Echo Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Echo Wealth Management, LLC reported 45 stock positions worth $171.3 million. Its top holding was Avantis Core Fixed Income (AVIG) at 13.9% of the portfolio, followed by JPMorgan Income ETF (JPIE, 13.7%) and Avantis International Equity (AVDE, 10.7%). Compared with Q2 2025, it sold out of 1, added to 19 and reduced 18. The biggest buy was Avantis Core Fixed Income (AVIG, shares +10%) and the biggest sale Apple (AAPL, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $171.3M (Q3 2025)
- SEC Filing
- 0001398344-25-019534 ↗ filed Oct 22, 2025
Holdings Value
Holdings 45 stocks · $171.3M
| AVIG Avantis Core Fixed Income | 13.94% | 567,448 | $23.9M | Add +9.8% |
| JPIE JPMorgan Income ETF | 13.66% | 504,207 | $23.4M | Add +2.9% |
| AVDE Avantis International Equity | 10.66% | 231,446 | $18.3M | Add +3.0% |
| AVUV Avantis US Small Cap Value | 6.77% | 116,590 | $11.6M | Reduce -0.7% |
| AVLV Avantis US Large Cap Value | 6.70% | 158,856 | $11.5M | Add +1.6% |
| AVUS Avantis U.S. Equity ETF | 5.99% | 94,481 | $10.3M | Add +0.9% |
| RDVI FT Vest Rising Dividend Achi | 5.13% | 340,319 | $8.8M | Add +1.6% |
| COWZ Pacer US Cash Cows 100 ETF | 4.39% | 130,785 | $7.5M | Reduce -7.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.75% | 61,514 | $6.4M | Add +1.5% |
| HELO JPMorgan Hedged Equity ETF | 3.44% | 90,665 | $5.9M | Add +7.6% |
| AVEM Avantis Emerging Markets Eq | 3.42% | 77,932 | $5.9M | Add +0.2% |
| JGRO JPMorgan Active Growth ETF | 2.67% | 48,809 | $4.6M | Reduce -3.1% |
| DGRO iShares Core Dividend Growth | 1.72% | 43,200 | $2.9M | Add +1.3% |
| SPEM State Street SP PTF Em ETF | 1.69% | 61,832 | $2.9M | Add +0.4% |
| AAPL Apple Inc. | 1.69% | 11,339 | $2.9M | Reduce -52.5% |
| DNOV FT Vest US Equity Deep Buffe | 1.45% | 52,993 | $2.5M | Add +8.1% |
| SPSB SS SPDR P St C Corp. ETF | 1.19% | 67,433 | $2.0M | Add +5.1% |
| AMZN Amazon.com Inc. | 1.15% | 8,987 | $2.0M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.14% | 5,964 | $2.0M | No change |
| GIS General Mills Inc. | 1.01% | 34,342 | $1.7M | Add +9.2% |
| MSFT Microsoft Corp. | 0.94% | 3,096 | $1.6M | Reduce -1.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.84% | 3,574 | $1.4M | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.81% | 50,107 | $1.4M | Reduce -8.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.56% | 28,525 | $953K | Add +19.6% |
| AFL Aflac Inc. | 0.46% | 7,029 | $785K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.42% | 8,860 | $715K | Reduce -3.6% |
| UNH Unitedhealth Group Inc. | 0.41% | 2,045 | $706K | Reduce -7.7% |
| PRF Invesco Rafi US 1000 ETF | 0.33% | 12,376 | $560K | Reduce -2.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.32% | 5,334 | $551K | Add +3.8% |
| HNST The Honest Co. Inc. | 0.30% | 138,705 | $510K | Add +1.4% |
| BIV Vanguard Intermediate-Term B | 0.29% | 6,467 | $505K | Reduce -19.7% |
| META Meta Platforms Inc. Class A | 0.28% | 645 | $474K | Reduce -1.4% |
| ECL Ecolab Inc. | 0.27% | 1,686 | $462K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 1,639 | $458K | Reduce -21.4% |
| FJUN FT Vest US Equity Buff ETF-J | 0.26% | 7,847 | $439K | Add +2.5% |
| UBER Uber Technologies Inc. | 0.24% | 4,272 | $419K | Reduce -40.0% |
