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Echo Wealth Management, LLC

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13F filer, CIK 1846994, PLYMOUTH, MN

Echo Wealth Management, LLC reported $171,349,884 across 45 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-22. Its ten largest share positions make up 74.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-019534

Period
2025-09-30
Reported value
$171M
Holdings
45
Top 10 weight
74.43%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVIGadded+50,660$2.13M
JPIEadded+14,228$660K
AVDEadded+6,827$539K
HELOadded+6,395$416K
DNOVadded+3,989$187K

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
AAPLreduced-12,558-$3.2M
COWZreduced-10,090-$580K
UBERreduced-2,842-$278K
XSEPexited-6,051-$246K
FFEBreduced-3,006-$166K

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, Q3 2025

Share positions as resolved from 13F-HR 0001398344-25-019534, largest first. % of portfolio is the value over $171,349,884, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396,260 shares; 2025Q2: 516,788 shares; 2025Q3: 567,448 shares 567,448$23.9M13.94%+50,660Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,342 shares; 2024Q4: 440,061 shares; 2025Q1: 474,595 shares; 2025Q2: 489,979 shares; 2025Q3: 504,207 shares 504,207$23.4M13.66%+14,228Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,674 shares; 2024Q4: 180,537 shares; 2025Q1: 182,601 shares; 2025Q2: 224,619 shares; 2025Q3: 231,446 shares 231,446$18.3M10.66%+6,827Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,104 shares; 2024Q4: 102,141 shares; 2025Q1: 108,956 shares; 2025Q2: 117,448 shares; 2025Q3: 116,590 shares 116,590$11.6M6.77%-858Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,789 shares; 2024Q4: 147,027 shares; 2025Q1: 151,474 shares; 2025Q2: 156,424 shares; 2025Q3: 158,856 shares 158,856$11.5M6.7%+2,432Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,736 shares; 2024Q4: 88,241 shares; 2025Q1: 89,725 shares; 2025Q2: 93,623 shares; 2025Q3: 94,481 shares 94,481$10.3M5.99%+858Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,183 shares; 2024Q4: 398,624 shares; 2025Q1: 335,481 shares; 2025Q2: 334,806 shares; 2025Q3: 340,319 shares 340,319$8.8M5.13%+5,513Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,703 shares; 2024Q4: 151,978 shares; 2025Q1: 142,047 shares; 2025Q2: 140,875 shares; 2025Q3: 130,785 shares 130,785$7.52M4.39%-10,090Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 54,703 shares; 2025Q1: 58,724 shares; 2025Q2: 60,625 shares; 2025Q3: 61,514 shares 61,514$6.43M3.75%+889Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,169 shares; 2024Q4: 55,839 shares; 2025Q1: 70,246 shares; 2025Q2: 84,270 shares; 2025Q3: 90,665 shares 90,665$5.89M3.44%+6,395Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,324 shares; 2024Q4: 90,953 shares; 2025Q1: 76,453 shares; 2025Q2: 77,747 shares; 2025Q3: 77,932 shares 77,932$5.85M3.42%+185Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,147 shares; 2024Q4: 35,800 shares; 2025Q1: 47,113 shares; 2025Q2: 50,365 shares; 2025Q3: 48,809 shares 48,809$4.58M2.67%-1,556Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,766 shares; 2024Q4: 41,776 shares; 2025Q1: 42,570 shares; 2025Q2: 42,637 shares; 2025Q3: 43,200 shares 43,200$2.94M1.72%+563Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,404 shares; 2024Q4: 62,680 shares; 2025Q1: 59,554 shares; 2025Q2: 61,590 shares; 2025Q3: 61,832 shares 61,832$2.89M1.69%+242Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,153 shares; 2024Q4: 31,952 shares; 2025Q1: 29,387 shares; 2025Q2: 23,897 shares; 2025Q3: 11,339 shares 11,339$2.89M1.69%-12,558Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,939 shares; 2024Q4: 39,794 shares; 2025Q1: 42,627 shares; 2025Q2: 49,004 shares; 2025Q3: 52,993 shares 52,993$2.48M1.45%+3,989Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,758 shares; 2024Q4: 53,137 shares; 2025Q1: 58,243 shares; 2025Q2: 64,165 shares; 2025Q3: 67,433 shares 67,433$2.04M1.19%+3,268Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,953 shares; 2024Q4: 9,984 shares; 2025Q1: 9,743 shares; 2025Q2: 9,173 shares; 2025Q3: 8,987 shares 8,987$1.97M1.15%-186Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 