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Echo Wealth Management, LLC

13F filer · CIK 0001846994
Reported Jul 24, 2026
Net buyer this quarter
13F portfolio value$196MU.S. long equity reported on 13F
Positions161 new · 0 closed
Net flow last quarter+$841KBuys minus sells
Top 10 positions weight5.1%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 24, 202616 positions
AAPLApple Inc.$2.3M1.17%0.00%+8.5%Q4 2020
AMZNAmazon Com Inc$1.94M0.99%0.00%+2.0%Q4 2020
GISGeneral Mills Inc$1.61M0.82%0.01%+16.8%Q4 2020
MSFTMicrosoft Corp$852K0.43%0.00%+6.5%Q4 2020
HNSTHonest Company, Inc.$828K0.42%0.20%+24.8%Q1 2024
AFLAflac Inc$824K0.42%0.00%Not reportedQ3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd$450K0.23%0.00%Not reportedQ4 2024
UBERUber Technologies, Inc$434K0.22%0.00%+5.3%Q3 2024
JIVEJive Software, Inc.$412K0.21%0.01%+88.0%Q4 2025
ECLEcolab Inc.$371K0.19%0.00%Not reportedQ4 2020
UNHUnitedhealth Group Inc$366K0.19%0.00%-42.8%Q2 2022
NVDANvidia Corp$346K0.18%0.00%-13.5%Q2 2024
METAMeta Platforms, Inc.$331K0.17%Not reported+0.3%Q4 2020
GOOGAlphabet Inc.$277K0.14%Not reportedNewQ2 2026
MMM3m Co$275K0.14%0.00%Not reportedQ4 2020
GOOGLAlphabet Inc.$264K0.13%0.00%+3.7%Q1 2021
Q1 2026Reported Apr 21, 202615 positions
AAPLApple Inc.$1.86M1.07%0.00%-31.8%Q4 2020
AMZNAmazon Com Inc$1.66M0.96%0.00%-4.1%Q4 2020
GISGeneral Mills Inc$1.47M0.85%0.01%+9.8%Q4 2020
MSFTMicrosoft Corp$793K0.46%0.00%-22.5%Q4 2020
AFLAflac Inc$771K0.44%0.00%Not reportedQ3 2024
HNSTHonest Company, Inc.$533K0.31%0.16%+1.4%Q1 2024
UNHUnitedhealth Group Inc$416K0.24%0.00%-7.9%Q2 2022
UBERUber Technologies, Inc$411K0.24%0.00%+27.8%Q3 2024
ECLEcolab Inc.$355K0.20%0.00%-4.7%Q4 2020
NVDANvidia Corp$349K0.20%0.00%-1.1%Q2 2024
METAMeta Platforms, Inc.$335K0.19%Not reported-8.0%Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd$318K0.18%0.00%-38.4%Q4 2024
MMM3m Co$247K0.14%0.00%Not reportedQ4 2020
GOOGLAlphabet Inc.$205K0.12%0.00%+0.3%Q1 2021
JIVEJive Software, Inc.$204K0.12%0.00%-21.5%Q4 2025
Q4 2025Reported Jan 22, 202615 positions
AAPLApple Inc.$2.92M1.71%0.00%-5.2%Q4 2020
AMZNAmazon Com Inc$1.92M1.12%0.00%-7.4%Q4 2020
GISGeneral Mills Inc$1.68M0.98%0.01%+5.1%Q4 2020
MSFTMicrosoft Corp$1.34M0.78%0.00%-10.7%Q4 2020
AFLAflac Inc$775K0.45%0.00%Not reportedQ3 2024
UNHUnitedhealth Group Inc$551K0.32%0.00%-18.4%Q2 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd$465K0.27%0.00%-6.7%Q4 2024
HNSTHonest Company, Inc.$461K0.27%0.16%+28.9%Q1 2024
METAMeta Platforms, Inc.$420K0.25%Not reported-1.2%Q4 2020
NVDANvidia Corp$377K0.22%0.00%+1.5%Q2 2024
ECLEcolab Inc.$367K0.21%0.00%-17.1%Q4 2020
UBERUber Technologies, Inc$365K0.21%0.00%+4.7%Q3 2024
MMM3m Co$272K0.16%0.00%Not reportedQ4 2020
JIVEJive Software, Inc.$244K0.14%0.00%NewQ4 2025
GOOGLAlphabet Inc.$222K0.13%0.00%Not reportedQ1 2021
Q3 2025Reported Oct 22, 202513 positions
AAPLApple Inc.$2.89M1.69%0.00%-52.6%Q4 2020
AMZNAmazon Com Inc$1.97M1.15%0.00%-2.0%Q4 2020
GISGeneral Mills Inc$1.73M1.01%0.01%+9.2%Q4 2020
MSFTMicrosoft Corp$1.6M0.94%0.00%-1.6%Q4 2020
AFLAflac Inc$785K0.46%0.00%Not reportedQ3 2024
UNHUnitedhealth Group Inc$706K0.41%0.00%-7.7%Q2 2022
HNSTHonest Company, Inc.$510K0.30%0.12%+1.4%Q1 2024
METAMeta Platforms, Inc.$474K0.28%Not reported-1.4%Q4 2020
ECLEcolab Inc.$462K0.27%0.00%Not reportedQ4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd$458K0.27%0.00%-21.4%Q4 2024
UBERUber Technologies, Inc$419K0.24%0.00%-40.0%Q3 2024
NVDANvidia Corp$371K0.22%0.00%-6.5%Q2 2024
MMM3m Co$264K0.15%0.00%Not reportedQ4 2020
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