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Portfolio (Quarterly) Guide ↗

MYECFO, LLC

· CIK 0001986457
13F Portfolio $265M AUM 73 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 17 Reduced
Page 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 9,382.0 $2.7M 1.02% +885.0 +10.4% $289.36 +10.6%
22 SCHV SCHWAB STRATEGIC TR 76,290.0 $2.7M 1.00% +1K +1.8% $34.81 +0.0%
23 GLDM WORLD GOLD TR Financial Services 26,651.0 $2.1M 0.80% +3K +12.4% $79.42 +10.5%
24 GNMA ISHARES TR 45,377.0 $2.0M 0.76% -5K -9.1% $44.23 -1.9%
25 IWD ISHARES TR 8,215.0 $2.0M 0.75% $242.43 +6.3%
26 IAU ISHARES GOLD TR Financial Services 19,065.0 $1.4M 0.54% $75.51 +10.4%
27 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 17,497.0 $1.4M 0.54% -1K -5.4% $81.51 +5.9%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,764.0 $1.3M 0.50% $746.80 +3.1%
29 SCHA SCHWAB STRATEGIC TR 34,931.0 $1.3M 0.48% +750.0 +2.2% $36.13 -4.4%
30 VUG VANGUARD INDEX FDS 13,812.0 $1.2M 0.45% +12K +523.9% $86.14 +2.7%
31 MUB ISHARES TR 10,911.0 $1.2M 0.44% $107.62 -3.3%
32 AFRM AFFIRM HLDGS INC Technology 13,921.0 $1.1M 0.43% $81.55 -11.3%
33 AVGO BROADCOM INC Technology 2,990.0 $1.1M 0.43% +15.0 +0.5% $377.75 -5.3%
34 VGT VANGUARD WORLD FD 7,584.0 $906K 0.34% +7K +708.5% $119.52 +1.5%
35 SCHY SCHWAB STRATEGIC TR 25,736.0 $817K 0.31% -2K -7.2% $31.73 +4.8%
36 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 73,838.0 $813K 0.31% +10K +15.1% $11.00 -5.0%
37 NVDA NVIDIA CORPORATION Technology 3,819.0 $764K 0.29% -47.0 -1.2% $200.09 +15.1%
38 VNQ VANGUARD INDEX FDS 7,697.0 $742K 0.28% +270.0 +3.6% $96.43 -0.4%
39 BND VANGUARD BD INDEX FDS 9,685.0 $711K 0.27% $73.41 -2.0%
40 IGOV ISHARES TR 16,646.0 $683K 0.26% +4K +34.8% $41.03 +0.9%
Page 2 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.3%
Technology 25.2%
Communication Services 20.8%
Consumer Cyclical 12.8%
Healthcare 5.0%
Energy 0.8%
Consumer Defensive 0.8%
Real Estate 0.3%