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: $219.4M120 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$221K	0.1%Prev: 0.2%	843 SH	Decreased-277 SH
ADVANCED MICRO DEVICES INC	COM	$366K	0.2%	598 SH	New
ALPHABET INC	CAP STK CL A	$1.4M	0.6%Prev: 0.7%	4,038 SH	Increased-554 SH
ALPHABET INC	CAP STK CL C	$924K	0.4%Prev: 0.3%	2,713 SH	Increased+615 SH
AMAZON COM INC	COM	$1.7M	0.8%Prev: 0.8%	6,696 SH	Increased+580 SH
AMGEN INC	COM	$207K	0.1%	492 SH	New
ANGLOGOLD ASHANTI PLC	COM SHS	$510K	0.2%	5,431 SH	New
APPLE INC	COM	$5.5M	2.5%Prev: 1.3%	16,391 SH	Increased+7,367 SH
APPLIED MATLS INC	COM	$246K	0.1%	481 SH	New
ASE TECHNOLOGY HLDG CO LTD	SPONSORED ADS	$212K	0.1%	4,776 SH	New
AT&T INC	COM	$272K	0.1%	11,129 SH	New
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$346K	0.2%Prev: 0.1%	12,405 SH	Increased+270 SH
BANCO SANTANDER SA	ADR	$148K	0.1%	10,722 SH	New
BANK OF AMER CORP	COM	$305K	0.1%	5,605 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$347K	0.2%Prev: 0.3%	697 SH	Decreased-255 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$665K	0.3%Prev: 0.5%	14,662 SH	Decreased+1,414 SH
BLACKROCK INC	COM	$315K	0.1%Prev: 0.5%	298 SH	Decreased-474 SH
BROADCOM INC	COM	$927K	0.4%Prev: 0.6%	2,639 SH	Decreased-342 SH
CATERPILLAR INC	COM	$339K	0.2%Prev: 0.1%	418 SH	Increased-17 SH
CHEVRON CORPORATION	COM	$262K	0.1%	1,281 SH	New
CHUBB LIMITED	COM	$374K	0.2%Prev: 0.2%	1,150 SH	Increased+200 SH
CISCO SYS INC	COM	$492K	0.2%	4,570 SH	New
CLOROX CO DEL	COM	$693K	0.3%	8,550 SH	New
COCA COLA CO	COM	$301K	0.1%	3,491 SH	New
COSTCO WHOLESALE CORPORATION	COM	$822K	0.4%	903 SH	New
ELI LILLY & CO	COM	$575K	0.3%Prev: 0.2%	497 SH	Increased-49 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$416K	0.2%	2,554 SH	New
GABELLI DIVID & INCOME TR	COM	$247K	0.1%Prev: 0.2%	8,714 SH	Decreased-3,186 SH
GE AEROSPACE	COM NEW	$220K	0.1%Prev: 0.1%	705 SH	Increased+23 SH
GILEAD SCIENCES INC	COM	$227K	0.1%	1,526 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$218K	0.1%	2,177 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$244K	0.1%	1,680 SH	New
GOLDMAN SACHS GROUP INC	COM	$357K	0.2%Prev: 0.1%	396 SH	Increased+77 SH
HARBOR ETF TRUST	COMM ALL WEA ETF	$4.8M	2.2%	137,203 SH	New
HERBALIFE LTD	COM SHS	$143K	0.1%	11,776 SH	New
HOME DEPOT INC	COM	$261K	0.1%Prev: 0.2%	919 SH	Decreased-1 SH
HSBC HLDGS PLC	SPON ADR NEW	$309K	0.1%Prev: 0.1%	3,111 SH	Increased-26 SH
INTEL CORP	COM	$566K	0.3%	4,708 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$213K	0.1%	1,404 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$224K	0.1%	1,017 SH	New
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$7.1M	3.3%Prev: 6.4%	370,287 SH	Decreased-437,635 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$8.4M	3.8%Prev: 4.4%	27,552 SH	Increased-2,669 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$19.0M	8.7%Prev: 11.5%	91,504 SH	Decreased-11,568 SH
