Echo Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Echo Wealth Management, LLC reported 48 stock positions worth $143.1 million. Its top holding was JPMorgan Income ETF (JPIE) at 13.9% of the portfolio, followed by Avantis International Equity (AVDE, 7.6%) and FT Vest Rising Dividend Achi (RDVI, 6.9%). Compared with Q2 2024, it opened 4 new positions, sold out of 1, added to 17 and reduced 24. The biggest buy was JPMorgan Income ETF (JPIE, shares +22%) and the biggest sale General Mills (GIS, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $143.1M (Q3 2024)
- SEC Filing
- 0001398344-24-019033 ↗ filed Oct 21, 2024
Holdings Value
Holdings 48 stocks · $143.1M
| JPIE JPMorgan Income ETF | 13.95% | 434,342 | $19.9M | Add +22.1% |
| AVDE Avantis International Equity | 7.57% | 164,674 | $10.8M | Add +12.5% |
| RDVI FT Vest Rising Dividend Achi | 6.89% | 398,183 | $9.9M | Add +5.5% |
| AVLV Avantis US Large Cap Value | 6.85% | 147,789 | $9.8M | Add +0.2% |
| AVUV Avantis US Small Cap Value | 6.73% | 101,104 | $9.6M | Reduce -0.6% |
| COWZ Pacer US Cash Cows 100 ETF | 6.12% | 150,703 | $8.8M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 6.03% | 112,216 | $8.6M | Add +6.9% |
| AVUS Avantis U.S. Equity ETF | 5.94% | 88,736 | $8.5M | Reduce -4.2% |
| AAPL Apple Inc. | 5.16% | 32,153 | $7.4M | Add +10.2% |
| AVEM Avantis Emerging Markets Eq | 4.01% | 89,324 | $5.7M | Reduce -2.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.30% | 56,272 | $4.7M | Reduce -10.5% |
| VEA Vanguard Ftse Developed ETF | 2.23% | 61,698 | $3.2M | Reduce -5.0% |
| HELO JPMorgan Hedged Equity ETF | 2.23% | 52,169 | $3.2M | Add +8.1% |
| VCLT Vanguard Long-Term Corp. Bond | 2.05% | 36,875 | $2.9M | Add +7.4% |
| JGRO JPMorgan Active Growth ETF | 1.97% | 36,147 | $2.8M | Add +5.3% |
| DGRO iShares Core Dividend Growth | 1.84% | 41,766 | $2.6M | Reduce -5.1% |
| SPEM State Street SP PTF Em ETF | 1.77% | 61,404 | $2.5M | Add +0.3% |
| GIS General Mills Inc. | 1.46% | 28,922 | $2.1M | Reduce -53.8% |
| AMZN Amazon.com Inc. | 1.29% | 9,953 | $1.8M | Add +17.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.23% | 6,164 | $1.8M | No change |
| DNOV FT Vest US Equity Deep Buffe | 1.21% | 40,939 | $1.7M | Add +0.1% |
| SPSB SS SPDR P St C Corp. ETF | 1.11% | 52,758 | $1.6M | Add +2.7% |
| MSFT Microsoft Corp. | 0.97% | 3,339 | $1.4M | Reduce -3.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.89% | 3,905 | $1.3M | Reduce -31.4% |
| TSLA Tesla Inc. | 0.88% | 5,212 | $1.3M | Reduce -19.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.87% | 17,628 | $1.2M | Reduce -23.3% |
| UBER Uber Technologies Inc. | 0.62% | 11,395 | $887K | New |
| AFL Aflac Inc. | 0.55% | 7,029 | $781K | New |
| PRF Invesco Rafi US 1000 ETF | 0.42% | 14,925 | $606K | Reduce -10.6% |
| META Meta Platforms Inc. Class A | 0.34% | 833 | $492K | Reduce -14.8% |
| FFEB FT Vest US Equity Buffer ETF | 0.30% | 8,956 | $436K | No change |
| JPM JPMorgan Chase & Co. | 0.28% | 1,871 | $399K | Reduce -15.8% |
| NVDA Nvidia Corp. | 0.22% | 2,422 | $321K | Add +16.4% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.22% | 12,730 | $320K | Add +0.0% |
| FJUN FT Vest US Equity Buff ETF-J | 0.22% | 6,125 | $310K | Add +2.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.21% | 3,025 | $305K | Reduce -24.4% |
| ECL Ecolab Inc. | 0.21% | 1,186 | $303K | Reduce -3.3% |
| IWD iShares Russell 1000 Value E | 0.19% | 1,435 | $272K | Reduce -10.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 1,023 | $270K | Reduce -39.9% |
| XDEC FT Vest US Equity Enhance & | 0.19% | 7,319 | $269K | Reduce -5.8% |
