Echo45 Advisors LLC

Registered adviser

CIK

1908617

Location

WALNUT CREEK, CA

Portfolio Value

Small $146,820,931

Diversification

Diversified

Filing Date

Global Rank

#6,489 / 8,811 ▼ 329 · as of Jun 2026

Top Industry

Consumer Electronics 16.2%

Period ended 21 days ago

Filed Oct 7, 2026 · 14d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 307265

Roster of Oct 1, 2026

Regulatory AUM

$227,385,600

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$227,385,600	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$194,875,409	Individuals and high net worth (100%)
Mar 2024 to Mar 2025	$167,785,907	Individuals and high net worth (100%)
May 2023 to Feb 2024	$145,368,902	Individuals and high net worth (100%)
Apr 2023	$145,368,902	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$163,218,036	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.2% of the book (60%+)

Turnover

Low turnover

22.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.0 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 86.2%; sector active share 75.5% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

120 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.9%

+4.0 pts

Top 5

50.5%

+6.1 pts

Top 10

72.4%

+4.2 pts

HHI

715

Diversified+116

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.1%	$113,174,528	62
Technology	10.2%	$14,986,505	14
Financial Services	3.4%	$4,938,926	16
Communication Services	2.5%	$3,655,009	4
Consumer Defensive	2.0%	$2,929,125	6
Consumer Cyclical	1.7%	$2,457,001	3
Healthcare	1.4%	$2,041,601	6
Basic Materials	0.7%	$1,087,291	3
Energy	0.6%	$887,073	3
Industrials	0.5%	$663,872	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+8,405	352,597	$0
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+7,521	116,104	$6,682,946
AAPL	Apple Inc.	+7,180	16,391	$5,458,530
—		+5,591	213,267	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+5,205	8,020	$0
ANGL	VanEck Fallen Angel High Yield Bond ETF	+4,720	177,558	$4,937,887
RSP	Victory Portfolios II	+4,054	91,504	$0
WMT	Walmart Inc.	+2,764	7,167	$744,794
—		+2,754	50,339	$0
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+2,719	99,846	$7,628,234
REMX	VanEck Rare Earth and Strategic Metals ETF	+2,678	25,604	$1,645,313
NLR	VanEck Uranium and Nuclear ETF	+1,801	27,024	$2,795,903
AMZN	Amazon Com Inc	+1,801	6,696	$1,668,308
VCRB	VANGUARD CORE BOND ETF	+1,775	65,404	$4,815,042
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+1,732	55,975	$3,533,701
JOBY	Joby Aviation, Inc.	+1,636	17,322	$104,798
—		+1,397	81,568	$0
RAAX	VanEck Real Assets ETF	+1,395	27,754	$1,105,441
NVDA	Nvidia Corp	+1,382	8,791	$2,007,688
STIP	iShares 0-5 Year TIPS Bond ETF	+1,371	37,882	$0
GOOG	Alphabet Inc.	+1,178	2,713	$924,427
VEA	Vanguard FTSE Developed Markets ETF	+1,163	351,516	$24,820,544
KO	Coca Cola Co	+931	3,491	$300,505
XOM	ExxonMobil Holdings Corp	+830	2,554	$415,663
TLH	iShares 10-20 Year Treasury Bond ETF	+716	24,861	$0
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
AU	AngloGold Ashanti PLC	−2,284	5,431	$510,242
HGER	Harbor Commodity All-Weather Strategy ETF	−881	137,203	$4,837,777
BITB	Bitwise Bitcoin ETF	−689	14,662	$665,068
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−571	370,287	$7,146,539
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−251	3,158	$0
—		−126	84,972	$0
MOAT	VanEck Morningstar Wide Moat ETF	−99	12,564	$1,328,140
—		−82	28,319	$0
BRK-B	Berkshire Hathaway Inc	−72	697	$347,071
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−19	600	$273,714
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VOO	VANGUARD 500 INDEX FUND	3,212	$2,251,162
PLTR	Palantir Technologies Inc.	6,706	$1,254,357
SMH	VanEck Semiconductor ETF	1,381	$841,029
CLX	Clorox Co	8,550	$692,635
VTV	VANGUARD VALUE INDEX FUND	3,097	$669,199
INTC	Intel Corp	4,708	$566,042
VUSB	VANGUARD ULTRA-SHORT BOND ETF	10,359	$513,288
CSCO	Cisco Systems, Inc.	4,570	$491,869
VDE	VANGUARD ENERGY INDEX FUND	2,717	$467,758
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	2,859	$418,786
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	3,198	$401,892
NEM	NEWMONT Corp	3,029	$349,364
BAC	Bank Of America Corp	5,605	$305,080
VUG	VANGUARD GROWTH INDEX FUND	3,365	$303,220
T	At&T Inc.	11,129	$271,547
CVX	Chevron Corp	1,281	$261,593
IAU	Ishares Gold Trust	3,265	$254,996
VPU	VANGUARD UTILITIES INDEX FUND	1,450	$247,950
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	1,680	$243,667
GILD	Gilead Sciences, Inc.	1,526	$227,450
PM	Philip Morris International Inc.	1,186	$226,312
IBM	International Business Machines Corp	1,017	$223,668
ICSH	iShares Ultra Short Duration Bond Active ETF	4,396	$221,558
ABBV	AbbVie Inc.	843	$220,520
GBIL	Goldman Sachs ETF Trust	2,177	$217,939
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
KLAC	Kla Corp	720	$217,231
ORLY	O Reilly Automotive Inc	2,187	$201,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

