Echo Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Plymouth, MN
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$171,273
Net value change ($000)
-77 (-0.0%)
New positions
3
Sold out positions
3
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVDE 3,350 18.3%
AVIG 2,207 9.2%
AVEM 2,018 34.5%
JGRO 1,639 35.8%
DGRO 966 32.8%
FYC 431 NEW
JIVE 244 NEW
GOOGL 222 NEW
VTI 43 2.2%
AAPL 36 1.2%
Top Reduces (Value $000, Stocks/ETFs)
COWZ -4,539 -60.4%
JPIE -4,064 -17.4%
AVUV -2,995 -25.8%
AVLV -2,211 -19.3%
AVUS -1,265 -12.3%
HELO -1,155 -19.6%
STIP -551 -100.0%
SPSB -550 -26.9%
SPYG -530 -8.2%
DNOV -413 -16.6%
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