| HNST The Honest Co. Inc. | 0.18% | 77,159 | $259K | Add +0.7% |
| WELL Welltower Inc. | 0.17% | 2,000 | $249K | No change |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.17% | 7,900 | $237K | Reduce -18.1% |
| XSEP FT Vest U.S. Equity Enhance | 0.16% | 6,077 | $233K | Reduce -3.1% |
| MMM 3M Co. | 0.16% | 1,700 | $230K | New |
| ARKW ARK Next Generation Technolo | 0.15% | 2,586 | $221K | Reduce -18.5% |
| DJUN FT Vest US Equity Deep Buffe | 0.15% | 5,158 | $220K | New |
| NOBL Proshares S&P 500 Dividend A | 0.15% | 2,000 | $211K | Reduce -45.0% |
Portfolio Sells Q2 2024 → Q3 2024
| GIS General Mills Inc. | Reduce -53.8% | 1.46% | −1.53 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -10.5% | 3.30% | −0.50 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -31.4% | 0.89% | −0.46 |
| AVUS Avantis U.S. Equity ETF | Reduce -4.2% | 5.94% | −0.36 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -23.3% | 0.87% | −0.28 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.2% | 4.01% | −0.19 |
| MSFT Microsoft Corp. | Reduce -3.2% | 0.97% | −0.19 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.0% | 2.23% | −0.18 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.15 |
| AVUV Avantis US Small Cap Value | Reduce -0.6% | 6.73% | −0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -39.9% | 0.19% | −0.12 |
| NOBL Proshares S&P 500 Dividend A | Reduce -45.0% | 0.15% | −0.12 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.3% | 6.12% | −0.09 |
| TSLA Tesla Inc. | Reduce -19.5% | 0.88% | −0.09 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -24.4% | 0.21% | −0.09 |
| DGRO iShares Core Dividend Growth | Reduce -5.1% | 1.84% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -15.8% | 0.28% | −0.06 |
| PRF Invesco Rafi US 1000 ETF | Reduce -10.6% | 0.42% | −0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -18.1% | 0.17% | −0.04 |
| ARKW ARK Next Generation Technolo | Reduce -18.5% | 0.15% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -14.8% | 0.34% | −0.03 |
| XDEC FT Vest US Equity Enhance & | Reduce -5.8% | 0.19% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -10.8% | 0.19% | −0.02 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -3.1% | 0.16% | −0.02 |
| ECL Ecolab Inc. | Reduce -3.3% | 0.21% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| JPIE JPMorgan Income ETF | Add +22.1% | 13.95% | +1.75 |
| AVDE Avantis International Equity | Add +12.5% | 7.57% | +0.70 |
| UBER Uber Technologies Inc. | New | 0.62% | +0.62 |
| AFL Aflac Inc. | New | 0.55% | +0.55 |
| AAPL Apple Inc. | Add +10.2% | 5.16% | +0.53 |
| RDVI FT Vest Rising Dividend Achi | Add +5.5% | 6.89% | +0.24 |
| MMM 3M Co. | New | 0.16% | +0.16 |
| DJUN FT Vest US Equity Deep Buffe | New | 0.15% | +0.15 |
| BIV Vanguard Intermediate-Term B | Add +6.9% | 6.03% | +0.11 |
| HELO JPMorgan Hedged Equity ETF | Add +8.1% | 2.23% | +0.10 |
| VCLT Vanguard Long-Term Corp. Bond | Add +7.4% | 2.05% | +0.08 |
| AMZN Amazon.com Inc. | Add +17.2% | 1.29% | +0.05 |
| SPEM State Street SP PTF Em ETF | Add +0.3% | 1.77% | +0.03 |
| NVDA Nvidia Corp. | Add +16.4% | 0.22% | +0.03 |
| JGRO JPMorgan Active Growth ETF | Add +5.3% | 1.97% | +0.03 |
| HNST The Honest Co. Inc. | Add +0.7% | 0.18% | +0.01 |
| FJUN FT Vest US Equity Buff ETF-J | Add +2.0% | 0.22% | −0.00 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +0.0% | 0.22% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +2.7% | 1.11% | −0.04 |
| DNOV FT Vest US Equity Deep Buffe | Add +0.1% | 1.21% | −0.06 |
| AVLV Avantis US Large Cap Value | Add +0.2% | 6.85% | −0.14 |
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 |