Echo45 Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Echo45 Advisors LLC reported 52 stock positions worth $152.3 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 12.3% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 11.6%) and Vanguard Short-Term Bond ETF (BSV, 7.4%). Compared with Q3 2024, it opened 7 new positions, sold out of 3, added to 33 and reduced 12. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +111%) and the biggest sale iShares 0-5 Year Tips Bond E (STIP, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- WALNUT CREEK, CA
- CIK
- 0001908617
- Portfolio Value
- $152.3M (Q4 2024)
- SEC Filing
- 0001908617-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 52 stocks · $152.3M
| VEA Vanguard Ftse Developed ETF | 12.33% | 391,396 | $18.8M | Add +25.5% |
| RSP Invesco S&P 500 Equal Weight | 11.64% | 100,513 | $17.7M | Add +110.9% |
| BSV Vanguard Short-Term Bond ETF | 7.43% | 146,491 | $11.3M | Add +19.6% |
| PDBC Invesco Optimum Yield Divers | 6.77% | 790,202 | $10.3M | Reduce -25.9% |
| VGSH Vanguard Short-Term Treasury | 5.84% | 152,890 | $8.9M | Add +12.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 5.58% | 334,704 | $8.5M | Reduce -22.1% |
| VWO Vanguard Ftse Emerging Marke | 5.35% | 184,440 | $8.1M | Add +16.6% |
| QQQM Invesco Nasdaq 100 ETF | 4.45% | 31,725 | $6.8M | Reduce -25.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.22% | 15,063 | $6.4M | Reduce -25.1% |
| VXF Vanguard Extended Market ETF | 3.40% | 26,695 | $5.2M | Add +4.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.32% | 31,124 | $5.1M | Add +10.3% |
| BUYW Main Buywrite ETF | 2.72% | 296,565 | $4.1M | Reduce -47.6% |
| STIP iShares 0-5 Year Tips Bond E | 2.60% | 39,353 | $4.0M | Reduce -64.1% |
| SECT Main Sector Rotation ETF | 2.54% | 69,491 | $3.9M | New |
| IWO iShares Russell 2000 Growth | 2.12% | 10,954 | $3.2M | Add +4.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.09% | 15,968 | $3.2M | Add +8.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.96% | 46,932 | $3.0M | Reduce -21.6% |
| AAPL Apple Inc. | 1.45% | 9,093 | $2.2M | Add +3.1% |
| INTL Main International ETF | 1.36% | 93,520 | $2.1M | Add +27.3% |
| MSFT Microsoft Corp. | 1.33% | 4,772 | $2.0M | Add +0.9% |
| GDX Vaneck Gold Miners ETF | 1.19% | 51,952 | $1.8M | Add +13.6% |
| NVDA Nvidia Corp. | 1.16% | 12,199 | $1.8M | Add +11.2% |
| AMZN Amazon.com Inc. | 0.89% | 6,049 | $1.4M | Add +7.0% |
| TLH iShares 10-20 Year Treasury | 0.78% | 11,902 | $1.2M | Reduce -59.6% |
| BLK BlackRock Finance Inc. | 0.76% | 1,141 | $1.2M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.58% | 4,600 | $882K | Add +3.4% |
| META Meta Platforms Inc. Class A | 0.56% | 1,413 | $854K | Add +6.4% |
| COST Costco Wholesale Corp. | 0.41% | 688 | $631K | Add +0.3% |
| AVGO Broadcom Inc. | 0.41% | 2,675 | $622K | Add +9.8% |
| TSLA Tesla Inc. | 0.33% | 1,240 | $509K | Add +3.7% |
| LLY Eli Lilly & Co. | 0.32% | 624 | $488K | Add +19.8% |
| JPM JPMorgan Chase & Co. | 0.32% | 1,979 | $481K | Add +8.6% |
| BITB Bitwise Bitcoin ETF | 0.31% | 8,728 | $468K | Add +11.0% |
| V Visa Inc. Class A | 0.30% | 1,474 | $464K | Reduce -1.7% |
| WMT Walmart Inc. | 0.28% | 4,774 | $433K | Reduce -3.5% |
| MA Mastercard Inc. Class A | 0.28% | 824 | $430K | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 870 | $395K | Add +2.8% |
| HD Home Depot Inc. | 0.23% | 911 | $355K | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.23% | 1,783 | $344K | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.21% | 619 | $318K | Add +6.5% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 573 | $305K | Add +6.1% |
| NFLX Netflix Inc. | 0.18% | 305 | $269K | New |
| CB Chubb Ltd. | 0.17% | 964 | $262K | Add +5.8% |
| PG The Procter & Gamble Co. | 0.17% | 1,562 | $258K | Add +25.9% |
| ABBV Abbvie Inc. | 0.16% | 1,355 | $246K | New |
| ORLY O'reilly Automotive Inc. | 0.14% | 183 | $220K | New |
| CRM Salesforce Inc. | 0.14% | 660 | $220K | New |
| LOW Lowe's Cos Inc. | 0.14% | 881 | $219K | Add +3.6% |
| XOM Exxon Mobil Corp. | 0.14% | 1,970 | $212K | Add +9.4% |
