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Echo Wealth Management, LLC

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13F filer, CIK 1846994, PLYMOUTH, MN

Echo Wealth Management, LLC reported $171,272,885 across 46 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-22. Its ten largest share positions make up 73.38% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-001002

Period
2025-12-31
Reported value
$171M
Holdings
46
Top 10 weight
73.38%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JBNDnew+164,419$8.89M
AVDEadded+31,080$2.56M
AVIGadded+54,766$2.3M
AVEMadded+24,256$1.87M
JGROadded+18,168$1.69M

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
COWZreduced-81,316-$4.89M
JPIEreduced-86,503-$4M
AVUVreduced-32,169-$3.28M
AVLVreduced-36,545-$2.77M
AVUSreduced-13,920-$1.56M

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, Q4 2025

Share positions as resolved from 13F-HR 0001398344-26-001002, largest first. % of portfolio is the value over $171,272,885, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396,260 shares; 2025Q2: 516,788 shares; 2025Q3: 567,448 shares; 2025Q4: 622,214 shares 622,214$26.1M15.23%+54,766Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,674 shares; 2024Q4: 180,537 shares; 2025Q1: 182,601 shares; 2025Q2: 224,619 shares; 2025Q3: 231,446 shares; 2025Q4: 262,526 shares 262,526$21.6M12.62%+31,080Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,342 shares; 2024Q4: 440,061 shares; 2025Q1: 474,595 shares; 2025Q2: 489,979 shares; 2025Q3: 504,207 shares; 2025Q4: 417,704 shares 417,704$19.3M11.29%-86,503Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,789 shares; 2024Q4: 147,027 shares; 2025Q1: 151,474 shares; 2025Q2: 156,424 shares; 2025Q3: 158,856 shares; 2025Q4: 122,311 shares 122,311$9.27M5.41%-36,545Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,736 shares; 2024Q4: 88,241 shares; 2025Q1: 89,725 shares; 2025Q2: 93,623 shares; 2025Q3: 94,481 shares; 2025Q4: 80,561 shares 80,561$9.01M5.26%-13,920Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164,419 shares 164,419$8.89M5.19%newTimeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,183 shares; 2024Q4: 398,624 shares; 2025Q1: 335,481 shares; 2025Q2: 334,806 shares; 2025Q3: 340,319 shares; 2025Q4: 335,205 shares 335,205$8.8M5.14%-5,114Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,104 shares; 2024Q4: 102,141 shares; 2025Q1: 108,956 shares; 2025Q2: 117,448 shares; 2025Q3: 116,590 shares; 2025Q4: 84,421 shares 84,421$8.61M5.03%-32,169Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,324 shares; 2024Q4: 90,953 shares; 2025Q1: 76,453 shares; 2025Q2: 77,747 shares; 2025Q3: 77,932 shares; 2025Q4: 102,188 shares 102,188$7.87M4.6%+24,256Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,147 shares; 2024Q4: 35,800 shares; 2025Q1: 47,113 shares; 2025Q2: 50,365 shares; 2025Q3: 48,809 shares; 2025Q4: 66,977 shares 66,977$6.22M3.63%+18,168Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,272 shares; 2024Q4: 54,703 shares; 2025Q1: 58,724 shares; 2025Q2: 60,625 shares; 2025Q3: 61,514 shares; 2025Q4: 55,289 shares 55,289$5.9M3.44%-6,225Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,169 shares; 2024Q4: 55,839 shares; 2025Q1: 70,246 shares; 2025Q2: 84,270 shares; 2025Q3: 90,665 shares; 2025Q4: 71,319 shares 71,319$4.74M2.77%-19,346Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,766 shares; 2024Q4: 41,776 shares; 2025Q1: 42,570 shares; 2025Q2: 42,637 shares; 2025Q3: 43,200 shares; 2025Q4: 56,281 shares 56,281$3.91M2.28%+13,081Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,703 shares; 2024Q4: 151,978 shares; 2025Q1: 142,047 shares; 2025Q2: 140,875 shares; 2025Q3: 130,785 shares; 2025Q4: 49,469 shares 49,469$2.98M1.74%-81,316Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,153 shares; 2024Q4: 31,952 shares; 2025Q1: 29,387 shares; 2025Q2: 23,897 shares; 2025Q3: 11,339 shares; 2025Q4: 10,753 shares 10,753$2.92M1.71%-586Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,404 shares; 2024Q4: 62,680 shares; 2025Q1: 59,554 shares; 2025Q2: 61,590 shares; 2025Q3: 61,832 shares; 2025Q4: 59,221 shares 59,221$2.77M1.62%-2,611Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,939 shares; 2024Q4: 39,794 shares; 2025Q1: 42,627 shares; 2025Q2: 49,004 shares; 2025Q3: 52,993 shares; 2025Q4: 42,346 shares 42,346$2.07M1.21%-10,647Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 6,164 shares; 2025Q1: 6,164 shares; 2025Q2: 5,964 shares; 2025Q3: 5,964 shares; 2025Q4: 5,964 shares 5,964$2M1.17%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,953 shares; 2024Q4: 9,984 shares; 2025Q1: 9,743 shares; 2025Q2: 9,173 shares; 2025Q3: 8,987 shares; 2025Q4: 