Echo45 Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Echo45 Advisors LLC reported 52 stock positions worth $158.6 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 13.4% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 11.6%) and Vanguard Short-Term Bond ETF (BSV, 7.2%). Compared with Q1 2025, it opened 4 new positions, sold out of 4, added to 22 and reduced 25. The biggest buy was Vanguard Extended Market ETF (VXF, shares +1%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WALNUT CREEK, CA
- CIK
- 0001908617
- Portfolio Value
- $158.6M (Q2 2025)
- SEC Filing
- 0001908617-25-000006 ↗ filed Aug 13, 2025
Holdings Value
Holdings 52 stocks · $158.6M
| VEA Vanguard Ftse Developed ETF | 13.36% | 371,504 | $21.2M | Reduce -1.0% |
| RSP Invesco S&P 500 Equal Weight | 11.58% | 101,000 | $18.4M | Add +0.4% |
| BSV Vanguard Short-Term Bond ETF | 7.16% | 144,286 | $11.4M | Reduce -0.1% |
| PDBC Invesco Optimum Yield Divers | 6.43% | 782,355 | $10.2M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 5.63% | 180,497 | $8.9M | Add +0.2% |
| VGSH Vanguard Short-Term Treasury | 5.58% | 150,603 | $8.9M | Reduce -0.1% |
| SJNK SS SPDR BB St Hi Yield ETF | 5.31% | 330,441 | $8.4M | Reduce -0.1% |
| QQQM Invesco Nasdaq 100 ETF | 4.44% | 31,005 | $7.0M | Reduce -1.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.18% | 15,032 | $6.6M | Add +0.5% |
| VXF Vanguard Extended Market ETF | 3.32% | 27,282 | $5.3M | Add +0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.25% | 31,373 | $5.2M | Add +1.3% |
| BUYW Main Buywrite ETF | 2.62% | 295,373 | $4.1M | Reduce -0.1% |
| SECT Main Sector Rotation ETF | 2.56% | 69,990 | $4.1M | Reduce -0.4% |
| STIP iShares 0-5 Year Tips Bond E | 2.48% | 38,224 | $3.9M | Reduce -0.9% |
| IWO iShares Russell 2000 Growth | 2.08% | 11,528 | $3.3M | Add +1.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.04% | 16,606 | $3.2M | Add +2.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.91% | 46,288 | $3.0M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.51% | 4,802 | $2.4M | Reduce -3.3% |
| GDX Vaneck Gold Miners ETF | 1.50% | 45,811 | $2.4M | Reduce -5.5% |
| INTL Main International ETF | 1.42% | 87,298 | $2.3M | Reduce -1.4% |
| AAPL Apple Inc. | 1.19% | 9,171 | $1.9M | Add +0.2% |
| NVDA Nvidia Corp. | 1.09% | 10,977 | $1.7M | Reduce -15.3% |
| AMZN Amazon.com Inc. | 0.85% | 6,155 | $1.4M | Reduce -3.6% |
| TLH iShares 10-20 Year Treasury | 0.77% | 12,042 | $1.2M | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.66% | 1,428 | $1.1M | Reduce -3.7% |
| BLK BlackRock Inc. | 0.63% | 957 | $1.0M | Reduce -16.7% |
| AVGO Broadcom Inc. | 0.53% | 3,038 | $838K | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 0.51% | 4,630 | $816K | Reduce -4.5% |
| COST Costco Wholesale Corp. | 0.45% | 713 | $706K | Reduce -1.3% |
| BITB Bitwise Bitcoin ETF | 0.41% | 11,008 | $645K | Add +0.3% |
| V Visa Inc. Class A | 0.36% | 1,591 | $565K | Add +4.7% |
| JPM JPMorgan Chase & Co. | 0.34% | 1,868 | $542K | Reduce -0.9% |
| TSLA Tesla Inc. | 0.32% | 1,606 | $510K | Reduce -27.9% |
| WMT Walmart Inc. | 0.32% | 5,184 | $507K | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 984 | $478K | Add +16.2% |
| MA Mastercard Inc. Class A | 0.30% | 840 | $472K | Add +1.9% |
| LLY Eli Lilly & Co. | 0.28% | 562 | $438K | Add +0.2% |
| NFLX Netflix Inc. | 0.23% | 276 | $370K | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.23% | 2,060 | $366K | Add +15.5% |
| HD Home Depot Inc. | 0.22% | 938 | $344K | Add +0.8% |
| CB Chubb Ltd. | 0.17% | 957 | $277K | Add +4.3% |
| INTU Intuit Inc. | 0.16% | 332 | $261K | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.15% | 1,501 | $239K | Add +7.1% |
| KO The Coca-Cola Co. | 0.15% | 3,373 | $239K | New |
| GS Goldman Sachs Group Inc. | 0.14% | 323 | $229K | New |
| GLD SPDR Gold Shares | 0.14% | 708 | $216K | No change |
