Echo Wealth Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 49 distinct positions held by the firm.
The portfolio is led by President Fang Echo Huang, who is listed as the authorized signatory for the report dated October 12, 2026. The firm’s headquarters are located at 3033 Campus Drive Suite N145 in Plymouth, Minnesota.
The top holdings in the portfolio include large-cap technology and consumer staples companies. Apple Inc. is the largest individual stock holding, with 7,505 shares. Other notable positions include Amazon.com Inc. with 8,523 shares, Microsoft Corporation with 1,696 shares, and NVIDIA Corporation with 1,639 shares.
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds substantial positions in the iShares Core Dividend Growth ETF, the J.P. Morgan Exchange Traded Fund Income ETF, and the Vanguard Total Stock Market ETF. Additionally, the firm holds various ETFs focused on small-cap value, international equities, and bond ladders, including the American Century ETF Trust US Small Cap Value ETF and the First Trust Exchange-Traded Fund VI FT VEST LADD BUFF ETF.
