eCIO, Inc.
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 227,593
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 42 | 227,593 | 13F-HR | eCIO, Inc. |
| Q4 2025 | 1/20/2026 | 192 | 214,732 | 13F-HR | eCIO, Inc. |
| Q3 2025 | 11/12/2025 | 70 | 267,883 | 13F-HR | eCIO, Inc. |
| Q2 2025 | 8/8/2025 | 71 | 237,155 | 13F-HR | eCIO, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.198 K | 1.0% | 0 | 212.5 K | -212.5 K |
| ETFs | 225.4 K | 99.0% | 225.4 K | 0 | 225.4 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
227,593
Holdings
42
QoQ value change ($000)
12,861
(6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.