Echo45 Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Echo45 Advisors LLC reported 52 stock positions worth $149.5 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 12.8% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 11.7%) and Vanguard Short-Term Bond ETF (BSV, 7.6%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 21 and reduced 27. The biggest buy was a new position in Intuit (INTU) and the biggest sale Invesco Nasdaq 100 ETF (QQQM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WALNUT CREEK, CA
- CIK
- 0001908617
- Portfolio Value
- $149.5M (Q1 2025)
- SEC Filing
- 0001908617-25-000003 ↗ filed Apr 15, 2025
Holdings Value
Holdings 52 stocks · $149.5M
| VEA Vanguard Ftse Developed ETF | 12.76% | 375,299 | $19.1M | Reduce -4.1% |
| RSP Invesco S&P 500 Equal Weight | 11.66% | 100,599 | $17.4M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 7.56% | 144,395 | $11.3M | Reduce -1.4% |
| PDBC Invesco Optimum Yield Divers | 7.02% | 769,593 | $10.5M | Reduce -2.6% |
| VGSH Vanguard Short-Term Treasury | 5.92% | 150,687 | $8.8M | Reduce -1.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 5.57% | 330,937 | $8.3M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 5.45% | 180,071 | $8.2M | Reduce -2.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.20% | 14,963 | $6.3M | Reduce -0.7% |
| QQQM Invesco Nasdaq 100 ETF | 4.07% | 31,532 | $6.1M | Reduce -0.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.33% | 30,972 | $5.0M | Reduce -0.5% |
| VXF Vanguard Extended Market ETF | 3.12% | 27,050 | $4.7M | Add +1.3% |
| BUYW Main Buywrite ETF | 2.71% | 295,587 | $4.1M | Reduce -0.3% |
| STIP iShares 0-5 Year Tips Bond E | 2.67% | 38,572 | $4.0M | Reduce -2.0% |
| SECT Main Sector Rotation ETF | 2.40% | 70,252 | $3.6M | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.02% | 16,212 | $3.0M | Add +1.5% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.99% | 46,382 | $3.0M | Reduce -1.2% |
| IWO iShares Russell 2000 Growth | 1.94% | 11,333 | $2.9M | Add +3.5% |
| GDX Vaneck Gold Miners ETF | 1.49% | 48,464 | $2.2M | Reduce -6.7% |
| INTL Main International ETF | 1.38% | 88,582 | $2.1M | Reduce -5.3% |
| AAPL Apple Inc. | 1.36% | 9,149 | $2.0M | Add +0.6% |
| MSFT Microsoft Corp. | 1.25% | 4,967 | $1.9M | Add +4.1% |
| NVDA Nvidia Corp. | 0.94% | 12,952 | $1.4M | Add +6.2% |
| TLH iShares 10-20 Year Treasury | 0.82% | 11,766 | $1.2M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.81% | 6,387 | $1.2M | Add +5.6% |
| BLK BlackRock Inc. | 0.73% | 1,149 | $1.1M | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.57% | 1,483 | $855K | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 0.50% | 4,847 | $750K | Add +5.4% |
| COST Costco Wholesale Corp. | 0.46% | 722 | $683K | Add +4.9% |
| TSLA Tesla Inc. | 0.39% | 2,229 | $578K | Add +79.8% |
| AVGO Broadcom Inc. | 0.36% | 3,201 | $536K | Add +19.7% |
| V Visa Inc. Class A | 0.36% | 1,519 | $532K | Add +3.0% |
| BITB Bitwise Bitcoin ETF | 0.33% | 10,972 | $492K | Add +25.7% |
| LLY Eli Lilly & Co. | 0.31% | 561 | $463K | Reduce -10.1% |
| JPM JPMorgan Chase & Co. | 0.31% | 1,886 | $463K | Reduce -4.7% |
| MA Mastercard Inc. Class A | 0.30% | 824 | $452K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 847 | $451K | Reduce -2.6% |
| WMT Walmart Inc. | 0.29% | 4,972 | $436K | Add +4.2% |
| HD Home Depot Inc. | 0.23% | 931 | $341K | Add +2.2% |
| UNH Unitedhealth Group Inc. | 0.20% | 561 | $294K | Reduce -9.4% |
| GOOG Alphabet Inc. Class C | 0.19% | 1,783 | $279K | No change |
| CB Chubb Ltd. | 0.19% | 918 | $277K | Reduce -4.8% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 556 | $277K | Reduce -3.0% |
| NFLX Netflix Inc. | 0.18% | 281 | $262K | Reduce -7.9% |
| ABBV Abbvie Inc. | 0.17% | 1,198 | $251K | Reduce -11.6% |
