Echo Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), Echo Wealth Management, LLC reported 43 stock positions worth $120.6 million. Its top holding was JPMorgan Income ETF (JPIE) at 12.0% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 7.2%) and FT Vest Rising Dividend Achi (RDVI, 7.1%). Compared with Q4 2023, it opened 5 new positions, sold out of 2, added to 15 and reduced 20. The biggest buy was Avantis US Small Cap Value (AVUV, shares +55%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $120.6M (Q1 2024)
- SEC Filing
- 0001398344-24-007430 ↗ filed Apr 22, 2024
Holdings Value
Holdings 43 stocks · $120.6M
| JPIE JPMorgan Income ETF | 11.95% | 316,350 | $14.4M | Add +7.4% |
| AVLV Avantis US Large Cap Value | 7.25% | 136,025 | $8.7M | Add +1.0% |
| RDVI FT Vest Rising Dividend Achi | 7.13% | 351,343 | $8.6M | Add +2.5% |
| AVUV Avantis US Small Cap Value | 7.13% | 91,730 | $8.6M | Add +54.6% |
| COWZ Pacer US Cash Cows 100 ETF | 6.74% | 139,926 | $8.1M | Add +16.1% |
| AVUS Avantis U.S. Equity ETF | 6.56% | 88,399 | $7.9M | Reduce -6.7% |
| AVDE Avantis International Equity | 6.51% | 123,062 | $7.8M | Add +12.5% |
| BIV Vanguard Intermediate-Term B | 6.05% | 96,697 | $7.3M | Add +5.0% |
| AVEM Avantis Emerging Markets Eq | 4.20% | 87,418 | $5.1M | Reduce -0.2% |
| GIS General Mills Inc. | 3.81% | 65,645 | $4.6M | Add +96.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.62% | 59,644 | $4.4M | Reduce -34.8% |
| VEA Vanguard Ftse Developed ETF | 2.87% | 68,959 | $3.5M | Reduce -5.7% |
| AAPL Apple Inc. | 2.51% | 17,635 | $3.0M | Add +49.8% |
| VCLT Vanguard Long-Term Corp. Bond | 2.04% | 31,403 | $2.5M | Add +20.8% |
| DGRO iShares Core Dividend Growth | 2.00% | 41,588 | $2.4M | Reduce -24.9% |
| JGRO JPMorgan Active Growth ETF | 1.83% | 31,478 | $2.2M | Add +9.2% |
| SPEM State Street SP PTF Em ETF | 1.82% | 60,608 | $2.2M | Reduce -5.0% |
| HELO JPMorgan Hedged Equity ETF | 1.71% | 36,878 | $2.1M | Add +1.2% |
| DNOV FT Vest US Equity Deep Buffe | 1.37% | 40,955 | $1.7M | Reduce -1.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.35% | 5,696 | $1.6M | Reduce -11.0% |
| AMZN Amazon.com Inc. | 1.33% | 8,882 | $1.6M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.33% | 6,162 | $1.6M | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.24% | 23,284 | $1.5M | Add +2.6% |
| SPSB SS SPDR P St C Corp. ETF | 1.13% | 45,773 | $1.4M | Reduce -8.2% |
| TSLA Tesla Inc. | 0.94% | 6,430 | $1.1M | Reduce -5.4% |
| MSFT Microsoft Corp. | 0.80% | 2,288 | $963K | New |
| PRF Invesco Rafi US 1000 ETF | 0.55% | 17,193 | $661K | Reduce -16.5% |
| META Meta Platforms Inc. Class A | 0.50% | 1,243 | $604K | Reduce -10.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 1,701 | $425K | Reduce -4.4% |
| FFEB FT Vest US Equity Buffer ETF | 0.34% | 8,985 | $407K | Reduce -15.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.33% | 3,961 | $394K | Add +22.6% |
| NOBL Proshares S&P 500 Dividend A | 0.31% | 3,640 | $369K | No change |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.30% | 11,139 | $362K | New |
| XDEC FT Vest US Equity Enhance & | 0.27% | 9,113 | $321K | Reduce -5.3% |
| IWD iShares Russell 1000 Value E | 0.24% | 1,619 | $290K | Reduce -19.1% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.24% | 12,269 | $289K | Add +3.6% |
