Echo45 Advisors LLC

CIK

1908617

Location

WALNUT CREEK, CA

Portfolio Value

Micro $28,931,974

Diversification

Diversified

Filing Date

Global Rank

#7,449 / 8,605 ▲ 70 · as of Mar 2026

Top Industry

Semiconductors 16.5%

3Y Alpha vs SPY

-1.6%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.2%

SPY

+76.0%

Annualised alpha

-1.6%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.1%

+0.5 pts

Top 5

53.1%

+0.4 pts

Top 10

67.6%

−1.1 pts

HHI

928

Diversified+25

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.9%	$8,372,669	7
Unclassified	28.4%	$8,206,020	3
Financial Services	12.3%	$3,545,715	11
Consumer Cyclical	8.8%	$2,540,132	5
Communication Services	7.9%	$2,287,580	3
Consumer Defensive	5.1%	$1,487,755	3
Healthcare	4.3%	$1,241,691	4
Industrials	1.8%	$508,100	2
Basic Materials	1.5%	$439,300	2
Energy	1.0%	$303,012	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+2,844	11,660	$2,959,191
BITB	Bitwise Bitcoin ETF	+523	17,672	$650,506
DIA	Spdr Dow Jones Industrial Average ETF Trust	+246	15,683	$7,264,208
HSBC	Hsbc Holdings PLC	+227	3,189	$263,060
BRK-B	Berkshire Hathaway Inc	+68	933	$447,093
RY	Royal Bank Of Canada	+60	1,258	$203,519
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+31	725	$245,013
COST	Costco Wholesale Corp /New	+7	676	$673,586
CAT	Caterpillar Inc	+4	430	$304,637
XOM	ExxonMobil Holdings Corp	+3	1,786	$303,012
TJX	Tjx Companies Inc /De/	+3	1,405	$224,378
CB	Chubb Ltd	+1	895	$291,707
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
BLK	BlackRock, Inc.	−369	232	$223,116
AMZN	Amazon Com Inc	−207	5,966	$1,242,538
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−191	12,711	$275,320
MSFT	Microsoft Corp	−161	4,814	$1,781,998
V	Visa Inc.	−100	1,422	$429,785
NFLX	Netflix Inc	−100	2,730	$262,489
TSLA	Tesla, Inc.	−91	1,541	$572,866
AVGO	Broadcom Inc.	−83	2,809	$869,413
MA	Mastercard Inc	−72	755	$377,243
JPM	Jpmorgan Chase & Co	−71	1,800	$529,488
TMO	Thermo Fisher Scientific Inc.	−38	475	$233,476
NVDA	Nvidia Corp	−35	12,045	$2,100,648
LLY	ELI LILLY & Co	−33	452	$415,736
GOOGL	Alphabet Inc.	−25	4,235	$1,217,816
META	Meta Platforms, Inc.	−20	1,411	$807,275
GE	General Electric Co	−16	717	$203,463
ABBV	AbbVie Inc.	−13	963	$209,442
LOW	Lowes Companies Inc	−5	876	$206,981
WMT	Walmart Inc.	−4	4,894	$608,226
GS	Goldman Sachs Group Inc	−4	320	$270,716
HD	Home Depot, Inc.	−1	892	$293,369
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	1,567	$383,037
AMD	Advanced Micro Devices Inc	1,025	$208,515
LRCX	Lam Research Corp	973	$207,891
KO	Coca Cola Co	2,708	$205,943
NEM	NEWMONT Corp /DE/	1,873	$202,752
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	345	$228,534
WFC	Wells Fargo & Company/Mn	2,433	$226,755
BAC	Bank Of America Corp /De/	3,838	$211,090
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $28,931,974 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	15,683	+246	$7,264,208	−2.1%	25.11%
AAPL	Apple Inc. Technology	Added	11,660	+2,844	$2,959,191	+23.5%	10.23%
NVDA	Nvidia Corp Technology	Reduced	12,045	-35	$2,100,648	−6.8%	7.26%
MSFT	Microsoft Corp Technology	Reduced	4,814	-161	$1,781,998	−25.9%	6.16%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,966	-207	$1,242,538	−12.8%	4.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,235	-25	$1,217,816	−8.7%	4.21%
AVGO	Broadcom Inc. Technology	Reduced	2,809	-83	$869,413	−13.1%	3.01%
META	Meta Platforms, Inc. Communication Services	Reduced	1,411	-20	$807,275	−14.5%	2.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	676	+7	$673,586	+16.8%	2.33%
BITB	Bitwise Bitcoin ETF	Added	17,672	+523	$650,506	−20.2%	2.25%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,894	-4	$608,226	+11.5%	2.10%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,541	-91	$572,866	−21.9%	1.98%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,800	-71	$529,488	−12.2%	1.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	933	+68	$447,093	+2.8%	1.55%
V	Visa Inc. Financial Services	Reduced	1,422	-100	$429,785	−19.5%	1.49%
LLY	ELI LILLY & Co Healthcare	Reduced	452	-33	$415,736	−20.2%	1.44%
JNJ	Johnson & Johnson Healthcare	NEW	1,567	NEW	$383,037	NEW	1.32%
MA	Mastercard Inc Financial Services	Reduced	755	-72	$377,243	−20.1%	1.30%
CAT	Caterpillar Inc Industrials	Added	430	+4	$304,637	+24.8%	1.05%
XOM	ExxonMobil Holdings Corp Energy	Added	1,786	+3	$303,012	+41.2%	1.05%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	892	-1	$293,369	−4.5%	1.01%
CB	Chubb Ltd Financial Services	Added	895	+1	$291,707	+4.5%	1.01%
GLD	Spdr Gold Trust	Held	677	0	$291,306	+8.6%	1.01%
BBVA	Banco Bilbao Vizcaya Argentaria, S.A. Financial Services	Reduced	12,711	-191	$275,320	−8.5%	0.95%
GS	Goldman Sachs Group Inc Financial Services	Reduced	320	-4	$270,716	−4.9%	0.94%
HSBC	Hsbc Holdings PLC Financial Services	Added	3,189	+227	$263,060	+12.9%	0.91%
NFLX	Netflix Inc Communication Services	Reduced	2,730	-100	$262,489	−1.1%	0.91%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	725	+31	$245,013	+16.2%	0.85%
TFPM	Triple Flag Precious Metals Corp. Basic Materials	Held	6,815	0	$236,548	+4.5%	0.82%
GDV	Gabelli Dividend & Income Trust Financial Services	Held	8,714	0	$234,668	−3.0%	0.81%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	475	-38	$233,476	−21.5%	0.81%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,405	+3	$224,378	+4.2%	0.78%
BLK	BlackRock, Inc. Financial Services	Reduced	232	-369	$223,116	−65.3%	0.77%
ABBV	AbbVie Inc. Healthcare	Reduced	963	-13	$209,442	−6.1%	0.72%
AMD	Advanced Micro Devices Inc Technology	NEW	1,025	NEW	$208,515	NEW	0.72%
LRCX	Lam Research Corp Technology	NEW	973	NEW	$207,891	NEW	0.72%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	876	-5	$206,981	−2.6%	0.72%
KO	Coca Cola Co Consumer Defensive	NEW	2,708	NEW	$205,943	NEW	0.71%
RY	Royal Bank Of Canada Financial Services	Added	1,258	+60	$203,519	−0.4%	0.70%
GE	General Electric Co Industrials	Reduced	717	-16	$203,463	−9.9%	0.70%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	1,873	NEW	$202,752	NEW	0.70%