8,319 shares 8,319$1.92M1.12%-668Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,922 shares; 2024Q4: 40,396 shares; 2025Q1: 28,340 shares; 2025Q2: 31,447 shares; 2025Q3: 34,342 shares; 2025Q4: 36,080 shares 36,080$1.68M0.98%+1,738Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,758 shares; 2024Q4: 53,137 shares; 2025Q1: 58,243 shares; 2025Q2: 64,165 shares; 2025Q3: 67,433 shares; 2025Q4: 49,439 shares 49,439$1.49M0.87%-17,994Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 3,574 shares; 2025Q2: 3,574 shares; 2025Q3: 3,574 shares; 2025Q4: 3,554 shares 3,554$1.47M0.86%-20Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,730 shares; 2024Q4: 19,589 shares; 2025Q1: 49,537 shares; 2025Q2: 54,585 shares; 2025Q3: 50,107 shares; 2025Q4: 49,532 shares 49,532$1.4M0.82%-575Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,329 shares; 2025Q1: 3,434 shares; 2025Q2: 3,146 shares; 2025Q3: 3,096 shares; 2025Q4: 2,764 shares 2,764$1.34M0.78%-332Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 11,216 shares; 2025Q1: 12,431 shares; 2025Q2: 23,859 shares; 2025Q3: 28,525 shares; 2025Q4: 26,491 shares 26,491$908K0.53%-2,034Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 7,029 shares; 2025Q1: 7,029 shares; 2025Q2: 7,029 shares; 2025Q3: 7,029 shares; 2025Q4: 7,029 shares 7,029$775K0.45%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,628 shares; 2024Q4: 17,750 shares; 2025Q1: 9,068 shares; 2025Q2: 9,189 shares; 2025Q3: 8,860 shares; 2025Q4: 7,219 shares 7,219$596K0.35%-1,641Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,925 shares; 2024Q4: 14,923 shares; 2025Q1: 14,901 shares; 2025Q2: 12,691 shares; 2025Q3: 12,376 shares; 2025Q4: 12,271 shares 12,271$576K0.34%-105Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,112 shares; 2025Q2: 2,216 shares; 2025Q3: 2,045 shares; 2025Q4: 1,669 shares 1,669$551K0.32%-376Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,155 shares; 2025Q1: 1,356 shares; 2025Q2: 2,085 shares; 2025Q3: 1,639 shares; 2025Q4: 1,529 shares 1,529$465K0.27%-110Timeline
HNSTHONEST CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,159 shares; 2024Q4: 75,295 shares; 2025Q1: 75,795 shares; 2025Q2: 136,784 shares; 2025Q3: 138,705 shares; 2025Q4: 178,761 shares 178,761$461K0.27%+40,056Timeline
FYCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,489 shares 4,489$431K0.25%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 799 shares; 2025Q1: 849 shares; 2025Q2: 654 shares; 2025Q3: 645 shares; 2025Q4: 637 shares 637$420K0.25%-8Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,317 shares; 2025Q1: 7,216 shares; 2025Q2: 7,652 shares; 2025Q3: 7,847 shares; 2025Q4: 7,309 shares 7,309$417K0.24%-538Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,017 shares; 2025Q1: 2,592 shares; 2025Q2: 2,129 shares; 2025Q3: 1,991 shares; 2025Q4: 2,021 shares 2,021$377K0.22%+30Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,436 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,398 shares 1,398$367K0.21%-288Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,395 shares; 2024Q4: 12,595 shares; 2025Q1: 11,719 shares; 2025Q2: 7,114 shares; 2025Q3: 4,272 shares; 2025Q4: 4,472 shares 4,472$365K0.21%+200Timeline
FFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,956 shares; 2024Q4: 8,956 shares; 2025Q1: 8,956 shares; 2025Q2: 8,956 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares 5,950$337K0.2%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares 1,016$295K0.17%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700$272K0.16%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,216 shares; 2024Q4: 110,885 shares; 2025Q1: 9,305 shares; 2025Q2: 8,056 shares; 2025Q3: 6,467 shares; 2025Q4: 3,379 shares 3,379$263K0.15%-3,088Timeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,395 shares; 2025Q2: 7,965 shares; 2025Q3: 5,995 shares; 2025Q4: 5,995 shares 5,995$250K0.15%0Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,037 shares 3,037$244K0.14%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares 710$222K0.13%newTimeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 5,158 shares; 2025Q1: 5,158 shares; 2025Q2: 5,158 shares; 2025Q3: 5,158 shares; 2025Q4: 4,542 shares 4,542$215K0.13%-616Timeline
JGLOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,690 shares; 2025Q2: 3,252 shares; 2025Q3: 3,477 shares; 2025Q4: 3,003 shares 3,003$203K0.12%-474Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
STIPISHARES TR5,334$551Kshares
IWDISHARES TR1,423$290Kshares
VEAVANGUARD TAX-MANAGED FDS4,163$249Kshares

How Q4 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 0001398344-26-001002 base2026-01-22acceptance time not in the bulk data set