Echo Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Echo Wealth Management, LLC reported 48 stock positions worth $144.7 million. Its top holding was JPMorgan Income ETF (JPIE) at 13.9% of the portfolio, followed by Avantis International Equity (AVDE, 7.7%) and Avantis US Small Cap Value (AVUV, 6.8%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 18 and reduced 19. The biggest buy was General Mills (GIS, shares +40%) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $144.7M (Q4 2024)
- SEC Filing
- 0001398344-25-000865 ↗ filed Jan 21, 2025
Holdings Value
Holdings 48 stocks · $144.7M
| JPIE JPMorgan Income ETF | 13.87% | 440,061 | $20.1M | Add +1.3% |
| AVDE Avantis International Equity | 7.66% | 180,537 | $11.1M | Add +9.6% |
| AVUV Avantis US Small Cap Value | 6.81% | 102,141 | $9.9M | Add +1.0% |
| AVLV Avantis US Large Cap Value | 6.78% | 147,027 | $9.8M | Reduce -0.5% |
| RDVI FT Vest Rising Dividend Achi | 6.68% | 398,624 | $9.7M | Add +0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 5.93% | 151,978 | $8.6M | Add +0.8% |
| AVUS Avantis U.S. Equity ETF | 5.91% | 88,241 | $8.6M | Reduce -0.6% |
| BIV Vanguard Intermediate-Term B | 5.73% | 110,885 | $8.3M | Reduce -1.2% |
| AAPL Apple Inc. | 5.53% | 31,952 | $8.0M | Reduce -0.6% |
| AVEM Avantis Emerging Markets Eq | 3.70% | 90,953 | $5.3M | Add +1.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.32% | 54,703 | $4.8M | Reduce -2.8% |
| HELO JPMorgan Hedged Equity ETF | 2.39% | 55,839 | $3.5M | Add +7.0% |
| JGRO JPMorgan Active Growth ETF | 2.00% | 35,800 | $2.9M | Reduce -1.0% |
| VEA Vanguard Ftse Developed ETF | 2.00% | 60,439 | $2.9M | Reduce -2.0% |
| VCLT Vanguard Long-Term Corp. Bond | 1.88% | 36,385 | $2.7M | Reduce -1.3% |
| GIS General Mills Inc. | 1.78% | 40,396 | $2.6M | Add +39.7% |
| DGRO iShares Core Dividend Growth | 1.77% | 41,776 | $2.6M | Add +0.0% |
| SPEM State Street SP PTF Em ETF | 1.66% | 62,680 | $2.4M | Add +2.1% |
| AMZN Amazon.com Inc. | 1.51% | 9,984 | $2.2M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.23% | 6,164 | $1.8M | No change |
| DNOV FT Vest US Equity Deep Buffe | 1.18% | 39,794 | $1.7M | Reduce -2.8% |
| TSLA Tesla Inc. | 1.13% | 4,058 | $1.6M | Reduce -22.1% |
| SPSB SS SPDR P St C Corp. ETF | 1.10% | 53,137 | $1.6M | Add +0.7% |
| MSFT Microsoft Corp. | 0.97% | 3,329 | $1.4M | Reduce -0.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.93% | 3,905 | $1.3M | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.88% | 17,750 | $1.3M | Add +0.7% |
| UBER Uber Technologies Inc. | 0.53% | 12,595 | $760K | Add +10.5% |
| AFL Aflac Inc. | 0.50% | 7,029 | $727K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.42% | 14,923 | $602K | Reduce -0.0% |
| HNST The Honest Co. Inc. | 0.36% | 75,295 | $522K | Reduce -2.4% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.35% | 19,589 | $500K | Add +53.9% |
| META Meta Platforms Inc. Class A | 0.32% | 799 | $468K | Reduce -4.1% |
| FFEB FT Vest US Equity Buffer ETF | 0.31% | 8,956 | $446K | No change |
| JPM JPMorgan Chase & Co. | 0.28% | 1,700 | $408K | Reduce -9.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.24% | 11,216 | $342K | Add +42.0% |
| ECL Ecolab Inc. | 0.23% | 1,436 | $336K | Add +21.1% |
