MYECFO, LLC — 13F Holdings & Portfolio

CIK 1986457 · latest 13F-HR filed 2026-10-14

MYECFO, LLC manages $266.3M in 13F-reported U.S. long-equity assets across 72 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SCHB (28.15%), VEA (12.69%), SCHF (5.92%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 2 new positions and exited 3; 14 existing positions rose in reported value and 19 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$266.3M

Long-equity book

Holdings

Distinct positions

Period

2026-09-30

Filed 2026-10-14

Q/Q Activity

+2 / −3 / ↑14 / ↓19

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

SCHB28.2% · -1%VEA12.7% · +1%SCHF5.9% · -2%CMF5.0% · +1%SCHZ4.7% · +1%VWO4.2% · +3%CORP3.2% · +3%VT2.5% · -1%SCHR2.2% · -1%NYF2.1% · -3%GOOGL1.9% · -2%VTI1.8% · +50%SCMB1.7% · +12%SCHE1.4% · -3%GOOG1.4% · +1%VOO1.2% · -1%AAPL1.2% · -1%AMZN1.2% · 0%SIVR1.1% · +4%SCHD1.1% · -0%SCHV1.0% · +6%VEU1.0% · -2%GLDM0.9% · +4%IWD0.8% · 0%GNMA0.7% · +0%IAU0.6% · +5%IAGG0.6% · +214%SPY0.5% · +1%VUG0.5% · -0%SCHA0.4% · +1%ARWR0.4% · 0%MUB0.4% · -2%AVGO0.4% · 0%VGT0.4% · +4%NVDA0.4% · +8%BND0.3% · +36%AFRM0.3% · -5%SCHY0.3% · +4%MUC0.3% · +2%VNQ0.3% · -1%MSFT0.2% · 0%IGOV0.2% · +0%SCHP0.2% · -5%TSLA0.2% · -1%META0.2% · 0%VIG0.2% · 0%BOX0.2% · +2%XCEM0.2% · 0%BRK.B0.2% · 0%QQQ0.2% · -1%VSGX0.2% · 0%DSI0.2% · 0%BNDX0.2% · -4%VO0.2% · 0%CRM0.2% · new NEA0.2% · 0%EWA0.1% · 0%ITOT0.1% · 0%XLU0.1% · 0%MUNY0.1% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 70.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 27, 2026.

Assets Under Management

$263.4M

Discretionary

$262.7M

Employees

Accounts

187

Phone

(650) 231-4609

Website

MYECFO.COM
www.linkedin.com/company/myecfo

Name	Title / Status	Ownership	Type
CURIEL, MARTIN, RAUL Control	MANAGING MEMBER - CHIEF COMPLIANCE OFFICER since Feb 2013	50–75%	Individual
MUNSON, MICHAEL, ROBERT Control	MANAGING MEMBER - CHIEF INVESTMENT OFFICER since Feb 2013	50–75%	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

VANGUARD INDEX FDS$1.6M +51.3%
ISHARES TR$992.7K +204.8%
APPLE INC$392.3K +14.5%
VANGUARD BD INDEX FDS$210.9K +29.7%
MICROSOFT CORP$181.7K +37.5%

Show all 14 →

Top Trims

ISHARES TR-$704.1K -5.1%
ISHARES TR-$550.3K -9.1%
ALPHABET INC-$293.3K -5.4%
ARROWHEAD PHARMACEUTICALS IN-$281.0K -19.7%
AFFIRM HLDGS INC-$223.2K -19.7%

