Myecfo, LLC Portfolio Holdings

Myecfo, LLC

$204 Billion
Q2 2025

Myecfo, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $204 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $57.2B, Vanguard Ftse Developed Market with a value of $23.2B, Schwab Strategic Tr Intl Eqty with a value of $13.9B, Ishares California Muni Bond E with a value of $12.9B, and Schwab Us Aggregate Bond ETF with a value of $11.2B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $189B to 204B.

Myecfo, LLC is based out at La Jolla, CA

Below you can find more details about Myecfo, LLC portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion

ETFs: $184 Billion

Technology: $5.74 Billion

Communication Services: $4.63 Billion

Consumer Cyclical: $3.25 Billion

Financial Services: $2.26 Billion

Healthcare: $292 Million

Consumer Defensive: $235 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AFRM Affirm Holdings, Inc. Technology	$14.7B	$850 Million 0.42% of portfolio	12,299	Q2 2025 Added 0.29%
FISV Fiserv Inc Technology	$79.5B	$202 Million 0.1% of portfolio	1,174	Q3 2024 New

Summary

Portfolio
No. of Stocks 59
Current Value $204 Billion
Prior Value $189 Billion
Filing
Period Q2 2025
Filing Date July 11, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 3 stocks
Additional Purchases 23 stocks
Sold out of 0 stocks
Reduced holdings in 25 stocks

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