Echo Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Echo Wealth Management, LLC reported 46 stock positions worth $163.2 million. Its top holding was JPMorgan Income ETF (JPIE) at 13.9% of the portfolio, followed by Avantis Core Fixed Income (AVIG, 13.2%) and Avantis International Equity (AVDE, 10.2%). Compared with Q1 2025, it sold out of 4, added to 24 and reduced 14. The biggest buy was Avantis Core Fixed Income (AVIG, shares +30%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $163.2M (Q2 2025)
- SEC Filing
- 0001398344-25-013461 ↗ filed Jul 22, 2025
Holdings Value
Holdings 46 stocks · $163.2M
| JPIE JPMorgan Income ETF | 13.91% | 489,979 | $22.7M | Add +3.2% |
| AVIG Avantis Core Fixed Income | 13.18% | 516,788 | $21.5M | Add +30.4% |
| AVDE Avantis International Equity | 10.19% | 224,619 | $16.6M | Add +23.0% |
| AVUV Avantis US Small Cap Value | 6.56% | 117,448 | $10.7M | Add +7.8% |
| AVLV Avantis US Large Cap Value | 6.54% | 156,424 | $10.7M | Add +3.3% |
| AVUS Avantis U.S. Equity ETF | 5.78% | 93,623 | $9.4M | Add +4.3% |
| RDVI FT Vest Rising Dividend Achi | 5.07% | 334,806 | $8.3M | Reduce -0.2% |
| COWZ Pacer US Cash Cows 100 ETF | 4.76% | 140,875 | $7.8M | Reduce -0.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.54% | 60,625 | $5.8M | Add +3.2% |
| AVEM Avantis Emerging Markets Eq | 3.27% | 77,747 | $5.3M | Add +1.7% |
| HELO JPMorgan Hedged Equity ETF | 3.23% | 84,270 | $5.3M | Add +20.0% |
| AAPL Apple Inc. | 3.00% | 23,897 | $4.9M | Reduce -18.7% |
| JGRO JPMorgan Active Growth ETF | 2.66% | 50,365 | $4.3M | Add +6.9% |
| DGRO iShares Core Dividend Growth | 1.67% | 42,637 | $2.7M | Add +0.2% |
| SPEM State Street SP PTF Em ETF | 1.61% | 61,590 | $2.6M | Add +3.4% |
| DNOV FT Vest US Equity Deep Buffe | 1.34% | 49,004 | $2.2M | Add +15.0% |
| AMZN Amazon.com Inc. | 1.23% | 9,173 | $2.0M | Reduce -5.8% |
| SPSB SS SPDR P St C Corp. ETF | 1.19% | 64,165 | $1.9M | Add +10.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.11% | 5,964 | $1.8M | Reduce -3.2% |
| GIS General Mills Inc. | 1.00% | 31,447 | $1.6M | Add +11.0% |
| MSFT Microsoft Corp. | 0.96% | 3,146 | $1.6M | Reduce -8.4% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.89% | 54,585 | $1.4M | Add +10.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.80% | 3,574 | $1.3M | No change |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.47% | 23,859 | $759K | Add +91.9% |
| AFL Aflac Inc. | 0.45% | 7,029 | $741K | No change |
| HNST The Honest Co. Inc. | 0.43% | 136,784 | $696K | Add +80.5% |
| UNH Unitedhealth Group Inc. | 0.42% | 2,216 | $691K | Add +4.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.42% | 9,189 | $688K | Add +1.3% |
| UBER Uber Technologies Inc. | 0.41% | 7,114 | $664K | Reduce -39.3% |
| BIV Vanguard Intermediate-Term B | 0.38% | 8,056 | $623K | Reduce -13.4% |
| PRF Invesco Rafi US 1000 ETF | 0.33% | 12,691 | $536K | Reduce -14.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.32% | 5,138 | $529K | Add +39.5% |
| META Meta Platforms Inc. Class A | 0.30% | 654 | $483K | Reduce -23.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 2,085 | $472K | Add +53.8% |
| FFEB FT Vest US Equity Buffer ETF | 0.29% | 8,956 | $469K | No change |
| ECL Ecolab Inc. | 0.28% | 1,686 | $454K | No change |
| FJUN FT Vest US Equity Buff ETF-J | 0.25% | 7,652 | $411K | Add +6.0% |
| NVDA Nvidia Corp. | 0.21% | 2,129 | $336K | Reduce -17.9% |
