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Echo45 Advisors LLC

SEC CIK
0001908617
Latest filing
Jul 13, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
52
0 vs. Q1 2025
Portfolio value
$158.6M
+$9.06M (+6.1%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Echo45 Advisors LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF371,504$21.2M13.4%−3,795−1.0%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT101,000$18.4M11.6%+401+0.4%Added–
Vanguard Short-Term Bond ETF921937827ETF144,286$11.4M7.2%−109−0.1%Reduced–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD782,355$10.2M6.4%+12,762+1.7%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF180,497$8.93M5.6%+426+0.2%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS150,603$8.85M5.6%−84−0.1%Reduced–
SPDR Series Trust78468R408ST TERM HIGH ETF330,441$8.42M5.3%−496−0.1%Reduced–
Invesco Nasdaq 100 ETF46138G649ETF31,005$7.04M4.4%−527−1.7%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 115,032$6.62M4.2%+69+0.5%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF27,282$5.26M3.3%+232+0.9%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF31,373$5.16M3.3%+401+1.3%Added–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE295,373$4.15M2.6%−214−0.1%Reduced–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN69,990$4.06M2.6%−262−0.4%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF38,224$3.93M2.5%−348−0.9%Reduced–
iShares Russell 2000 Growth ETF464287648ETF11,528$3.30M2.1%+195+1.7%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF16,606$3.24M2.0%+394+2.4%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF46,288$3.02M1.9%−94−0.2%Reduced–
MSFTMicrosoft CorpStock4,802$2.39M1.5%−165−3.3%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF45,811$2.38M1.5%−2,653−5.5%Reduced–
Northern LTS FD Tr IV66538H237MAIN INTNL ETF87,298$2.25M1.4%−1,284−1.4%Reduced–
AAPLApple Inc.Stock9,171$1.88M1.2%+22+0.2%AddedHistory
NVDANVIDIA CorpStock10,977$1.73M1.1%−1,975−15.2%ReducedHistory
AMZNAmazon Com IncStock6,155$1.35M0.9%−232−3.6%ReducedHistory
iShares Tr46428865310-20 YR TRS ETF12,042$1.22M0.8%+276+2.3%Added–
METAMeta Platforms, Inc.Stock1,428$1.05M0.7%−55−3.7%ReducedHistory
BLKBlackRock, Inc.Stock957$1.00M0.6%−192−16.7%ReducedHistory
AVGOBroadcom Inc.Stock3,038$837.6K0.5%−163−5.1%ReducedHistory
GOOGLAlphabet Inc.Stock4,630$816.0K0.5%−217−4.5%ReducedHistory
COSTCostco Wholesale CorpStock713$705.6K0.4%−9−1.2%ReducedHistory
BITBBitwise Bitcoin ETFSHS BEN INT11,008$644.9K0.4%+36+0.3%AddedHistory
VVisa Inc.Stock1,591$564.9K0.4%+72+4.7%AddedHistory
JPMJPMorgan Chase & CoStock1,868$541.6K0.3%−18−1.0%ReducedHistory
TSLATesla, Inc.Stock1,606$510.1K0.3%−623−27.9%ReducedHistory
WMTWalmart Inc.Stock5,184$506.9K0.3%+212+4.3%AddedHistory
BRK.BBerkshire Hathaway IncStock984$478.0K0.3%+137+16.2%AddedHistory
MAMastercard IncStock840$472.2K0.3%+16+1.9%AddedHistory
LLYEli Lilly & CoStock562$438.1K0.3%+1+0.2%AddedHistory
NFLXNetflix IncStock276$369.6K0.2%−5−1.8%ReducedHistory
GOOGAlphabet Inc.Stock2,060$365.5K0.2%+277+15.5%AddedHistory
HDHome Depot, Inc.Stock938$343.8K0.2%+7+0.8%AddedHistory
CBChubb LtdStock957$277.2K0.2%+39+4.2%AddedHistory
INTUIntuit Inc.Stock332$261.4K0.2%−8−2.4%ReducedHistory
PGProcter & Gamble CoStock1,501$239.2K0.2%+100+7.1%AddedHistory
KOCoca Cola CoStock3,373$238.7K0.2%+3,373NewHistory
GSGoldman Sachs Group IncStock323$228.6K0.1%+323NewHistory
GLDSPDR Gold TrustETF708$215.8K0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock1,167$214.1K0.1%+1,167NewHistory
TMOThermo Fisher Scientific Inc.Stock526$213.4K0.1%−30−5.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM1,939$209.0K0.1%+64+3.4%AddedHistory
LOWLowes Companies IncStock928$205.9K0.1%+69+8.0%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR12,202$187.5K0.1%−1,783−12.7%ReducedHistory
HLNHaleon plcADR11,418$118.4K0.1%+11,418NewHistory

Sold out since Q1 2025 (4)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Echo45 Advisors LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
UNHUnitedHealth Group IncStock561$293.8K0.2%History
ABBVAbbVie Inc.Stock1,198$250.9K0.2%History
ORLYO Reilly Automotive IncStock150$214.9K0.1%History
SANBanco Santander, S.A.ADR12,469$83.5K0.1%History