eCIO, Inc.

Name: eCIO, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001830823 · MADISON, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗

eCIO, Inc. reported 46 positions worth $355.9M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SWPPX (22.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$355.9M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

77.9%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 46 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SWPPX	Schwab S&P 500 Index Fund	SH	$80.2M	22.53%	4,150,439	—	—
▸ 2	AGG	iShares Core U.S. Aggregate Bond ETF	SH	$43.9M	12.34%	443,674	—	—
▸ 3	SCHD	Schwab U.S. Dividend Equity ETF	SH	$33.8M	9.49%	1,064,896	—	—
▸ 4	SCHF	Schwab International Equity ETF	SH	$30.3M	8.51%	1,092,949	—	—
▸ 5	BSV	Vanguard Short-Term Bond Index Fund ETF Shares	SH	$19.5M	5.47%	249,955	—	—
▸ 6	VMBS	Vanguard Mortgage-Backed Securities Index Fund ETF Shares	SH	$15.6M	4.38%	332,623	—	—
▸ 7	SWMCX	Schwab U.S. Mid-Cap Index Fund	SH	$14.8M	4.17%	894,938	—	—
▸ 8	IJR	iShares Core S&P Small-Cap ETF	SH	$13.6M	3.82%	91,747	—	—
▸ 9	VBIL	VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETF	SH	$12.9M	3.64%	171,059	—	—
▸ 10	IEMG	iShares Core MSCI Emerging Markets ETF	SH	$12.7M	3.58%	153,634	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does eCIO, Inc. hold as of Q2 2026?

eCIO, Inc. reported 46 positions worth $355.9M in its Q2 2026 13F filing. Largest positions: SWPPX (22.5%), AGG (12.3%), SCHD (9.5%), SCHF (8.5%) and BSV (5.5%).

What did eCIO, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did eCIO, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.