Echo45 Advisors
Latest statistics and disclosures from Echo45 Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, RSP, VWO, DIA, QQQM, and represent 35.61% of Echo45 Advisors's stock portfolio.
- Added to shares of these 10 stocks: ANGL, VCRB, HGER, NLR, TMAT, REMX, NODE, MOAT, SMHX, TLH.
- Started 18 new stock positions in SCHB, TSM, WFC, TJX, AGG, NODE, SMHX, BAC, TMAT, VCRB. RAAX, NLR, ANGL, HGER, EMBX, MOAT, REMX, ITOT.
- Reduced shares in these 10 stocks: PDBC (-$5.5M), BSV, SJNK, RSP, VGSH, GDX, STIP, VEA, QQQM, .
- Sold out of its positions in ORLY, PG.
- Echo45 Advisors was a net buyer of stock by $2.4M.
- Echo45 Advisors has $175M in assets under management (AUM), dropping by 2.73%.
- Central Index Key (CIK): 0001908617
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Portfolio Holdings for Echo45 Advisors
Echo45 Advisors holds 74 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 12.6 | $22M | 354k | 62.47 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 9.2 | $16M | -18% | 84k | 191.56 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.3 | $9.3M | -2% | 173k | 53.76 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 4.2 | $7.4M | 15k | 480.57 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.2 | $7.4M | -3% | 29k | 252.92 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.0 | $7.1M | -41% | 90k | 78.81 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.4 | $5.9M | 28k | 209.12 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 3.4 | $5.9M | +2% | 33k | 177.37 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.4 | $5.9M | -37% | 100k | 58.73 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 3.0 | $5.2M | -51% | 390k | 13.25 |
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| Spdr Series Trust State Street Spd (SJNK) | 2.8 | $4.9M | -42% | 193k | 25.32 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.6 | $4.6M | NEW | 155k | 29.37 |
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| Northern Lts Fd Tr Iv Main Buywrite (BUYW) | 2.5 | $4.4M | 310k | 14.32 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.5 | $4.4M | NEW | 57k | 77.89 |
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| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 2.5 | $4.4M | -2% | 68k | 64.53 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 2.2 | $3.8M | 12k | 323.02 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.1 | $3.7M | +3% | 18k | 211.79 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.1 | $3.6M | -12% | 35k | 102.39 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 1.9 | $3.4M | +6% | 50k | 67.43 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 1.8 | $3.2M | NEW | 127k | 24.82 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 1.4 | $2.4M | NEW | 19k | 124.20 |
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| Microsoft Corporation (MSFT) | 1.4 | $2.4M | +4% | 5.0k | 483.64 |
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| Apple (AAPL) | 1.4 | $2.4M | -2% | 8.8k | 271.87 |
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| Northern Lts Fd Tr Iv Main Intnl Etf (INTL) | 1.3 | $2.3M | 83k | 27.91 |
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| NVIDIA Corporation (NVDA) | 1.3 | $2.3M | +7% | 12k | 186.50 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.2 | $2.2M | +69% | 22k | 101.67 |
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| Northern Lts Fd Tr Iv Main Thematc In (TMAT) | 1.2 | $2.1M | NEW | 84k | 25.01 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.2 | $2.0M | -41% | 24k | 85.77 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 1.0 | $1.7M | NEW | 24k | 73.92 |
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| Vaneck Fds Onchain Economy (NODE) | 0.9 | $1.6M | NEW | 45k | 34.77 |
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| Amazon (AMZN) | 0.8 | $1.4M | 6.2k | 230.81 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.3M | -7% | 4.3k | 312.97 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.7 | $1.2M | NEW | 11k | 103.56 |
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| Broadcom (AVGO) | 0.6 | $1.0M | -2% | 2.9k | 346.04 |
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| Vaneck Etf Trust Fabless Semicond (SMHX) | 0.6 | $992k | NEW | 26k | 38.03 |
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| Meta Platforms Cl A (META) | 0.5 | $945k | 1.4k | 660.22 |
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| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.5 | $829k | NEW | 24k | 34.93 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.5 | $816k | +29% | 17k | 47.56 |
