Echo45 Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Echo45 Advisors LLC reported 76 stock positions worth $177.8 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 12.7% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 9.2%) and Vanguard Ftse Emerging Marke (VWO, 5.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 36 and reduced 29. The biggest buy was Apple (AAPL, shares +32%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- WALNUT CREEK, CA
- CIK
- 0001908617
- Portfolio Value
- $177.8M (Q1 2026)
- SEC Filing
- 0001908617-26-000004 ↗ filed Apr 20, 2026
Holdings Value
Holdings 76 stocks · $177.8M
| VEA Vanguard Ftse Developed ETF | 12.69% | 352,211 | $22.6M | Reduce -0.5% |
| RSP Invesco S&P 500 Equal Weight | 9.19% | 85,104 | $16.3M | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 5.27% | 173,422 | $9.4M | Add +0.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 4.09% | 15,683 | $7.3M | Add +1.6% |
| BSV Vanguard Short-Term Bond ETF | 4.06% | 91,971 | $7.2M | Add +2.3% |
| QQQM Invesco Nasdaq 100 ETF | 4.00% | 29,946 | $7.1M | Add +2.8% |
| PDBC Invesco Optimum Yield Divers | 3.62% | 371,340 | $6.4M | Reduce -4.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.44% | 33,199 | $6.1M | Reduce -0.2% |
| VGSH Vanguard Short-Term Treasury | 3.41% | 103,512 | $6.1M | Add +3.3% |
| VXF Vanguard Extended Market ETF | 3.31% | 28,623 | $5.9M | Add +1.4% |
| SJNK SS SPDR BB St Hi Yield ETF | 2.78% | 197,922 | $4.9M | Add +2.5% |
| ANGL Vaneck Fallen Angel High YLD | 2.62% | 162,413 | $4.7M | Add +4.7% |
| VCRB Vanguard Core Bond ETF | 2.55% | 58,618 | $4.5M | Add +3.4% |
| BUYW Main Buywrite ETF | 2.55% | 321,531 | $4.5M | Add +3.6% |
| SECT Main Sector Rotation ETF | 2.38% | 70,132 | $4.2M | Add +3.5% |
| HGER Harbor Commodity All Weather | 2.20% | 126,037 | $3.9M | Reduce -1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.16% | 17,686 | $3.8M | Add +0.3% |
| STIP iShares 0-5 Year Tips Bond E | 2.11% | 36,298 | $3.8M | Add +3.1% |
| IWO iShares Russell 2000 Growth | 2.10% | 11,911 | $3.7M | Add +1.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.92% | 51,920 | $3.4M | Add +3.6% |
| AAPL Apple Inc. | 1.66% | 11,660 | $3.0M | Add +32.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.47% | 19,646 | $2.6M | Add +1.1% |
| INTL Main International ETF | 1.33% | 83,506 | $2.4M | Add +0.3% |
| TLH iShares 10-20 Year Treasury | 1.27% | 22,351 | $2.3M | Add +3.9% |
| NVDA Nvidia Corp. | 1.18% | 12,045 | $2.1M | Reduce -0.3% |
| GDX Vaneck Gold Miners ETF | 1.16% | 22,475 | $2.1M | Reduce -4.9% |
| TMAT Main Thematic Innovation ETF | 1.14% | 87,446 | $2.0M | Add +3.6% |
| REMX Vaneck Rar Earth ND STG-Usdi | 1.14% | 22,946 | $2.0M | Reduce -2.3% |
| MSFT Microsoft Corp. | 1.00% | 4,814 | $1.8M | Reduce -3.2% |
| NODE Vaneck Onchain Economy ETF | 0.87% | 47,762 | $1.5M | Add +5.6% |
| AMZN Amazon.com Inc. | 0.70% | 5,966 | $1.2M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.68% | 4,235 | $1.2M | Reduce -0.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.64% | 11,678 | $1.1M | Add +3.6% |
| SMHX Vaneck Fables Smicndctr ETF | 0.55% | 26,242 | $977K | Add +0.6% |
| RAAX Vaneck Real Assets ETF | 0.54% | 23,787 | $968K | Add +0.3% |
| AVGO Broadcom Inc. | 0.49% | 2,809 | $870K | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 0.45% | 1,411 | $807K | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.38% | 676 | $673K | Add +1.1% |
| BITB Bitwise Bitcoin ETF | 0.37% | 17,672 | $651K | Add +3.0% |
