Echo45 Advisors LLC
CIK 1908617 · Holdings on Mar 31, 2026 · First reported Apr 20, 2026
Top ten holdings
Q1 2026- VEA12.69%
- RSP9.19%
- VWO5.27%
- DIA4.09%
- BSV4.06%
- QQQM4.00%
- PDBC3.62%
- VOE3.44%
- VGSH3.41%
- VXF3.31%
Share classes counted separately53.08%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PDBCWeight increased · +0.67 pp2.95% → 3.62%Shares -18.84K (-4.83%)
- HGERWeight increased · +0.40 pp1.80% → 2.20%Shares -1.36K (-1.07%)
- MSFTWeight decreased · -0.37 pp1.37% → 1.00%Shares -161 (-3.24%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $22.57M | 12.69% | 352.21K shares | 12.62% → 12.69%+0.07 pp -1.83K (-0.52%) | Reduced | ↗▾ |
| 02 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $16.33M | 9.19% | 85.10K shares | 9.23% → 9.19%-0.04 pp +657 (+0.78%) | Added | ↗▾ |
| 03 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $9.37M | 5.27% | 173.42K shares | 5.31% → 5.27%-0.04 pp +182 (+0.11%) | Added | ↗▾ |
| 04 | DIASS SPDR DOW JONES INDUS AVGUT SER 1 View history and evidence | $7.26M | 4.09% | 15.68K shares | 4.23% → 4.09%-0.14 pp +246 (+1.59%) | Added | ↗▾ |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $7.21M | 4.06% | 91.97K shares | 4.04% → 4.06%+0.02 pp +2.04K (+2.26%) | Added | ↗▾ |
| 06 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $7.12M | 4.00% | 29.95K shares | 4.21% → 4.00%-0.21 pp +808 (+2.77%) | Added | ↗▾ |
| 07 | PDBCINVESCO OPTIMUM YIELD DIVERSOPTIMUM YIELD View history and evidence | $6.43M | 3.62% | 371.34K shares | 2.95% → 3.62%+0.67 pp -18.84K (-4.83%) | Reduced | ↗▾ |
| 08 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $6.12M | 3.44% | 33.20K shares | 3.37% → 3.44%+0.07 pp -64 (-0.19%) | Reduced | ↗▾ |
| 09 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $6.06M | 3.41% | 103.51K shares | 3.36% → 3.41%+0.05 pp +3.30K (+3.30%) | Added | ↗▾ |
| 10 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $5.89M | 3.31% | 28.62K shares | 3.37% → 3.31%-0.06 pp +383 (+1.36%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INTU INTUIT INC | Non-derivative | -345 | -$228.44K | SEC filing ↗ | SEC filing ↗ |
| WFC WELLS FARGO & CO | Non-derivative | -2,433 | -$226.78K | SEC filing ↗ | SEC filing ↗ |
| BAC BANK OF AMERICA CORP | Non-derivative | -3,838 | -$211.10K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1908617 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 177797764
}Research all 76 reported holdings.
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