Echo Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Plymouth, MN
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
45
Total value ($000)
$171,350
Net value change ($000)
+8,179 (5.0%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVIG 2,369 11.0%
AVDE 1,637 9.8%
AVUV 904 8.4%
AVUS 831 8.8%
AVLV 809 7.6%
JPIE 704 3.1%
SPYG 650 11.2%
HELO 619 11.7%
RDVI 524 6.3%
AVEM 524 9.8%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -2,016 -41.1%
COWZ -246 -3.2%
XSEP -246 -100.0%
UBER -245 -36.9%
HNST -186 -26.7%
FFEB -141 -30.1%
BIV -118 -18.9%
DMAR -71 -22.5%
BUFD -65 -4.5%
AMZN -39 -1.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type