Echo Wealth Management, LLC

PLYMOUTH, MN · CIK 1846994 · 13F filing filed 2025-07-22

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

$163.2m reported value +10.2% vs Q1 2025

46positions

72.8%in top 10

0 new 24 added 14 reduced 4 sold out vs Q1 2025

Holdings, Q2 2025

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	489,979	$22.7m13.91%	13.91%	Added +15.4k	+15,384 3.2%
2	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	516,788	$21.5m13.18%	13.18%	Added +120.5k	+120,528 30.4%
3	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	224,619	$16.6m10.19%	10.19%	Added +42.0k	+42,018 23.0%
4	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	117,448	$10.7m6.56%	6.56%	Added +8.5k	+8,492 7.8%
5	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	156,424	$10.7m6.54%	6.54%	Added +5.0k	+4,950 3.3%
6	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	93,623	$9.4m5.78%	5.78%	Added +3.9k	+3,898 4.3%
7	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	334,806	$8.3m5.07%	5.07%	Reduced -675	-675 -0.2%
8	PACER FDS TR US CASH COWS 100 COWZ	COWZ	140,875	$7.8m4.76%	4.76%	Reduced -1.2k	-1,172 -0.8%
9	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	60,625	$5.8m3.54%	3.54%	Added +1.9k	+1,901 3.2%
10	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	77,747	$5.3m3.27%	3.27%	Added +1.3k	+1,294 1.7%
11	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	84,270	$5.3m3.23%	3.23%	Added +14.0k	+14,024 20.0%
12	APPLE INC COM AAPL	AAPL	23,897	$4.9m3.00%	3.00%	Reduced -5.5k	-5,490 -18.7%
13	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	50,365	$4.3m2.66%	2.66%	Added +3.3k	+3,252 6.9%
14	ISHARES TR CORE DIV GRWTH DGRO	DGRO	42,637	$2.7m1.67%	1.67%	Added +67	+67 0.2%
15	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	61,590	$2.6m1.61%	1.61%	Added +2.0k	+2,036 3.4%
16	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DNOV	DNOV	49,004	$2.2m1.34%	1.34%	Added +6.4k	+6,377 15.0%
17	AMAZON COM INC COM AMZN	AMZN	9,173	$2.0m1.23%	1.23%	Reduced -570	-570 -5.8%
18	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	64,165	$1.9m1.19%	1.19%	Added +5.9k	+5,922 10.2%
19	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,964	$1.8m1.11%	1.11%	Reduced -200	-200 -3.2%
20	GENERAL MLS INC COM GIS	GIS	31,447	$1.6m1.00%	1.00%	Added +3.1k	+3,107 11.0%
21	MICROSOFT CORP COM MSFT	MSFT	3,146	$1.6m0.96%	0.96%	Reduced -288	-288 -8.4%
22	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	54,585	$1.4m0.89%	0.89%	Added +5.0k	+5,048 10.2%
23	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	3,574	$1.3m0.80%	0.80%	Unchanged
24	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	23,859	$758.7k0.46%	0.46%	Added +11.4k	+11,428 91.9%
25	AFLAC INC COM AFL	AFL	7,029	$741.3k0.45%	0.45%	Unchanged
26	HONEST CO INC COM HNST	HNST	136,784	$696.2k0.43%	0.43%	Added +61.0k	+60,989 80.5%
27	UNITEDHEALTH GROUP INC COM UNH	UNH	2,216	$691.3k0.42%	0.42%	Added +104	+104 4.9%
28	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	9,189	$688.2k0.42%	0.42%	Added +121	+121 1.3%
29	UBER TECHNOLOGIES INC COM UBER	UBER	7,114	$663.7k0.41%	0.41%	Reduced -4.6k	-4,605 -39.3%
30	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	8,056	$623.1k0.38%	0.38%	Reduced -1.2k	-1,249 -13.4%
31	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	12,691	$536.4k0.33%	0.33%	Reduced -2.2k	-2,210 -14.8%
32	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	5,138	$528.8k0.32%	0.32%	Added +1.5k	+1,456 39.5%
33	META PLATFORMS INC CL A META	META	654	$482.7k0.30%	0.30%	Reduced -195	-195 -23.0%
34	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,085	$472.2k0.29%	0.29%	Added +729	+729 53.8%
35	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FFEB	FFEB	8,956	$469.4k0.29%	0.29%	Unchanged
36	ECOLAB INC COM ECL	ECL	1,686	$454.3k0.28%	0.28%	Unchanged
37	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT FJUN	FJUN	7,652	$410.7k0.25%	0.25%	Added +436	+436 6.0%
38	NVIDIA CORPORATION COM NVDA	NVDA	2,129	$336.4k0.21%	0.21%	Reduced -463	-463 -17.9%
39	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DMAR	DMAR	7,965	$315.2k0.19%	0.19%	Added +1.6k	+1,570 24.6%
40	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,016	$284.3k0.17%	0.17%	Unchanged
41	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,423	$276.4k0.17%	0.17%	Reduced -5	-5 -0.3%
42	3M CO COM MMM	MMM	1,700	$258.8k0.16%	0.16%	Unchanged
43	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XSEP	XSEP	6,051	$245.7k0.15%	0.15%	Unchanged
44	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	4,237	$241.6k0.15%	0.15%	Reduced -43.6k	-43,555 -91.1%
45	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DJUN	DJUN	5,158	$232.2k0.14%	0.14%	Unchanged
46	J P MORGAN EXCHANGE TRADED F GLOBAL SEL EQUIT JGLO	JGLO	3,252	$209.2k0.13%	0.13%	Reduced -438	-438 -11.9%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
JPMORGAN CHASE & CO JPM	JPM	1,700	$417.0k1.7k shares
TESLA INC TSLA	TSLA	1,331	$344.9k1.3k shares
MONDELEZ INTL INC MDLZ	MDLZ	3,701	$251.1k3.7k shares
ARK ETF TR ARKW	ARKW	2,269	$214.8k2.3k shares