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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 | $209K | 0.1%Prev: 0.2% | 963 SH | Decreased-235 SH |
| ADVANCED MICRO DEVICES INC | COM | $209K | 0.1% | 1,025 SH | New |
| ALPHABET INC | CAP STK CL A | $1.2M | 0.7%Prev: 0.5% | 4,235 SH | Increased-612 SH |
| ALPHABET INC | CAP STK CL C | $545K | 0.3%Prev: 0.2% | 1,899 SH | Increased+116 SH |
| AMAZON COM INC | COM | $1.2M | 0.7%Prev: 0.8% | 5,966 SH | Increased-421 SH |
| APPLE INC | COM | $3.0M | 1.7%Prev: 1.4% | 11,660 SH | Increased+2,511 SH |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | $275K | 0.2%Prev: 0.1% | 12,711 SH | Increased-1,274 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $447K | 0.3%Prev: 0.3% | 933 SH | Decreased+86 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $651K | 0.4%Prev: 0.3% | 17,672 SH | Increased+6,700 SH |
| BLACKROCK INC | COM | $223K | 0.1%Prev: 0.7% | 232 SH | Decreased-917 SH |
| BROADCOM INC | COM | $870K | 0.5%Prev: 0.4% | 2,809 SH | Increased-392 SH |
| CATERPILLAR INC | COM | $305K | 0.2% | 430 SH | New |
| CHUBB LTD SWITZ | COM | $292K | 0.2% | 895 SH | New |
| COCA COLA CO | COM | $206K | 0.1% | 2,708 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $673K | 0.4% | 676 SH | New |
| ELI LILLY & CO | COM | $416K | 0.2%Prev: 0.3% | 452 SH | Decreased-109 SH |
| EXXON MOBIL CORP | COM | $303K | 0.2%Prev: 0.1% | 1,786 SH | Increased-89 SH |
| GABELLI DIVID & INCOME TR | COM | $235K | 0.1% | 8,714 SH | New |
| GE AEROSPACE | COM NEW | $203K | 0.1% | 717 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $271K | 0.2% | 320 SH | New |
| HARBOR ETF TRUST | HARBOR COMMODITY | $3.9M | 2.2% | 126,037 SH | New |
| HOME DEPOT INC | COM | $293K | 0.2%Prev: 0.2% | 892 SH | Decreased-39 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $263K | 0.1% | 3,189 SH | New |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $6.4M | 3.6%Prev: 7.0% | 371,340 SH | Decreased-398,253 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $7.1M | 4.0%Prev: 4.1% | 29,946 SH | Increased-1,586 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $16.3M | 9.2%Prev: 11.7% | 85,104 SH | Decreased-15,495 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $3.8M | 2.1%Prev: 2.7% | 36,298 SH | Decreased-2,274 SH |
| ISHARES TR | 10-20 YR TRS ETF | $2.3M | 1.3%Prev: 0.8% | 22,351 SH | Increased+10,585 SH |
| ISHARES TR | CORE S&P TTL STK | $486K | 0.3% | 3,409 SH | New |
| ISHARES TR | CORE S&P500 ETF | $258K | 0.1% | 395 SH | New |
| ISHARES TR | CORE US AGGBD ET | $279K | 0.2% | 2,815 SH | New |
| ISHARES TR | RUS 2000 GRW ETF | $3.7M | 2.1%Prev: 1.9% | 11,911 SH | Increased+578 SH |
| JOHNSON & JOHNSON | COM | $383K | 0.2% | 1,567 SH | New |
| JPMORGAN CHASE & CO | COM | $529K | 0.3% | 1,800 SH | New |
| LAM RESEARCH CORP | COM NEW | $208K | 0.1% | 973 SH | New |
| LOWES COS INC | COM | $207K | 0.1%Prev: 0.1% | 876 SH | Increased+17 SH |
| MASTERCARD INCORPORATED | CL A | $377K | 0.2%Prev: 0.3% | 755 SH | Decreased-69 SH |
| META PLATFORMS INC | CL A | $807K | 0.5%Prev: 0.6% | 1,411 SH | Decreased-72 SH |
| MICROSOFT CORP | COM | $1.8M | 1.0%Prev: 1.2% | 4,814 SH | Decreased-153 SH |
