Echo45 Advisors LLC

CIK 0001908617 · Q1 2026

13F Equity AUM

$177.8M

+1.5% QoQ

Positions

+2 QoQ

AUM Rank

#7,871

Top 63%

Skill Alpha (FF)

-2.1%/yr^ns

No Clear Edge

Rank #5,376 · Top 65%

vs S&P -6.9%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 35.3%Top 10: 53.1%Top 20: 76.5%

VEA12.7%

RSP9.2%

VWO5.3%

DON4.1%

BSV4.1%

QQQM4.0%

PDBC3.6%

VOE3.4%

VGSH3.4%

VXF3.3%

Others (66)46.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services85.1%

Fund5.0%

Technology4.7%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 76Median: 0.37%Avg: 1.32%

0–0.5%

41(8.2%)

0.5–1%

6(4.0%)

1–3%

19(34.7%)

3–5%

7(25.9%)

5%+

3(27.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 68Unique: 8vs 20 funds

0.9%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.4%

1.3%

1.4%

1.4%

1.2%

VANGUARD CAPITAL MANAGEMENT LLC

1.1%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

1.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased36Decreased29Exited3

New Positions

JNJ0.2%

+2K

KO0.1%

+3K

AMD0.1%

+1K

LRCX0.1%

+973

NEM0.1%

+2K

Increased

BUYW2.5%

+11K(+4%)

ANGL2.6%

+7K(+5%)

SJNK2.8%

+5K(+2%)

VGSH3.4%

+3K(+3%)

TMAT1.1%

+3K(+4%)

AAPL1.7%

+3K(+32%)

NODE0.9%

+3K(+6%)

SECT2.4%

+2K(+3%)

BSV4.1%

+2K(+2%)

VCRB2.5%

+2K(+3%)

Decreased

PDBC3.6%

-18,845(-5%)

VEA12.7%

-1,835(-1%)

HGER2.2%

-1,365(-1%)

GDX1.2%

-1,168(-5%)

REMX1.1%

-546(-2%)

BLK0.1%

-369(-61%)

GOOG0.3%

-269(-12%)

AMZN0.7%

-207(-3%)

BBVA0.1%

-191(-1%)

MSFT1.0%

-161(-3%)

Exited

WFC

-2,433

INTU

-345

BAC

-3,838

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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