Echo Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Echo Wealth Management, LLC reported 45 stock positions worth $132.7 million. Its top holding was JPMorgan Income ETF (JPIE) at 12.2% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 7.0%) and Avantis US Small Cap Value (AVUV, 6.9%). Compared with Q1 2024, it opened 4 new positions, sold out of 2, added to 26 and reduced 11. The biggest buy was Apple (AAPL, shares +65%) and the biggest sale General Mills (GIS, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $132.7M (Q2 2024)
- SEC Filing
- 0001398344-24-012754 ↗ filed Jul 17, 2024
Holdings Value
Holdings 45 stocks · $132.7M
| JPIE JPMorgan Income ETF | 12.19% | 355,837 | $16.2M | Add +12.5% |
| AVLV Avantis US Large Cap Value | 6.99% | 147,527 | $9.3M | Add +8.5% |
| AVUV Avantis US Small Cap Value | 6.88% | 101,757 | $9.1M | Add +10.9% |
| AVDE Avantis International Equity | 6.87% | 146,432 | $9.1M | Add +19.0% |
| RDVI FT Vest Rising Dividend Achi | 6.65% | 377,588 | $8.8M | Add +7.5% |
| AVUS Avantis U.S. Equity ETF | 6.29% | 92,581 | $8.3M | Add +4.7% |
| COWZ Pacer US Cash Cows 100 ETF | 6.21% | 151,197 | $8.2M | Add +8.1% |
| BIV Vanguard Intermediate-Term B | 5.93% | 104,992 | $7.9M | Add +8.6% |
| AAPL Apple Inc. | 4.63% | 29,185 | $6.1M | Add +65.5% |
| AVEM Avantis Emerging Markets Eq | 4.20% | 91,298 | $5.6M | Add +4.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.80% | 62,888 | $5.0M | Add +5.4% |
| GIS General Mills Inc. | 2.99% | 62,610 | $4.0M | Reduce -4.6% |
| VEA Vanguard Ftse Developed ETF | 2.42% | 64,956 | $3.2M | Reduce -5.8% |
| HELO JPMorgan Hedged Equity ETF | 2.13% | 48,267 | $2.8M | Add +30.9% |
| VCLT Vanguard Long-Term Corp. Bond | 1.96% | 34,320 | $2.6M | Add +9.3% |
| JGRO JPMorgan Active Growth ETF | 1.94% | 34,322 | $2.6M | Add +9.0% |
| DGRO iShares Core Dividend Growth | 1.91% | 44,017 | $2.5M | Add +5.8% |
| SPEM State Street SP PTF Em ETF | 1.74% | 61,226 | $2.3M | Add +1.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.35% | 5,696 | $1.8M | No change |
| DNOV FT Vest US Equity Deep Buffe | 1.28% | 40,896 | $1.7M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.24% | 6,164 | $1.6M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.24% | 8,492 | $1.6M | Reduce -4.4% |
| MSFT Microsoft Corp. | 1.16% | 3,449 | $1.5M | Add +50.7% |
| SPSB SS SPDR P St C Corp. ETF | 1.15% | 51,365 | $1.5M | Add +12.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.15% | 22,969 | $1.5M | Reduce -1.4% |
| TSLA Tesla Inc. | 0.97% | 6,474 | $1.3M | Add +0.7% |
| PRF Invesco Rafi US 1000 ETF | 0.48% | 16,701 | $634K | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 0.37% | 978 | $493K | Reduce -21.3% |
| JPM JPMorgan Chase & Co. | 0.34% | 2,222 | $449K | New |
| FFEB FT Vest US Equity Buffer ETF | 0.32% | 8,956 | $419K | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 1,701 | $412K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.30% | 4,001 | $398K | Add +1.0% |
| NOBL Proshares S&P 500 Dividend A | 0.26% | 3,640 | $350K | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.23% | 12,726 | $309K | Add +3.7% |
| ECL Ecolab Inc. | 0.22% | 1,226 | $292K | No change |
| FJUN FT Vest US Equity Buff ETF-J | 0.22% | 6,002 | $290K | Add +3.5% |
| IWD iShares Russell 1000 Value E | 0.21% | 1,608 | $281K | Reduce -0.7% |