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| Tesla Motors (TSLA) | 0.4 | $734k | +3% | 1.6k | 449.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $681k | +3% | 2.2k | 313.87 |
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| Blackrock (BLK) | 0.4 | $643k | -22% | 601.00 | 1069.63 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $603k | 1.9k | 322.24 |
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| Costco Wholesale Corporation (COST) | 0.3 | $577k | -4% | 669.00 | 862.03 |
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| Wal-Mart Stores (WMT) | 0.3 | $546k | -3% | 4.9k | 111.41 |
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| Visa Com Cl A (V) | 0.3 | $534k | -2% | 1.5k | 350.81 |
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| Eli Lilly & Co. (LLY) | 0.3 | $521k | -11% | 485.00 | 1074.22 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $510k | NEW | 3.4k | 148.69 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $472k | 827.00 | 570.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $435k | -9% | 865.00 | 502.65 |
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| Vaneck Fds Emerging Markets (EMBX) | 0.2 | $360k | NEW | 7.1k | 50.63 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $313k | NEW | 12k | 26.23 |
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| Home Depot (HD) | 0.2 | $307k | -2% | 893.00 | 344.11 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $301k | +6% | 13k | 23.31 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $297k | -2% | 513.00 | 579.70 |
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| Goldman Sachs (GS) | 0.2 | $285k | 324.00 | 879.10 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $281k | NEW | 2.8k | 99.88 |
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| Chubb (CB) | 0.2 | $279k | -5% | 894.00 | 312.06 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $271k | 395.00 | 684.94 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $268k | 677.00 | 396.31 |
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| Netflix (NFLX) | 0.2 | $265k | +936% | 2.8k | 93.76 |
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| Caterpillar (CAT) | 0.1 | $244k | -2% | 426.00 | 572.88 |
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| Gabelli Dividend & Income Trust (GDV) | 0.1 | $242k | -26% | 8.7k | 27.77 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $233k | -5% | 3.0k | 78.67 |
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| Intuit (INTU) | 0.1 | $228k | +5% | 345.00 | 662.13 |
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| Wells Fargo & Company (WFC) | 0.1 | $227k | NEW | 2.4k | 93.21 |
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| Triple Flag Precious Metals (TFPM) | 0.1 | $226k | -7% | 6.8k | 33.22 |
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| Ge Aerospace Com New (GE) | 0.1 | $226k | +7% | 733.00 | 308.03 |
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| Abbvie (ABBV) | 0.1 | $223k | -12% | 976.00 | 228.57 |
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| TJX Companies (TJX) | 0.1 | $215k | NEW | 1.4k | 153.57 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $215k | -6% | 1.8k | 120.34 |
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| Lowe's Companies (LOW) | 0.1 | $213k | -4% | 881.00 | 241.16 |
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| Bank of America Corporation (BAC) | 0.1 | $211k | NEW | 3.8k | 55.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $211k | NEW | 694.00 | 303.74 |
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| Rbc Cad (RY) | 0.1 | $204k | -12% | 1.2k | 170.49 |
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Past Filings by Echo45 Advisors
SEC 13F filings are viewable for Echo45 Advisors going back to 2021
- Echo45 Advisors 2025 Q4 filed Feb. 6, 2026
- Echo45 Advisors 2025 Q3 filed Nov. 6, 2025
- Echo45 Advisors 2025 Q2 filed Aug. 13, 2025
- Echo45 Advisors 2025 Q1 filed April 15, 2025
- Echo45 Advisors 2024 Q4 filed Jan. 17, 2025
- Echo45 Advisors 2024 Q3 filed Oct. 25, 2024
- Echo45 Advisors 2024 Q2 filed July 26, 2024
- Echo45 Advisors 2024 Q1 filed April 18, 2024
- Echo45 Advisors 2023 Q4 filed Jan. 31, 2024
- Echo45 Advisors 2023 Q3 filed Nov. 2, 2023
- Echo45 Advisors 2023 Q2 filed July 31, 2023
- Echo45 Advisors 2023 Q1 filed April 27, 2023
- Echo45 Advisors 2022 Q4 filed Jan. 31, 2023
- Echo45 Advisors 2022 Q3 filed Oct. 19, 2022
- Echo45 Advisors 2022 Q2 filed July 27, 2022
- Echo45 Advisors 2022 Q1 filed April 29, 2022