Echo45 Advisors LLC
CIK 1908617 · View on SEC EDGAR ↗
- Portfolio value
- $193.6M
- Positions
- 78
- As of
- June 30, 2026
Portfolio value QoQ: +8.9% 13F does not disclose cash
- Top 10 holdings weight
- 54.04%
- Top 25 holdings weight
- 84.22%
- Positions above 1%
- 28
- Effective number of positions
- 21.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.03% Est. buys $7,478,864 · sells $7,489,068
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 83.9% still held
- New positions
- 7
- Increased
- 23
- Decreased
- 42
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Full portfolio 78 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VEA | $24,962,682 | 12.89% | 350,353 | $2,392,982 | Down ×6 | ||
| RSP | $18,606,710 | 9.61% | 87,450 | $2,273,561 | Up ×2 | ||
| VWO | $10,695,105 | 5.52% | 179,178 | $1,321,648 | Up ×2 | ||
| DIA | $8,528,308 | 4.41% | 16,326 | $1,264,263 | Up ×5 | ||
| QQQM Invesco NASDAQ 100 ETF | $8,309,324 | 4.29% | 27,426 | $1,193,633 | Down ×1 | ||
| BSV | $7,567,196 | 3.91% | 97,127 | $355,784 | Up ×2 | ||
| VXF | $6,992,582 | 3.61% | 28,401 | $1,101,879 | Down ×1 | ||
| VOE | $6,751,505 | 3.49% | 34,168 | $633,578 | Up ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $6,319,544 | 3.26% | 108,583 | $259,945 | Up ×2 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $5,889,226 | 3.04% | 370,858 | $-542,390 | Down ×3 | ||
| SJNK | $5,198,130 | 2.68% | 207,676 | $254,033 | Up ×2 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $5,053,771 | 2.61% | 172,838 | $389,259 | Up ×2 | ||
| BUYW | $4,973,573 | 2.57% | 344,192 | $446,413 | Up ×4 | ||
| SECT | $4,954,148 | 2.56% | 68,750 | $718,877 | Down ×1 | ||
| VCRB Vanguard Core Bond ETF | $4,914,272 | 2.54% | 63,629 | $378,407 | Up ×2 | ||
| IWO | $4,416,169 | 2.28% | 11,210 | $678,413 | Down ×1 | ||
| VBR | $4,346,216 | 2.24% | 17,886 | $503,991 | Up ×6 | ||
| HGER Harbor Commodity All-Weather Strategy ETF | $4,051,399 | 2.09% | 138,084 | $142,992 | Up ×1 | ||
| STIP | $3,730,001 | 1.93% | 36,511 | $-24,255 | Up ×2 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $3,647,323 | 1.88% | 54,243 | $236,722 | Up ×4 | ||
| NLR | $2,925,309 | 1.51% | 25,223 | $308,662 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $2,665,412 | 1.38% | 9,211 | $-293,665 | Down ×1 | ||
| INTL | $2,603,146 | 1.34% | 85,098 | $234,085 | Up ×2 | ||
| TMAT | $2,519,806 | 1.30% | 80,171 | $491,933 | Down ×1 | ||
| TLH | $2,422,928 | 1.25% | 24,145 | $171,708 | Up ×5 | ||
| GDX GDX | $2,065,044 | 1.07% | 27,370 | $2,556 | Up ×1 | ||
| NODE | $2,061,557 | 1.06% | 47,585 | $515,490 | Down ×1 | ||
| REMX | $2,028,954 | 1.05% | 22,926 | $9,750 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,482,544 | 0.77% | 7,409 | $-618,173 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1,448,646 | 0.75% | 3,884 | $-333,497 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,319,578 | 0.68% | 3,692 | $101,853 | Down ×5 | ||
| MOAT | $1,316,452 | 0.68% | 12,663 | $187,234 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,166,781 | 0.60% | 4,895 | $-75,724 | Down ×2 | ||
| SMHX VanEck Fabless Semiconductor ETF | $1,079,849 | 0.56% | 16,902 | $103,191 | Down ×1 | ||
| RAAX | $1,045,656 | 0.54% | 26,359 | $77,302 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $888,903 | 0.46% | 2,353 | $19,363 | Down ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $687,288 | 0.36% | 1,220 | $-119,855 | Down ×2 | ||
| AU AngloGold Ashanti PLC Ordinary Shares | $624,066 | 0.32% | 7,715 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $575,170 | 0.30% | 615 | $-98,235 | Down ×1 | ||
| ITOT | $559,996 | 0.29% | 3,409 | $74,452 | |||
| TSLA Tesla, Inc. - Common Stock | $550,700 | 0.28% | 1,309 | $-22,025 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $542,249 | 0.28% | 1,535 | $-2,406 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $516,527 | 0.27% | 1,578 | $-12,961 | Down ×2 | ||
| WMT Walmart Inc. - Common Stock | $498,684 | 0.26% | 4,403 | $-109,542 | Down ×4 | ||
| LLY Eli Lilly and Company Common Stock | $490,671 | 0.25% | 409 | $74,866 | Down ×4 | ||