| XDEC FT Vest US Equity Enhance & | 0.21% | 7,771 | $280K | Reduce -14.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.21% | 9,647 | $279K | Add +11.1% |
| NVDA Nvidia Corp. | 0.19% | 2,081 | $257K | New |
| ARKW ARK Next Generation Technolo | 0.19% | 3,174 | $248K | Add +6.7% |
| XSEP FT Vest U.S. Equity Enhance | 0.18% | 6,271 | $237K | Reduce -0.2% |
| HNST The Honest Co. Inc. | 0.17% | 76,659 | $224K | Add +206.6% |
| WELL Welltower Inc. | 0.16% | 2,000 | $209K | New |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,124 | $205K | New |
Portfolio Sells Q1 2024 → Q2 2024
| GIS General Mills Inc. | Reduce -4.6% | 2.99% | −0.82 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.8% | 2.42% | −0.45 |
| CGDV Cap Group Dividend Value | Sold out | 0.00% | −0.30 |
| CGXU Cap Group Intl Focus | Sold out | 0.00% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -21.3% | 0.37% | −0.13 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -0.1% | 1.28% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -4.4% | 1.24% | −0.09 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.4% | 1.15% | −0.09 |
| PRF Invesco Rafi US 1000 ETF | Reduce -2.9% | 0.48% | −0.07 |
| XDEC FT Vest US Equity Enhance & | Reduce -14.7% | 0.21% | −0.06 |
| IWD iShares Russell 1000 Value E | Reduce -0.7% | 0.21% | −0.03 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -0.3% | 0.32% | −0.02 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -0.2% | 0.18% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +65.5% | 4.63% | +2.13 |
| HELO JPMorgan Hedged Equity ETF | Add +30.9% | 2.13% | +0.42 |
| AVDE Avantis International Equity | Add +19.0% | 6.87% | +0.37 |
| MSFT Microsoft Corp. | Add +50.7% | 1.16% | +0.36 |
| JPM JPMorgan Chase & Co. | New | 0.34% | +0.34 |
| JPIE JPMorgan Income ETF | Add +12.5% | 12.19% | +0.24 |
| NVDA Nvidia Corp. | New | 0.19% | +0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.4% | 3.80% | +0.18 |
| WELL Welltower Inc. | New | 0.16% | +0.16 |
| GOOGL Alphabet Inc. Class A | New | 0.15% | +0.15 |
| JGRO JPMorgan Active Growth ETF | Add +9.0% | 1.94% | +0.11 |
| HNST The Honest Co. Inc. | Add +206.6% | 0.17% | +0.08 |
| TSLA Tesla Inc. | Add +0.7% | 0.97% | +0.03 |
| SPSB SS SPDR P St C Corp. ETF | Add +12.2% | 1.15% | +0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +11.1% | 0.21% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Add +4.4% | 4.20% | +0.00 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +3.7% | 0.23% | −0.01 |
| FJUN FT Vest US Equity Buff ETF-J | Add +3.5% | 0.22% | −0.01 |
| ARKW ARK Next Generation Technolo | Add +6.7% | 0.19% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.0% | 0.30% | −0.03 |
| VCLT Vanguard Long-Term Corp. Bond | Add +9.3% | 1.96% | −0.07 |
| SPEM State Street SP PTF Em ETF | Add +1.0% | 1.74% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 1.24% | −0.09 |
| DGRO iShares Core Dividend Growth | Add +5.8% | 1.91% | −0.09 |
| BIV Vanguard Intermediate-Term B | Add +8.6% | 5.93% | −0.12 |
| AVUV Avantis US Small Cap Value | Add +10.9% | 6.88% | −0.25 |
| AVLV Avantis US Large Cap Value | Add +8.5% | 6.99% | −0.26 |
| AVUS Avantis U.S. Equity ETF | Add +4.7% | 6.29% | −0.27 |
| RDVI FT Vest Rising Dividend Achi | Add +7.5% | 6.65% | −0.48 |
| COWZ Pacer US Cash Cows 100 ETF | Add +8.1% | 6.21% | −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 |