Echo Wealth Management, LLC
All 13F Filings
- Location
- Plymouth, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 195,934
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 47 | 195,934 | 13F-HR | Echo Wealth Management, LLC |
| Q1 2026 | 4/21/2026 | 47 | 173,674 | 13F-HR | Echo Wealth Management, LLC |
| Q4 2025 | 1/22/2026 | 46 | 171,273 | 13F-HR | Echo Wealth Management, LLC |
| Q3 2025 | 10/22/2025 | 45 | 171,350 | 13F-HR | Echo Wealth Management, LLC |
| Q2 2025 | 7/22/2025 | 46 | 163,171 | 13F-HR | Echo Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.34 K | 14.5% | 1.923 K | 0 | 1.923 K |
| ETFs | 152 K | 77.6% | 19.23 K | 0 | 19.23 K |
| Debt | 15.58 K | 7.9% | 1.111 K | 0 | 1.111 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
195,934
Holdings
47
QoQ value change ($000)
22,260
(12.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.