| BITB | $489,098 | 0.25% | 15,351 | $-161,406 | Down ×1 | ||
| V Visa Inc. | $451,894 | 0.23% | 1,317 | $22,126 | Down ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $435,552 | 0.22% | 409 | $130,909 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $400,789 | 0.21% | 347 | Up ×1 | |||
| BRKB | $384,800 | 0.20% | 769 | $-62,294 | Down ×1 | ||
| EMBX | $381,606 | 0.20% | 7,437 | $12,804 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $356,350 | 0.18% | 1,403 | $-26,665 | Down ×1 | ||
| SCHB | $345,853 | 0.18% | 11,942 | $46,098 | |||
| LRCX Lam Research Corporation - Common Stock | $339,294 | 0.18% | 783 | $131,357 | Down ×1 | ||
| MA Mastercard Incorporated Common Stock | $336,585 | 0.17% | 655 | $-40,520 | Down ×4 | ||
| CB Chubb Limited Common Stock | $326,735 | 0.17% | 959 | $34,982 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $299,934 | 0.15% | 415 | Up ×1 | |||
| IVV | $295,812 | 0.15% | 395 | $37,794 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $295,796 | 0.15% | 619 | $50,899 | Down ×1 | ||
| BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock | $293,127 | 0.15% | 11,697 | $17,807 | Down ×2 | ||
| HSBC HSBC Holdings, plc. Common Stock | $289,739 | 0.15% | 3,047 | $26,678 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $280,149 | 0.14% | 277 | $9,432 | Down ×2 | ||
| AGG | $278,629 | 0.14% | 2,815 | $-816 | |||
| HD Home Depot, Inc. (The) Common Stock | $267,842 | 0.14% | 759 | $-25,380 | Down ×4 | ||
| RY Royal Bank Of Canada Common Stock | $257,885 | 0.13% | 1,246 | $54,366 | Down ×1 | ||
| GDV Gabelli Dividend & Income Trust Common Shares of Beneficial Interest | $256,192 | 0.13% | 8,714 | $21,524 | |||
| GLD | $249,393 | 0.13% | 677 | $-41,913 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $236,430 | 0.12% | 407 | $27,914 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $235,650 | 0.12% | 1,724 | $-67,433 | Down ×1 | ||
| GE GE Aerospace Common Stock | $227,602 | 0.12% | 609 | $24,139 | Down ×2 | ||
| KLAC KLA Corporation - Common Stock | $217,231 | 0.11% | 720 | Up ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $214,582 | 0.11% | 428 | $-19,003 | Down ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $208,070 | 0.11% | 2,560 | $2,126 | Down ×1 | ||
| TFPM Triple Flag Precious Metals Corp. Common Shares | $208,052 | 0.11% | 6,942 | $-28,497 | Up ×1 | ||
| ASX ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares) | $206,289 | 0.11% | 4,572 | Up ×1 | |||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $201,401 | 0.10% | 2,187 | ||||
| BLK BlackRock, Inc. Common Stock | $200,004 | 0.10% | 208 | $-23,113 | Down ×5 | ||
| JOBY Joby Aviation, Inc. Common Stock | $139,917 | 0.07% | 15,686 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| DIA | $8,528,308 | 4.41% | up ×5 |
| BUYW | $4,973,573 | 2.57% | up ×4 |
| VBR | $4,346,216 | 2.24% | up ×6 |
| VWOB | $3,647,323 | 1.88% | up ×4 |
| TLH | $2,422,928 | 1.25% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BLKXXXX | March 31, 2025 | 1,141 | $1,164,771 | No longer tracked |
| UNH | June 30, 2025 | 561 | $293,764 | 27.4% |
| NFLX | June 30, 2026 | 2,730 | $262,490 | 9.0% |
| ABBV | June 30, 2025 | 1,198 | $250,935 | 38.1% |
| KO | Sept. 30, 2025 | 3,373 | $238,674 | 33.3% |
| ORLY | Dec. 31, 2025 | 2,135 | $230,174 | -0.3% |
| INTU | March 31, 2026 | 345 | $228,436 | -18.4% |
| WFC | March 31, 2026 | 2,433 | $226,785 | 10.0% |
| TJX | June 30, 2026 | 1,405 | $224,306 | 0.5% |
| PG | Dec. 31, 2025 | 1,433 | $220,135 | 0.0% |
| CRM | March 31, 2025 | 660 | $219,714 | -26.6% |
| ORLY | June 30, 2025 | 150 | $214,887 | 0.9% |
| ICE | Sept. 30, 2025 | 1,167 | $214,109 | -7.1% |
| BAC | March 31, 2026 | 3,838 | $211,097 | 31.9% |
| ABBV | June 30, 2026 | 963 | $209,474 | 1.9% |
| LOW | June 30, 2026 | 876 | $206,981 | -1.6% |
| GS | March 31, 2025 | 350 | $203,188 | 89.8% |
| NEM | June 30, 2026 | 1,873 | $202,770 | 27.0% |
| HLN | Sept. 30, 2025 | 11,418 | $118,405 | 8.3% |
| SAN | June 30, 2025 | 12,469 | $83,542 | 75.1% |