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Echo45 Advisors

Echo45 Advisors Portfolio holdings

AUM $219M Turnover 37.7%
1-Year Est. Return 13.71%
This Fund
S&P 500
This Quarter Est. Return
+0.77%
1 Year Est. Return
+13.71%
3 Year Est. Return
+53.59%
5 Year Est. Return
+51.77%
10 Year Est. Return
–
AUM
$219M
AUM Growth
+$25.8M
Cap. Flow
+$26.8M
Cap. Flow %
12.21%
Top 10 Hldgs %
48.31%
Holding
122
New
44
Increased
64
Reduced
10
Closed
2
Avg Time Held
1.6 years
Top 10 Avg Time Held
3.3 years
Top 20 Avg Time Held
3.5 years

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.31M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.24M
3
PLTR icon
Palantir
PLTR
+$1.07M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$876K
5
CLX icon
Clorox
CLX
+$822K

Top Sells

Rank Stock Value
1
KLAC icon
KLA
KLAC
+$217K
2
AU icon
AngloGold Ashanti
AU
+$217K
3
ORLY icon
O'Reilly Automotive
ORLY
+$201K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$41.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$36.3K

Sector Composition

Rank Sector Weight
1 Miscellaneous 84.78%
2 Technology 6.83%
3 Financials 2.14%
4 Communication Services 1.67%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
INTC icon
51
Intel
INTC
$460B
$566K 0.26%
+4,708
New +$480K
2026 Q3
0 quarters
IVV icon
52
iShares Core S&P 500 ETF
IVV
$876B
$546K 0.25%
713
+318
+81% +$243K
2025 Q3
4 quarters
TSLA icon
53
Tesla
TSLA
$1.47T
$527K 0.24%
1,486
+177
+14% +$63.3K
2023 Q1
14 quarters
ITOT icon
54
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
$525K 0.24%
3,158
-251
-7% -$41.8K
2025 Q4
3 quarters
VUSB icon
55
Vanguard Ultra-Short Bond ETF
VUSB
$9.9B
$513K 0.23%
+10,359
New +$514K
2026 Q3
0 quarters
AU icon
56
AngloGold Ashanti
AU
$42.3B
$510K 0.23%
5,431
-2,284
-30% -$217K
2026 Q2
1 quarter
V icon
57
Visa
V
$766B
$509K 0.23%
1,417
+100
+8% +$36.6K
2021 Q4
19 quarters
CSCO icon
58
Cisco
CSCO
$420B
$492K 0.22%
+4,570
New +$515K
2026 Q3
0 quarters
VDE icon
59
Vanguard Energy ETF
VDE
$11.6B
$468K 0.21%
+2,717
New +$464K
2026 Q3
0 quarters
JNJ icon
60
Johnson & Johnson
JNJ
$635B
$438K 0.2%
1,654
+251
+18% +$66.2K
2026 Q1
2 quarters
GLD icon
61
SPDR Gold Trust
GLD
$135B
$424K 0.19%
1,113
+436
+64% +$171K
2025 Q1
6 quarters
SDY icon
62
State Street SPDR S&P Dividend ETF
SDY
$22B
$419K 0.19%
+2,859
New +$442K
2026 Q3
0 quarters
XOM icon
63
ExxonMobil
XOM
$753B
$416K 0.19%
2,554
+830
+48% +$130K
2022 Q4
15 quarters
IUSG icon
64
iShares Core S&P US Growth ETF
IUSG
$32.8B
$409K 0.19%
+2,113
New +$400K
2026 Q3
0 quarters
IUSV icon
65
iShares Core S&P US Value ETF
IUSV
$28.3B
$407K 0.19%
+3,693
New +$418K
2026 Q3
0 quarters
VGT icon
66
Vanguard Information Technology ETF
VGT
$147B
$402K 0.18%
+3,198
New +$380K
2026 Q3
0 quarters
ARTY icon
67
iShares Future AI & Tech ETF
ARTY
$3.72B
$392K 0.18%
+5,000
New +$364K
2026 Q3
0 quarters
EMBX icon
68
VanEck Emerging Markets Bond ETF
EMBX
$262M
$383K 0.17%
7,760
+323
+4% +$16.4K
2025 Q4
3 quarters
MU icon
69
Micron Technology
MU
$993B
$379K 0.17%
355
+8
+2% +$7.6K
2026 Q2
1 quarter
CB icon
70
Chubb
CB
$137B
$374K 0.17%
1,150
+191
+20% +$65.9K
2021 Q4
19 quarters
TMO icon
71
Thermo Fisher Scientific
TMO
$249B
$373K 0.17%
553
+125
+29% +$74.3K
2021 Q4
19 quarters
AMD icon
72
Advanced Micro Devices
AMD
$844B
$366K 0.17%
598
+191
+47% +$98.3K
2026 Q1
2 quarters
MA icon
73
Mastercard
MA
$546B
$364K 0.17%
660
+5
+0.8% +$2.81K
2023 Q1
14 quarters
GS icon
74
Goldman Sachs
GS
$255B
$357K 0.16%
396
+119
+43% +$122K
2025 Q2
5 quarters
SCHB icon
75
Schwab US Broad Market ETF
SCHB
$44.3B
$350K 0.16%
11,942
– –
2025 Q4
3 quarters
1 2
3
4 5

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Echo45 Advisors's Q3 2026 Portfolio in Review

As of Q3 2026, Echo45 Advisors held 122 positions worth $219M, up 13% from $194M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Echo45 Advisors deployed $26.8M of net new capital in Q3 2026, opening 44 new positions and adding to 64 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 3,212 shares worth $2.25M.

By sector, the portfolio is most concentrated in Miscellaneous at 85% of assets, down from 89% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was AngloGold Ashanti, an estimated $217K trimmed.

  • Echo45 Advisors's largest Q3 2026 buy was Vanguard S&P 500 ETF: 3,212 shares worth $2.25M.
  • Echo45 Advisors added most to Apple in Q3 2026, an estimated $2.31M increase.
  • Echo45 Advisors's biggest Q3 2026 reduction was AngloGold Ashanti, cutting an estimated $217K.
  • Echo45 Advisors fully exited KLA in Q3 2026, selling an estimated $217K.
  • Echo45 Advisors's ten largest holdings make up 48% of its $219M portfolio in Q3 2026.
  • Echo45 Advisors opened 44 new positions and closed 2 in Q3 2026.
  • Echo45 Advisors's portfolio value rose 13% quarter-over-quarter to $219M.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.