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CIK 0001908617 • 6 13F filings • Apr 15, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $251K | 0.2% | 1,198 SH | |
| ALPHABET INC | CAP STK CL A | $750K | 0.5% | 4,847 SH | |
| ALPHABET INC | CAP STK CL C | $279K | 0.2% | 1,783 SH | |
| AMAZON COM INC | COM | $1.2M | 0.8% | 6,387 SH | |
| APPLE INC | COM | $2.0M | 1.4% | 9,149 SH | |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $190K | 0.1% | 13,985 SH | |
| BANCO SANTANDER S.A. | ADR | $84K | 0.1% | 12,469 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $451K | 0.3% | 847 SH | |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $492K | 0.3% | 10,972 SH | |
| BLACKROCK INC | COM | $1.1M | 0.7% | 1,149 SH | |
| BROADCOM INC | COM | $536K | 0.4% | 3,201 SH | |
| CHUBB LIMITED | COM | $277K | 0.2% | 918 SH | |
| COSTCO WHSL CORP NEW | COM | $683K | 0.5% | 722 SH | |
| ELI LILLY & CO | COM | $463K | 0.3% | 561 SH | |
| EXXON MOBIL CORP | COM | $223K | 0.1% | 1,875 SH | |
| HOME DEPOT INC | COM | $341K | 0.2% | 931 SH | |
| INTUIT | COM | $209K | 0.1% | 340 SH | |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $10.5M | 7.0% | 769,593 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $6.1M | 4.1% | 31,532 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $17.4M | 11.7% | 100,599 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $4.0M | 2.7% | 38,572 SH | |
| ISHARES TR | 10-20 YR TRS ETF | $1.2M | 0.8% | 11,766 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $2.9M | 1.9% | 11,333 SH | |
| JPMORGAN CHASE & CO. | COM | $463K | 0.3% | 1,886 SH | |
| LOWES COS INC | COM | $200K | 0.1% | 859 SH | |
| MASTERCARD INCORPORATED | CL A | $452K | 0.3% | 824 SH | |
| META PLATFORMS INC | CL A | $855K | 0.6% | 1,483 SH | |
| MICROSOFT CORP | COM | $1.9M | 1.2% | 4,967 SH | |
| NETFLIX INC | COM | $262K | 0.2% | 281 SH | |
| NORTHERN LTS FD TR IV | MAIN BUYWRITE | $4.1M | 2.7% | 295,587 SH | |
| NORTHERN LTS FD TR IV | MAIN INTNL ETF | $2.1M | 1.4% | 88,582 SH | |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $3.6M | 2.4% | 70,252 SH | |
| NVIDIA CORPORATION | COM | $1.4M | 0.9% | 12,952 SH | |
| OREILLY AUTOMOTIVE INC | COM | $215K | 0.1% | 150 SH | |
| PROCTER AND GAMBLE CO | COM | $239K | 0.2% | 1,401 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $6.3M | 4.2% | 14,963 SH | |
| SPDR GOLD TR | GOLD SHS | $204K | 0.1% | 708 SH | |
| SPDR SER TR | BLOOMBERG SHT TE | $8.3M | 5.6% | 330,937 SH | |
| TESLA INC | COM | $578K | 0.4% | 2,229 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $277K | 0.2% | 556 SH | |
| UNITEDHEALTH GROUP INC | COM | $294K | 0.2% | 561 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $2.2M | 1.5% | 48,464 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $11.3M | 7.6% | 144,395 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $4.7M | 3.1% | 27,050 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $5.0M | 3.3% | 30,972 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.0M | 2.0% | 16,212 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $8.2M | 5.5% | 180,071 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $8.8M | 5.9% | 150,687 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $19.1M | 12.8% | 375,299 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $3.0M | 2.0% | 46,382 SH | |
| VISA INC | COM CL A | $532K | 0.4% | 1,519 SH | |
| WALMART INC | COM | $436K | 0.3% | 4,972 SH |
| 13F-HR |
| 0001908617-25-000013 |
| $170.6M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001908617-26-000005 | $193.6M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001908617-25-000006 | $158.6M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001908617-26-000004 | $177.8M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001908617-25-000003 | $149.5M | View |