Echo Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Echo Wealth Management, LLC reported 47 stock positions worth $173.7 million. Its top holding was Avantis Core Fixed Income (AVIG) at 18.5% of the portfolio, followed by Avantis International Equity (AVDE, 14.5%) and JPMorgan Income ETF (JPIE, 11.7%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 11 and reduced 28. The biggest buy was Avantis Core Fixed Income (AVIG, shares +25%) and the biggest sale an exit from State Street SP PTF Em ETF (SPEM).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001846994
- Portfolio Value
- $173.7M (Q1 2026)
- SEC Filing
- 0001398344-26-006803 ↗ filed Apr 21, 2026
Holdings Value
Holdings 47 stocks · $173.7M
| AVIG Avantis Core Fixed Income | 18.54% | 775,059 | $32.2M | Add +24.6% |
| AVDE Avantis International Equity | 14.47% | 296,220 | $25.1M | Add +12.8% |
| JPIE JPMorgan Income ETF | 11.71% | 441,628 | $20.3M | Add +5.7% |
| JBND JPMorgan Active Bond ETF | 8.33% | 269,004 | $14.5M | Add +63.6% |
| AVEM Avantis Emerging Markets Eq | 6.26% | 134,959 | $10.9M | Add +32.1% |
| AVUS Avantis U.S. Equity ETF | 4.62% | 72,143 | $8.0M | Reduce -10.4% |
| RDVI FT Vest Rising Dividend Achi | 4.52% | 307,166 | $7.8M | Reduce -8.4% |
| AVUV Avantis US Small Cap Value | 4.34% | 68,206 | $7.5M | Reduce -19.2% |
| AVLV Avantis US Large Cap Value | 4.10% | 88,389 | $7.1M | Reduce -27.7% |
| JGRO JPMorgan Active Growth ETF | 2.76% | 56,694 | $4.8M | Reduce -15.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.38% | 42,209 | $4.1M | Reduce -23.7% |
| HELO JPMorgan Hedged Equity ETF | 2.04% | 55,343 | $3.5M | Reduce -22.4% |
| DNOV FT Vest US Equity Deep Buffe | 1.94% | 70,275 | $3.4M | Add +66.0% |
| DGRO iShares Core Dividend Growth | 1.57% | 38,874 | $2.7M | Reduce -30.9% |
| AAPL Apple Inc. | 1.07% | 7,330 | $1.9M | Reduce -31.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.07% | 5,768 | $1.9M | Reduce -3.3% |
| AMZN Amazon.com Inc. | 0.96% | 7,982 | $1.7M | Reduce -4.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.93% | 25,811 | $1.6M | Reduce -47.8% |
| GIS General Mills Inc. | 0.85% | 39,611 | $1.5M | Add +9.8% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.77% | 47,660 | $1.3M | Reduce -3.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.66% | 3,138 | $1.2M | Reduce -11.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.64% | 32,808 | $1.1M | Add +23.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.53% | 30,499 | $917K | Reduce -38.3% |
| MSFT Microsoft Corp. | 0.46% | 2,143 | $793K | Reduce -22.5% |
| AFL Aflac Inc. | 0.44% | 7,029 | $771K | No change |
| HNST The Honest Co. Inc. | 0.31% | 181,182 | $533K | Add +1.4% |
| PRF Invesco Rafi US 1000 ETF | 0.29% | 10,438 | $496K | Reduce -14.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.24% | 5,366 | $424K | Reduce -25.7% |
| UNH Unitedhealth Group Inc. | 0.24% | 1,538 | $416K | Reduce -7.8% |
| UBER Uber Technologies Inc. | 0.24% | 5,716 | $411K | Add +27.8% |
| ECL Ecolab Inc. | 0.20% | 1,333 | $355K | Reduce -4.7% |
| NVDA Nvidia Corp. | 0.20% | 1,999 | $349K | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.19% | 586 | $335K | Reduce -8.0% |
| FYC First Trust Small Cap Growth | 0.19% | 3,440 | $334K | Reduce -23.4% |
| FFEB FT Vest US Equity Buffer ETF | 0.19% | 5,950 | $332K | No change |
| FJUN FT Vest US Equity Buff ETF-J | 0.19% | 5,727 | $324K | Reduce -21.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 942 | $318K | Reduce -38.4% |
| DFAI Dimensional International Co. | 0.18% | 8,043 | $313K | New |
