Investor
Echo45 Advisors LLC
CIK 0001908617 · filed 2026-04-20 · SEC filing
13F book
$177.8M
Positions
76
5 new · 3 sold
Largest name
12.7%
Vanguard Tax-Managed Fds
Est. mark
$359.4K
Price effect on 71 names still held. Flow $2.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Tax-Managed Fds | — | 352.2K | $22.6M | 12.7% | $567.1K | Cut$452.4K |
| Invesco Exchange Traded Fd T | — | 85.1K | $16.3M | 9.2% | $30.4K | Added$156.5K |
| Vanguard Intl Equity Index F | — | 173.4K | $9.37M | 5.3% | $50.3K | Added$60.1K |
| Spdr Dow Jones Indl Average | — | 15.7K | $7.26M | 4.1% | −$268.4K | Added−$154.5K |
| Vanguard Bd Index Fds | — | 92K | $7.21M | 4.1% | −$36K | Added$123.6K |
| Invesco Exch Traded Fd Tr Ii | — | 29.9K | $7.12M | 4.0% | −$445.9K | Added−$253.9K |
| Invesco Actvely Mngd Etc Fd | — | 371.3K | $6.43M | 3.6% | $1.51M | Cut$1.26M |
| Vanguard Index Fds | — | 33.2K | $6.12M | 3.4% | $229.5K | Cut$218.1K |
| Vanguard Scottsdale Fds | — | 103.5K | $6.06M | 3.4% | −$19K | Added$174.3K |
| Vanguard Index Fds | — | 28.6K | $5.89M | 3.3% | −$93.7K | Added−$14.9K |
| Spdr Series Trust | — | 197.9K | $4.94M | 2.8% | −$65.7K | Added$53.5K |
| Vaneck Etf Trust | — | 162.4K | $4.66M | 2.6% | −$100.1K | Added$107.1K |
| Vanguard Malvern Fds | — | 58.6K | $4.54M | 2.6% | −$29.2K | Added$121.5K |
| Northern Lts Fd Tr Iv | — | 321.5K | $4.53M | 2.5% | −$74.5K | Added$82.1K |
| Northern Lts Fd Tr Iv | — | 70.1K | $4.24M | 2.4% | −$280.7K | Added−$139.2K |
| Harbor Etf Trust | — | 126K | $3.91M | 2.2% | $780.2K | Cut$746.3K |
| Vanguard Index Fds | — | 17.7K | $3.84M | 2.2% | $96.2K | Added$106.4K |
| Ishares Tr | — | 36.3K | $3.75M | 2.1% | $36.6K | Added$151.3K |
| Ishares Tr | — | 11.9K | $3.74M | 2.1% | −$108.2K | Added−$57K |
| Vanguard Whitehall Fds | — | 51.9K | $3.41M | 1.9% | −$87.2K | Added$32.9K |
| Apple Inc. | AAPL | 11.7K | $2.96M | 1.7% | −$159.5K | Added$562.3K |
| Vaneck Etf Trust | — | 19.6K | $2.62M | 1.5% | $174.8K | Added$202K |
| Northern Lts Fd Tr Iv | — | 83.5K | $2.37M | 1.3% | $38.3K | Added$44.6K |
| Ishares Tr | — | 22.4K | $2.25M | 1.3% | −$20.4K | Added$63.9K |
| Nvidia Corp | NVDA | 12K | $2.1M | 1.2% | −$145.6K | Cut−$152.2K |
| Vaneck Etf Trust | — | 22.5K | $2.06M | 1.2% | $134.8K | Cut$34.6K |
| Northern Lts Fd Tr Iv | — | 87.4K | $2.03M | 1.1% | −$153.6K | Added−$82.5K |
| Vaneck Etf Trust | — | 22.9K | $2.02M | 1.1% | $323K | Cut$282.6K |
| Microsoft Corp | MSFT | 4.81K | $1.78M | 1.0% | −$546.1K | Cut−$624K |
| Vaneck Fds | — | 47.8K | $1.55M | 0.9% | −$108.5K | Added−$26.2K |
| Amazon Com Inc | AMZN | 5.97K | $1.24M | 0.7% | −$134.5K | Cut−$182.3K |
| Alphabet Inc | — | 4.24K | $1.22M | 0.7% | −$107.7K | Cut−$115.5K |
| Vaneck Etf Trust | — | 11.7K | $1.13M | 0.6% | −$77.4K | Added−$38.5K |
| Vaneck Etf Trust | — | 26.2K | $976.7K | 0.5% | −$21.2K | Added−$15.3K |
| Vaneck Etf Trust | — | 23.8K | $968.4K | 0.5% | $137.1K | Added$139.6K |