120 tracked positions · $146,820,931 total · filing declares 120 positions · $219,436,094 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 120 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	351,516	+1,163	$24,820,544	−0.6%	16.91%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	179,451	+273	$10,643,238	−0.5%	7.25%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	16,507	+181	$8,394,634	−1.6%	5.72%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	99,846	+2,719	$7,628,234	+0.8%	5.20%
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	Reduced	370,287	-571	$7,146,539	+21.3%	4.87%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	34,265	+97	$6,699,835	−0.8%	4.56%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	116,104	+7,521	$6,682,946	+5.8%	4.55%
AAPL	Apple Inc. Technology	Added	16,391	+7,180	$5,458,530	+104.8%	3.72%
ANGL	VanEck Fallen Angel High Yield Bond ETF	Added	177,558	+4,720	$4,937,887	−2.3%	3.36%
HGER	Harbor Commodity All-Weather Strategy ETF	Reduced	137,203	-881	$4,837,777	+19.4%	3.30%
VCRB	VANGUARD CORE BOND ETF	Added	65,404	+1,775	$4,815,042	−2.0%	3.28%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	18,074	+188	$4,175,636	−3.9%	2.84%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	55,975	+1,732	$3,533,701	−3.1%	2.41%
NLR	VanEck Uranium and Nuclear ETF	Added	27,024	+1,801	$2,795,903	−4.4%	1.90%
GDX	VanEck Gold Miners ETF	Added	27,709	+339	$2,432,850	+17.8%	1.66%
MSFT	Microsoft Corp Technology	Added	4,519	+635	$2,317,795	+60.0%	1.58%
VOO	VANGUARD 500 INDEX FUND	NEW	3,212	NEW	$2,251,162	NEW	1.53%
NVDA	Nvidia Corp Technology	Added	8,791	+1,382	$2,007,688	+35.4%	1.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,696	+1,801	$1,668,308	+43.0%	1.14%
REMX	VanEck Rare Earth and Strategic Metals ETF	Added	25,604	+2,678	$1,645,313	−18.9%	1.12%
GOOGL	Alphabet Inc. Communication Services	Added	4,038	+346	$1,389,395	+5.3%	0.95%
MOAT	VanEck Morningstar Wide Moat ETF	Reduced	12,564	-99	$1,328,140	+0.9%	0.90%
PLTR	Palantir Technologies Inc. Technology	NEW	6,706	NEW	$1,254,357	NEW	0.85%
RAAX	VanEck Real Assets ETF	Added	27,754	+1,395	$1,105,441	+5.7%	0.75%
META	Meta Platforms, Inc. Communication Services	Added	1,475	+255	$1,069,640	+55.6%	0.73%
SMHX	VanEck Fabless Semiconductor ETF	Added	17,480	+578	$1,059,462	−1.9%	0.72%
AVGO	Broadcom Inc. Technology	Added	2,639	+286	$926,790	+4.3%	0.63%
GOOG	Alphabet Inc. Communication Services	Added	2,713	+1,178	$924,427	+70.4%	0.63%
SMH	VanEck Semiconductor ETF	NEW	1,381	NEW	$841,029	NEW	0.57%
COST	Costco Wholesale Corp Consumer Defensive	Added	903	+288	$822,037	+42.9%	0.56%
WMT	Walmart Inc. Consumer Defensive	Added	7,167	+2,764	$744,794	+49.4%	0.51%
CLX	Clorox Co Consumer Defensive	NEW	8,550	NEW	$692,635	NEW	0.47%
VTV	VANGUARD VALUE INDEX FUND	NEW	3,097	NEW	$669,199	NEW	0.46%
BITB	Bitwise Bitcoin ETF	Reduced	14,662	-689	$665,068	+36.0%	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,932	+354	$639,163	+23.7%	0.44%
LLY	ELI LILLY & Co Healthcare	Added	497	+88	$575,068	+17.2%	0.39%
INTC	Intel Corp Technology	NEW	4,708	NEW	$566,042	NEW	0.39%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,486	+177	$527,247	−4.2%	0.36%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	NEW	10,359	NEW	$513,288	NEW	0.35%
AU	AngloGold Ashanti PLC Basic Materials	Reduced	5,431	-2,284	$510,242	−18.2%	0.35%
V	Visa Inc. Financial Services	Added	1,417	+100	$509,170	+12.7%	0.35%
CSCO	Cisco Systems, Inc. Technology	NEW	4,570	NEW	$491,869	NEW	0.34%
VDE	VANGUARD ENERGY INDEX FUND	NEW	2,717	NEW	$467,758	NEW	0.32%
JNJ	Johnson & Johnson Healthcare	Added	1,654	+251	$437,879	+22.9%	0.30%
GLD	Spdr Gold Trust	Added	1,113	+436	$423,874	+70.0%	0.29%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	NEW	2,859	NEW	$418,786	NEW	0.29%
XOM	ExxonMobil Holdings Corp Energy	Added	2,554	+830	$415,663	+76.3%	0.28%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	NEW	3,198	NEW	$401,892	NEW	0.27%
MU	Micron Technology Inc Technology	Added	355	+8	$378,114	−5.6%	0.26%
CB	Chubb Ltd Financial Services	Added	1,150	+191	$374,037	+14.5%	0.25%

Showing the top 50 of 120 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.