Myecfo, LLC
- SEC CIK
- 0001986457
- Latest filing
- Aug 10, 2026
The latest 13F from Myecfo, LLC covers Q2 2026 (filed Aug 10, 2026): 73 long positions worth $265.0M. The top 10 holdings make up 71.7% of the portfolio, and the largest is Schwab U.S. Broad Market ETF at 28.2%. Livermore has 16 filings on Form 13F from this institution, going back to Q4 2022.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 7
- Est. +$1.79M
- Added
- 28
- Est. +$6.06M
- Reduced
- 21
- Est. −$4.86M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Schwab U.S. Broad Market ETF80852410228.2%$74.6M
- Vanguard Ftse Developed Markets ETF92194385812.7%$33.7M
- Schwab International Equity ETF8085248056.1%$16.2M
- iShares Tr4642883565.3%$13.9M
- Schwab US Aggregate Bond ETF8085248394.9%$13.0M
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Ftse Developed Markets ETF921943858+$1.22MAdded
- Vanguard Ftse Emerging Markets ETF922042858+$883.7KAdded
- Schwab US Aggregate Bond ETF808524839+$838.1KAdded
- PIMCO ETF Tr72201R817+$563.2KAdded
- Schwab U.S. Broad Market ETF808524102+$559.9KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Total World Stock ETF922042742−$1.82MReduced
- iShares Tr464288356−$1.21MReduced
- Vanguard Total International Bond ETF92203J407−$444.2KReduced
- iShares Tr464288323−$366.6KReduced
- Schwab Strategic Tr808524649−$231.1KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares Tr464288356−0.99 pp6.2% → 5.3%
- Vanguard Total World Stock ETF922042742−0.61 pp3.1% → 2.5%
- SIVRabrdn Silver ETF Trust
- iShares Tr464288323−0.36 pp2.7% → 2.3%
- Schwab Strategic Tr808524649−0.25 pp1.9% → 1.6%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $265.0M
- +$26.0M (+10.9%) vs. prior quarter
- Positions
- 73
- +7 vs. prior quarter
- Top 10 concentration
- 71.7%
- Top 10 as share of value
- Turnover
- 1.9%
- Q2 2026, one quarter
- Average holding period
- 14.4 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.
13F filings by quarter
15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $265.0M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 10, 2026 | 73 | $265.0M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 8, 2026 | 66 | $239.0M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFiShares Tr | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 12, 2026 | 64 | $235.6M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFiShares Tr | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 10, 2025 | 61 | $219.8M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 11, 2025 | 59 | $203.9M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 8, 2025 | 58 | $189.0M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFiShares Tr | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 14, 2025 | 57 | $185.3M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFiShares Tr | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 7, 2024 | 57 | $184.6M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 9, 2024 | 55 | $173.4M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 18, 2024 | 56 | $170.5M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 16, 2024 | 51 | $158.7M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 26, 2023 | 48 | $144.2M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 29, 2023Amended | 45 | $137.6M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q1 2023 | SEC |
| Q1 2023 | Aug 9, 2023 | 46 | $133.3M | Schwab U.S. Broad Market ETFVanguard Ftse Developed Markets ETFSchwab International Equity ETF | vs. Q4 2022 | SEC |
| Q4 2022 | Aug 11, 2023 | 43 | $121.7M | Schwab U.S. Broad Market ETFSchwab International Equity ETFVanguard Ftse Developed Markets ETF | – | SEC |