Echo45 Advisors' Investment Activity Analysis: Q2 Changes Revealed

As part of its regular investment review process, Echo45 Advisors Llc has disclosed changes to its portfolio holdings for the period ending June 30th, 2026. This document provides a detailed look at observable purchases and sales during this quarter.

New Positions Added

Echo45 Advisors initiated two new positions in Q2 according to the filing:

• They began investing in G65163100, which represents shares of JOBY AVIATION INC. This new investment constitutes a very small part of their overall portfolio allocation, currently at 0.07%.
• They also started investing in TMAT, representing NORTHERN LTS FD TR IV ETF shares. This position accounts for approximately 1.3% of the total portfolio value as of June 30, 2026.

Significant Increases in Holdings

The investor demonstrated notable buying activity on several existing holdings during this quarter:

• ANGLOGOLD ASHANTI PLC (AU) saw a substantial increase, with the number of shares rising by 100% to reach a portfolio allocation of 0.32%. This suggests renewed confidence in this gold mining stock.
• The ETF NORTHERN LTS FD TR IV (BUYW) experienced an increase, with Echo45 acquiring 22,661 additional shares. This action resulted in a portfolio allocation of about 2.57% for this fund.
• HARBOR ETF TRUST (HGER) was another significant purchase, with the investor adding 12,047 shares during Q2. This addition increased its portfolio weight to approximately 2.09%.
• Echo45 also boosted VANECK ETF TRUST (ANGL) by acquiring an additional 10,425 shares, bringing its portfolio allocation to around 2.61%.
• Furthermore, the investor increased their position in SPDR SERIES TRUST (SJNK) by acquiring roughly 9,754 shares, resulting in a portfolio allocation of approximately 2.68%.

Changes to Existing Holdings

Beyond the new positions and major buys, Echo45 Advisors made several other adjustments:

• The number of shares held in VANGUARD INTL EQUITY INDEX FDS (VWO) increased by 3.32%, adding about 5,756 shares to the portfolio.
• The ETF VANGUARD BD INDEX FDS (BSV) also saw an increase in its share count by approximately 2.92%, adding about 5,156 shares.
• The Vanguard fund VANGUARD SCOTTSDALE FDS (VGSH) had its share count increase by roughly 4.9%, adding about 5,071 shares.
• The position in VANGUARD INDEX FDS (VXF) experienced a slight decrease of around 0.78% during the quarter, reducing its share count by just over 200 shares.
• The fund VANECK ETF TRUST (NLR) saw an increase in its position, with Echo45 acquiring roughly 5,577 additional shares during Q2. This resulted in a portfolio allocation of approximately 1.51%.

Purchase and Sale Summary

Echo45 Advisors Llc showed strong buying interest this quarter:

• They initiated two new positions: JOBY AVIATION INC (G65163100) at 0.07% allocation, and NORTHERN LTS FD TR IV ETF (TMAT) at 1.3%.
• The investor significantly increased their holdings in several Vanguard funds and ETFs trusts, including VANGUARD INTL EQUITY INDEX FDS (VWO), VANGUARD BD INDEX FDS (BSV), VANGUARD SCOTTSDALE FDS (VGSH), NORTHERN LTS FD TR IV (BUYW), HARBOR ETF TRUST (HGER), and SPDR SERIES TRUST (SJNK).
• Additionally, they made a substantial purchase of ANGLOGOLD ASHANTI PLC (AU) shares.

In contrast, the filing indicates minimal selling activity this quarter. The only sale mentioned was a small reduction in NORTHERN LTS FD TR IV ETF (BUYW), which experienced a decrease of approximately 0.13% during Q2.

Portfolio Context

Echo45 Advisors' portfolio as of June 30, 2026, totals $187,475,224 and consists primarily of various Vanguard funds and ETFs trusts. The filing confirms that the investor has holdings across multiple sectors, although their largest allocation remains in "Unknown" category stocks at approximately 89.62%.

For more detailed information on Echo45 Advisors' portfolio or specific stock holdings like ANGLOGOLD ASHANTI PLC, you can visit the respective pages on resources such as Insiderset.