TR US DIVIDEND EQ | $2.9M | 92.2K | 1.1% | ▼−3.3% Reduced · −3K sh | |
| 19 | Abrdn Silver ETF Trust PHYSCL SILVR SHS | $2.9M | 51.4K | 1.1% | ▼−0.1% Reduced · −30 sh | |
| 20 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.7M | 32.4K | 1.0% | ▼−0.1% Reduced · −50 sh | |
| 21 | Apple Inc COM | $2.7M | 9.4K | 1.0% | ▲+10% Added · +885 sh | |
| 22 | Schwab Strategic TR US LCAP VA ETF | $2.7M | 76.3K | 1.0% | ▲+1.8% Added · +1K sh | |
| 23 | World Gold TR SPDR GLD MINIS | $2.1M | 26.7K | 0.8% | ▲+12% Added · +3K sh | |
| 24 | Ishares TR GNMA BOND ETF | $2.0M | 45.4K | 0.8% | ▼−9.1% Reduced · −5K sh | |
| 25 | Ishares TR RUS 1000 VAL ETF | $2.0M | 8.2K | 0.8% | —Held | |
| 26 | Ishares Gold TR ISHARES NEW | $1.4M | 19.1K | 0.5% | —Held | |
| 27 | Arrowhead Pharmaceuticals In COM | $1.4M | 17.5K | 0.5% | ▼−5.4% Reduced · −1K sh | |
| 28 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 1.8K | 0.5% | —Held | |
| 29 | Schwab Strategic TR US SML CAP ETF | $1.3M | 34.9K | 0.5% | ▲+2.2% Added · +750 sh | |
| 30 | Vanguard Index FDS GROWTH ETF | $1.2M | 13.8K | 0.4% | ▲+524% Added · +12K sh | |
| 31 | Ishares TR NATIONAL MUN ETF | $1.2M | 10.9K | 0.4% | ▼−0.5% Reduced · −50 sh | |
| 32 | Affirm Hldgs Inc COM CL A | $1.1M | 13.9K | 0.4% | —Held | |
| 33 | Broadcom Inc COM | $1.1M | 3.0K | 0.4% | ▲+0.5% Added · +15 sh | |
| 34 | Vanguard World FD INF TECH ETF | $906K | 7.6K | 0.3% | ▲+709% Added · +7K sh | |
| 35 | Schwab Strategic TR INTERNL DIVID | $817K | 25.7K | 0.3% | ▼−7.2% Reduced · −2K sh | |
| 36 | BlackRock Munihldngs Cali COM | $813K | 73.8K | 0.3% | ▲+15% Added · +10K sh | |
| 37 | Nvidia Corporation COM | $764K | 3.8K | 0.3% | ▼−1.2% Reduced · −47 sh | |
| 38 | Vanguard Index FDS REAL ESTATE ETF | $742K | 7.7K | 0.3% | ▲+3.6% Added · +270 sh | |
| 39 | Vanguard BD Index FDS TOTAL BND MRKT | $711K | 9.7K | 0.3% | —Held | |
| 40 | Ishares TR INTL TREA BD ETF | $683K | 16.6K | 0.3% | ▲+35% Added · +4K sh | |
| 41 | Tesla Inc COM | $677K | 1.6K | 0.3% | ▲+0.2% Added · +4 sh | |
| 42 | Schwab Strategic TR US TIPS ETF | $654K | 24.7K | 0.2% | ▼−6.9% Reduced · −2K sh | |
| 43 | Nuveen Amt Free Qlty Mun Inc COM | $586K | 49.9K | 0.2% | ▼−6.2% Reduced · −3K sh | |
| 44 | Vanguard Specialized Funds DIV APP ETF | $561K | 2.4K | 0.2% | ▲+7.0% Added · +155 sh | |
| 45 | Columbia ETF TR II EM CORE EX ETF | $560K | 10.6K | 0.2% | —Held | |
| 46 | Vanguard Charlotte FDS TOTAL INT BD ETF | $542K | 11.2K | 0.2% | ▼−45% Reduced · −9K sh | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $533K | 1.1K | 0.2% | ▼−2.6% Reduced · −29 sh | |
| 48 | Invesco QQQ TR UNIT SER 1 | $524K | 712 | 0.2% | —Held | |
| 49 | Vanguard World FD ESG INTL STK ETF | $521K | 6.3K | 0.2% | —Held | |
| 50 | Vanguard Index FDS MID CAP ETF | $519K | 6.4K | 0.2% | ▲+300% Added · +5K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1986457/holdings"
Use Arkolith to show MYECFO, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 73 | $265.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 66 | $239.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 64 | $235.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 61 | $219.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 59 | $203.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 58 | $189.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 57 | $185.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 57 | $184.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.