Echo Wealth Management, LLC

Registered adviser

CIK

1846994

Location

PLYMOUTH, MN

Portfolio Value

Small $200,121,576

Diversification

Highly concentrated

Filing Date

Global Rank

#6,454 / 8,811 ▼ 343 · as of Jun 2026

Top Industry

Consumer Electronics 21.7%

Period ended 21 days ago

Filed Oct 15, 2026 · 6d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 174136

Roster of Oct 1, 2026

Regulatory AUM

$288,189,706

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$288,189,706	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$245,168,754	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$189,960,227	Individuals and high net worth (98%)
May 2023 to Mar 2024	$147,790,930	Individuals and high net worth (99%)
Apr 2023	$147,790,930	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$161,995,413	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 95.0% of the book (60%+)

Turnover

Low turnover

24.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.4 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 92.6%; sector active share 84.8% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

49 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

53.7%

+1.1 pts

Top 5

90.2%

+1.3 pts

Top 10

95.5%

+0.5 pts

HHI

3,515

Highly concentrated+109

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.2%	$188,599,728	34
Technology	2.3%	$4,571,691	5
Consumer Cyclical	1.1%	$2,123,505	1
Consumer Defensive	1.0%	$2,100,370	2
Communication Services	0.5%	$970,646	3
Financial Services	0.4%	$785,701	1
Basic Materials	0.2%	$366,015	1
Healthcare	0.2%	$324,865	1
Industrials	0.1%	$279,055	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
AVIG	Avantis Core Fixed Income ETF	+72,209	900,669	$35,477,351
JPIE	JPMorgan Income ETF	+31,324	497,601	$22,337,308
AVDE	Avantis International Equity ETF	+20,183	341,572	$30,779,052
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	+14,659	345,534	$9,633,487
BUFR	FT Vest Laddered Buffer ETF	+14,152	53,537	$2,006,031
AVEM	Avantis Emerging Markets Equity ETF	+9,635	147,614	$13,878,668
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+7,547	37,525	$1,110,364
JBND	JPMorgan Active Bond ETF	+7,530	298,647	$15,266,834
BUFD	FT Vest Laddered Deep Buffer ETF	+5,099	52,742	$1,601,774
AVLV	Avantis U.S. Large Cap Value ETF	+3,734	94,976	$8,589,629
AVDV	Avantis International Small Cap Value ETF	+3,066	7,581	$829,209
AVUS	Avantis U.S. Equity ETF	+2,546	74,998	$9,606,493
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+2,326	60,641	$4,194,537
DGRO	iShares Core Dividend Growth ETF	+1,727	42,519	$0
COWZ	Pacer US Cash Cows 100 ETF	+1,189	30,631	$2,044,925
AVUV	Avantis U.S. Small Cap Value ETF	+967	69,825	$8,223,290
DNOV	FT Vest U.S. Equity Deep Buffer ETF - November	+717	73,140	$3,853,936
JIVE	JPMorgan International Value ETF	+656	5,137	$489,145
AMZN	Amazon Com Inc	+382	8,523	$2,123,505
FJUN	FT Vest U.S. Equity Buffer ETF - June	+171	5,844	$357,572
GOOGL	Alphabet Inc.	+102	840	$289,027
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+13	5,927	$2,218,120
UNH	Unitedhealth Group Inc	+5	885	$324,865
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
HNST	Honest Company, Inc.	−59,130	166,969	$856,550
GIS	General Mills Inc	−7,599	38,676	$1,243,820
JGRO	JPMorgan Active Growth ETF	−1,490	58,913	$5,689,817
MSFT	Microsoft Corp	−587	1,696	$869,878
AAPL	Apple Inc.	−449	7,505	$2,499,315
UBER	Uber Technologies, Inc	−200	5,816	$398,454
FYC	First Trust Small Cap Growth AlphaDEX Fund	−123	3,344	$385,630
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	−111	15,120	$1,400,868
NVDA	Nvidia Corp	−90	1,639	$374,314
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−52	43,103	$5,305,117
GOOG	Alphabet Inc.	−35	749	$255,214
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−22	5,123	$471,572
DMAR	FT Vest U.S. Equity Deep Buffer ETF - March	−6	4,989	$228,097
PRF	Victory Portfolios II	−2	10,085	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
ACYN	First Trust Exchange-Traded Fund	35,661	$743,888
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	24,000	$493,920
BUFF		4,588	$247,201
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
