Echo Wealth Management, LLC

CIK

1846994

Location

PLYMOUTH, MN

Portfolio Value

Micro $9,729,908

Diversification

Diversified

Filing Date

Global Rank

#8,135 / 8,604 ▼ 17 · as of Mar 2026

Top Industry

Consumer Electronics 19.1%

3Y Alpha vs SPY

-9.0%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+38.7%

SPY

+76.5%

Annualised alpha

-9.3%

Max drawdown

−26.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.1%

−5.0 pts

Top 5

67.4%

−3.7 pts

Top 10

88.6%

−1.2 pts

HHI

1,142

Diversified−140

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.4%	$3,731,678	5
Consumer Defensive	20.6%	$2,006,996	2
Consumer Cyclical	17.1%	$1,662,411	1
Financial Services	7.9%	$771,151	1
Communication Services	5.6%	$540,010	2
Healthcare	4.3%	$416,167	1
Basic Materials	3.6%	$354,604	1
Industrials	2.5%	$246,891	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
GIS	General Mills Inc	+3,531	39,611	$1,474,321
HNST	Honest Company, Inc.	+2,421	181,182	$532,675
UBER	Uber Technologies, Inc	+1,244	5,716	$411,151
GOOGL	Alphabet Inc.	+2	712	$204,742
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−3,423	7,330	$1,860,280
MSFT	Microsoft Corp	−621	2,143	$793,274
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−587	942	$318,348
AMZN	Amazon Com Inc	−337	7,982	$1,662,411
UNH	Unitedhealth Group Inc	−131	1,538	$416,167
ECL	Ecolab Inc.	−65	1,333	$354,604
META	Meta Platforms, Inc.	−51	586	$335,268
NVDA	Nvidia Corp	−22	1,999	$348,625
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $9,729,908 total · as of Mar 31, 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
AAPL	Apple Inc. Technology	Reduced	7,330	-3,423	$1,860,280	−36.4%	19.12%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,982	-337	$1,662,411	−13.4%	17.09%
GIS	General Mills Inc Consumer Defensive	Added	39,611	+3,531	$1,474,321	−12.1%	15.15%
MSFT	Microsoft Corp Technology	Reduced	2,143	-621	$793,274	−40.7%	8.15%
AFL	Aflac Inc Financial Services	Held	7,029	0	$771,151	−0.5%	7.93%
HNST	Honest Company, Inc. Consumer Defensive	Added	181,182	+2,421	$532,675	+15.5%	5.47%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,538	-131	$416,167	−24.5%	4.28%
UBER	Uber Technologies, Inc Technology	Added	5,716	+1,244	$411,151	+12.5%	4.23%
ECL	Ecolab Inc. Basic Materials	Reduced	1,333	-65	$354,604	−3.4%	3.64%
NVDA	Nvidia Corp Technology	Reduced	1,999	-22	$348,625	−7.5%	3.58%
META	Meta Platforms, Inc. Communication Services	Reduced	586	-51	$335,268	−20.3%	3.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	942	-587	$318,348	−31.5%	3.27%
MMM	3M Co Industrials	Held	1,700	0	$246,891	−9.3%	2.54%
GOOGL	Alphabet Inc. Communication Services	Added	712	+2	$204,742	−7.9%	2.10%