| AVDV Avantis Intl S/C Value ETF | 0.16% | 2,862 | $286K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 924 | $265K | Reduce -9.1% |
| BIV Vanguard Intermediate-Term B | 0.15% | 3,379 | $261K | No change |
| MMM 3M Co. | 0.14% | 1,700 | $247K | No change |
| DJUN FT Vest US Equity Deep Buffe | 0.12% | 4,542 | $214K | No change |
| DMAR FT Vest US Equity Deep Buffe | 0.12% | 4,995 | $212K | Reduce -16.7% |
| VGSH Vanguard Short-Term Treasury | 0.12% | 3,500 | $205K | New |
| GOOGL Alphabet Inc. Class A | 0.12% | 712 | $205K | Add +0.3% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.12% | 2,383 | $204K | Reduce -21.5% |
Portfolio Sells Q4 2025 → Q1 2026
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −1.62 |
| AVLV Avantis US Large Cap Value | Reduce -27.7% | 4.10% | −1.31 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -23.7% | 2.38% | −1.06 |
| JGRO JPMorgan Active Growth ETF | Reduce -15.3% | 2.76% | −0.87 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -47.8% | 0.93% | −0.81 |
| HELO JPMorgan Hedged Equity ETF | Reduce -22.4% | 2.04% | −0.73 |
| DGRO iShares Core Dividend Growth | Reduce -30.9% | 1.57% | −0.71 |
| AVUV Avantis US Small Cap Value | Reduce -19.2% | 4.34% | −0.69 |
| AVUS Avantis U.S. Equity ETF | Reduce -10.4% | 4.62% | −0.64 |
| AAPL Apple Inc. | Reduce -31.8% | 1.07% | −0.64 |
| RDVI FT Vest Rising Dividend Achi | Reduce -8.4% | 4.52% | −0.62 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -38.3% | 0.53% | −0.34 |
| MSFT Microsoft Corp. | Reduce -22.5% | 0.46% | −0.32 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -11.7% | 0.66% | −0.19 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 0.96% | −0.16 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Sold out | 0.00% | −0.12 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -25.7% | 0.24% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.3% | 1.07% | −0.10 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -38.4% | 0.18% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -7.8% | 0.24% | −0.08 |
| FYC First Trust Small Cap Growth | Reduce -23.4% | 0.19% | −0.06 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -21.6% | 0.19% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -8.0% | 0.19% | −0.05 |
| PRF Invesco Rafi US 1000 ETF | Reduce -14.9% | 0.29% | −0.05 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -3.8% | 0.77% | −0.05 |
| JIVE JPM Interntl Value ETF | Reduce -21.5% | 0.12% | −0.02 |
| DMAR FT Vest US Equity Deep Buffe | Reduce -16.7% | 0.12% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -9.1% | 0.15% | −0.02 |
| NVDA Nvidia Corp. | Reduce -1.1% | 0.20% | −0.02 |
| ECL Ecolab Inc. | Reduce -4.7% | 0.20% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AVIG Avantis Core Fixed Income | Add +24.6% | 18.54% | +3.31 |
| JBND JPMorgan Active Bond ETF | Add +63.6% | 8.33% | +3.14 |
| AVDE Avantis International Equity | Add +12.8% | 14.47% | +1.85 |
| AVEM Avantis Emerging Markets Eq | Add +32.1% | 6.26% | +1.67 |
| DNOV FT Vest US Equity Deep Buffe | Add +66.0% | 1.94% | +0.73 |
| JPIE JPMorgan Income ETF | Add +5.7% | 11.71% | +0.43 |
| DFAI Dimensional International Co. | New | 0.18% | +0.18 |
| AVDV Avantis Intl S/C Value ETF | New | 0.16% | +0.16 |
| VGSH Vanguard Short-Term Treasury | New | 0.12% | +0.12 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +23.9% | 0.64% | +0.11 |
| HNST The Honest Co. Inc. | Add +1.4% | 0.31% | +0.04 |
| UBER Uber Technologies Inc. | Add +27.8% | 0.24% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.12% | −0.01 |
| GIS General Mills Inc. | Add +9.8% | 0.85% | −0.13 |
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 |