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Echo Wealth Management, LLC

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13F filer, CIK 1846994, PLYMOUTH, MN

Echo Wealth Management, LLC reported $173,674,393 across 47 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 79.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-006803

Period
2026-03-31
Reported value
$174M
Holdings
47
Top 10 weight
79.65%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVIGadded+152,845$6.35M
JBNDadded+104,585$5.62M
AVDEadded+33,694$2.86M
AVEMadded+32,771$2.64M
DNOVadded+27,929$1.34M

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
SPEMexited-59,221-$2.77M
AVLVreduced-33,922-$2.73M
AVUVreduced-16,215-$1.79M
COWZreduced-23,658-$1.48M
SPYGreduced-13,080-$1.28M

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, Q1 2026

Share positions as resolved from 13F-HR 0001398344-26-006803, largest first. % of portfolio is the value over $173,674,393, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396,260 shares; 2025Q2: 516,788 shares; 2025Q3: 567,448 shares; 2025Q4: 622,214 shares; 2026Q1: 775,059 shares 775,059$32.2M18.54%+152,845Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 296,220 shares 296,220$25.1M14.47%+33,694Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 441,628 shares 441,628$20.3M11.71%+23,924Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164,419 shares; 2026Q1: 269,004 shares 269,004$14.5M8.33%+104,585Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 134,959 shares 134,959$10.9M6.26%+32,771Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 72,143 shares 72,143$8.02M4.62%-8,418Timeline
RDVIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 307,166 shares 307,166$7.85M4.52%-28,039Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 68,206 shares 68,206$7.53M4.34%-16,215Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 88,389 shares 88,389$7.13M4.1%-33,922Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 56,694 shares 56,694$4.79M2.76%-10,283Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,209 shares 42,209$4.13M2.38%-13,080Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 55,343 shares 55,343$3.54M2.04%-15,976Timeline
DNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 70,275 shares 70,275$3.37M1.94%+27,929Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 38,874 shares 38,874$2.73M1.57%-17,407Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,330 shares 7,330$1.86M1.07%-3,423Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,768 shares 5,768$1.85M1.07%-196Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,982 shares 7,982$1.66M0.96%-337Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,811 shares 25,811$1.61M0.93%-23,658Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,611 shares 39,611$1.47M0.85%+3,531Timeline
BUFDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 47,660 shares 47,660$1.33M0.77%-1,872Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,138 shares 3,138$1.15M0.66%-416Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,808 shares 32,808$1.11M0.64%+6,317Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,499 shares 30,499$917K0.53%-18,940Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,143 shares 2,143$793K0.46%-621Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,029 shares 7,029$771K0.44%0Timeline
HNSTHONEST CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 181,182 shares 181,182$533K0.31%+2,421Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,438 shares 10,438$496K0.29%-1,833Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,366 shares 5,366$424K0.24%-1,853Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,112 shares; 2025Q2: 2,216 shares; 2025Q3: 2,045 shares; 2025Q4: 1,669 shares; 2026Q1: 1,538 shares 1,538$416K0.24%-131Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,716 shares 5,716$411K0.24%+1,244Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,333 shares 1,333$355K0.2%-65Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,999 shares 1,999$349K0.2%-22Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 799 shares; 2025Q1: 849 shares; 2025Q2: 654 shares; 2025Q3: 645 shares; 2025Q4: 637 shares; 2026Q1: 586 shares 586$335K0.19%-51Timeline
FYCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,489 shares; 2026Q1: 3,440 shares 3,440$334K0.19%-1,049Timeline
FFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,950 shares 5,950$332K0.19%0Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,727 shares 5,727$324K0.19%-1,582Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 942 shares 942$318K0.18%-587Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,043 shares 8,043$313K0.18%newTimeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,862 shares 2,862$286K0.16%newTimeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 924 shares 924$265K0.15%-92Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,379 shares 3,379$261K0.15%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,700 shares 1,700$247K0.14%0Timeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,542 shares 4,542$214K0.12%0Timeline
DMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,395 shares; 2025Q2: 7,965 shares; 2025Q3: 5,995 shares; 2025Q4: 5,995 shares; 2026Q1: 4,995 shares 4,995$212K0.12%-1,000Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500$205K0.12%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: 712 shares 712$205K0.12%+2Timeline
JIVEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,037 shares; 2026Q1: 2,383 shares 2,383$204K0.12%-654Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SPEMSPDR INDEX SHS FDS59,221$2.77Mshares
JGLOJ P MORGAN EXCHANGE TRADED F3,003$203Kshares

How Q1 2026 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 0001398344-26-006803 base2026-04-21acceptance time not in the bulk data set