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Echo Wealth Management, LLC

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13F filer, CIK 1846994, PLYMOUTH, MN

Echo Wealth Management, LLC reported $163,171,215 across 46 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 72.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-013461

Period
2025-06-30
Reported value
$163M
Holdings
46
Top 10 weight
72.79%
New
0
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVIGadded+120,528$5.02M
AVDEadded+42,018$3.11M
HELOadded+14,024$878K
AVUVadded+8,492$774K
JPIEadded+15,384$713K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VEAreduced-43,555-$2.48M
AAPLreduced-5,490-$1.13M
UBERreduced-4,605-$430K
JPMexited-1,700-$417K
TSLAexited-1,331-$345K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001398344-25-013461, largest first. % of portfolio is the value over $163,171,215, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,342 shares; 2024Q4: 440,061 shares; 2025Q1: 474,595 shares; 2025Q2: 489,979 shares 489,979$22.7M13.91%+15,384Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396,260 shares; 2025Q2: 516,788 shares 516,788$21.5M13.18%+120,528Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,674 shares; 2024Q4: 180,537 shares; 2025Q1: 182,601 shares; 2025Q2: 224,619 shares 224,619$16.6M10.19%+42,018Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,104 shares; 2024Q4: 102,141 shares; 2025Q1: 108,956 shares; 2025Q2: 117,448 shares 117,448$10.7M6.56%+8,492Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,789 shares; 2024Q4: 147,027 shares; 2025Q1: 151,474 shares; 2025Q2: 156,424 shares 156,424$10.7M6.54%+4,950Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,736 shares; 2024Q4: 88,241 shares; 2025Q1: 89,725 shares; 2025Q2: 93,623 shares 93,623$9.44M5.78%+3,898Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,183 shares; 2024Q4: 398,624 shares; 2025Q1: 335,481 shares; 2025Q2: 334,806 shares 334,806$8.27M5.07%-675Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,703 shares; 2024Q4: 151,978 shares; 2025Q1: 142,047 shares; 2025Q2: 140,875 shares 140,875$7.76M4.76%-1,172Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 54,703 shares; 2025Q1: 58,724 shares; 2025Q2: 60,625 shares 60,625$5.78M3.54%+1,901Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,324 shares; 2024Q4: 90,953 shares; 2025Q1: 76,453 shares; 2025Q2: 77,747 shares 77,747$5.33M3.27%+1,294Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,169 shares; 2024Q4: 55,839 shares; 2025Q1: 70,246 shares; 2025Q2: 84,270 shares 84,270$5.27M3.23%+14,024Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,153 shares; 2024Q4: 31,952 shares; 2025Q1: 29,387 shares; 2025Q2: 23,897 shares 23,897$4.9M3%-5,490Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,147 shares; 2024Q4: 35,800 shares; 2025Q1: 47,113 shares; 2025Q2: 50,365 shares 50,365$4.33M2.66%+3,252Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,766 shares; 2024Q4: 41,776 shares; 2025Q1: 42,570 shares; 2025Q2: 42,637 shares 42,637$2.73M1.67%+67Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,404 shares; 2024Q4: 62,680 shares; 2025Q1: 59,554 shares; 2025Q2: 61,590 shares 61,590$2.63M1.61%+2,036Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,939 shares; 2024Q4: 39,794 shares; 2025Q1: 42,627 shares; 2025Q2: 49,004 shares 49,004$2.19M1.34%+6,377Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,953 shares; 2024Q4: 9,984 shares; 2025Q1: 9,743 shares; 2025Q2: 9,173 shares 9,173$2.01M1.23%-570Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,758 shares; 2024Q4: 53,137 shares; 2025Q1: 58,243 shares; 2025Q2: 64,165 shares 64,165$1.94M1.19%+5,922Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 6,164 shares; 2025Q1: 6,164 shares; 2025Q2: 5,964 shares 5,964$1.81M1.11%-200Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,922 shares; 2024Q4: 40,396 shares; 2025Q1: 28,340 shares; 2025Q2: 31,447 shares 31,447$1.63M1%+3,107Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,329 shares; 2025Q1: 3,434 shares; 2025Q2: 3,146 shares 3,146$1.56M0.96%-288Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,730 shares; 2024Q4: 19,589 shares; 2025Q1: 49,537 shares; 2025Q2: 54,585 shares 54,585$1.45M0.89%+5,048Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 3,574 shares; 2025Q2: 3,574 shares 3,574$1.31M0.8%0Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 11,216 shares; 2025Q1: 12,431 shares; 2025Q2: 23,859 shares 23,859$759K0.46%+11,428Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 7,029 shares; 2025Q1: 7,029 shares; 2025Q2: 7,029 shares 7,029$741K0.45%0Timeline
HNSTHONEST CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,159 shares; 2024Q4: 75,295 shares; 2025Q1: 75,795 shares; 2025Q2: 136,784 shares 136,784$696K0.43%+60,989Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,112 shares; 2025Q2: 2,216 shares 2,216$691K0.42%+104Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,628 shares; 2024Q4: 17,750 shares; 2025Q1: 9,068 shares; 2025Q2: 9,189 shares 9,189$688K0.42%+121Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,395 shares; 2024Q4: 12,595 shares; 2025Q1: 11,719 shares; 2025Q2: 7,114 shares 7,114$664K0.41%-4,605Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,216 shares; 2024Q4: 110,885 shares; 2025Q1: 9,305 shares; 2025Q2: 8,056 shares 8,056$623K0.38%-1,249Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,925 shares; 2024Q4: 14,923 shares; 2025Q1: 14,901 shares; 2025Q2: 12,691 shares 12,691$536K0.33%-2,210Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,014 shares; 2025Q1: 3,682 shares; 2025Q2: 5,138 shares 5,138$529K0.32%+1,456Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 799 shares; 2025Q1: 849 shares; 2025Q2: 654 shares 654$483K0.3%-195Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,155 shares; 2025Q1: 1,356 shares; 2025Q2: 2,085 shares 2,085$472K0.29%+729Timeline
FFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 8,956 shares; 2025Q1: 8,956 shares; 2025Q2: 8,956 shares 8,956$469K0.29%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,436 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares 1,686$454K0.28%0Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,317 shares; 2025Q1: 7,216 shares; 2025Q2: 7,652 shares 7,652$411K0.25%+436Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,017 shares; 2025Q1: 2,592 shares; 2025Q2: 2,129 shares 2,129$336K0.21%-463Timeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,395 shares; 2025Q2: 7,965 shares 7,965$315K0.19%+1,570Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares 1,016$284K0.17%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,428 shares; 2025Q2: 1,423 shares 1,423$276K0.17%-5Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares 1,700$259K0.16%0Timeline
XSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 6,077 shares; 2025Q1: 6,051 shares; 2025Q2: 6,051 shares 6,051$246K0.15%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,698 shares; 2024Q4: 60,439 shares; 2025Q1: 47,792 shares; 2025Q2: 4,237 shares 4,237$242K0.15%-43,555Timeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 5,158 shares; 2025Q1: 5,158 shares; 2025Q2: 5,158 shares 5,158$232K0.14%0Timeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,690 shares; 2025Q2: 3,252 shares 3,252$209K0.13%-438Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
JPMJPMORGAN CHASE & CO1,700$417Kshares
TSLATESLA INC1,331$345Kshares
MDLZMONDELEZ INTL INC3,701$251Kshares
ARKWARK ETF TR2,269$215Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-25-013461 base2025-07-22acceptance time not in the bulk data set