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Echo Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1846994 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Echo Wealth Management, LLC manages $195.9M in 13F-reported U.S. long-equity assets across 47 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVIG (17.51%), AVDE (14.63%), JPIE (10.96%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 38, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3033 CAMPUS DRIVE
SUITE N145
PLYMOUTH, MN 55441
Phone
(763) 432-7875
Filing Manager
Echo Wealth Management, LLC
PLYMOUTH, MN
Signatory
Fang Echo Huang
President
Loading holdings…
AUM

$195.9M

Long-equity book

Holdings

47

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+2 / −2 / ↑38 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMERICAN CENTY ETF TR$3.5M +14.1%
  • AMERICAN CENTY ETF TR$2.4M +22.4%
  • AMERICAN CENTY ETF TR$2.1M +6.6%
  • FIRST TR EXCHANGE-TRADED FD$1.9M +24.0%
  • AMERICAN CENTY ETF TR$1.3M +15.7%
Show all 38 →

Top Trims

  • UNITEDHEALTH GROUP INC-$50.4K -12.1%
Show all 1 →

New Positions

  • ALPHABET INC$277.0K
  • ISHARES TR$216.5K
Show all 2 →

Exited Positions

  • DIMENSIONAL ETF TRUST$313.4K
  • VANGUARD SCOTTSDALE FDS$204.9K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMERICAN CENTY ETF TR AVIG 025072562 $34.3M 17.51% 828,460 SH
2 AMERICAN CENTY ETF TR AVDE 025072703 $28.7M 14.63% 321,389 SH
3 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $21.5M 10.96% 466,277 SH
4 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $15.6M 7.95% 291,117 SH
5 AMERICAN CENTY ETF TR AVEM 025072604 $13.3M 6.79% 137,979 SH
6 FIRST TR EXCHANGE-TRADED FD RDVI 33738D879 $9.7M 4.96% 330,875 SH
7 AMERICAN CENTY ETF TR AVUS 025072885 $9.3M 4.74% 72,452 SH
8 AMERICAN CENTY ETF TR AVUV 025072877 $8.6M 4.38% 68,858 SH
9 AMERICAN CENTY ETF TR AVLV 025072349 $8.3M 4.25% 91,242 SH
10 J P MORGAN EXCHANGE TRADED F JGRO 46654Q609 $6.0M 3.04% 60,403 SH
11 SPDR SERIES TRUST SPYG 78464A409 $5.1M 2.62% 43,155 SH
12 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $3.9M 2.01% 58,315 SH
13 FIRST TR EXCHNG TRADED FD VI DNOV 33740F839 $3.7M 1.90% 72,423 SH
14 ISHARES TR DGRO 46434V621 $3.1M 1.58% 40,792 SH
15 APPLE INC AAPL 037833100 $2.3M 1.17% 7,954 SH
16 VANGUARD INDEX FDS VTI 922908769 $2.2M 1.12% 5,914 SH
17 AMAZON COM INC AMZN 023135106 $1.9M 0.99% 8,141 SH
18 PACER FDS TR COWZ 69374H881 $1.8M 0.93% 29,442 SH
19 GENERAL MILLS INC GIS 370334104 $1.6M 0.82% 46,275 SH
20 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $1.4M 0.73% 39,385 SH
21 FIRST TR EXCHNG TRADED FD VI BUFD 33740U703 $1.4M 0.72% 47,643 SH
22 VANGUARD WORLD FD MGK 921910816 $1.3M 0.68% 15,231 SH
23 SPDR SERIES TRUST SPSB 78464A474 $899.6K 0.46% 29,978 SH
24 MICROSOFT CORP MSFT 594918104 $851.6K 0.43% 2,283 SH
25 HONEST CO INC HNST 438333106 $827.5K 0.42% 226,099 SH
26 AFLAC INC AFL 001055102 $824.1K 0.42% 7,029 SH
27 INVESCO EXCHANGE TRADED FD T PRF 46137V613 $545.0K 0.28% 10,087 SH
28 SPDR SERIES TRUST SPTM 78464A805 $467.1K 0.24% 5,145 SH
29 AMERICAN CENTY ETF TR AVDV 025072802 $465.3K 0.24% 4,515 SH
30 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $449.9K 0.23% 942 SH
31 FIRST TR EXCHANGE-TRADED ALP FYC 33737M300 $441.5K 0.23% 3,467 SH
32 UBER TECHNOLOGIES INC UBER 90353T100 $434.1K 0.22% 6,016 SH
33 J P MORGAN EXCHANGE TRADED F JIVE 46654Q757 $412.0K 0.21% 4,481 SH
34 ECOLAB INC ECL 278865100 $371.4K 0.19% 1,333 SH
35 UNITEDHEALTH GROUP INC UNH 91324P102 $365.8K 0.19% 880 SH
36 FIRST TR EXCHNG TRADED FD VI FFEB 33740F763 $362.8K 0.19% 5,950 SH
37 NVIDIA CORPORATION NVDA 67066G104 $346.0K 0.18% 1,729 SH
38 FIRST TR EXCHNG TRADED FD VI FJUN 33740F722 $340.1K 0.17% 5,673 SH
39 META PLATFORMS INC META 30303M102 $331.2K 0.17% 588 SH
40 VANGUARD INDEX FDS VO 922908629 $297.8K 0.15% 3,696 SH
41 ALPHABET INC GOOG 02079K107 $277.0K 0.14% 784 SH
42 3M CO MMM 88579Y101 $275.2K 0.14% 1,700 SH
43 ALPHABET INC GOOGL 02079K305 $263.7K 0.13% 738 SH
44 VANGUARD BD INDEX FDS BIV 921937819 $259.2K 0.13% 3,379 SH
45 FIRST TR EXCHNG TRADED FD VI DJUN 33740F714 $223.8K 0.11% 4,542 SH
46 FIRST TR EXCHNG TRADED FD VI DMAR 33740F615 $223.4K 0.11% 4,995 SH
47 ISHARES TR STIP 46429B747 $216.5K 0.11% 2,119 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $195.9M 47 0001398344-26-012617
2026-03-31 2026-04-21 $173.7M 47 0001398344-26-006803
2025-12-31 2026-01-22 $171.3M 46 0001398344-26-001002