Show all 19 →

New Positions

SALESFORCE INC$502.5K
EXXONMOBIL HOLDINGS CORP$269.2K

Exited Positions

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

MYECFO, LLC Holdings (2026-09-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	SCHWAB STRATEGIC TR	SCHB	808524102	$75.0M	28.15%	2,557,813	SH
2	VANGUARD TAX-MANAGED FDS	VEA	921943858	$33.8M	12.69%	478,746	SH
3	SCHWAB STRATEGIC TR	SCHF	808524805	$15.8M	5.92%	573,755	SH
4	ISHARES TR	CMF	464288356	$13.2M	4.97%	244,324	SH
5	SCHWAB STRATEGIC TR	SCHZ	808524839	$12.6M	4.73%	570,273	SH
6	VANGUARD INTL EQUITY INDEX F	VWO	922042858	$11.1M	4.18%	187,703	SH
7	PIMCO ETF TR	CORP	72201R817	$8.4M	3.16%	91,566	SH
8	VANGUARD INTL EQUITY INDEX F	VT	922042742	$6.7M	2.50%	42,165	SH
9	SCHWAB STRATEGIC TR	SCHR	808524854	$5.9M	2.23%	250,820	SH
10	ISHARES TR	NYF	464288323	$5.5M	2.08%	109,390	SH
11	ALPHABET INC	GOOGL	02079K305	$5.2M	1.93%	14,972	SH
12	VANGUARD INDEX FDS	VTI	922908769	$4.7M	1.77%	12,577	SH
13	SCHWAB STRATEGIC TR	SCMB	808524649	$4.5M	1.70%	186,910	SH
14	SCHWAB STRATEGIC TR	SCHE	808524706	$3.8M	1.43%	104,491	SH
15	ALPHABET INC	GOOG	02079K107	$3.7M	1.39%	10,881	SH
16	VANGUARD INDEX FDS	VOO	922908363	$3.2M	1.21%	4,580	SH
17	APPLE INC	AAPL	037833100	$3.1M	1.17%	9,330	SH
18	AMAZON COM INC	AMZN	023135106	$3.1M	1.16%	12,375	SH
19	ABRDN SILVER ETF TRUST	SIVR	003264108	$3.1M	1.15%	53,320	SH
20	SCHWAB STRATEGIC TR	SCHD	808524797	$3.0M	1.12%	92,022	SH
21	SCHWAB STRATEGIC TR	SCHV	808524409	$2.7M	1.01%	80,960	SH
22	VANGUARD INTL EQUITY INDEX F	VEU	922042775	$2.6M	0.99%	31,815	SH
23	WORLD GOLD TR	GLDM	98149E303	$2.3M	0.85%	27,687	SH
24	ISHARES TR	IWD	464287598	$2.0M	0.76%	8,215	SH
25	ISHARES TR	GNMA	46429B333	$1.9M	0.72%	45,517	SH
26	ISHARES GOLD TR	IAU	464285204	$1.6M	0.59%	20,043	SH
27	ISHARES TR	IAGG	46435G672	$1.5M	0.55%	30,030	SH
28	STATE STR SPDR S&P 500 ETF T	SPY	78462F103	$1.4M	0.51%	1,775	SH
29	VANGUARD INDEX FDS	VUG	922908736	$1.2M	0.47%	13,770	SH
30	SCHWAB STRATEGIC TR	SCHA	808524607	$1.1M	0.43%	35,231	SH
31	ARROWHEAD PHARMACEUTICALS IN	ARWR	04280A100	$1.1M	0.43%	17,497	SH
32	ISHARES TR	MUB	464288414	$1.1M	0.41%	10,681	SH
33	BROADCOM INC	AVGO	11135F101	$1.1M	0.39%	2,990	SH
34	VANGUARD WORLD FD	VGT	92204A702	$991.8K	0.37%	7,892	SH
35	NVIDIA CORPORATION	NVDA	67066G104	$945.3K	0.35%	4,139	SH
36	VANGUARD BD INDEX FDS	BND	921937835	$921.8K	0.35%	13,141	SH
37	AFFIRM HLDGS INC	AFRM	00827B106	$912.1K	0.34%	13,175	SH
38	SCHWAB STRATEGIC TR	SCHY	808524672	$842.1K	0.32%	26,817	SH
39	BLACKROCK MUNIHLDNGS CALI	MUC	09254L107	$734.7K	0.28%	75,350	SH
40	VANGUARD INDEX FDS	VNQ	922908553	$684.5K	0.26%	7,637	SH
41	MICROSOFT CORP	MSFT	594918104	$666.3K	0.25%	1,299	SH
42	ISHARES TR	IGOV	464288117	$665.2K	0.25%	16,726	SH
43	SCHWAB STRATEGIC TR	SCHP	808524870	$591.3K	0.22%	23,528	SH
44	TESLA INC	TSLA	88160R101	$565.6K	0.21%	1,594	SH
45	META PLATFORMS INC	META	30303M102	$557.7K	0.21%	769	SH
46	VANGUARD SPECIALIZED FUNDS	VIG	921908844	$552.7K	0.21%	2,369	SH
47	BOX INC	BOX	10316T104	$551.6K	0.21%	16,476	SH
48	COLUMBIA ETF TR II	XCEM	19762B202	$544.4K	0.20%	10,590	SH
49	BERKSHIRE HATHAWAY INC DEL	BRK.B	084670702	$530.8K	0.20%	1,066	SH
50	INVESCO QQQ TR	QQQ	46090E103	$522.3K	0.20%	706	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-09-30	2026-10-14	$266.3M	72	0001941040-26-000734
2026-06-30	2026-08-10	$265.0M	73	0001941040-26-000549
2026-03-31	2026-04-08	$239.0M	66	0001941040-26-000210
2025-12-31	2026-01-12	$235.6M	64	0001941040-26-000015

Filer Information

Address

6020 LA JOLLA HERMOSA AVE
LA JOLLA, CA 92037

Phone

(858) 752-8059

Filing Manager

MYECFO, LLC

La Jolla, CA

Signatory

Martin R. Curiel

CCO