Echo Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Echo Wealth Management, LLC reported 50 stock positions worth $148.0 million. Its top holding was JPMorgan Income ETF (JPIE) at 14.8% of the portfolio, followed by Avantis Core Fixed Income (AVIG, 11.1%) and Avantis International Equity (AVDE, 8.2%). Compared with Q4 2024, it opened 5 new positions, sold out of 3, added to 21 and reduced 18. The biggest buy was a new position in Avantis Core Fixed Income (AVIG) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $148.0M (Q1 2025)
- SEC Filing
- 0001398344-25-007422 ↗ filed Apr 22, 2025
Holdings Value
Holdings 50 stocks · $148.0M
| JPIE JPMorgan Income ETF | 14.77% | 474,595 | $21.9M | Add +7.8% |
| AVIG Avantis Core Fixed Income | 11.08% | 396,260 | $16.4M | New |
| AVDE Avantis International Equity | 8.18% | 182,601 | $12.1M | Add +1.1% |
| AVLV Avantis US Large Cap Value | 6.67% | 151,474 | $9.9M | Add +3.0% |
| AVUV Avantis US Small Cap Value | 6.42% | 108,956 | $9.5M | Add +6.7% |
| AVUS Avantis U.S. Equity ETF | 5.60% | 89,725 | $8.3M | Add +1.7% |
| RDVI FT Vest Rising Dividend Achi | 5.38% | 335,481 | $8.0M | Reduce -15.8% |
| COWZ Pacer US Cash Cows 100 ETF | 5.26% | 142,047 | $7.8M | Reduce -6.5% |
| AAPL Apple Inc. | 4.41% | 29,387 | $6.5M | Reduce -8.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.19% | 58,724 | $4.7M | Add +7.3% |
| AVEM Avantis Emerging Markets Eq | 3.11% | 76,453 | $4.6M | Reduce -15.9% |
| HELO JPMorgan Hedged Equity ETF | 2.83% | 70,246 | $4.2M | Add +25.8% |
| JGRO JPMorgan Active Growth ETF | 2.35% | 47,113 | $3.5M | Add +31.6% |
| DGRO iShares Core Dividend Growth | 1.78% | 42,570 | $2.6M | Add +1.9% |
| VEA Vanguard Ftse Developed ETF | 1.64% | 47,792 | $2.4M | Reduce -20.9% |
| SPEM State Street SP PTF Em ETF | 1.58% | 59,554 | $2.3M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 1.25% | 9,743 | $1.9M | Reduce -2.4% |
| DNOV FT Vest US Equity Deep Buffe | 1.21% | 42,627 | $1.8M | Add +7.1% |
| SPSB SS SPDR P St C Corp. ETF | 1.18% | 58,243 | $1.8M | Add +9.6% |
| GIS General Mills Inc. | 1.14% | 28,340 | $1.7M | Reduce -29.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.14% | 6,164 | $1.7M | No change |
| MSFT Microsoft Corp. | 0.87% | 3,434 | $1.3M | Add +3.1% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.83% | 49,537 | $1.2M | Add +152.9% |
| UNH Unitedhealth Group Inc. | 0.75% | 2,112 | $1.1M | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.75% | 3,574 | $1.1M | Reduce -8.5% |
| UBER Uber Technologies Inc. | 0.58% | 11,719 | $854K | Reduce -7.0% |
| AFL Aflac Inc. | 0.53% | 7,029 | $782K | No change |
| BIV Vanguard Intermediate-Term B | 0.48% | 9,305 | $712K | Reduce -91.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.42% | 9,068 | $617K | Reduce -48.9% |
| PRF Invesco Rafi US 1000 ETF | 0.41% | 14,901 | $602K | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.33% | 849 | $489K | Add +6.3% |
| FFEB FT Vest US Equity Buffer ETF | 0.30% | 8,956 | $437K | No change |
| ECL Ecolab Inc. | 0.29% | 1,686 | $427K | Add +17.4% |
| JPM JPMorgan Chase & Co. | 0.28% | 1,700 | $417K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.26% | 3,682 | $381K | Add +22.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.25% | 12,431 | $369K | Add +10.8% |
| FJUN FT Vest US Equity Buff ETF-J | 0.24% | 7,216 | $360K | Add +14.2% |
| HNST The Honest Co. Inc. | 0.24% | 75,795 | $356K | Add +0.7% |
| TSLA Tesla Inc. | 0.23% | 1,331 | $345K | Reduce -67.2% |
| NVDA Nvidia Corp. | 0.19% | 2,592 | $281K | Add +28.5% |
| IWD iShares Russell 1000 Value E | 0.18% | 1,428 | $269K | Reduce -0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 1,016 | $263K | Reduce -0.7% |
