Institutional Fund
Echo45 Advisors LLC
Walnut Creek, CACIK 19086175 filings on record
Portfolio Value
$177.80M
Q1 2026
Holdings
76
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+1.5%
from $175.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds12.7%
- Invesco Exchange Traded Fd T9.2%
- Vanguard Intl Equity Index F5.3%
- Spdr Dow Jones Indl Average4.1%
- Vanguard Bd Index Fds4.1%
- Invesco Exch Traded Fd Tr II4.0%
- Other60.7%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 352.2K | $22.57M | 12.7% | −1.8K | Reduced |
| 2 | Invesco Exchange Traded Fd T | 85.1K | $16.33M | 9.2% | +657 | Added |
| 3 | Vanguard Intl Equity Index F | 173.4K | $9.37M | 5.3% | +182 | Added |
| 4 | Spdr Dow Jones Indl Average | 15.7K | $7.26M | 4.1% | +246 | Added |
| 5 | Vanguard Bd Index Fds | 92.0K | $7.21M | 4.1% | +2.0K | Added |
| 6 | Invesco Exch Traded Fd Tr II | 29.9K | $7.12M | 4.0% | +808 | Added |
| 7 | Invesco Actvely Mngd Etc Fd | 371.3K | $6.43M | 3.6% | −18.8K | Reduced |
| 8 | Vanguard Index Fds | 33.2K | $6.12M | 3.4% | −64 | Reduced |
| 9 | Vanguard Scottsdale Fds | 103.5K | $6.06M | 3.4% | +3.3K | Added |
| 10 | Vanguard Index Fds | 28.6K | $5.89M | 3.3% | +383 | Added |
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