Echo Wealth Management, LLC

PLYMOUTH, MN · CIK 1846994 · 13F filing filed 2023-07-31

SEC-registered investment adviser since 2020 · limited liability company

Assets managed$288.2m
Staff5 · 3 in investment roles
Main clients (by assets)High net worth individuals 90%, Individuals 7%, Companies 1%
Websiteechowm.com
Form ADV · 2026-04-07SEC adviser record

$92.5m reported value +2.2% vs Q1 2023

40positions

67.4%in top 10

1 new 5 added 28 reduced 1 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	199,712	$12.4m13.39%	13.39%	Reduced -2.7k	-2,703 -1.3%
2	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	146,421	$11.0m11.92%	11.92%	Reduced -5.6k	-5,635 -3.7%
3	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	95,768	$7.3m7.93%	7.93%	Reduced -3.9k	-3,867 -3.9%
4	PACER FDS TR US CASH COWS 100 COWZ	COWZ	123,408	$6.0m6.49%	6.49%	Reduced -3.3k	-3,331 -2.6%
5	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	96,400	$5.2m5.62%	5.62%	Reduced -4.4k	-4,370 -4.3%
6	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	79,980	$4.5m4.82%	4.82%	Reduced -4.0k	-4,024 -4.8%
7	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DNOV	DNOV	114,356	$4.2m4.53%	4.53%	Reduced -4.3k	-4,329 -3.6%
8	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	51,865	$4.2m4.49%	4.49%	Reduced -1.5k	-1,467 -2.8%
9	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	175,372	$3.9m4.25%	4.25%	Reduced -7.8k	-7,795 -4.3%
10	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	77,484	$3.7m3.95%	3.95%	Reduced -4.9k	-4,887 -5.9%
11	ISHARES TR CORE DIV GRWTH DGRO	DGRO	65,262	$3.4m3.66%	3.66%	Reduced -1.6k	-1,554 -2.3%
12	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	56,174	$3.3m3.57%	3.57%	Reduced -1.5k	-1,499 -2.6%
13	APPLE INC COM AAPL	AAPL	13,505	$2.6m2.83%	2.83%	Reduced -2.5k	-2,541 -15.8%
14	TESLA INC COM TSLA	TSLA	8,189	$2.4m2.57%	2.57%	Reduced -736	-736 -8.2%
15	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	60,195	$2.1m2.30%	2.30%	Reduced -2.2k	-2,213 -3.5%
16	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	29,158	$1.6m1.75%	1.75%	Added +776	+776 2.7%
17	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	6,642	$1.6m1.74%	1.74%	Unchanged
18	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,162	$1.4m1.50%	1.50%	Unchanged
19	ETF SER SOLUTIONS CBOE VEST 10 YR CBOE VEST 10 YR		42,889	$1.2m1.30%	1.30%	Reduced -988	-988 -2.2%
20	AMAZON COM INC COM AMZN	AMZN	8,831	$1.2m1.27%	1.27%	Reduced -749	-749 -7.8%
21	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	38,079	$1.1m1.21%	1.21%	Reduced -2.1k	-2,071 -5.2%
22	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	8,863	$862.4k0.93%	0.93%	Reduced -2.1k	-2,063 -18.9%
23	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	25,560	$845.3k0.91%	0.91%	Added +20.3k	+20,255 381.8%
24	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	16,660	$834.5k0.90%	0.90%	Reduced -3.3k	-3,349 -16.7%
25	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FFEB	FFEB	14,102	$568.1k0.61%	0.61%	Unchanged
26	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,293	$524.2k0.57%	0.57%	Reduced -501	-501 -13.2%
27	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XSEP	XSEP	14,514	$493.8k0.53%	0.53%	Added +556	+556 4.0%
28	META PLATFORMS INC CL A META	META	1,587	$493.0k0.53%	0.53%	Reduced -123	-123 -7.2%
29	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	9,683	$467.8k0.51%	0.51%	Reduced -30	-30 -0.3%
30	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,812	$409.8k0.44%	0.44%	Reduced -359	-359 -16.5%
31	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XDEC	XDEC	11,032	$362.0k0.39%	0.39%	Reduced -736	-736 -6.2%
32	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	3,714	$346.9k0.37%	0.37%	Reduced -268	-268 -6.7%
33	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	3,640	$345.2k0.37%	0.37%	Unchanged
34	ECOLAB INC COM ECL	ECL	1,596	$299.4k0.32%	0.32%	Reduced -440	-440 -21.6%
35	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	11,485	$249.7k0.27%	0.27%	Added +234	+234 2.1%
36	ARK ETF TR NEXT GNRTN INTER ARKW	ARKW	3,732	$248.4k0.27%	0.27%	Reduced -474	-474 -11.3%
37	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DJUN	DJUN	6,592	$240.1k0.26%	0.26%	Unchanged
38	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DMAY	DMAY	6,633	$229.3k0.25%	0.25%	New
39	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	443	$217.6k0.24%	0.24%	Unchanged
40	KRANESHARES TR MSCI CHINA CLEAN KGRN	KGRN	7,186	$201.3k0.22%	0.22%	Added +70	+70 1.0%

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
INVESCO QQQ TR QQQ	QQQ	1,628	$522.5k1.6k shares