| DMAR FT Vest US Equity Deep Buffe | 0.19% | 7,965 | $315K | Add +24.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 1,016 | $284K | No change |
| IWD iShares Russell 1000 Value E | 0.17% | 1,423 | $276K | Reduce -0.3% |
| MMM 3M Co. | 0.16% | 1,700 | $259K | No change |
| XSEP FT Vest U.S. Equity Enhance | 0.15% | 6,051 | $246K | No change |
| VEA Vanguard Ftse Developed ETF | 0.15% | 4,237 | $242K | Reduce -91.1% |
| DJUN FT Vest US Equity Deep Buffe | 0.14% | 5,158 | $232K | No change |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.13% | 3,252 | $209K | Reduce -11.9% |
Portfolio Sells Q1 2025 → Q2 2025
| VEA Vanguard Ftse Developed ETF | Reduce -91.1% | 0.15% | −1.49 |
| AAPL Apple Inc. | Reduce -18.7% | 3.00% | −1.41 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.8% | 4.76% | −0.50 |
| RDVI FT Vest Rising Dividend Achi | Reduce -0.2% | 5.07% | −0.31 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.28 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.23 |
| UBER Uber Technologies Inc. | Reduce -39.3% | 0.41% | −0.17 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.17 |
| ARKW ARK Next Generation Technolo | Sold out | 0.00% | −0.15 |
| BIV Vanguard Intermediate-Term B | Reduce -13.4% | 0.38% | −0.10 |
| PRF Invesco Rafi US 1000 ETF | Reduce -14.8% | 0.33% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -23.0% | 0.30% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.2% | 1.11% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 1.23% | −0.02 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Reduce -11.9% | 0.13% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 0.17% | −0.01 |
| NVDA Nvidia Corp. | Reduce -17.9% | 0.21% | +0.02 |
| MSFT Microsoft Corp. | Reduce -8.4% | 0.96% | +0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| AVIG Avantis Core Fixed Income | Add +30.4% | 13.18% | +2.10 |
| AVDE Avantis International Equity | Add +23.0% | 10.19% | +2.01 |
| HELO JPMorgan Hedged Equity ETF | Add +20.0% | 3.23% | +0.40 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.2% | 3.54% | +0.35 |
| JGRO JPMorgan Active Growth ETF | Add +6.9% | 2.66% | +0.31 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +91.9% | 0.47% | +0.22 |
| HNST The Honest Co. Inc. | Add +80.5% | 0.43% | +0.19 |
| AVUS Avantis U.S. Equity ETF | Add +4.3% | 5.78% | +0.18 |
| AVEM Avantis Emerging Markets Eq | Add +1.7% | 3.27% | +0.16 |
| AVUV Avantis US Small Cap Value | Add +7.8% | 6.56% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | Add +53.8% | 0.29% | +0.14 |
| DNOV FT Vest US Equity Deep Buffe | Add +15.0% | 1.34% | +0.13 |
| STIP iShares 0-5 Year Tips Bond E | Add +39.5% | 0.32% | +0.07 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +10.2% | 0.89% | +0.05 |
| DMAR FT Vest US Equity Deep Buffe | Add +24.6% | 0.19% | +0.03 |
| SPEM State Street SP PTF Em ETF | Add +3.4% | 1.61% | +0.03 |
| FJUN FT Vest US Equity Buff ETF-J | Add +6.0% | 0.25% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +1.3% | 0.42% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +10.2% | 1.19% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +0.2% | 1.67% | −0.11 |
| AVLV Avantis US Large Cap Value | Add +3.3% | 6.54% | −0.13 |
| GIS General Mills Inc. | Add +11.0% | 1.00% | −0.15 |
| UNH Unitedhealth Group Inc. | Add +4.9% | 0.42% | −0.32 |
| JPIE JPMorgan Income ETF | Add +3.2% | 13.91% | −0.86 |
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 |