Echo Wealth Management, LLC reported 15 positions worth $11.52M for the quarter ended Sep 30, 2026, up 0.5% on the prior quarter. It opened 0 new positions, added to 3, trimmed 7 and exited 0. Its largest holding is Apple Inc. at 21.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HNST Honest Company, Inc. | -59.1K | -26.2% | $303.34K | 7.43% |
| MSFT Microsoft Corp | -587 | -25.7% | $301.07K | 7.55% |
| GIS General Mills Inc | -7,599 | -16.4% | $244.38K | 10.8% |
| AAPL Apple Inc. | -449 | -5.6% | $149.53K | 21.69% |
| NVDA Nvidia Corp | -90 | -5.2% | $20.55K | 3.25% |
| UBER Uber Technologies, Inc | -200 | -3.3% | $13.70K | 3.46% |
| GOOG Alphabet Inc. | -35 | -4.5% | $11.93K | 2.22% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 7,505 | $2.50M | 21.69% | -449 | -5.6% | Reduced | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 8,523 | $2.12M | 18.43% | +382 | +4.7% | Added | 0% |
| 3 | GIS General Mills Inc | Consumer Staples | 38.7K | $1.24M | 10.8% | -7,599 | -16.4% | Reduced | 0.01% |
| 4 | MSFT Microsoft Corp | Technology | 1,696 | $869.88K | 7.55% | -587 | -25.7% | Reduced | 0% |
| 5 | HNST Honest Company, Inc. | Consumer Staples | 167.0K | $856.55K | 7.43% | -59.1K | -26.2% | Reduced | 0.15% |
| 6 | AFL Aflac Inc | Financial Services | 7,029 | $785.70K | 6.82% | 0 | 0.0% | Unchanged | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 942 | $429.73K | 3.73% | 0 | 0.0% | Unchanged | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 588 | $426.41K | 3.7% | 0 | 0.0% | Unchanged | 0% |
| 9 | UBER Uber Technologies, Inc | Technology | 5,816 | $398.45K | 3.46% | -200 | -3.3% | Reduced | 0% |
| 10 | NVDA Nvidia Corp | Technology | 1,639 | $374.32K | 3.25% | -90 | -5.2% | Reduced | 0% |
| 11 | ECL Ecolab Inc. | Industrials | 1,333 | $366.02K | 3.18% | 0 | 0.0% | Unchanged | 0% |
| 12 | UNH Unitedhealth Group Inc | Healthcare | 885 | $324.87K | 2.82% | +5 | +0.6% | Added | 0% |
| 13 | GOOGL Alphabet Inc. | Technology | 840 | $289.03K | 2.51% | +102 | +13.8% | Added | 0% |
| 14 | MMM 3M Co | Industrials | 1,700 | $279.06K | 2.42% | 0 | 0.0% | Unchanged | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 749 | $255.22K | 2.22% | -35 | -4.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Echo Wealth Management.
As of its Q3 2026 13F filing, Echo Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 21.7%, Amazon Com Inc (AMZN) at 18.4%, General Mills Inc (GIS) at 10.8%, Microsoft Corp (MSFT) at 7.6%, Honest Company, Inc. (HNST) at 7.4% of the reported portfolio.
Echo Wealth Management, LLC reported a 13F portfolio worth $11.52M across 15 positions for Q3 2026. That is up 0.5% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($95.18K), Alphabet Inc. ($35.10K), Unitedhealth Group Inc ($1.84K). It opened 0 new positions.
Its largest sales by value were Honest Company, Inc. ($303.34K), Microsoft Corp ($301.07K), General Mills Inc ($244.38K). It exited 0 positions entirely.
From the Form 13F-HR reports Echo Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.