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Myecfo, LLC
MYECFO, LLC is a California-based SEC-registered investment adviser headquartered in La Jolla, CA. The firm, listed under CIK 0001986457, manages assets for 166 clients, primarily individuals, including both high net worth and other individuals. With 9 employees, all functioning as investment professionals, MYECFO serves clients seeking personalized wealth management and financial advisory services. Its assets under management were $211.3 million as of March 3, 2025. The firm's registration took effect July 28, 2021.
Investment Strategy
MYECFO, LLC provides tailored investment management and financial advisory services, focusing on discretionary management for individual clients—both high net worth and otherwise. The firm invests across public equities and commodities (notably holding significant positions in large-cap technology names and precious metals trusts) and emphasizes long-term growth and diversification. The firm takes a hands-on, personalized approach, constructing portfolios mainly for wealth preservation and growth while considering individual client objectives.
Latest 13F Filing Activity
Myecfo, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 61 equity positions with a total 13F market value of $220M. The fund increased holdings in Schwab Strategic TR, Vanguard Tax-managed FDS, Vanguard Intl Equity Index F among other positions. Myecfo, LLC reduced exposure to Apple Inc., Select Sector SPDR TR, Fiserv Inc. among others.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 28.28% | $62.2M | 2,417,553 | $16.03 | $25.71 | +$5.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.40% | $25.1M | 418,079 | $44.17 | $59.92 | +$1.9M |
S SCHF | SCHWAB STRATEGIC TR | 6.46% | $14.2M | 610,307 | $16.15 | $23.28 | +$294.2K |
C CMF | ISHARES TR | 6.05% | $13.3M | 232,992 | $56.41 | $57.04 | +$409.3K |
S SCHZ | SCHWAB STRATEGIC TR | 5.29% | $11.6M | 495,524 | $22.85 | $23.47 | +$398.1K |
Industry Allocation
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