eCIO, Inc.
RIA/Wealth
eCIO, Inc. is a RIA/Wealth based in Madison, WI led by Robin Chorone Roquitte, managing $171.2M across 47 long positions as of Q3 2025 with 95% ETF concentration, 82% concentrated in top 10 holdings, and 24% allocation to AGG.
CEORobin Chorone Roquitte
- Portfolio Value
- $171.2M
- Positions
- 47
- Top Holding
- AGG at 23.97%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in eCIO, Inc.'s portfolio (82.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $41.0M | 23.97% | +$2.7M Bought | — 409.3K shares | |
ETF ETF | $26.7M | 15.63% | +$2.6M Bought | — 979.8K shares | |
ETF ETF | $17.3M | 10.12% | -$75.6K Sold | — 743.8K shares | |
ETF ETF | $14.0M | 8.18% | +$959.4K Bought | — 177.4K shares | |
ETF ETF | $11.4M | 6.69% | +$478.4K Bought | — 96.3K shares | |
ETF ETF | $9.0M | 5.25% | +$1.1M Bought | — 66.2K shares | |
ETF ETF | $8.2M | 4.80% | +$1.7M Bought | — 171.2K shares | |
ETF ETF | $6.3M | 3.66% | +$500.1K Bought | — 123.4K shares | |
ETF ETF | $3.4M | 2.00% | -$164.5K Sold | — 52.0K shares | |
ETF ETF | $3.3M | 1.91% | +$238.7K Bought | — 72.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in eCIO, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+299.68% | |
+26.4% | |
+25.83% | |
+25.68% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for eCIO, Inc.
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