| GS Goldman Sachs Group Inc. | 0.13% | 350 | $203K | New |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.08% | 12,380 | $119K | Reduce -3.0% |
| SAN Banco Santander SA-Spon ADR | 0.03% | 11,712 | $53K | New |
Portfolio Sells Q3 2024 → Q4 2024
| STIP iShares 0-5 Year Tips Bond E | Reduce -64.1% | 2.60% | −4.62 |
| PDBC Invesco Optimum Yield Divers | Reduce -25.9% | 6.77% | −2.54 |
| BUYW Main Buywrite ETF | Reduce -47.6% | 2.72% | −2.42 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -22.1% | 5.58% | −1.61 |
| TLH iShares 10-20 Year Treasury | Reduce -59.6% | 0.78% | −1.31 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -25.1% | 4.22% | −1.31 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -25.2% | 4.45% | −1.09 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -21.6% | 1.96% | −0.63 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.14 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.14 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.13 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -3.0% | 0.08% | −0.01 |
| WMT Walmart Inc. | Reduce -3.5% | 0.28% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 0.23% | +0.03 |
| V Visa Inc. Class A | Reduce -1.7% | 0.30% | +0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| RSP Invesco S&P 500 Equal Weight | Add +110.9% | 11.64% | +6.08 |
| SECT Main Sector Rotation ETF | New | 2.54% | +2.54 |
| VEA Vanguard Ftse Developed ETF | Add +25.5% | 12.33% | +1.63 |
| BSV Vanguard Short-Term Bond ETF | Add +19.6% | 7.43% | +1.17 |
| VGSH Vanguard Short-Term Treasury | Add +12.5% | 5.84% | +0.63 |
| VWO Vanguard Ftse Emerging Marke | Add +16.6% | 5.35% | +0.42 |
| VXF Vanguard Extended Market ETF | Add +4.8% | 3.40% | +0.38 |
| NVDA Nvidia Corp. | Add +11.2% | 1.16% | +0.29 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +10.3% | 3.32% | +0.24 |
| INTL Main International ETF | Add +27.3% | 1.36% | +0.22 |
| AMZN Amazon.com Inc. | Add +7.0% | 0.89% | +0.21 |
| IWO iShares Russell 2000 Growth | Add +4.6% | 2.12% | +0.18 |
| NFLX Netflix Inc. | New | 0.18% | +0.18 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +8.8% | 2.09% | +0.17 |
| ABBV Abbvie Inc. | New | 0.16% | +0.16 |
| ORLY O'reilly Automotive Inc. | New | 0.14% | +0.14 |
| CRM Salesforce Inc. | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +9.8% | 0.41% | +0.14 |
| GS Goldman Sachs Group Inc. | New | 0.13% | +0.13 |
| TSLA Tesla Inc. | Add +3.7% | 0.33% | +0.13 |
| BITB Bitwise Bitcoin ETF | Add +11.0% | 0.31% | +0.13 |
| AAPL Apple Inc. | Add +3.1% | 1.45% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.58% | +0.10 |
| META Meta Platforms Inc. Class A | Add +6.4% | 0.56% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +8.6% | 0.32% | +0.07 |
| BLK BlackRock Finance Inc. | Add +0.3% | 0.76% | +0.06 |
| SAN Banco Santander SA-Spon ADR | New | 0.03% | +0.03 |
| PG The Procter & Gamble Co. | Add +25.9% | 0.17% | +0.03 |
| MA Mastercard Inc. Class A | Add +3.6% | 0.28% | +0.03 |
| LLY Eli Lilly & Co. | Add +19.8% | 0.32% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.41% | +0.02 |
| GDX Vaneck Gold Miners ETF | Add +13.6% | 1.19% | +0.01 |
| MSFT Microsoft Corp. | Add +0.9% | 1.33% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.8% | 0.26% | +0.01 |
| XOM Exxon Mobil Corp. | Add +9.4% | 0.14% | +0.00 |
| CB Chubb Ltd. | Add +5.8% | 0.17% | +0.00 |
| HD Home Depot Inc. | Add +1.0% | 0.23% | −0.00 |
| LOW Lowe's Cos Inc. | Add +3.6% | 0.14% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +6.5% | 0.21% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +6.1% | 0.20% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 78 | $193.6M | VEA, RSP, VWO, DIA, QQQM |
| Q1 2026 | 76 | $177.8M | VEA, RSP, VWO, DIA, BSV |
| Q4 2025 | 74 | $175.2M | VEA, RSP, VWO, DIA, QQQM |
| Q3 2025 | 58 | $170.6M | VEA, RSP, BSV, PDBC, VWO |
| Q2 2025 | 52 | $158.6M | VEA, RSP, BSV, PDBC, VWO |
| Q1 2025 | 52 | $149.5M | VEA, RSP, BSV, PDBC, VGSH |
| Q4 2024 | 52 | $152.3M | VEA, RSP, BSV, PDBC, VGSH |
| Q3 2024 | 48 | $153.7M | VEA, PDBC, STIP, SJNK, BSV |
| Q2 2024 | 46 | $142.3M | VEA, PDBC, STIP, SJNK, BSV |
| Q1 2024 | 48 | $138.9M | VEA, QQQM, DIA, STIP, SJNK |