| WMT Walmart Inc. | 0.34% | 4,894 | $608K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.32% | 1,541 | $573K | Reduce -5.6% |
| GOOG Alphabet Inc. Class C | 0.31% | 1,899 | $545K | Reduce -12.4% |
| JPM JPMorgan Chase & Co. | 0.30% | 1,800 | $529K | Reduce -3.8% |
| ITOT iShares Core S&P Total U.S. | 0.27% | 3,409 | $486K | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 933 | $447K | Add +7.9% |
| V Visa Inc. Class A | 0.24% | 1,422 | $430K | Reduce -6.6% |
| LLY Eli Lilly & Co. | 0.23% | 452 | $416K | Reduce -6.8% |
| JNJ Johnson & Johnson | 0.22% | 1,567 | $383K | New |
| MA Mastercard Inc. Class A | 0.21% | 755 | $377K | Reduce -8.7% |
| EMBX Vaneck Em Bond ETF | 0.21% | 7,360 | $369K | Add +3.4% |
| CAT Caterpillar Inc. | 0.17% | 430 | $305K | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.17% | 1,786 | $303K | Add +0.2% |
| SCHB Schwab US Broad Market ETF | 0.17% | 11,942 | $300K | No change |
| HD Home Depot Inc. | 0.16% | 892 | $293K | Reduce -0.1% |
| CB Chubb Ltd. | 0.16% | 895 | $292K | Add +0.1% |
| GLD SPDR Gold Shares | 0.16% | 677 | $291K | No change |
| AGG iShares Core U.S. Aggregate | 0.16% | 2,815 | $279K | No change |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.15% | 12,711 | $275K | Reduce -1.5% |
| GS Goldman Sachs Group Inc. | 0.15% | 320 | $271K | Reduce -1.2% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.15% | 3,189 | $263K | Add +7.7% |
| NFLX Netflix Inc. | 0.15% | 2,730 | $262K | Reduce -3.5% |
| IVV iShares Core S&P 500 ETF | 0.15% | 395 | $258K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 725 | $245K | Add +4.5% |
| TFPM Triple Flag Precious Met | 0.13% | 6,815 | $237K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.13% | 8,714 | $235K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 475 | $234K | Reduce -7.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 1,405 | $224K | Add +0.2% |
| BLK BlackRock Inc. | 0.13% | 232 | $223K | Reduce -61.4% |
| ABBV Abbvie Inc. | 0.12% | 963 | $209K | Reduce -1.3% |
| AMD Advanced Micro Devices | 0.12% | 1,025 | $209K | New |
| LRCX Lam Research Corp. | 0.12% | 973 | $208K | New |
| LOW Lowe's Cos Inc. | 0.12% | 876 | $207K | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.12% | 2,708 | $206K | New |
| RY Royal Bank of Canada | 0.11% | 1,258 | $204K | Add +5.0% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 717 | $203K | Reduce -2.2% |
| NEM Newmont Corp. | 0.11% | 1,873 | $203K | New |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.2% | 1.00% | −0.37 |
| BLK BlackRock Inc. | Reduce -61.4% | 0.13% | −0.24 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.13 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.13 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -3.4% | 0.70% | −0.11 |
| NVDA Nvidia Corp. | Reduce -0.3% | 1.18% | −0.10 |
| TSLA Tesla Inc. | Reduce -5.6% | 0.32% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 0.45% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -12.4% | 0.31% | −0.08 |
| AVGO Broadcom Inc. | Reduce -2.9% | 0.49% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.68% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -6.8% | 0.23% | −0.06 |
| V Visa Inc. Class A | Reduce -6.6% | 0.24% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -8.7% | 0.21% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 0.30% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.4% | 0.13% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.6% | 0.27% | −0.02 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -1.5% | 0.15% | −0.02 |