| FJUN FT Vest US Equity Buff ETF-J | 0.22% | 6,317 | $325K | Add +3.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.21% | 3,014 | $303K | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.19% | 2,017 | $271K | Reduce -16.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 1,023 | $270K | No change |
| IWD iShares Russell 1000 Value E | 0.18% | 1,435 | $266K | No change |
| WELL Welltower Inc. | 0.17% | 2,000 | $252K | No change |
| ARKW ARK Next Generation Technolo | 0.17% | 2,310 | $249K | Reduce -10.7% |
| XSEP FT Vest U.S. Equity Enhance | 0.16% | 6,077 | $236K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 1,155 | $228K | New |
| XDEC FT Vest US Equity Enhance & | 0.15% | 6,000 | $224K | Reduce -18.0% |
| DJUN FT Vest US Equity Deep Buffe | 0.15% | 5,158 | $223K | No change |
| MMM 3M Co. | 0.15% | 1,700 | $219K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BIV Vanguard Intermediate-Term B | Reduce -1.2% | 5.73% | −0.31 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 2.00% | −0.24 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -1.3% | 1.88% | −0.16 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.15 |
| AVLV Avantis US Large Cap Value | Reduce -0.5% | 6.78% | −0.06 |
| NVDA Nvidia Corp. | Reduce -16.7% | 0.19% | −0.04 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -2.8% | 1.18% | −0.03 |
| XDEC FT Vest US Equity Enhance & | Reduce -18.0% | 0.15% | −0.03 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.6% | 5.91% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -4.1% | 0.32% | −0.02 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.0% | 0.42% | −0.01 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.97% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.4% | 0.21% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -9.1% | 0.28% | +0.00 |
| ARKW ARK Next Generation Technolo | Reduce -10.7% | 0.17% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.8% | 3.32% | +0.03 |
| JGRO JPMorgan Active Growth ETF | Reduce -1.0% | 2.00% | +0.04 |
| HNST The Honest Co. Inc. | Reduce -2.4% | 0.36% | +0.18 |
| TSLA Tesla Inc. | Reduce -22.1% | 1.13% | +0.25 |
| AAPL Apple Inc. | Reduce -0.6% | 5.53% | +0.37 |
Portfolio Buys Q3 2024 → Q4 2024
| GIS General Mills Inc. | Add +39.7% | 1.78% | +0.32 |
| AMZN Amazon.com Inc. | Add +0.3% | 1.51% | +0.23 |
| HELO JPMorgan Hedged Equity ETF | Add +7.0% | 2.39% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.16% | +0.16 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +53.9% | 0.35% | +0.12 |
| AVDE Avantis International Equity | Add +9.6% | 7.66% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +1.0% | 6.81% | +0.09 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +42.0% | 0.24% | +0.07 |
| ECL Ecolab Inc. | Add +21.1% | 0.23% | +0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.7% | 0.88% | +0.01 |
| FJUN FT Vest US Equity Buff ETF-J | Add +3.1% | 0.22% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +0.7% | 1.10% | −0.01 |
| DGRO iShares Core Dividend Growth | Add +0.0% | 1.77% | −0.07 |
| JPIE JPMorgan Income ETF | Add +1.3% | 13.87% | −0.07 |
| UBER Uber Technologies Inc. | Add +10.5% | 0.53% | −0.10 |
| SPEM State Street SP PTF Em ETF | Add +2.1% | 1.66% | −0.11 |
| COWZ Pacer US Cash Cows 100 ETF | Add +0.8% | 5.93% | −0.19 |
| RDVI FT Vest Rising Dividend Achi | Add +0.1% | 6.68% | −0.21 |
| AVEM Avantis Emerging Markets Eq | Add +1.8% | 3.70% | −0.32 |
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 |