Echo Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Plymouth, MN
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$173,674
Net value change ($000)
+2,401 (1.4%)
New positions
3
Sold out positions
2
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 6,111 23.4%
AVDE 3,520 16.3%
AVEM 3,004 38.2%
DNOV 1,299 62.8%
JPIE 1,010 5.2%
DFAI 313 NEW
AVDV 286 NEW
VGSH 205 NEW
BUFR 200 22.0%
HNST 72 15.6%
Top Reduces (Value $000, Stocks/ETFs)
SPEM -2,772 -100.0%
AVLV -2,143 -23.1%
SPYG -1,766 -29.9%
JGRO -1,423 -22.9%
COWZ -1,362 -45.8%
HELO -1,201 -25.3%
DGRO -1,179 -30.2%
AVUV -1,074 -12.5%
AAPL -1,063 -36.4%
AVUS -984 -10.9%
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