| NVDA Nvidia Corp. | 0.22% | 1,991 | $371K | Reduce -6.5% |
| FFEB FT Vest US Equity Buffer ETF | 0.19% | 5,950 | $328K | Reduce -33.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 1,016 | $298K | No change |
| IWD iShares Russell 1000 Value E | 0.17% | 1,423 | $290K | No change |
| MMM 3M Co. | 0.15% | 1,700 | $264K | No change |
| VEA Vanguard Ftse Developed ETF | 0.15% | 4,163 | $249K | Reduce -1.8% |
| DMAR FT Vest US Equity Deep Buffe | 0.14% | 5,995 | $244K | Reduce -24.7% |
| DJUN FT Vest US Equity Deep Buffe | 0.14% | 5,158 | $240K | No change |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.14% | 3,477 | $236K | Add +6.9% |
Portfolio Sells Q2 2025 → Q3 2025
| AAPL Apple Inc. | Reduce -52.5% | 1.69% | −1.32 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -7.2% | 4.39% | −0.37 |
| UBER Uber Technologies Inc. | Reduce -40.0% | 0.24% | −0.16 |
| XSEP FT Vest U.S. Equity Enhance | Sold out | 0.00% | −0.15 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -33.6% | 0.19% | −0.10 |
| BIV Vanguard Intermediate-Term B | Reduce -19.7% | 0.29% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 1.15% | −0.08 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -8.2% | 0.81% | −0.08 |
| DMAR FT Vest US Equity Deep Buffe | Reduce -24.7% | 0.14% | −0.05 |
| MSFT Microsoft Corp. | Reduce -1.6% | 0.94% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -21.4% | 0.27% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 0.28% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -7.7% | 0.41% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.6% | 0.42% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.8% | 0.15% | −0.00 |
| PRF Invesco Rafi US 1000 ETF | Reduce -2.5% | 0.33% | −0.00 |
| NVDA Nvidia Corp. | Reduce -6.5% | 0.22% | +0.01 |
| JGRO JPMorgan Active Growth ETF | Reduce -3.1% | 2.67% | +0.01 |
| AVUV Avantis US Small Cap Value | Reduce -0.7% | 6.77% | +0.21 |
Portfolio Buys Q2 2025 → Q3 2025
| AVIG Avantis Core Fixed Income | Add +9.8% | 13.94% | +0.75 |
| AVDE Avantis International Equity | Add +3.0% | 10.66% | +0.47 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.5% | 3.75% | +0.21 |
| AVUS Avantis U.S. Equity ETF | Add +0.9% | 5.99% | +0.21 |
| HELO JPMorgan Hedged Equity ETF | Add +7.6% | 3.44% | +0.21 |
| AVLV Avantis US Large Cap Value | Add +1.6% | 6.70% | +0.16 |
| AVEM Avantis Emerging Markets Eq | Add +0.2% | 3.42% | +0.15 |
| DNOV FT Vest US Equity Deep Buffe | Add +8.1% | 1.45% | +0.11 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +19.6% | 0.56% | +0.09 |
| SPEM State Street SP PTF Em ETF | Add +0.4% | 1.69% | +0.08 |
| RDVI FT Vest Rising Dividend Achi | Add +1.6% | 5.13% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +1.3% | 1.72% | +0.05 |
| GIS General Mills Inc. | Add +9.2% | 1.01% | +0.01 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Add +6.9% | 0.14% | +0.01 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.1% | 1.19% | +0.00 |
| FJUN FT Vest US Equity Buff ETF-J | Add +2.5% | 0.26% | +0.00 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.8% | 0.32% | −0.00 |
| HNST The Honest Co. Inc. | Add +1.4% | 0.30% | −0.13 |
| JPIE JPMorgan Income ETF | Add +2.9% | 13.66% | −0.25 |
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 |