Echo Wealth Management, LLC

PLYMOUTH, MN · CIK 1846994 · 13F filing filed 2024-07-17

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

$132.7m reported value +10.0% vs Q1 2024

45positions

66.9%in top 10

4 new 26 added 11 reduced 2 sold out vs Q1 2024

Holdings, Q2 2024

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	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	355,837	$16.2m12.19%	12.19%	Added +39.5k	+39,487 12.5%
2	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	147,527	$9.3m6.99%	6.99%	Added +11.5k	+11,502 8.5%
3	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	101,757	$9.1m6.88%	6.88%	Added +10.0k	+10,027 10.9%
4	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	146,432	$9.1m6.87%	6.87%	Added +23.4k	+23,370 19.0%
5	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	377,588	$8.8m6.65%	6.65%	Added +26.2k	+26,245 7.5%
6	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	92,581	$8.3m6.29%	6.29%	Added +4.2k	+4,182 4.7%
7	PACER FDS TR US CASH COWS 100 COWZ	COWZ	151,197	$8.2m6.21%	6.21%	Added +11.3k	+11,271 8.1%
8	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	104,992	$7.9m5.93%	5.93%	Added +8.3k	+8,295 8.6%
9	APPLE INC COM AAPL	AAPL	29,185	$6.1m4.63%	4.63%	Added +11.6k	+11,550 65.5%
10	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	91,298	$5.6m4.20%	4.20%	Added +3.9k	+3,880 4.4%
11	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	62,888	$5.0m3.80%	3.80%	Added +3.2k	+3,244 5.4%
12	GENERAL MLS INC COM GIS	GIS	62,610	$4.0m2.99%	2.99%	Reduced -3.0k	-3,035 -4.6%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	64,956	$3.2m2.42%	2.42%	Reduced -4.0k	-4,003 -5.8%
14	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	48,267	$2.8m2.13%	2.13%	Added +11.4k	+11,389 30.9%
15	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	34,320	$2.6m1.96%	1.96%	Added +2.9k	+2,917 9.3%
16	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	34,322	$2.6m1.94%	1.94%	Added +2.8k	+2,844 9.0%
17	ISHARES TR CORE DIV GRWTH DGRO	DGRO	44,017	$2.5m1.91%	1.91%	Added +2.4k	+2,429 5.8%
18	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	61,226	$2.3m1.74%	1.74%	Added +618	+618 1.0%
19	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	5,696	$1.8m1.35%	1.35%	Unchanged
20	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DNOV	DNOV	40,896	$1.7m1.28%	1.28%	Reduced -59	-59 -0.1%
21	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,164	$1.6m1.24%	1.24%	Added +2	+2 0.0%
22	AMAZON COM INC COM AMZN	AMZN	8,492	$1.6m1.24%	1.24%	Reduced -390	-390 -4.4%
23	MICROSOFT CORP COM MSFT	MSFT	3,449	$1.5m1.16%	1.16%	Added +1.2k	+1,161 50.7%
24	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	51,365	$1.5m1.15%	1.15%	Added +5.6k	+5,592 12.2%
25	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	22,969	$1.5m1.15%	1.15%	Reduced -315	-315 -1.4%
26	TESLA INC COM TSLA	TSLA	6,474	$1.3m0.97%	0.97%	Added +44	+44 0.7%
27	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	16,701	$633.8k0.48%	0.48%	Reduced -492	-492 -2.9%
28	META PLATFORMS INC CL A META	META	978	$493.1k0.37%	0.37%	Reduced -265	-265 -21.3%
29	JPMORGAN CHASE & CO COM JPM	JPM	2,222	$449.4k0.34%	0.34%	New
30	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FFEB	FFEB	8,956	$419.1k0.32%	0.32%	Reduced -29	-29 -0.3%
31	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,701	$411.8k0.31%	0.31%	Unchanged
32	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	4,001	$398.0k0.30%	0.30%	Added +40	+40 1.0%
33	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	3,640	$349.9k0.26%	0.26%	Unchanged
34	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	12,726	$309.5k0.23%	0.23%	Added +457	+457 3.7%
35	ECOLAB INC COM ECL	ECL	1,226	$291.8k0.22%	0.22%	Unchanged
36	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FJUN	FJUN	6,002	$290.5k0.22%	0.22%	Added +201	+201 3.5%
37	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,608	$280.5k0.21%	0.21%	Reduced -11	-11 -0.7%
38	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XDEC	XDEC	7,771	$280.3k0.21%	0.21%	Reduced -1.3k	-1,342 -14.7%
39	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	9,647	$279.0k0.21%	0.21%	Added +964	+964 11.1%
40	NVIDIA CORPORATION COM NVDA	NVDA	2,081	$257.1k0.19%	0.19%	New
41	ARK ETF TR NEXT GNRTN INTER ARKW	ARKW	3,174	$247.7k0.19%	0.19%	Added +200	+200 6.7%
42	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XSEP	XSEP	6,271	$236.5k0.18%	0.18%	Reduced -13	-13 -0.2%
43	HONEST CO INC COM HNST	HNST	76,659	$223.8k0.17%	0.17%	Added +51.7k	+51,659 206.6%
44	WELLTOWER INC COM WELL	WELL	2,000	$208.5k0.16%	0.16%	New
45	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,124	$204.7k0.15%	0.15%	New

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
CAPITAL GROUP DIVIDEND VALUE CGDV	CGDV	11,139	$362.0k11.1k shares
CAPITAL GROUP INTL FOCUS EQT CGXU	CGXU	10,185	$262.6k10.2k shares