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Portfolio (Quarterly) Guide ↗

Echo45 Advisors LLC

· CIK 0001908617
13F Portfolio $194M AUM 78 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 23 Added 39 Reduced 5 Exited
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 350,353.0 $25.0M 12.89% -2K -0.5% $71.25 +2.5%
2 QQQM INVESCO EXCH TRADED FD TR II 27,426.0 $8.3M 4.29% -3K -8.4% $302.97 -2.6%
3 VXF VANGUARD INDEX FDS 28,401.0 $7.0M 3.61% -222.0 -0.8% $246.21 -1.6%
4 SECT NORTHERN LTS FD TR IV 68,750.0 $5.0M 2.56% -1K -2.0% $72.06 -0.0%
5 IWO ISHARES TR 11,210.0 $4.4M 2.28% -701.0 -5.9% $393.95 -3.8%
6 AAPL APPLE INC Technology 9,211.0 $2.7M 1.38% -2K -21.0% $289.37 +10.5%
7 TMAT NORTHERN LTS FD TR IV 80,171.0 $2.5M 1.30% -7K -8.3% $31.43 -9.1%
8 NVDA NVIDIA CORPORATION Technology 7,409.0 $1.5M 0.77% -5K -38.5% $200.10 +8.7%
9 MSFT MICROSOFT CORP Technology 3,884.0 $1.4M 0.75% -930.0 -19.3% $372.98 +37.7%
10 GOOGL ALPHABET INC Communication Services 3,692.0 $1.3M 0.68% -543.0 -12.8% $357.42 -3.0%
11 AMZN AMAZON COM INC Consumer Cyclical 4,895.0 $1.2M 0.60% -1K -17.9% $238.36 +11.8%
12 SMHX VANECK ETF TRUST 16,902.0 $1.1M 0.56% -9K -35.6% $63.89 -13.7%
13 AVGO BROADCOM INC Technology 2,353.0 $889K 0.46% -456.0 -16.2% $377.77 -2.4%
14 META META PLATFORMS INC Communication Services 1,220.0 $687K 0.35% -191.0 -13.5% $563.35 +2.6%
15 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 615.0 $575K 0.30% -61.0 -9.0% $935.24 +1.1%
16 TSLA TESLA INC Consumer Cyclical 1,309.0 $551K 0.28% -232.0 -15.1% $420.70 -17.1%
17 GOOG ALPHABET INC 1,535.0 $542K 0.28% -364.0 -19.2% $353.26
18 JPM JPMORGAN CHASE & CO Financial Services 1,578.0 $517K 0.27% -222.0 -12.3% $327.33 +9.3%
19 WMT WALMART INC Consumer Defensive 4,403.0 $499K 0.26% -491.0 -10.0% $113.26 -9.0%
20 LLY ELI LILLY & CO Healthcare 409.0 $491K 0.25% -43.0 -9.5% $1199.68 -2.2%
Page 1 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.7%
Technology 29.7%
Consumer Cyclical 7.7%
Communication Services 7.0%
Consumer Defensive 4.5%
Healthcare 3.7%
Industrials 2.8%
Energy 0.8%