STIP	iShares 0-5 Year TIPS Bond ETF	2,119	$216,477
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $200,121,576 total · filing declares 49 positions · $203,875,969 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVIG	Avantis Core Fixed Income ETF	Added	900,669	+72,209	$35,477,351	+3.4%	17.73%
AVDE	Avantis International Equity ETF	Added	341,572	+20,183	$30,779,052	+7.4%	15.38%
JPIE	JPMorgan Income ETF	Added	497,601	+31,324	$22,337,308	+4.0%	11.16%
JBND	JPMorgan Active Bond ETF	Added	298,647	+7,530	$15,266,834	−2.0%	7.63%
AVEM	Avantis Emerging Markets Equity ETF	Added	147,614	+9,635	$13,878,668	+4.2%	6.94%
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	Added	345,534	+14,659	$9,633,487	−1.0%	4.81%
AVUS	Avantis U.S. Equity ETF	Added	74,998	+2,546	$9,606,493	+3.5%	4.80%
AVLV	Avantis U.S. Large Cap Value ETF	Added	94,976	+3,734	$8,589,629	+3.2%	4.29%
AVUV	Avantis U.S. Small Cap Value ETF	Added	69,825	+967	$8,223,290	−4.3%	4.11%
JGRO	JPMorgan Active Growth ETF	Reduced	58,913	-1,490	$5,689,817	−4.5%	2.84%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	43,103	-52	$5,305,117	+3.3%	2.65%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	60,641	+2,326	$4,194,537	+6.4%	2.10%
DNOV	FT Vest U.S. Equity Deep Buffer ETF - November	Added	73,140	+717	$3,853,936	+3.6%	1.93%
AAPL	Apple Inc. Technology	Reduced	7,505	-449	$2,499,315	+8.6%	1.25%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	5,927	+13	$2,218,120	+1.4%	1.11%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,523	+382	$2,123,505	+9.4%	1.06%
COWZ	Pacer US Cash Cows 100 ETF	Added	30,631	+1,189	$2,044,925	+11.7%	1.02%
BUFR	FT Vest Laddered Buffer ETF	Added	53,537	+14,152	$2,006,031	+39.4%	1.00%
BUFD	FT Vest Laddered Deep Buffer ETF	Added	52,742	+5,099	$1,601,774	+13.1%	0.80%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Reduced	15,120	-111	$1,400,868	+4.6%	0.70%
GIS	General Mills Inc Consumer Defensive	Reduced	38,676	-7,599	$1,243,820	−22.8%	0.62%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	37,525	+7,547	$1,110,364	+23.4%	0.55%
MSFT	Microsoft Corp Technology	Reduced	1,696	-587	$869,878	+2.1%	0.43%
HNST	Honest Company, Inc. Consumer Defensive	Reduced	166,969	-59,130	$856,550	+3.5%	0.43%
AVDV	Avantis International Small Cap Value ETF	Added	7,581	+3,066	$829,209	+78.2%	0.41%
AFL	Aflac Inc Financial Services	Held	7,029	0	$785,701	−4.7%	0.39%
ACYN	First Trust Exchange-Traded Fund	NEW	35,661	NEW	$743,888	NEW	0.37%
ACYS	FT Vest Laddered Autocallable Barrier & Resilient Income ETF	NEW	24,000	NEW	$493,920	NEW	0.25%
JIVE	JPMorgan International Value ETF	Added	5,137	+656	$489,145	+18.7%	0.24%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	5,123	-22	$471,572	+1.0%	0.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	942	0	$429,730	−4.5%	0.21%
META	Meta Platforms, Inc. Communication Services	Held	588	0	$426,405	+28.7%	0.21%
UBER	Uber Technologies, Inc Technology	Reduced	5,816	-200	$398,454	−8.2%	0.20%
FYC	First Trust Small Cap Growth AlphaDEX Fund	Reduced	3,344	-123	$385,630	−12.7%	0.19%
NVDA	Nvidia Corp Technology	Reduced	1,639	-90	$374,314	+8.2%	0.19%
FFEB	FT Vest U.S. Equity Buffer ETF - February	Held	5,950	0	$372,443	+2.6%	0.19%
ECL	Ecolab Inc. Basic Materials	Held	1,333	0	$366,015	−1.4%	0.18%
FJUN	FT Vest U.S. Equity Buffer ETF - June	Added	5,844	+171	$357,572	+5.1%	0.18%
UNH	Unitedhealth Group Inc Healthcare	Added	885	+5	$324,865	−11.2%	0.16%
VO	VANGUARD MID-CAP INDEX FUND	Held	3,696	0	$289,840	−2.7%	0.14%
GOOGL	Alphabet Inc. Communication Services	Added	840	+102	$289,027	+9.6%	0.14%
MMM	3M Co Industrials	Held	1,700	0	$279,055	+1.4%	0.14%
GOOG	Alphabet Inc. Communication Services	Reduced	749	-35	$255,214	−7.9%	0.13%
BUFF		NEW	4,588	NEW	$247,201	NEW	0.12%
BIV	Vanguard Bond Index Funds	Held	3,379	0	$246,193	−5.0%	0.12%
DMAR	FT Vest U.S. Equity Deep Buffer ETF - March	Reduced	4,989	-6	$228,097	+2.1%	0.11%
DJUN	FT Vest U.S. Equity Deep Buffer ETF - June	Held	4,542	0	$227,417	+1.6%	0.11%
PRF	Victory Portfolios II	Reduced	10,085	-2	$0	−100.0%	0.00%
DGRO	iShares Core Dividend Growth ETF	Added	42,519	+1,727	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.