Echo Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Plymouth, MN
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$203,876
Net value change ($000)
+7,942 (4.1%)
New positions
3
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,111 7.4%
AVIG 1,170 3.4%
JPIE 865 4.0%
FIRST TRUST EXCHANGE-TRADED FUND 744 NEW
BUFR 567 39.4%
AVEM 565 4.2%
FIRST TR EXCHANGE-TRADED FD 494 NEW
AVDV 364 78.3%
AVUS 326 3.5%
AVLV 268 3.2%
Top Reduces (Value $000, Stocks/ETFs)
AVUV -368 -4.3%
GIS -366 -22.7%
JGRO -265 -4.5%
STIP -216 -100.0%
RDVI -95 -1.0%
FYC -56 -12.7%
UNH -41 -11.2%
AFL -38 -4.6%
UBER -36 -8.3%
GOOGL -22 -7.9%
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