Echo Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Plymouth, MN
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$195,934
Net value change ($000)
+22,260 (12.8%)
New positions
2
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 3,537 14.1%
AVEM 2,439 22.4%
AVIG 2,111 6.6%
RDVI 1,880 24.0%
AVUS 1,259 15.7%
AVLV 1,197 16.8%
JGRO 1,163 24.3%
JPIE 1,126 5.5%
AVUV 1,056 14.0%
SPYG 1,002 24.2%
Top Reduces (Value $000, Stocks/ETFs)
DFAI -313 -100.0%
VGSH -205 -100.0%
UNH -50 -12.0%
SPSB -17 -1.9%
META -4 -1.2%
NVDA -3 -0.9%
BIV -2 -0.8%
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