Echo Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Echo Wealth Management, LLC reported 46 stock positions worth $171.3 million. Its top holding was Avantis Core Fixed Income (AVIG) at 15.2% of the portfolio, followed by Avantis International Equity (AVDE, 12.6%) and JPMorgan Income ETF (JPIE, 11.3%). Compared with Q3 2025, it opened 4 new positions, sold out of 3, added to 9 and reduced 27. The biggest buy was a new position in JPMorgan Active Bond ETF (JBND) and the biggest sale Pacer US Cash Cows 100 ETF (COWZ, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $171.3M (Q4 2025)
- SEC Filing
- 0001398344-26-001002 ↗ filed Jan 22, 2026
Holdings Value
Holdings 46 stocks · $171.3M
| AVIG Avantis Core Fixed Income | 15.23% | 622,214 | $26.1M | Add +9.7% |
| AVDE Avantis International Equity | 12.62% | 262,526 | $21.6M | Add +13.4% |
| JPIE JPMorgan Income ETF | 11.29% | 417,704 | $19.3M | Reduce -17.2% |
| AVLV Avantis US Large Cap Value | 5.41% | 122,311 | $9.3M | Reduce -23.0% |
| AVUS Avantis U.S. Equity ETF | 5.26% | 80,561 | $9.0M | Reduce -14.7% |
| JBND JPMorgan Active Bond ETF | 5.19% | 164,419 | $8.9M | New |
| RDVI FT Vest Rising Dividend Achi | 5.14% | 335,205 | $8.8M | Reduce -1.5% |
| AVUV Avantis US Small Cap Value | 5.03% | 84,421 | $8.6M | Reduce -27.6% |
| AVEM Avantis Emerging Markets Eq | 4.60% | 102,188 | $7.9M | Add +31.1% |
| JGRO JPMorgan Active Growth ETF | 3.63% | 66,977 | $6.2M | Add +37.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.44% | 55,289 | $5.9M | Reduce -10.1% |
| HELO JPMorgan Hedged Equity ETF | 2.77% | 71,319 | $4.7M | Reduce -21.3% |
| DGRO iShares Core Dividend Growth | 2.28% | 56,281 | $3.9M | Add +30.3% |
| COWZ Pacer US Cash Cows 100 ETF | 1.74% | 49,469 | $3.0M | Reduce -62.2% |
| AAPL Apple Inc. | 1.71% | 10,753 | $2.9M | Reduce -5.2% |
| SPEM State Street SP PTF Em ETF | 1.62% | 59,221 | $2.8M | Reduce -4.2% |
| DNOV FT Vest US Equity Deep Buffe | 1.21% | 42,346 | $2.1M | Reduce -20.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.17% | 5,964 | $2.0M | No change |
| AMZN Amazon.com Inc. | 1.12% | 8,319 | $1.9M | Reduce -7.4% |
| GIS General Mills Inc. | 0.98% | 36,080 | $1.7M | Add +5.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.87% | 49,439 | $1.5M | Reduce -26.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.86% | 3,554 | $1.5M | Reduce -0.6% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.82% | 49,532 | $1.4M | Reduce -1.1% |
| MSFT Microsoft Corp. | 0.78% | 2,764 | $1.3M | Reduce -10.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.53% | 26,491 | $908K | Reduce -7.1% |
| AFL Aflac Inc. | 0.45% | 7,029 | $775K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.35% | 7,219 | $596K | Reduce -18.5% |
| PRF Invesco Rafi US 1000 ETF | 0.34% | 12,271 | $576K | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.32% | 1,669 | $551K | Reduce -18.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 1,529 | $465K | Reduce -6.7% |
| HNST The Honest Co. Inc. | 0.27% | 178,761 | $461K | Add +28.9% |
| FYC First Trust Small Cap Growth | 0.25% | 4,489 | $431K | New |
| META Meta Platforms Inc. Class A | 0.25% | 637 | $420K | Reduce -1.2% |
| FJUN FT Vest US Equity Buff ETF-J | 0.24% | 7,309 | $417K | Reduce -6.9% |
| NVDA Nvidia Corp. | 0.22% | 2,021 | $377K | Add +1.5% |
| ECL Ecolab Inc. | 0.21% | 1,398 | $367K | Reduce -17.1% |
| UBER Uber Technologies Inc. | 0.21% | 4,472 | $365K | Add +4.7% |
