Echo Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Echo Wealth Management, LLC reported 47 stock positions worth $195.9 million. Its top holding was Avantis Core Fixed Income (AVIG) at 17.5% of the portfolio, followed by Avantis International Equity (AVDE, 14.6%) and JPMorgan Income ETF (JPIE, 11.0%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 28 and reduced 8. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +2%) and the biggest sale an exit from Dimensional International (DFAI).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $195.9M (Q2 2026)
- SEC Filing
- 0001398344-26-012617 ↗ filed Jul 24, 2026
Holdings Value
Holdings 47 stocks · $195.9M
| AVIG Avantis Core Fixed Income | 17.51% | 828,460 | $34.3M | Add +6.9% |
| AVDE Avantis International Equity | 14.63% | 321,389 | $28.7M | Add +8.5% |
| JPIE JPMorgan Income ETF | 10.96% | 466,277 | $21.5M | Add +5.6% |
| JBND JPMorgan Active Bond ETF | 7.95% | 291,117 | $15.6M | Add +8.2% |
| AVEM Avantis Emerging Markets Eq | 6.79% | 137,979 | $13.3M | Add +2.2% |
| RDVI FT Vest Rising Dividend Achi | 4.96% | 330,875 | $9.7M | Add +7.7% |
| AVUS Avantis U.S. Equity ETF | 4.74% | 72,452 | $9.3M | Add +0.4% |
| AVUV Avantis US Small Cap Value | 4.38% | 68,858 | $8.6M | Add +1.0% |
| AVLV Avantis US Large Cap Value | 4.25% | 91,242 | $8.3M | Add +3.2% |
| JGRO JPMorgan Active Growth ETF | 3.04% | 60,403 | $6.0M | Add +6.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.62% | 43,155 | $5.1M | Add +2.2% |
| HELO JPMorgan Hedged Equity ETF | 2.01% | 58,315 | $3.9M | Add +5.4% |
| DNOV FT Vest US Equity Deep Buffe | 1.90% | 72,423 | $3.7M | Add +3.1% |
| DGRO iShares Core Dividend Growth | 1.58% | 40,792 | $3.1M | Add +4.9% |
| AAPL Apple Inc. | 1.17% | 7,954 | $2.3M | Add +8.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.12% | 5,914 | $2.2M | Add +2.5% |
| AMZN Amazon.com Inc. | 0.99% | 8,141 | $1.9M | Add +2.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.93% | 29,442 | $1.8M | Add +14.1% |
| GIS General Mills Inc. | 0.82% | 46,275 | $1.6M | Add +16.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.73% | 39,385 | $1.4M | Add +20.1% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.72% | 47,643 | $1.4M | Reduce -0.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.68% | 15,231 | $1.3M | Reduce -2.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.46% | 29,978 | $900K | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.43% | 2,283 | $852K | Add +6.5% |
| HNST The Honest Co. Inc. | 0.42% | 226,099 | $828K | Add +24.8% |
| AFL Aflac Inc. | 0.42% | 7,029 | $824K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.28% | 10,087 | $545K | Reduce -3.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.24% | 5,145 | $467K | Reduce -4.1% |
| AVDV Avantis Intl S/C Value ETF | 0.24% | 4,515 | $465K | Add +57.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 942 | $450K | No change |
| FYC First Trust Small Cap Growth | 0.23% | 3,467 | $442K | Add +0.8% |
| UBER Uber Technologies Inc. | 0.22% | 6,016 | $434K | Add +5.3% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 4,481 | $412K | Add +88.0% |
| ECL Ecolab Inc. | 0.19% | 1,333 | $371K | No change |
| UNH Unitedhealth Group Inc. | 0.19% | 880 | $366K | Reduce -42.8% |
| FFEB FT Vest US Equity Buffer ETF | 0.19% | 5,950 | $363K | No change |
| NVDA Nvidia Corp. | 0.18% | 1,729 | $346K | Reduce -13.5% |
| FJUN FT Vest US Equity Buff ETF-J | 0.17% | 5,673 | $340K | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.17% | 588 | $331K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 3,696 | $298K | No change |
| GOOG Alphabet Inc. Class C | 0.14% | 784 | $277K | New |