| PG The Procter & Gamble Co. | 0.16% | 1,401 | $239K | Reduce -10.3% |
| XOM Exxon Mobil Corp. | 0.15% | 1,875 | $223K | Reduce -4.8% |
| ORLY O'reilly Automotive Inc. | 0.14% | 150 | $215K | Reduce -18.0% |
| INTU Intuit Inc. | 0.14% | 340 | $209K | New |
| GLD SPDR Gold Shares | 0.14% | 708 | $204K | New |
| LOW Lowe's Cos Inc. | 0.13% | 859 | $200K | Reduce -2.5% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.13% | 13,985 | $190K | Add +13.0% |
| SAN Banco Santander SA-Spon ADR | 0.06% | 12,469 | $84K | Add +6.5% |
Portfolio Sells Q4 2024 → Q1 2025
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.6% | 4.07% | −0.37 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.14 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.13 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.7% | 4.20% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.0% | 0.19% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -9.4% | 0.20% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -10.1% | 0.31% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.5% | 0.13% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -10.3% | 0.16% | −0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -1.1% | 5.57% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -4.7% | 0.31% | −0.01 |
| BUYW Main Buywrite ETF | Reduce -0.3% | 2.71% | −0.00 |
| NFLX Netflix Inc. | Reduce -7.9% | 0.18% | −0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -18.0% | 0.14% | −0.00 |
| ABBV Abbvie Inc. | Reduce -11.6% | 0.17% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.5% | 3.33% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -4.8% | 0.15% | +0.01 |
| CB Chubb Ltd. | Reduce -4.8% | 0.19% | +0.01 |
| INTL Main International ETF | Reduce -5.3% | 1.38% | +0.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -1.2% | 1.99% | +0.04 |
| TLH iShares 10-20 Year Treasury | Reduce -1.1% | 0.82% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 0.30% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -2.0% | 2.67% | +0.07 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.4% | 5.92% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.4% | 5.45% | +0.11 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.4% | 7.56% | +0.14 |
| PDBC Invesco Optimum Yield Divers | Reduce -2.6% | 7.02% | +0.25 |
| GDX Vaneck Gold Miners ETF | Reduce -6.7% | 1.49% | +0.30 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.1% | 12.76% | +0.43 |
Portfolio Buys Q4 2024 → Q1 2025
| INTU Intuit Inc. | New | 0.14% | +0.14 |
| GLD SPDR Gold Shares | New | 0.14% | +0.14 |
| TSLA Tesla Inc. | Add +79.8% | 0.39% | +0.05 |
| V Visa Inc. Class A | Add +3.0% | 0.36% | +0.05 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Add +13.0% | 0.13% | +0.05 |
| COST Costco Wholesale Corp. | Add +4.9% | 0.46% | +0.04 |
| BITB Bitwise Bitcoin ETF | Add +25.7% | 0.33% | +0.02 |
| SAN Banco Santander SA-Spon ADR | Add +6.5% | 0.06% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +0.1% | 11.66% | +0.02 |
| META Meta Platforms Inc. Class A | Add +5.0% | 0.57% | +0.01 |
| WMT Walmart Inc. | Add +4.2% | 0.29% | +0.01 |
| HD Home Depot Inc. | Add +2.2% | 0.23% | −0.00 |
| BLK BlackRock Inc. | Add +0.7% | 0.73% | −0.04 |
| AVGO Broadcom Inc. | Add +19.7% | 0.36% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.5% | 2.02% | −0.07 |
| AMZN Amazon.com Inc. | Add +5.6% | 0.81% | −0.08 |
| GOOGL Alphabet Inc. Class A | Add +5.4% | 0.50% | −0.08 |
| MSFT Microsoft Corp. | Add +4.1% | 1.25% | −0.08 |
| AAPL Apple Inc. | Add +0.6% | 1.36% | −0.09 |
| SECT Main Sector Rotation ETF | Add +1.1% | 2.40% | −0.14 |
| IWO iShares Russell 2000 Growth | Add +3.5% | 1.94% | −0.18 |
| NVDA Nvidia Corp. | Add +6.2% | 0.94% | −0.22 |
| VXF Vanguard Extended Market ETF | Add +1.3% | 3.12% | −0.28 |
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 |