ISHARES GOLD TR	ISHARES NEW	$255K	0.1%	3,265 SH	New
ISHARES INC	CORE MSCI EMKT	$276K	0.1%	3,398 SH	New
ISHARES TR	0-5 YR TIPS ETF	$3.8M	1.7%Prev: 2.4%	37,882 SH	Decreased-2,445 SH
ISHARES TR	10-20 YR TRS ETF	$2.3M	1.0%Prev: 0.8%	24,861 SH	Increased+12,158 SH
ISHARES TR	CORE 80 20 ETF	$202K	0.1%	2,080 SH	New
ISHARES TR	CORE HIGH DV ETF	$317K	0.1%	11,335 SH	New
ISHARES TR	CORE MSCI EAFE	$629K	0.3%	6,493 SH	New
ISHARES TR	CORE S&P MCP ETF	$234K	0.1%	3,246 SH	New
ISHARES TR	CORE S&P TTL STK	$525K	0.2%	3,158 SH	New
ISHARES TR	CORE S&P US GWT	$409K	0.2%	2,113 SH	New
ISHARES TR	CORE S&P US VLU	$407K	0.2%	3,693 SH	New
ISHARES TR	CORE S&P500 ETF	$546K	0.2%Prev: 0.2%	713 SH	Increased+318 SH
ISHARES TR	CORE US AGGBD ET	$758K	0.3%	8,020 SH	New
ISHARES TR	FUTU AI TECH ETF	$392K	0.2%	5,000 SH	New
ISHARES TR	ISHS 1-5YR INVS	$217K	0.1%	4,237 SH	New
ISHARES TR	MSCI EAFE ETF	$330K	0.2%	3,179 SH	New
ISHARES TR	RUS 1000 VAL ETF	$200K	0.1%	807 SH	New
ISHARES TR	RUS 2000 GRW ETF	$4.1M	1.8%Prev: 2.2%	11,353 SH	Increased-326 SH
ISHARES TR	S&P 100 ETF	$241K	0.1%	630 SH	New
ISHARES TR	ULTRA SHORT DUR	$222K	0.1%	4,396 SH	New
ISHARES TR	USD INV GRDE ETF	$231K	0.1%	4,737 SH	New
JOBY AVIATION INC	COMMON STOCK	$105K	0.0%	17,322 SH	New
JOHNSON & JOHNSON	COM	$438K	0.2%	1,654 SH	New
JPMORGAN CHASE & CO	COM	$639K	0.3%	1,932 SH	New
LAM RESEARCH CORP	COM NEW	$264K	0.1%	803 SH	New
MASTERCARD INCORPORATED	CL A	$364K	0.2%Prev: 0.3%	660 SH	Decreased-177 SH
META PLATFORMS INC	CL A	$1.1M	0.5%Prev: 0.6%	1,475 SH	Increased+54 SH
MICRON TECHNOLOGY INC	COM	$379K	0.2%	355 SH	New
MICROSOFT CORP	COM	$2.3M	1.1%Prev: 1.5%	4,519 SH	Decreased-258 SH
NEWMONT CORP	COM	$349K	0.2%	3,029 SH	New
NORTHERN LTS FD TR IV	MAIN BUYWRITE	$5.1M	2.3%Prev: 2.5%	352,597 SH	Increased+47,500 SH
NORTHERN LTS FD TR IV	MAIN INTNL ETF	$2.6M	1.2%Prev: 1.4%	84,972 SH	Increased+135 SH
NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$4.9M	2.3%Prev: 2.6%	69,097 SH	Increased-427 SH
NORTHERN LTS FD TR IV	MAIN THEMATC IN	$2.4M	1.1%	81,568 SH	New
NVIDIA CORPORATION	COM	$2.0M	0.9%Prev: 1.2%	8,791 SH	Decreased-2,442 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.3M	0.6%	6,706 SH	New
PHILIP MORRIS INTL INC	COM	$226K	0.1%	1,186 SH	New
ROYAL BK CDA	COM	$257K	0.1%Prev: 0.1%	1,308 SH	Increased-64 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$350K	0.2%	11,942 SH	New
SPDR GOLD TR	GOLD SHS	$424K	0.2%Prev: 0.1%	1,113 SH	Increased+436 SH
SPDR SERIES TRUST	ST STR SP DIV	$419K	0.2%	2,859 SH	New
SPDR SERIES TRUST	ST TERM HIGH ETF	$5.2M	2.4%	213,267 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$8.4M	3.8%	16,507 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$274K	0.1%	600 SH	New
