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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
(+13%)
Cap. Flow
+$26.8M
Cap. Flow % of AUM
Cap. Flow %
12.21%
Top 10 Holdings %
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 |
Apple
AAPL
|
+$2.31M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.24M |
| 3 |
Palantir
PLTR
|
+$1.07M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$876K |
| 5 |
Clorox
CLX
|
+$822K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
KLA
KLAC
|
+$217K |
| 2 |
AngloGold Ashanti
AU
|
+$217K |
| 3 |
O'Reilly Automotive
ORLY
|
+$201K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$41.8K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
76
Newmont
NEM
$115B
| $349K | 0.16% |
+3,029
| New | +$339K |
2026 Q3
0 quarters
|
|
|
77
Berkshire Hathaway Class B
BRK.B
$1.16T
| $347K | 0.16% |
697
-72
| -9% | -$36.3K |
2022 Q4
15 quarters
|
|
78
Banco Bilbao Vizcaya Argentaria
BBVA
$137B
| $346K | 0.16% |
12,405
+708
| +6% | +$19.6K |
2023 Q1
14 quarters
|
|
79
Caterpillar
CAT
$316B
| $339K | 0.15% |
418
+9
| +2% | +$7.63K |
2025 Q3
4 quarters
|
|
80
iShares MSCI EAFE ETF
EFA
$76.2B
| $330K | 0.15% |
+3,179
| New | +$337K |
2026 Q3
0 quarters
|
|
81
iShares Core High Dividend ETF
HDV
$15.8B
| $317K | 0.14% |
+11,335
| New | +$326K |
2026 Q3
0 quarters
|
|
82
Blackrock
BLK
$173B
| $315K | 0.14% |
298
+90
| +43% | +$98.3K |
2024 Q3
8 quarters
|
|
83
HSBC
HSBC
$310B
| $309K | 0.14% |
3,111
+64
| +2% | +$6.55K |
2025 Q3
4 quarters
|
|
84
Bank of America
BAC
$354B
| $305K | 0.14% |
+5,605
| New | +$341K |
2026 Q3
0 quarters
|
|
85
Vanguard Morningstar Growth ETF
VUG
$224B
| $303K | 0.14% |
+3,365
| New | +$295K |
2026 Q3
0 quarters
|
|
86
Coca-Cola
KO
$399B
| $301K | 0.14% |
3,491
+931
| +36% | +$80.7K |
2026 Q1
2 quarters
|
|
87
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
| $276K | 0.13% |
+3,398
| New | +$273K |
2026 Q3
0 quarters
|
|
88
TSMC
TSM
$2.17T
| $274K | 0.12% |
600
-19
| -3% | -$8.05K |
2025 Q4
3 quarters
|
|
89
AT&T
T
$141B
| $272K | 0.12% |
+11,129
| New | +$268K |
2026 Q3
0 quarters
|
|
90
Lam Research
LRCX
$288B
| $264K | 0.12% |
803
+20
| +3% | +$6.24K |
2026 Q1
2 quarters
|
|
91
Chevron
CVX
$457B
| $262K | 0.12% |
+1,281
| New | +$252K |
2026 Q3
0 quarters
|
|
92
Home Depot
HD
$319B
| $261K | 0.12% |
919
+160
| +21% | +$52.5K |
2021 Q4
19 quarters
|
|
93
Royal Bank of Canada
RY
$279B
| $257K | 0.12% |
1,308
+62
| +5% | +$12.9K |
2025 Q3
4 quarters
|
|
94
iShares Gold Trust
IAU
$59.3B
| $255K | 0.12% |
+3,265
| New | +$262K |
2026 Q3
0 quarters
|
|
95
Vanguard Utilities ETF
VPU
$8.27B
| $248K | 0.11% |
+1,450
| New | +$273K |
2026 Q3
0 quarters
|
|
96
Gabelli Dividend & Income Trust
GDV
$2.45B
| $247K | 0.11% |
8,714
| – | – |
2025 Q3
4 quarters
|
|
97
Applied Materials
AMAT
$299B
| $246K | 0.11% |
481
+66
| +16% | +$33.5K |
2026 Q2
1 quarter
|
|
98
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
| $244K | 0.11% |
+1,680
| New | +$244K |
2026 Q3
0 quarters
|
|
99
iShares S&P 100 ETF
OEF
$20.2B
| $241K | 0.11% |
+630
| New | +$237K |
2026 Q3
0 quarters
|
|
100
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $234K | 0.11% |
+3,246
| New | +$245K |
2026 Q3
0 quarters
|
|
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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.