Notify me when Echo Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 46 | $171,272,885 | +$19,310,459 | -$22,141,694 | -$2,831,235 | AVIG, AVDE, JPIE, AVLV, AVUS | 13F-HR | 21 Jan 2026, 20:43 |
| Q3 2025 | 45 | $171,349,884 | +$4,955,535 | -$5,354,797 | -$399,262 | AVIG, JPIE, AVDE, AVUV, AVLV | 13F-HR | 22 Oct 2025, 12:02 |
| Q2 2025 | 46 | $163,171,215 | +$13,736,324 | -$6,113,559 | +$7,622,765 | JPIE, AVIG, AVDE, AVUV, AVLV | 13F-HR | 21 Jul 2025, 18:44 |
| Q1 2025 | 50 | $148,015,259 | +$24,431,990 | -$17,463,303 | +$6,968,687 | JPIE, AVIG, AVDE, AVLV, AVUV | 13F-HR | 22 Apr 2025, 09:00 |
| Q4 2024 | 48 | $144,691,500 | +$3,193,784 | -$1,450,580 | +$1,743,204 | JPIE, AVDE, AVUV, AVLV, RDVI | 13F-HR | 21 Jan 2025, 15:36 |
| Q3 2024 | 48 | $143,055,295 | +$9,645,679 | -$6,244,398 | +$3,401,281 | JPIE, AVDE, RDVI, AVLV, AVUV | 13F-HR | 18 Oct 2024, 18:09 |
| Q2 2024 | 45 | $132,669,672 | +$13,326,582 | -$1,317,583 | +$12,008,999 | JPIE, AVLV, AVUV, AVDE, RDVI | 13F-HR | 17 Jul 2024, 14:19 |
| Q1 2024 | 43 | $120,579,084 | +$12,649,750 | -$5,588,342 | +$7,061,408 | JPIE, AVLV, RDVI, AVUV, COWZ | 13F-HR | 22 Apr 2024, 11:45 |
| Q4 2023 | 40 | $107,145,373 | +$29,946,259 | -$22,702,098 | +$7,244,161 | JPIE, RDVI, AVLV, AVUS, BIV | 13F-HR | 17 Jan 2024, 07:59 |
| Q3 2023 | 38 | $92,847,800 | +$6,486,737 | -$2,346,622 | +$4,140,115 | BIV, SPYG, AVUS, COWZ, AVLV | 13F-HR | 20 Oct 2023, 11:28 |
| Q2 2023 | 40 | $91,700,511 | +$298,272 | -$4,590,465 | -$4,292,193 | SPYG, BIV, AVUS, COWZ, AVLV | 13F-HR | 31 Jul 2023, 17:16 |
| Q1 2023 | 40 | $90,553,848 | +$13,788,776 | -$18,646,593 | -$4,857,817 | BIV, SPYG, AVUS, COWZ, AVLV | 13F-HR | 28 Apr 2023, 12:06 |
| Q4 2022 | 42 | $93,385,963 | +$31,851,868 | -$17,042,345 | +$14,809,523 | SPYG, AVUS, DNOV, COWZ, AVLV | 13F-HR | 30 Jan 2023, 20:59 |
| Q3 2022 | 42 | $73,705,000 | +$23,452,050 | -$19,531,612 | +$3,920,438 | SPYG, COWZ, DGRO, AVUS, VEA | 13F-HR | 14 Nov 2022, 17:10 |
| Q2 2022 | 47 | $74,753,000 | +$12,378,955 | -$13,301,119 | -$922,164 | RDVY, SPYG, DGRO, VB, VO | 13F-HR | 29 Jul 2022, 14:19 |
| Q1 2022 | 50 | $85,083,000 | +$6,960,398 | -$3,131,115 | +$3,829,283 | RDVY, BIV, VB, DGRO, VO | 13F-HR | 16 May 2022, 16:44 |
| Q4 2021 | 48 | $87,580,000 | +$8,315,375 | -$7,603,320 | +$712,055 | RDVY, BIV, VB, DGRO, VEA | 13F-HR | 18 Jan 2022, 08:45 |
| Q3 2021 | 50 | $84,393,000 | +$8,049,170 | -$1,853,707 | +$6,195,463 | BIV, RDVY, VEA, AGGY, DGRO | 13F-HR | 21 Oct 2021, 19:55 |
| Q2 2021 | 51 | $78,342,000 | +$1,018,273 | -$5,629,314 | -$4,611,041 | BIV, DGRO, AGGY, VEA, RDVY | 13F-HR | 14 Jul 2021, 14:34 |
| Q1 2021 | 56 | $79,414,000 | +$14,261,664 | -$12,486,669 | +$1,774,995 | BIV, AGGY, DGRO, VEA, RDVY | 13F-HR | 07 Apr 2021, 16:33 |
| Q4 2020 | 52 | $76,456,000 | $0 | $0 | $0 | BIV, AGGY, DGRO, VEA, AAPL | 13F-HR | 19 Feb 2021, 18:12 |