| GE General Electric | Reduce -2.2% | 0.11% | −0.01 |
| HD Home Depot Inc. | Reduce -0.1% | 0.16% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -1.2% | 0.15% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.12% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 0.12% | −0.00 |
| NFLX Netflix Inc. | Reduce -3.5% | 0.15% | −0.00 |
| GDX Vaneck Gold Miners ETF | Reduce -4.9% | 1.16% | +0.00 |
| WMT Walmart Inc. | Reduce -0.1% | 0.34% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.5% | 12.69% | +0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.2% | 3.44% | +0.07 |
| REMX Vaneck Rar Earth ND STG-Usdi | Reduce -2.3% | 1.14% | +0.14 |
| HGER Harbor Commodity All Weather | Reduce -1.1% | 2.20% | +0.39 |
| PDBC Invesco Optimum Yield Divers | Reduce -4.8% | 3.62% | +0.67 |
Portfolio Buys Q4 2025 → Q1 2026
| AAPL Apple Inc. | Add +32.3% | 1.66% | +0.30 |
| JNJ Johnson & Johnson | New | 0.22% | +0.22 |
| AMD Advanced Micro Devices | New | 0.12% | +0.12 |
| LRCX Lam Research Corp. | New | 0.12% | +0.12 |
| KO The Coca-Cola Co. | New | 0.12% | +0.12 |
| NEM Newmont Corp. | New | 0.11% | +0.11 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +1.1% | 1.47% | +0.09 |
| RAAX Vaneck Real Assets ETF | Add +0.3% | 0.54% | +0.07 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.1% | 2.11% | +0.06 |
| COST Costco Wholesale Corp. | Add +1.1% | 0.38% | +0.05 |
| VGSH Vanguard Short-Term Treasury | Add +3.3% | 3.41% | +0.05 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.17% | +0.05 |
| CAT Caterpillar Inc. | Add +0.9% | 0.17% | +0.03 |
| VCRB Vanguard Core Bond ETF | Add +3.4% | 2.55% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.3% | 2.16% | +0.03 |
| ANGL Vaneck Fallen Angel High YLD | Add +4.7% | 2.62% | +0.02 |
| TLH iShares 10-20 Year Treasury | Add +3.9% | 1.27% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.5% | 0.14% | +0.02 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +7.7% | 0.15% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +2.3% | 4.06% | +0.01 |
| BUYW Main Buywrite ETF | Add +3.6% | 2.55% | +0.01 |
| INTL Main International ETF | Add +0.3% | 1.33% | +0.01 |
| CB Chubb Ltd. | Add +0.1% | 0.16% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.9% | 0.25% | +0.00 |
| TJX TJX Companies Inc. | Add +0.2% | 0.13% | +0.00 |
| EMBX Vaneck Em Bond ETF | Add +3.4% | 0.21% | +0.00 |
| RY Royal Bank of Canada | Add +5.0% | 0.11% | −0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +3.6% | 1.92% | −0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +2.5% | 2.78% | −0.01 |
| SMHX Vaneck Fables Smicndctr ETF | Add +0.6% | 0.55% | −0.02 |
| NODE Vaneck Onchain Economy ETF | Add +5.6% | 0.87% | −0.03 |
| MOAT Vaneck Morningstar Wide Moat | Add +3.6% | 0.64% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +0.1% | 5.27% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +0.8% | 9.19% | −0.04 |
| VXF Vanguard Extended Market ETF | Add +1.4% | 3.31% | −0.06 |
| IWO iShares Russell 2000 Growth | Add +1.4% | 2.10% | −0.06 |
| TMAT Main Thematic Innovation ETF | Add +3.6% | 1.14% | −0.06 |
| BITB Bitwise Bitcoin ETF | Add +3.0% | 0.37% | −0.10 |
| SECT Main Sector Rotation ETF | Add +3.5% | 2.38% | −0.11 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1.6% | 4.09% | −0.15 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.8% | 4.00% | −0.20 |
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 |