TESLA INC	COM	$527K	0.2%Prev: 0.4%	1,486 SH	Decreased-91 SH
THERMO FISHER SCIENTIFIC INC	COM	$373K	0.2%Prev: 0.2%	553 SH	Increased+25 SH
TOTALENERGIES SE	ACT	$210K	0.1%	2,454 SH	New
TRIPLE FLAG PRECIOUS METAL	COM	$228K	0.1%Prev: 0.1%	7,390 SH	Increased+38 SH
VANECK ETF TRUST	FABLE SEMIC ETF	$1.1M	0.5%	17,480 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$4.9M	2.3%	177,558 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$2.4M	1.1%Prev: 1.8%	27,709 SH	Decreased-12,525 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$1.3M	0.6%	12,564 SH	New
VANECK ETF TRUST	RARE EAR STR ETF	$1.6M	0.7%	25,604 SH	New
VANECK ETF TRUST	REAL ASSETS ETF	$1.1M	0.5%	27,754 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$841K	0.4%	1,381 SH	New
VANECK ETF TRUST	URANI NUCLE ETF	$2.8M	1.3%	27,024 SH	New
VANECK FDS	EMER MARK BD ETF	$383K	0.2%	7,760 SH	New
VANECK FDS	ONCHAIN ECONOMY	$2.0M	0.9%	50,339 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.6M	3.5%Prev: 7.1%	99,846 SH	Decreased-53,304 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$513K	0.2%	10,359 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$6.6M	3.0%Prev: 3.4%	28,319 SH	Increased+608 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$303K	0.1%	3,365 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$6.7M	3.1%	34,265 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$4.2M	1.9%	18,074 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$669K	0.3%	3,097 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.3M	1.0%	3,212 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.6M	4.9%Prev: 5.6%	179,451 SH	Increased+2,619 SH
VANGUARD MALVERN FDS	CORE BD ETF	$4.8M	2.2%	65,404 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$6.7M	3.0%Prev: 5.5%	116,104 SH	Decreased-43,087 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$24.8M	11.3%Prev: 12.6%	351,516 SH	Increased-7,475 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$3.5M	1.6%Prev: 1.8%	55,975 SH	Increased+8,991 SH
VANGUARD WORLD FD	ENERGY ETF	$468K	0.2%	2,717 SH	New
VANGUARD WORLD FD	INF TECH ETF	$402K	0.2%	3,198 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$248K	0.1%	1,450 SH	New
VISA INC	COM CL A	$509K	0.2%Prev: 0.3%	1,417 SH	Decreased-141 SH
WALMART INC	COM	$745K	0.3%Prev: 0.3%	7,167 SH	Increased+2,106 SH
WELLS FARGO & CO	COM	$208K	0.1%	2,604 SH	New

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $646K
EXXON MOBIL CORP — $215K
INTUIT — $223K
JPMORGAN CHASE & CO. — $581K
LOWES COS INC — $232K
NETFLIX INC — $327K
OREILLY AUTOMOTIVE INC — $230K
PROCTER AND GAMBLE CO — $220K
SPDR DOW JONES INDL AVERAGE — $7.1M
SPDR SERIES TRUST — $8.7M
VANGUARD INDEX FDS — $5.7M
VANGUARD INDEX FDS — $3.6M

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