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 32.49% of Echo45 Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL, VOO, PLTR, RSP, SMH, CLX, VTV, IEFA, INTC, VUSB.
- Started 45 new stock positions in GBIL, ICE, PLTR, CVX, AOA, TTE, NEM, HLF, BAC, ICSH.
- Reduced shares in these 10 stocks: , KLAC, AU, , ITOT, BRK.B, BITB, HGER, VXF, PDBC.
- Sold out of its positions in Exxon Mobil Corporation, KLAC, ORLY.
- Echo45 Advisors was a net buyer of stock by $27M.
- Echo45 Advisors has $219M in assets under management (AUM), dropping by 13.34%.
- Central Index Key (CIK): 0001908617
Tip: Access up to 7 years of quarterly data
Positions held by Echo45 Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Echo45 Advisors
Echo45 Advisors holds 120 positions in its portfolio as reported in the September 2026 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) | 11.3 | $25M | 352k | 70.61 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.7 | $19M | +4% | 92k | 208.02 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.9 | $11M | 180k | 59.31 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 3.8 | $8.4M | 17k | 508.56 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.8 | $8.4M | 28k | 304.64 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.5 | $7.6M | +2% | 100k | 76.40 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 3.3 | $7.1M | 370k | 19.30 |
|
|
| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 3.1 | $6.7M | 34k | 195.53 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.0 | $6.7M | +6% | 116k | 57.56 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.0 | $6.6M | 28k | 231.63 |
|
|
| Apple (AAPL) | 2.5 | $5.5M | +77% | 16k | 333.02 |
|
| Spdr Series Trust St Term High Etf (SJNK) | 2.4 | $5.2M | +2% | 213k | 24.25 |
|
| Northern Lts Fd Tr Iv Main Buywrite (BUYW) | 2.3 | $5.1M | +2% | 353k | 14.47 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 2.3 | $4.9M | 69k | 71.55 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.3 | $4.9M | +2% | 178k | 27.81 |
|
| Harbor Etf Trust Comm All Wea Etf (HGER) | 2.2 | $4.8M | 137k | 35.26 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.2 | $4.8M | +2% | 65k | 73.62 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 1.9 | $4.2M | 18k | 231.03 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.8 | $4.1M | 11k | 356.90 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.7 | $3.8M | +3% | 38k | 99.70 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 1.6 | $3.5M | +3% | 56k | 63.13 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 1.3 | $2.8M | +7% | 27k | 103.46 |
|
| Northern Lts Fd Tr Iv Main Intnl Etf (INTL) | 1.2 | $2.6M | 85k | 30.49 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.1 | $2.4M | 28k | 87.80 |
|
|
| Northern Lts Fd Tr Iv Main Thematc In (TMAT) | 1.1 | $2.4M | 82k | 29.81 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $2.3M | +16% | 4.5k | 512.87 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.0 | $2.3M | +2% | 25k | 92.17 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $2.3M | NEW | 3.2k | 700.86 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $2.0M | +18% | 8.8k | 228.38 |
|
| Vaneck Fds Onchain Economy (NODE) | 0.9 | $2.0M | +5% | 50k | 39.11 |
|
| Amazon (AMZN) | 0.8 | $1.7M | +36% | 6.7k | 249.13 |
|
| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.7 | $1.6M | +11% | 26k | 64.26 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.4M | +9% | 4.0k | 344.11 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.6 | $1.3M | 13k | 105.71 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $1.3M | NEW | 6.7k | 187.04 |
|
| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.5 | $1.1M | +5% | 28k | 39.83 |
|
| Meta Platforms Cl A (META) | 0.5 | $1.1M | +20% | 1.5k | 725.33 |
|
| Vaneck Etf Trust Fable Semic Etf (SMHX) | 0.5 | $1.1M | +3% | 18k | 60.61 |
|
| Broadcom (AVGO) | 0.4 | $927k | +12% | 2.6k | 351.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $925k | +76% | 2.7k | 340.76 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $841k | NEW | 1.4k | 609.00 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $822k | +46% | 903.00 | 910.45 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $758k | +184% | 8.0k | 94.54 |
|
| Wal-Mart Stores (WMT) | 0.3 | $745k | +62% | 7.2k | 103.92 |
|
| Clorox Company (CLX) | 0.3 | $693k | NEW | 8.6k | 81.01 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.3 | $669k | NEW | 3.1k | 216.08 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.3 | $665k | -4% | 15k | 45.36 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $639k | +22% | 1.9k | 330.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $629k | NEW | 6.5k | 96.88 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $575k | +21% | 497.00 | 1157.27 |
|
| Intel Corporation (INTC) | 0.3 | $566k | NEW | 4.7k | 120.22 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $546k | +80% | 713.00 | 765.85 |
|
| Tesla Motors (TSLA) | 0.2 | $527k | +13% | 1.5k | 354.84 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $525k | -7% | 3.2k | 166.28 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $513k | NEW | 10k | 49.55 |
