Echo45 Advisors LLC
CIK: 0001908617SEC EDGAR →
Portfolio Value
$175.2M
Holdings
74
As of
Q4 2025
New Positions
74
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 354,046 | $22.1M | 12.62% |
| 2 | INVESCO EXCHANGE TRADED FD T | 84,447 | $16.2M | 9.23% |
| 3 | VANGUARD INTL EQUITY INDEX F | 173,240 | $9.3M | 5.31% |
| 4 | SPDR DOW JONES INDL AVERAGE | 15,437 | $7.4M | 4.23% |
| 5 | INVESCO EXCH TRADED FD TR II | 29,138 | $7.4M | 4.21% |
| 6 | VANGUARD BD INDEX FDS | 89,936 | $7.1M | 4.04% |
| 7 | VANGUARD INDEX FDS | 28,240 | $5.9M | 3.37% |
| 8 | VANGUARD INDEX FDS | 33,263 | $5.9M | 3.37% |
| 9 | VANGUARD SCOTTSDALE FDS | 100,210 | $5.9M | 3.36% |
| 10 | INVESCO ACTVELY MNGD ETC FD | 390,185 | $5.2M | 2.95% |
Quarterly Changes
New Positions (74)
$22.1M · 354K shares
$16.2M · 84K shares
$9.3M · 173K shares
$7.4M · 15K shares
$7.4M · 29K shares
$7.1M · 90K shares
$5.9M · 28K shares
$5.9M · 33K shares
$5.9M · 100K shares
$5.2M · 390K shares
$4.9M · 193K shares
$4.6M · 155K shares
$4.4M · 310K shares
$4.4M · 57K shares
$4.4M · 68K shares
$3.8M · 12K shares
$3.7M · 18K shares
$3.6M · 35K shares
$3.4M · 50K shares
$3.2M · 127K shares
$2.4M · 19K shares
$2.4M · 5K shares
$2.4M · 9K shares
$2.3M · 83K shares
$2.3M · 12K shares
$2.2M · 22K shares
$2.1M · 84K shares
$2.0M · 24K shares
$1.7M · 23K shares
$1.6M · 45K shares
$1.4M · 6K shares
$1.3M · 4K shares
$1.2M · 11K shares
$1.0M · 3K shares
$991K · 26K shares
$944K · 1K shares
$828K · 24K shares
$815K · 17K shares
$733K · 2K shares
$680K · 2K shares
$642K · 601 shares
$602K · 2K shares
$576K · 669 shares
$545K · 5K shares
$533K · 2K shares
$520K · 485 shares
$509K · 3K shares
$471K · 827 shares
$434K · 865 shares
$360K · 7K shares
$313K · 12K shares
$307K · 893 shares
$300K · 13K shares
$297K · 513 shares
$284K · 324 shares
$281K · 3K shares
$278K · 894 shares
$270K · 395 shares
$268K · 677 shares
$265K · 3K shares
$244K · 426 shares
$241K · 9K shares
$233K · 3K shares
$228K · 345 shares
$226K · 7K shares
$226K · 2K shares
$225K · 733 shares
$223K · 976 shares
$215K · 1K shares
$214K · 2K shares
$212K · 881 shares
$211K · 4K shares
$210K · 694 shares
$204K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $154.0M | 87.9% |
| Technology | 7 | $9.3M | 5.3% |
| Communication Services | 4 | $3.2M | 1.8% |
| Consumer Cyclical | 5 | $2.9M | 1.7% |
| Unknown | 5 | $2.7M | 1.6% |
| Consumer Defensive | 2 | $1.1M | 0.6% |
| Healthcare | 3 | $1.0M | 0.6% |
| Industrials | 2 | $469K | 0.3% |
| Basic Materials | 1 | $226K | 0.1% |
| Energy | 1 | $214K | 0.1% |