Echo45 Advisors LLC

Q1 2026 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$177,798
Net value change ($000)
+2,562 (1.5%)
New positions
5
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PDBC 1,262 24.4%
HGER 746 23.6%
AAPL 562 23.4%
VEA 453 2.0%
JNJ 383 NEW
REMX 282 16.2%
VOE 218 3.7%
AMD 209 NEW
LRCX 208 NEW
KO 206 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -624 -25.9%
BLK -420 -65.3%
QQQM -254 -3.4%
INTU -228 -100.0%
WFC -227 -100.0%
BAC -211 -100.0%
AMZN -182 -12.8%
BITB -165 -20.2%
TSLA -161 -21.9%
DIA -155 -2.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type