| FFEB FT Vest US Equity Buffer ETF | 0.20% | 5,950 | $337K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 1,016 | $295K | No change |
| MMM 3M Co. | 0.16% | 1,700 | $272K | No change |
| BIV Vanguard Intermediate-Term B | 0.15% | 3,379 | $263K | Reduce -47.8% |
| DMAR FT Vest US Equity Deep Buffe | 0.15% | 5,995 | $250K | No change |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 3,037 | $244K | New |
| GOOGL Alphabet Inc. Class A | 0.13% | 710 | $222K | New |
| DJUN FT Vest US Equity Deep Buffe | 0.13% | 4,542 | $215K | Reduce -11.9% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.12% | 3,003 | $203K | Reduce -13.6% |
Portfolio Sells Q3 2025 → Q4 2025
| COWZ Pacer US Cash Cows 100 ETF | Reduce -62.2% | 1.74% | −2.65 |
| JPIE JPMorgan Income ETF | Reduce -17.2% | 11.29% | −2.37 |
| AVUV Avantis US Small Cap Value | Reduce -27.6% | 5.03% | −1.75 |
| AVLV Avantis US Large Cap Value | Reduce -23.0% | 5.41% | −1.29 |
| AVUS Avantis U.S. Equity ETF | Reduce -14.7% | 5.26% | −0.74 |
| HELO JPMorgan Hedged Equity ETF | Reduce -21.3% | 2.77% | −0.67 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.32 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -26.7% | 0.87% | −0.32 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -10.1% | 3.44% | −0.31 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -20.1% | 1.21% | −0.24 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.17 |
| MSFT Microsoft Corp. | Reduce -10.7% | 0.78% | −0.16 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.15 |
| BIV Vanguard Intermediate-Term B | Reduce -47.8% | 0.15% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -18.4% | 0.32% | −0.09 |
| SPEM State Street SP PTF Em ETF | Reduce -4.2% | 1.62% | −0.07 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -18.5% | 0.35% | −0.07 |
| ECL Ecolab Inc. | Reduce -17.1% | 0.21% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.25% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -7.4% | 1.12% | −0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -7.1% | 0.53% | −0.03 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Reduce -13.6% | 0.12% | −0.02 |
| DJUN FT Vest US Equity Deep Buffe | Reduce -11.9% | 0.13% | −0.01 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -6.9% | 0.24% | −0.01 |
| RDVI FT Vest Rising Dividend Achi | Reduce -1.5% | 5.14% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -6.7% | 0.27% | +0.00 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -1.1% | 0.82% | +0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.8% | 0.34% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.6% | 0.86% | +0.02 |
| AAPL Apple Inc. | Reduce -5.2% | 1.71% | +0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| JBND JPMorgan Active Bond ETF | New | 5.19% | +5.19 |
| AVDE Avantis International Equity | Add +13.4% | 12.62% | +1.96 |
| AVIG Avantis Core Fixed Income | Add +9.7% | 15.23% | +1.29 |
| AVEM Avantis Emerging Markets Eq | Add +31.1% | 4.60% | +1.18 |
| JGRO JPMorgan Active Growth ETF | Add +37.2% | 3.63% | +0.96 |
| DGRO iShares Core Dividend Growth | Add +30.3% | 2.28% | +0.56 |
| FYC First Trust Small Cap Growth | New | 0.25% | +0.25 |
| JIVE JPM Interntl Value ETF | New | 0.14% | +0.14 |
| GOOGL Alphabet Inc. Class A | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +1.5% | 0.22% | +0.00 |
| HNST The Honest Co. Inc. | Add +28.9% | 0.27% | −0.03 |
| UBER Uber Technologies Inc. | Add +4.7% | 0.21% | −0.03 |
| GIS General Mills Inc. | Add +5.1% | 0.98% | −0.03 |
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 |