Echo45 Advisors LLC

CIK 0001908617 • 6 13F filings • Apr 15, 2025 – Jul 13, 2026

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Filer information

Filed by: Echo45 Advisors LLC, Chief Compliance Officer
Address: 1802 TICE VALLEY BLVD, WALNUT CREEK, CA, 94595
Phone: 720-923-1548
AUM: $175.2M

AUM over time

$219.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $175.2M74 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$223K	0.1%Prev: 0.1%	976 SH	Increased+133 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.8%Prev: 0.6%	4,260 SH	Decreased+222 SH
ALPHABET INC	CAP STK CL C	$680K	0.4%Prev: 0.4%	2,168 SH	Decreased-545 SH
AMAZON COM INC	COM	$1.4M	0.8%Prev: 0.8%	6,173 SH	Decreased-523 SH
APPLE INC	COM	$2.4M	1.4%Prev: 2.5%	8,816 SH	Decreased-7,575 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$301K	0.2%Prev: 0.2%	12,902 SH	Decreased+497 SH
BANK AMERICA CORP	COM	$211K	0.1%	3,838 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$435K	0.2%Prev: 0.2%	865 SH	Increased+168 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$816K	0.5%Prev: 0.3%	17,149 SH	Increased+2,487 SH
BLACKROCK INC	COM	$643K	0.4%Prev: 0.1%	601 SH	Increased+303 SH
BROADCOM INC	COM	$1.0M	0.6%Prev: 0.4%	2,892 SH	Increased+253 SH
CATERPILLAR INC	COM	$244K	0.1%Prev: 0.2%	426 SH	Decreased+8 SH
CHUBB LIMITED	COM	$279K	0.2%Prev: 0.2%	894 SH	Decreased-256 SH
COSTCO WHSL CORP NEW	COM	$577K	0.3%	669 SH	New
ELI LILLY & CO	COM	$521K	0.3%Prev: 0.3%	485 SH	Decreased-12 SH
EXXON MOBIL CORP	COM	$215K	0.1%	1,783 SH	New
GABELLI DIVID & INCOME TR	COM	$242K	0.1%Prev: 0.1%	8,714 SH	Decreased
GE AEROSPACE	COM NEW	$226K	0.1%Prev: 0.1%	733 SH	Increased+28 SH
GOLDMAN SACHS GROUP INC	COM	$285K	0.2%Prev: 0.2%	324 SH	Decreased-72 SH
HARBOR ETF TRUST	HARBOR COMMODITY	$3.2M	1.8%	127,402 SH	New
HOME DEPOT INC	COM	$307K	0.2%Prev: 0.1%	893 SH	Increased-26 SH
HSBC HLDGS PLC	SPON ADR NEW	$233K	0.1%Prev: 0.1%	2,962 SH	Decreased-149 SH
INTUIT	COM	$228K	0.1%	345 SH	New
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$5.2M	3.0%Prev: 3.3%	390,185 SH	Decreased+19,898 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$7.4M	4.2%Prev: 3.8%	29,138 SH	Decreased+1,586 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$16.2M	9.2%Prev: 8.7%	84,447 SH	Decreased-7,057 SH
ISHARES TR	0-5 YR TIPS ETF	$3.6M	2.1%Prev: 1.7%	35,189 SH	Decreased-2,693 SH
ISHARES TR	10-20 YR TRS ETF	$2.2M	1.2%Prev: 1.0%	21,514 SH	Decreased-3,347 SH
ISHARES TR	CORE S&P TTL STK	$510K	0.3%Prev: 0.2%	3,429 SH	Decreased+271 SH
ISHARES TR	CORE S&P500 ETF	$271K	0.2%Prev: 0.2%	395 SH	Decreased-318 SH
ISHARES TR	CORE US AGGBD ET	$281K	0.2%Prev: 0.3%	2,815 SH	Decreased-5,205 SH
ISHARES TR	RUS 2000 GRW ETF	$3.8M	2.2%Prev: 1.8%	11,748 SH	Decreased+395 SH
JPMORGAN CHASE & CO.	COM	$603K	0.3%	1,871 SH	New
LOWES COS INC	COM	$212K	0.1%	881 SH	New
MASTERCARD INCORPORATED	CL A	$472K	0.3%Prev: 0.2%	827 SH	Increased+167 SH
META PLATFORMS INC	CL A	$945K	0.5%Prev: 0.5%	1,431 SH	Decreased-44 SH
MICROSOFT CORP	COM	$2.4M	1.4%Prev: 1.1%	4,975 SH	Increased+456 SH
NETFLIX INC	COM	$265K	0.2%	2,830 SH	New
NORTHERN LTS FD TR IV	MAIN BUYWRITE	$4.4M	2.5%Prev: 2.3%	310,407 SH	Decreased-42,190 SH
NORTHERN LTS FD TR IV	MAIN INTNL ETF	$2.3M	1.3%Prev: 1.2%	83,285 SH	Decreased-1,687 SH
NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$4.4M	2.5%Prev: 2.3%	67,790 SH	Decreased-1,307 SH
NORTHERN LTS FD TR IV	MAIN THEMATC IN	$2.1M	1.2%Prev: 1.1%	84,381 SH	Decreased+2,813 SH
NVIDIA CORPORATION	COM	$2.3M	1.3%Prev: 0.9%	12,080 SH	Increased+3,289 SH
ROYAL BK CDA	COM	$204K	0.1%Prev: 0.1%	1,198 SH	Decreased-110 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$313K	0.2%Prev: 0.2%	11,942 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$7.4M	4.2%	15,437 SH	New
SPDR GOLD TR	GOLD SHS	$268K	0.2%Prev: 0.2%	677 SH	Decreased-436 SH
SPDR SERIES TRUST	STATE STREET SPD	$4.9M	2.8%	193,153 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$211K	0.1%	694 SH	New
TESLA INC	COM	$734K	0.4%Prev: 0.2%	1,632 SH	Increased+146 SH
THERMO FISHER SCIENTIFIC INC	COM	$297K	0.2%Prev: 0.2%	513 SH	Decreased-40 SH
TJX COS INC NEW	COM	$215K	0.1%	1,402 SH	New
TRIPLE FLAG PRECIOUS METAL	COM	$226K	0.1%Prev: 0.1%	6,815 SH	Decreased-575 SH
VANECK ETF TRUST	FABLESS SEMICOND	$992K	0.6%	26,084 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$4.6M	2.6%Prev: 2.3%	155,198 SH	Decreased-22,360 SH
VANECK ETF TRUST	GOLD MINERS ETF	$2.0M	1.2%Prev: 1.1%	23,643 SH	Decreased-4,066 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.2M	0.7%Prev: 0.6%	11,276 SH	Decreased-1,288 SH
VANECK ETF TRUST	RARE EARTH AND S	$1.7M	1.0%	23,492 SH	New
VANECK ETF TRUST	REAL ASSETS ETF	$829K	0.5%Prev: 0.5%	23,726 SH	Decreased-4,028 SH
VANECK ETF TRUST	URANIUM AND NUCL	$2.4M	1.4%	19,442 SH	New
VANECK FDS	EMERGING MARKETS	$360K	0.2%	7,116 SH	New
VANECK FDS	ONCHAIN ECONOMY	$1.6M	0.9%Prev: 0.9%	45,218 SH	Decreased-5,121 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.1M	4.0%Prev: 3.5%	89,936 SH	Decreased-9,910 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$5.9M	3.4%Prev: 3.0%	28,240 SH	Decreased-79 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.9M	3.4%	33,263 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$3.7M	2.1%	17,639 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.3M	5.3%Prev: 4.9%	173,240 SH	Decreased-6,211 SH
VANGUARD MALVERN FDS	CORE BD ETF	$4.4M	2.5%Prev: 2.2%	56,671 SH	Decreased-8,733 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.9M	3.4%Prev: 3.0%	100,210 SH	Decreased-15,894 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$22.1M	12.6%Prev: 11.3%	354,046 SH	Decreased+2,530 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$3.4M	1.9%Prev: 1.6%	50,092 SH	Decreased-5,883 SH
VISA INC	COM CL A	$534K	0.3%Prev: 0.2%	1,522 SH	Increased+105 SH
WALMART INC	COM	$546K	0.3%Prev: 0.3%	4,898 SH	Decreased-2,269 SH
WELLS FARGO CO NEW	COM	$227K	0.1%	2,433 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $366K
AMGEN INC — $207K
ANGLOGOLD ASHANTI PLC — $510K
APPLIED MATLS INC — $246K
ASE TECHNOLOGY HLDG CO LTD — $212K
AT&T INC — $272K
BANCO SANTANDER SA — $148K
BANK OF AMER CORP — $305K
CHEVRON CORPORATION — $262K
CISCO SYS INC — $492K
CLOROX CO DEL — $693K
COCA COLA CO — $301K
COSTCO WHOLESALE CORPORATION — $822K
EXXONMOBIL HOLDINGS CORP — $416K
GILEAD SCIENCES INC — $227K
GOLDMAN SACHS ETF TR — $218K
GOLDMAN SACHS ETF TR — $244K
HARBOR ETF TRUST — $4.8M
HERBALIFE LTD — $143K
INTEL CORP — $566K
… and 45 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001908617-26-000003	$175.2M	View
Oct 7, 2026	Q3 2026	13F-HR	0001908617-26-000007	$219.4M	View
Nov 6, 2025	Q3 2025