| NETFLIX INC. | COM | $262K | 0.1% | 2,730 SH | New |
| NEWMONT CORP | COM | $203K | 0.1% | 1,873 SH | New |
| NORTHERN LTS FD TR IV | MAIN BUYWRITE | $4.5M | 2.5%Prev: 2.7% | 321,531 SH | Increased+25,944 SH |
| NORTHERN LTS FD TR IV | MAIN INTNL ETF | $2.4M | 1.3%Prev: 1.4% | 83,506 SH | Increased-5,076 SH |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $4.2M | 2.4%Prev: 2.4% | 70,132 SH | Increased-120 SH |
| NORTHERN LTS FD TR IV | MAIN THEMATC IN | $2.0M | 1.1% | 87,446 SH | New |
| NVIDIA CORPORATION | COM | $2.1M | 1.2%Prev: 0.9% | 12,045 SH | Increased-907 SH |
| ROYAL BK CDA | COM | $204K | 0.1% | 1,258 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $300K | 0.2% | 11,942 SH | New |
| SPDR GOLD TR | GOLD SHS | $291K | 0.2%Prev: 0.1% | 677 SH | Increased-31 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.9M | 2.8% | 197,922 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $7.3M | 4.1% | 15,683 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $245K | 0.1% | 725 SH | New |
| TESLA INC | COM | $573K | 0.3%Prev: 0.4% | 1,541 SH | Decreased-688 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $234K | 0.1%Prev: 0.2% | 475 SH | Decreased-81 SH |
| TJX COS INC NEW | COM | $224K | 0.1% | 1,405 SH | New |
| TRIPLE FLAG PRECIOUS METAL | COM | $237K | 0.1% | 6,815 SH | New |
| VANECK ETF TRUST | FABLESS SEMICOND | $977K | 0.5% | 26,242 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $4.7M | 2.6% | 162,413 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $2.1M | 1.2%Prev: 1.5% | 22,475 SH | Decreased-25,989 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $1.1M | 0.6% | 11,678 SH | New |
| VANECK ETF TRUST | RARE EARTH AND S | $2.0M | 1.1% | 22,946 SH | New |
| VANECK ETF TRUST | REAL ASSETS ETF | $968K | 0.5% | 23,787 SH | New |
| VANECK ETF TRUST | URANIUM AND NUCL | $2.6M | 1.5% | 19,646 SH | New |
| VANECK FDS | EMERGING MARKETS | $369K | 0.2% | 7,360 SH | New |
| VANECK FDS | ONCHAIN ECONOMY | $1.5M | 0.9% | 47,762 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $7.2M | 4.1%Prev: 7.6% | 91,971 SH | Decreased-52,424 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.9M | 3.3%Prev: 3.1% | 28,623 SH | Increased+1,573 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $6.1M | 3.4%Prev: 3.3% | 33,199 SH | Increased+2,227 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.8M | 2.2%Prev: 2.0% | 17,686 SH | Increased+1,474 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.4M | 5.3%Prev: 5.5% | 173,422 SH | Increased-6,649 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $4.5M | 2.6% | 58,618 SH | New |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.1M | 3.4%Prev: 5.9% | 103,512 SH | Decreased-47,175 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $22.6M | 12.7%Prev: 12.8% | 352,211 SH | Increased-23,088 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $3.4M | 1.9%Prev: 2.0% | 51,920 SH | Increased+5,538 SH |
| VISA INC | COM CL A | $430K | 0.2%Prev: 0.4% | 1,422 SH | Decreased-97 SH |
| WALMART INC | COM | $608K | 0.3%Prev: 0.3% | 4,894 SH | Increased-78 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 |