| MDLZ Mondelez International Inc. Class A | 0.17% | 3,701 | $251K | New |
| MMM 3M Co. | 0.17% | 1,700 | $250K | No change |
| DMAR FT Vest US Equity Deep Buffe | 0.16% | 6,395 | $241K | New |
| XSEP FT Vest U.S. Equity Enhance | 0.16% | 6,051 | $234K | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 1,356 | $225K | Add +17.4% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.15% | 3,690 | $217K | New |
| DJUN FT Vest US Equity Deep Buffe | 0.15% | 5,158 | $217K | No change |
| ARKW ARK Next Generation Technolo | 0.15% | 2,269 | $215K | Reduce -1.8% |
Portfolio Sells Q4 2024 → Q1 2025
| BIV Vanguard Intermediate-Term B | Reduce -91.6% | 0.48% | −5.25 |
| VCLT Vanguard Long-Term Corp. Bond | Sold out | 0.00% | −1.88 |
| RDVI FT Vest Rising Dividend Achi | Reduce -15.8% | 5.38% | −1.30 |
| AAPL Apple Inc. | Reduce -8.0% | 4.41% | −1.12 |
| TSLA Tesla Inc. | Reduce -67.2% | 0.23% | −0.90 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -6.5% | 5.26% | −0.68 |
| GIS General Mills Inc. | Reduce -29.8% | 1.14% | −0.64 |
| AVEM Avantis Emerging Markets Eq | Reduce -15.9% | 3.11% | −0.59 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -48.9% | 0.42% | −0.46 |
| VEA Vanguard Ftse Developed ETF | Reduce -20.9% | 1.64% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 1.25% | −0.26 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -8.5% | 0.75% | −0.18 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.17 |
| XDEC FT Vest US Equity Enhance & | Sold out | 0.00% | −0.15 |
| SPEM State Street SP PTF Em ETF | Reduce -5.0% | 1.58% | −0.08 |
| ARKW ARK Next Generation Technolo | Reduce -1.8% | 0.15% | −0.03 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.1% | 0.41% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.7% | 0.18% | −0.01 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -0.4% | 0.16% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.5% | 0.18% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -7.0% | 0.58% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| AVIG Avantis Core Fixed Income | New | 11.08% | +11.08 |
| JPIE JPMorgan Income ETF | Add +7.8% | 14.77% | +0.90 |
| UNH Unitedhealth Group Inc. | New | 0.75% | +0.75 |
| AVDE Avantis International Equity | Add +1.1% | 8.18% | +0.52 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +152.9% | 0.83% | +0.49 |
| HELO JPMorgan Hedged Equity ETF | Add +25.8% | 2.83% | +0.44 |
| JGRO JPMorgan Active Growth ETF | Add +31.6% | 2.35% | +0.34 |
| MDLZ Mondelez International Inc. Class A | New | 0.17% | +0.17 |
| DMAR FT Vest US Equity Deep Buffe | New | 0.16% | +0.16 |
| JGLO JPMorgan GLBL SLCT Eq ETF | New | 0.15% | +0.15 |
| SPSB SS SPDR P St C Corp. ETF | Add +9.6% | 1.18% | +0.09 |
| ECL Ecolab Inc. | Add +17.4% | 0.29% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | Add +22.2% | 0.26% | +0.05 |
| DNOV FT Vest US Equity Deep Buffe | Add +7.1% | 1.21% | +0.03 |
| FJUN FT Vest US Equity Buff ETF-J | Add +14.2% | 0.24% | +0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +10.8% | 0.25% | +0.01 |
| META Meta Platforms Inc. Class A | Add +6.3% | 0.33% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +1.9% | 1.78% | +0.01 |
| NVDA Nvidia Corp. | Add +28.5% | 0.19% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.4% | 0.15% | −0.01 |
| MSFT Microsoft Corp. | Add +3.1% | 0.87% | −0.10 |
| AVLV Avantis US Large Cap Value | Add +3.0% | 6.67% | −0.11 |
| HNST The Honest Co. Inc. | Add +0.7% | 0.24% | −0.12 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +7.3% | 3.19% | −0.13 |
| AVUS Avantis U.S. Equity ETF | Add +1.7% | 5.60% | −0.31 |
| AVUV Avantis US Small Cap Value | Add +6.7% | 6.42% | −0.40 |
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 |