6,164 shares; 2025Q1: 6,164 shares; 2025Q2: 5,964 shares; 2025Q3: 5,964 shares 5,964$1.96M1.14%0Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,922 shares; 2024Q4: 40,396 shares; 2025Q1: 28,340 shares; 2025Q2: 31,447 shares; 2025Q3: 34,342 shares 34,342$1.73M1.01%+2,895Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,329 shares; 2025Q1: 3,434 shares; 2025Q2: 3,146 shares; 2025Q3: 3,096 shares 3,096$1.6M0.94%-50Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 3,574 shares; 2025Q2: 3,574 shares; 2025Q3: 3,574 shares 3,574$1.44M0.84%0Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,730 shares; 2024Q4: 19,589 shares; 2025Q1: 49,537 shares; 2025Q2: 54,585 shares; 2025Q3: 50,107 shares 50,107$1.38M0.81%-4,478Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 11,216 shares; 2025Q1: 12,431 shares; 2025Q2: 23,859 shares; 2025Q3: 28,525 shares 28,525$953K0.56%+4,666Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 7,029 shares; 2025Q1: 7,029 shares; 2025Q2: 7,029 shares; 2025Q3: 7,029 shares 7,029$785K0.46%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,628 shares; 2024Q4: 17,750 shares; 2025Q1: 9,068 shares; 2025Q2: 9,189 shares; 2025Q3: 8,860 shares 8,860$715K0.42%-329Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,112 shares; 2025Q2: 2,216 shares; 2025Q3: 2,045 shares 2,045$706K0.41%-171Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,925 shares; 2024Q4: 14,923 shares; 2025Q1: 14,901 shares; 2025Q2: 12,691 shares; 2025Q3: 12,376 shares 12,376$560K0.33%-315Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,014 shares; 2025Q1: 3,682 shares; 2025Q2: 5,138 shares; 2025Q3: 5,334 shares 5,334$551K0.32%+196Timeline
HNSTHONEST CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,159 shares; 2024Q4: 75,295 shares; 2025Q1: 75,795 shares; 2025Q2: 136,784 shares; 2025Q3: 138,705 shares 138,705$510K0.3%+1,921Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,216 shares; 2024Q4: 110,885 shares; 2025Q1: 9,305 shares; 2025Q2: 8,056 shares; 2025Q3: 6,467 shares 6,467$505K0.29%-1,589Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 799 shares; 2025Q1: 849 shares; 2025Q2: 654 shares; 2025Q3: 645 shares 645$474K0.28%-9Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,436 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares 1,686$462K0.27%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,155 shares; 2025Q1: 1,356 shares; 2025Q2: 2,085 shares; 2025Q3: 1,639 shares 1,639$458K0.27%-446Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,317 shares; 2025Q1: 7,216 shares; 2025Q2: 7,652 shares; 2025Q3: 7,847 shares 7,847$439K0.26%+195Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,395 shares; 2024Q4: 12,595 shares; 2025Q1: 11,719 shares; 2025Q2: 7,114 shares; 2025Q3: 4,272 shares 4,272$419K0.24%-2,842Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,017 shares; 2025Q1: 2,592 shares; 2025Q2: 2,129 shares; 2025Q3: 1,991 shares 1,991$371K0.22%-138Timeline
FFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 8,956 shares; 2025Q1: 8,956 shares; 2025Q2: 8,956 shares; 2025Q3: 5,950 shares 5,950$328K0.19%-3,006Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares 1,016$298K0.17%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,428 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares 1,423$290K0.17%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700$264K0.15%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,698 shares; 2024Q4: 60,439 shares; 2025Q1: 47,792 shares; 2025Q2: 4,237 shares; 2025Q3: 4,163 shares 4,163$249K0.15%-74Timeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,395 shares; 2025Q2: 7,965 shares; 2025Q3: 5,995 shares 5,995$244K0.14%-1,970Timeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 5,158 shares; 2025Q1: 5,158 shares; 2025Q2: 5,158 shares; 2025Q3: 5,158 shares 5,158$240K0.14%0Timeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,690 shares; 2025Q2: 3,252 shares; 2025Q3: 3,477 shares 3,477$236K0.14%+225Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
XSEPFIRST TR EXCHNG TRADED FD VI6,051$246Kshares

How Q3 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 0001398344-25-019534 base2025-10-22acceptance time not in the bulk data set