|
| Anglogold Ashanti Com Shs (AU) | 0.2 | $510k | -29% | 5.4k | 93.95 |
|
| Visa Com Cl A (V) | 0.2 | $509k | +7% | 1.4k | 359.25 |
|
| Cisco Systems (CSCO) | 0.2 | $492k | NEW | 4.6k | 107.62 |
|
| Vanguard World Energy Etf (VDE) | 0.2 | $468k | NEW | 2.7k | 172.16 |
|
| Johnson & Johnson (JNJ) | 0.2 | $438k | +17% | 1.7k | 264.67 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $424k | +64% | 1.1k | 380.84 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $419k | NEW | 2.9k | 146.48 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $416k | NEW | 2.6k | 162.73 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $409k | NEW | 2.1k | 193.75 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $407k | NEW | 3.7k | 110.28 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $402k | NEW | 3.2k | 125.67 |
|
| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.2 | $392k | NEW | 5.0k | 78.32 |
|
| Vaneck Fds Emer Mark Bd Etf (EMBX) | 0.2 | $383k | +4% | 7.8k | 49.39 |
|
| Micron Technology (MU) | 0.2 | $379k | +2% | 355.00 | 1066.25 |
|
| Chubb (CB) | 0.2 | $374k | +19% | 1.2k | 325.37 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $373k | +29% | 553.00 | 675.05 |
|
| Advanced Micro Devices (AMD) | 0.2 | $366k | +46% | 598.00 | 612.09 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $364k | 660.00 | 551.22 |
|
|
| Goldman Sachs (GS) | 0.2 | $357k | +42% | 396.00 | 900.75 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $350k | 12k | 29.31 |
|
|
| Newmont Mining Corporation (NEM) | 0.2 | $349k | NEW | 3.0k | 115.35 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $347k | -9% | 697.00 | 497.95 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $346k | +6% | 12k | 27.87 |
|
| Caterpillar (CAT) | 0.2 | $339k | +2% | 418.00 | 811.19 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $330k | NEW | 3.2k | 103.89 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $317k | NEW | 11k | 27.96 |
|
| Blackrock (BLK) | 0.1 | $315k | +43% | 298.00 | 1058.30 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $309k | +2% | 3.1k | 99.31 |
|
| Bank of America Corporation (BAC) | 0.1 | $305k | NEW | 5.6k | 54.43 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $303k | NEW | 3.4k | 90.11 |
|
| Coca-Cola Company (KO) | 0.1 | $301k | +36% | 3.5k | 86.09 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $276k | NEW | 3.4k | 81.16 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $274k | -3% | 600.00 | 456.19 |
|
| At&t (T) | 0.1 | $272k | NEW | 11k | 24.40 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $264k | +2% | 803.00 | 328.51 |
|
| Chevron Corporation (CVX) | 0.1 | $262k | NEW | 1.3k | 204.22 |
|
| Home Depot (HD) | 0.1 | $262k | +21% | 919.00 | 284.50 |
|
| Rbc Cad (RY) | 0.1 | $257k | +4% | 1.3k | 196.59 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $255k | NEW | 3.3k | 78.10 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $248k | NEW | 1.5k | 171.00 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $247k | 8.7k | 28.29 |
|
|
| Applied Materials (AMAT) | 0.1 | $246k | +15% | 481.00 | 511.14 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $244k | NEW | 1.7k | 145.04 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $241k | NEW | 630.00 | 382.08 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $234k | NEW | 3.2k | 71.95 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $231k | NEW | 4.7k | 48.71 |
|
| Triple Flag Precious Metals (TFPM) | 0.1 | $228k | +6% | 7.4k | 30.81 |
|
| Gilead Sciences (GILD) | 0.1 | $228k | NEW | 1.5k | 149.07 |
|
| Philip Morris International (PM) | 0.1 | $226k | NEW | 1.2k | 190.81 |
|
| International Business Machines (IBM) | 0.1 | $224k | NEW | 1.0k | 219.87 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $222k | NEW | 4.4k | 50.40 |
|
| Abbvie (ABBV) | 0.1 | $221k | NEW | 843.00 | 261.65 |
|
| Ge Aerospace Com New (GE) | 0.1 | $220k | +15% | 705.00 | 312.49 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $218k | NEW | 2.2k | 100.11 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $217k | NEW | 4.2k | 51.23 |
|
| Intercontinental Exchange (ICE) | 0.1 | $214k | NEW | 1.4k | 152.03 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $212k | +4% | 4.8k | 44.46 |
|
| Totalenergies Se Act (TTE) | 0.1 | $210k | NEW | 2.5k | 85.50 |
|
| Wells Fargo & Company (WFC) | 0.1 | $208k | NEW | 2.6k | 80.04 |
|
| Amgen (AMGN) | 0.1 | $207k | NEW | 492.00 | 421.52 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.1 | $202k | NEW | 2.1k | 97.29 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $200k | NEW | 807.00 | 247.93 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $148k | NEW | 11k | 13.83 |
|
| Herbalife Com Shs (HLF) | 0.1 | $143k | NEW | 12k | 12.13 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $105k | +10% | 17k | 6.05 |
|
Past Filings by Echo45 Advisors
SEC 13F filings are viewable for Echo45 Advisors going back to 2021
- Echo45 Advisors 2026 Q3 filed Oct. 7, 2026
- Echo45 Advisors 2026 Q2 filed July 13, 2026
- Echo45 Advisors 2026 Q1 filed April 20, 2026
- 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