| ECL Ecolab Inc. | 0.23% | 1,226 | $283K | No change |
| FJUN FT Vest US Equity Buff ETF-J | 0.23% | 5,801 | $273K | New |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.22% | 10,185 | $263K | New |
| ARKW ARK Next Generation Technolo | 0.21% | 2,974 | $248K | Reduce -3.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.20% | 8,683 | $243K | Reduce -1.3% |
| XSEP FT Vest U.S. Equity Enhance | 0.19% | 6,284 | $233K | Reduce -54.1% |
| HNST The Honest Co. Inc. | 0.08% | 25,000 | $101K | New |
Portfolio Sells Q4 2023 → Q1 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -34.8% | 3.62% | −1.89 |
| DGRO iShares Core Dividend Growth | Reduce -24.9% | 2.00% | −0.79 |
| AVUS Avantis U.S. Equity ETF | Reduce -6.7% | 6.56% | −0.61 |
| TSLA Tesla Inc. | Reduce -5.4% | 0.94% | −0.59 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.7% | 2.87% | −0.38 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.2% | 4.20% | −0.33 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -54.1% | 0.19% | −0.27 |
| SPEM State Street SP PTF Em ETF | Reduce -5.0% | 1.82% | −0.26 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -8.2% | 1.13% | −0.25 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.21 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.19 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -11.0% | 1.35% | −0.18 |
| PRF Invesco Rafi US 1000 ETF | Reduce -16.5% | 0.55% | −0.13 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -1.1% | 1.37% | −0.12 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -15.7% | 0.34% | −0.09 |
| IWD iShares Russell 1000 Value E | Reduce -19.1% | 0.24% | −0.07 |
| XDEC FT Vest US Equity Enhance & | Reduce -5.3% | 0.27% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.4% | 0.35% | −0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.3% | 0.20% | −0.02 |
| ARKW ARK Next Generation Technolo | Reduce -3.0% | 0.21% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -10.4% | 0.50% | +0.04 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 1.33% | +0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| AVUV Avantis US Small Cap Value | Add +54.6% | 7.13% | +2.25 |
| GIS General Mills Inc. | Add +96.6% | 3.81% | +1.79 |
| COWZ Pacer US Cash Cows 100 ETF | Add +16.1% | 6.74% | +0.88 |
| MSFT Microsoft Corp. | New | 0.80% | +0.80 |
| AAPL Apple Inc. | Add +49.8% | 2.51% | +0.47 |
| AVDE Avantis International Equity | Add +12.5% | 6.51% | +0.36 |
| CGDV Cap Group Dividend Value | New | 0.30% | +0.30 |
| FJUN FT Vest US Equity Buff ETF-J | New | 0.23% | +0.23 |
| CGXU Cap Group Intl Focus | New | 0.22% | +0.22 |
| JGRO JPMorgan Active Growth ETF | Add +9.2% | 1.83% | +0.20 |
| VCLT Vanguard Long-Term Corp. Bond | Add +20.8% | 2.04% | +0.12 |
| HNST The Honest Co. Inc. | New | 0.08% | +0.08 |
| STIP iShares 0-5 Year Tips Bond E | Add +22.6% | 0.33% | +0.03 |
| AVLV Avantis US Large Cap Value | Add +1.0% | 7.25% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +2.6% | 1.24% | +0.00 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +3.6% | 0.24% | −0.01 |
| HELO JPMorgan Hedged Equity ETF | Add +1.2% | 1.71% | −0.09 |
| RDVI FT Vest Rising Dividend Achi | Add +2.5% | 7.13% | −0.25 |
| BIV Vanguard Intermediate-Term B | Add +5.0% | 6.05% | −0.47 |
| JPIE JPMorgan Income ETF | Add +7.4% | 11.95% | −0.53 |
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 |