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Echo45 Advisors

Latest statistics and disclosures from Echo45 Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, RSP, VWO, DIA, BSV, and represent 35.29% of Echo45 Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL, JNJ, AMD, LRCX, ANGL, KO, NEM, VGSH, QQQM, BSV.
Started 5 new stock positions in LRCX, NEM, JNJ, KO, AMD.
Reduced shares in these 10 stocks: BLK, PDBC, INTU, WFC, BAC, VEA, GDX, GOOG, MSFT, REMX.
Sold out of its positions in BAC, INTU, WFC.
Echo45 Advisors was a net buyer of stock by $2.2M.
Echo45 Advisors has $178M in assets under management (AUM), dropping by 1.46%.
Central Index Key (CIK): 0001908617

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Positions held by Echo45 Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Echo45 Advisors

Echo45 Advisors holds 76 positions in its portfolio as reported in the March 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)	12.7	$23M		352k	64.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	9.2	$16M		85k	191.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.3	$9.4M		173k	54.05	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	4.1	$7.3M		16k	463.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.1	$7.2M	+2%	92k	78.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.0	$7.1M	+2%	30k	237.62	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	3.6	$6.4M	-4%	371k	17.32	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.4	$6.1M		33k	184.28	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	3.4	$6.1M	+3%	104k	58.54	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.3	$5.9M		29k	205.80	View chart
Spdr Series Trust State Street Spd (SJNK)	2.8	$4.9M	+2%	198k	24.98	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.6	$4.7M	+4%	162k	28.72	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	2.6	$4.5M	+3%	59k	77.38	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	2.5	$4.5M	+3%	322k	14.08	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	2.4	$4.2M	+3%	70k	60.39	View chart
Harbor Etf Trust Harbor Commodity (HGER)	2.2	$3.9M		126k	31.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.2	$3.8M		18k	217.25	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.1	$3.8M	+3%	36k	103.43	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.1	$3.7M		12k	313.81	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.9	$3.4M	+3%	52k	65.69	View chart
Apple (AAPL)	1.7	$3.0M	+32%	12k	253.78	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.5	$2.6M		20k	133.19	View chart
Northern Lts Fd Tr Iv Main Intnl Etf (INTL)	1.3	$2.4M		84k	28.37	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.3	$2.3M	+3%	22k	100.72	View chart
NVIDIA Corporation (NVDA)	1.2	$2.1M		12k	174.41	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.2	$2.1M	-4%	23k	91.77	View chart
Northern Lts Fd Tr Iv Main Thematc In (TMAT)	1.1	$2.0M	+3%	87k	23.19	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	1.1	$2.0M	-2%	23k	88.00	View chart
Microsoft Corporation (MSFT)	1.0	$1.8M	-3%	4.8k	370.20	View chart
Vaneck Fds Onchain Economy (NODE)	0.9	$1.5M	+5%	48k	32.37	View chart
Amazon (AMZN)	0.7	$1.2M	-3%	6.0k	208.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.2M		4.2k	287.54	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$1.1M	+3%	12k	96.70	View chart
Vaneck Etf Trust Fabless Semicond (SMHX)	0.5	$977k		26k	37.22	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.5	$968k		24k	40.71	View chart
Broadcom (AVGO)	0.5	$870k	-2%	2.8k	309.56	View chart
Meta Platforms Cl A (META)	0.5	$807k		1.4k	572.04	View chart
Costco Wholesale Corporation (COST)	0.4	$673k		676.00	996.16	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.4	$651k	+3%	18k	36.81	View chart
Wal-Mart Stores (WMT)	0.3	$608k		4.9k	124.28	View chart
Tesla Motors (TSLA)	0.3	$573k	-5%	1.5k	371.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$545k	-12%	1.9k	286.81	View chart
JPMorgan Chase & Co. (JPM)	0.3	$530k	-3%	1.8k	294.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$486k		3.4k	142.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$447k	+7%	933.00	479.20	View chart
Visa Com Cl A (V)	0.2	$430k	-6%	1.4k	302.23	View chart
Eli Lilly & Co. (LLY)	0.2	$416k	-6%	452.00	919.92	View chart
Johnson & Johnson (JNJ)	0.2	$383k	NEW	1.6k	244.43	View chart
Mastercard Incorporated Cl A (MA)	0.2	$377k	-8%	755.00	499.48	View chart
Vaneck Fds Emerging Markets (EMBX)	0.2	$369k	+3%	7.4k	50.11	View chart
Caterpillar (CAT)	0.2	$305k		430.00	708.47	View chart
Exxon Mobil Corporation (XOM)	0.2	$303k		1.8k	169.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$300k		12k	25.10	View chart
Home Depot (HD)	0.2	$293k		892.00	328.72	View chart
Chubb (CB)	0.2	$292k		895.00	325.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$291k		677.00	430.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$279k		2.8k	99.27	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.2	$275k		13k	21.66	View chart
Goldman Sachs (GS)	0.2	$271k		320.00	845.99	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$263k	+7%	3.2k	82.49	View chart
Netflix (NFLX)	0.1	$263k	-3%	2.7k	96.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$258k		395.00	653.21	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$245k	+4%	725.00	337.79	View chart
Triple Flag Precious Metals (TFPM)	0.1	$237k		6.8k	34.71	View chart
Gabelli Dividend & Income Trust (GDV)	0.1	$235k		8.7k	26.93	View chart
Thermo Fisher Scientific (TMO)	0.1	$234k	-7%	475.00	491.76	View chart
TJX Companies (TJX)	0.1	$224k		1.4k	159.65	View chart
Blackrock (BLK)	0.1	$223k	-61%	232.00	961.71	View chart
Abbvie (ABBV)	0.1	$210k		963.00	217.52	View chart
Advanced Micro Devices (AMD)	0.1	$209k	NEW	1.0k	203.43	View chart
Lam Research Corp Com New (LRCX)	0.1	$208k	NEW	973.00	213.71	View chart
Lowe's Companies (LOW)	0.1	$207k		876.00	236.28	View chart
Coca-Cola Company (KO)	0.1	$206k	NEW	2.7k	76.05	View chart
Rbc Cad (RY)	0.1	$204k	+5%	1.3k	161.78	View chart
Ge Aerospace Com New (GE)	0.1	$204k	-2%	717.00	283.77	View chart
Newmont Mining Corporation (NEM)	0.1	$203k	NEW	1.9k	108.26	View chart

Past Filings by Echo45 Advisors

SEC 13F filings are viewable for Echo45 Advisors going back to 2021

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
Echo45 Advisors 2022 Q3 filed Oct. 19, 2022
Echo45 Advisors 2022 Q2 filed July 27, 2022

View all past filings

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