| Broadcom Inc. | AVGO | 2.81K | $869.5K | 0.5% | −$102.5K | Cut−$131.2K |
| Meta Platforms, Inc. | META | 1.41K | $807.1K | 0.5% | −$124.4K | Cut−$137.6K |
| Costco Whsl Corp New | — | 676 | $673.4K | 0.4% | $89.7K | Added$96.7K |
| Bitwise Bitcoin Etf Tr | — | 17.7K | $650.5K | 0.4% | −$184.4K | Added−$165.1K |
| Walmart Inc. | WMT | 4.89K | $608.2K | 0.3% | $63K | Cut$62.5K |
| Tesla, Inc. | TSLA | 1.54K | $572.7K | 0.3% | −$120.2K | Cut−$161.2K |
| Alphabet Inc | — | 1.9K | $544.7K | 0.3% | −$51.4K | Cut−$135.8K |
| Jpmorgan Chase & Co. | — | 1.8K | $529.5K | 0.3% | −$50.5K | Cut−$73.4K |
| Ishares Tr | — | 3.41K | $485.5K | 0.3% | −$21.3K | Cut−$24.3K |
| Berkshire Hathaway Inc Del | — | 933 | $447.1K | 0.3% | −$20.3K | Added$12.3K |
| Visa Inc. | V | 1.42K | $429.8K | 0.2% | −$69.1K | Cut−$104.2K |
| Eli Lilly & Co | LLY | 452 | $415.8K | 0.2% | −$69.7K | Cut−$105.2K |
| Johnson & Johnson | JNJ | 1.57K | $383K | 0.2% | — | New |
| Mastercard Inc | MA | 755 | $377.1K | 0.2% | −$53.7K | Cut−$94.7K |
| Vaneck Fds | — | 7.36K | $368.8K | 0.2% | −$3.69K | Added$8.54K |
| Caterpillar Inc | CAT | 430 | $304.6K | 0.2% | $57.8K | Added$60.6K |
| Exxon Mobil Corp | — | 1.79K | $303.1K | 0.2% | $88K | Added$88.5K |
| Schwab Strategic Tr | — | 11.9K | $299.8K | 0.2% | −$13.5K | Held |
| Home Depot, Inc. | HD | 892 | $293.2K | 0.2% | −$13.7K | Cut−$14.1K |
| Chubb Limited | — | 895 | $291.8K | 0.2% | $12.4K | Added$12.8K |
| Spdr Gold Tr | — | 677 | $291.3K | 0.2% | $23K | Held |
| Ishares Tr | — | 2.81K | $279.4K | 0.2% | −$1.72K | Held |
| Banco Bilbao Vizcaya Argenta | — | 12.7K | $275.3K | 0.2% | −$21K | Cut−$25.4K |
| Goldman Sachs Group Inc | — | 320 | $270.7K | 0.2% | −$10.6K | Cut−$14.1K |
| Hsbc Hldgs Plc | — | 3.19K | $263.1K | 0.1% | $11.3K | Added$30K |
| Netflix Inc | NFLX | 2.73K | $262.5K | 0.1% | $6.53K | Cut−$2.85K |
| Ishares Tr | — | 395 | $258K | 0.1% | −$12.5K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 725 | $244.9K | 0.1% | $23.6K | Added$34.1K |
| Triple Flag Precious Metal | — | 6.82K | $236.5K | 0.1% | $10.2K | Held |
| Gabelli Divid & Income Tr | — | 8.71K | $234.7K | 0.1% | −$7.32K | Held |
| Thermo Fisher Scientific Inc. | TMO | 475 | $233.6K | 0.1% | −$41.8K | Cut−$63.8K |
| Tjx Cos Inc New | — | 1.41K | $224.3K | 0.1% | $8.52K | Added$9K |
| BlackRock, Inc. | BLK | 232 | $223.1K | 0.1% | −$25K | Cut−$419.7K |
| AbbVie Inc. | ABBV | 963 | $209.5K | 0.1% | −$10.6K | Cut−$13.6K |
| Advanced Micro Devices Inc | AMD | 1.02K | $208.5K | 0.1% | — | New |
| Lam Research Corp | LRCX | 973 | $207.9K | 0.1% | — | New |
| Lowes Cos Inc | — | 876 | $207K | 0.1% | −$4.28K | Cut−$5.48K |
| Coca Cola Co | KO | 2.71K | $205.9K | 0.1% | — | New |
| Royal Bk Cda | — | 1.26K | $203.5K | 0.1% | −$10.4K | Added−$728 |
| Ge Aerospace | — | 717 | $203.5K | 0.1% | −$17.4K | Cut−$22.3K |
| Newmont Corp | — | 1.87K | $202.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.