| MMM 3M Co. | 0.14% | 1,700 | $275K | No change |
| GOOGL Alphabet Inc. Class A | 0.13% | 738 | $264K | Add +3.6% |
| BIV Vanguard Intermediate-Term B | 0.13% | 3,379 | $259K | No change |
| DJUN FT Vest US Equity Deep Buffe | 0.11% | 4,542 | $224K | No change |
| DMAR FT Vest US Equity Deep Buffe | 0.11% | 4,995 | $223K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 2,119 | $216K | New |
Portfolio Sells Q1 2026 → Q2 2026
| DFAI Dimensional International Co. | Sold out | 0.00% | −0.18 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.12 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.7% | 0.46% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -42.8% | 0.19% | −0.05 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -0.0% | 0.72% | −0.05 |
| NVDA Nvidia Corp. | Reduce -13.5% | 0.18% | −0.02 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -0.9% | 0.17% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -3.4% | 0.28% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -4.1% | 0.24% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.9% | 0.68% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| AVEM Avantis Emerging Markets Eq | Add +2.2% | 6.79% | +0.53 |
| RDVI FT Vest Rising Dividend Achi | Add +7.7% | 4.96% | +0.45 |
| JGRO JPMorgan Active Growth ETF | Add +6.5% | 3.04% | +0.28 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.2% | 2.62% | +0.24 |
| AVDE Avantis International Equity | Add +8.5% | 14.63% | +0.16 |
| AVLV Avantis US Large Cap Value | Add +3.2% | 4.25% | +0.14 |
| GOOG Alphabet Inc. Class C | New | 0.14% | +0.14 |
| AVUS Avantis U.S. Equity ETF | Add +0.4% | 4.74% | +0.12 |
| HNST The Honest Co. Inc. | Add +24.8% | 0.42% | +0.12 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.11% | +0.11 |
| AAPL Apple Inc. | Add +8.5% | 1.17% | +0.10 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +20.1% | 0.73% | +0.10 |
| JIVE JPM Interntl Value ETF | Add +88.0% | 0.21% | +0.09 |
| AVDV Avantis Intl S/C Value ETF | Add +57.8% | 0.24% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.5% | 1.12% | +0.05 |
| AVUV Avantis US Small Cap Value | Add +1.0% | 4.38% | +0.05 |
| FYC First Trust Small Cap Growth | Add +0.8% | 0.23% | +0.03 |
| AMZN Amazon.com Inc. | Add +2.0% | 0.99% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.13% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +4.9% | 1.58% | +0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +14.1% | 0.93% | +0.00 |
| UBER Uber Technologies Inc. | Add +5.3% | 0.22% | −0.02 |
| MSFT Microsoft Corp. | Add +6.5% | 0.43% | −0.02 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.17% | −0.02 |
| HELO JPMorgan Hedged Equity ETF | Add +5.4% | 2.01% | −0.03 |
| GIS General Mills Inc. | Add +16.8% | 0.82% | −0.03 |
| DNOV FT Vest US Equity Deep Buffe | Add +3.1% | 1.90% | −0.04 |
| JBND JPMorgan Active Bond ETF | Add +8.2% | 7.95% | −0.38 |
| JPIE JPMorgan Income ETF | Add +5.6% | 10.96% | −0.76 |
| AVIG Avantis Core Fixed Income | Add +6.9% | 17.51% | −1.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $195.9M | AVIG, AVDE, JPIE, JBND, AVEM |
| Q1 2026 | 47 | $173.7M | AVIG, AVDE, JPIE, JBND, AVEM |
| Q4 2025 | 46 | $171.3M | AVIG, AVDE, JPIE, AVLV, AVUS |
| Q3 2025 | 45 | $171.3M | AVIG, JPIE, AVDE, AVUV, AVLV |
| Q2 2025 | 46 | $163.2M | JPIE, AVIG, AVDE, AVUV, AVLV |
| Q1 2025 | 50 | $148.0M | JPIE, AVIG, AVDE, AVLV, AVUV |
| Q4 2024 | 48 | $144.7M | JPIE, AVDE, AVUV, AVLV, RDVI |
| Q3 2024 | 48 | $143.1M | JPIE, AVDE, RDVI, AVLV, AVUV |
| Q2 2024 | 45 | $132.7M | JPIE, AVLV, AVUV, AVDE, RDVI |
| Q1 2024 | 43 | $120.6M | JPIE, AVLV, RDVI, AVUV, COWZ |