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eCIO, Inc. - Portfolio Stock Holdings

eCIO, Inc. disclosed 41 stock positions in a recent SEC 13F filing. $260,466,114 of stock holdings were filed, with the largest holdings including AGG, SCHD, and SCHF. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $395,623,696 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from charitable organizations.

Report Period:

June 30, 2026

No. of Stocks:

41

Est. Stock Holding Value:

$260,466,114

Top Stock Holdings By Sector

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Portfolio Stock Holdings - eCIO, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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