| ICE Intercontinental Exchange Inc. | 0.14% | 1,167 | $214K | New |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 526 | $213K | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.13% | 1,939 | $209K | Add +3.4% |
| LOW Lowe's Cos Inc. | 0.13% | 928 | $206K | Add +8.0% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.12% | 12,202 | $188K | Reduce -12.8% |
| HLN Haleon PLC-ADR | 0.07% | 11,418 | $118K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BSV Vanguard Short-Term Bond ETF | Reduce -0.1% | 7.16% | −0.40 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.1% | 5.58% | −0.33 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -0.1% | 5.31% | −0.26 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.20 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.9% | 2.48% | −0.19 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.17 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.14 |
| BUYW Main Buywrite ETF | Reduce -0.1% | 2.62% | −0.10 |
| BLK BlackRock Inc. | Reduce -16.7% | 0.63% | −0.09 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -0.2% | 1.91% | −0.08 |
| TSLA Tesla Inc. | Reduce -27.9% | 0.32% | −0.06 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.4% | 0.13% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 0.45% | −0.01 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -12.8% | 0.12% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 0.51% | +0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -5.5% | 1.50% | +0.01 |
| INTU Intuit Inc. | Reduce -2.4% | 0.16% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 0.34% | +0.03 |
| AMZN Amazon.com Inc. | Reduce -3.6% | 0.85% | +0.04 |
| INTL Main International ETF | Reduce -1.4% | 1.42% | +0.04 |
| NFLX Netflix Inc. | Reduce -1.8% | 0.23% | +0.06 |
| META Meta Platforms Inc. Class A | Reduce -3.7% | 0.66% | +0.09 |
| NVDA Nvidia Corp. | Reduce -15.3% | 1.09% | +0.15 |
| SECT Main Sector Rotation ETF | Reduce -0.4% | 2.56% | +0.16 |
| AVGO Broadcom Inc. | Reduce -5.1% | 0.53% | +0.17 |
| MSFT Microsoft Corp. | Reduce -3.3% | 1.51% | +0.26 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -1.7% | 4.44% | +0.37 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.0% | 13.36% | +0.60 |
Portfolio Buys Q1 2025 → Q2 2025
| VXF Vanguard Extended Market ETF | Add +0.9% | 3.32% | +0.20 |
| VWO Vanguard Ftse Emerging Marke | Add +0.2% | 5.63% | +0.18 |
| KO The Coca-Cola Co. | New | 0.15% | +0.15 |
| GS Goldman Sachs Group Inc. | New | 0.14% | +0.14 |
| IWO iShares Russell 2000 Growth | Add +1.7% | 2.08% | +0.14 |
| ICE Intercontinental Exchange Inc. | New | 0.14% | +0.14 |
| BITB Bitwise Bitcoin ETF | Add +0.3% | 0.41% | +0.08 |
| HLN Haleon PLC-ADR | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +15.5% | 0.23% | +0.04 |
| WMT Walmart Inc. | Add +4.3% | 0.32% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.4% | 2.04% | +0.02 |
| V Visa Inc. Class A | Add +4.7% | 0.36% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +16.2% | 0.30% | −0.00 |
| LOW Lowe's Cos Inc. | Add +8.0% | 0.13% | −0.00 |
| MA Mastercard Inc. Class A | Add +1.9% | 0.30% | −0.00 |
| PG The Procter & Gamble Co. | Add +7.1% | 0.15% | −0.01 |
| CB Chubb Ltd. | Add +4.3% | 0.17% | −0.01 |
| HD Home Depot Inc. | Add +0.8% | 0.22% | −0.01 |
| XOM Exxon Mobil Corp. | Add +3.4% | 0.13% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.5% | 4.18% | −0.03 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.28% | −0.03 |
| TLH iShares 10-20 Year Treasury | Add +2.4% | 0.77% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.3% | 3.25% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 11.58% | −0.08 |
| AAPL Apple Inc. | Add +0.2% | 1.19% | −0.17 |
| PDBC Invesco Optimum Yield Divers | Add +1.7% | 6.43% | −0.58 |
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 |