# EDGAR Filing Document

**Accession Number:** 0001846994
**File Stem:** 0001398344-23-001407
**Filing Date:** 2023-1
**Character Count:** 8161
**Document Hash:** ee9fdd8a3a320f8d647e7b618cb7044e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-23-001407.hdr.sgml**: 20230131

**ACCESSION NUMBER**: 0001398344-23-001407

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230131

**DATE AS OF CHANGE**: 20230130

**EFFECTIVENESS DATE**: 20230131

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Echo Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001846994
- **IRS NUMBER:** 472753114
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21057
- **FILM NUMBER:** 23569958

**BUSINESS ADDRESS:**
- **STREET 1:** 3033 CAMPUS DRIVE
- **STREET 2:** SUITE N145
- **CITY:** PLYMOUTH
- **STATE:** MN
- **ZIP:** 55441
- **BUSINESS PHONE:** 763-432-7875

**MAIL ADDRESS:**
- **STREET 1:** 3033 CAMPUS DRIVE
- **STREET 2:** SUITE N145
- **CITY:** PLYMOUTH
- **STATE:** MN
- **ZIP:** 55441

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Echo Wealth Management LLC<br>**Address:** 3033 CAMPUS DRIVE<br>SUITE N145<br>PLYMOUTH, MN 55441

**Form 13F File Number:** 028-21057

**CRD Number (if applicable):** 000174136

**SEC File Number (if applicable):** 801-117873

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Fang Echo Huang<br>**Title:** President<br>**Phone:** 763-432-7875

**Signature, Place, and Date of Signing:**

/s/ Fang Echo Huang  Plymouth, MN  01-30-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 42

**Form 13F Information Table Value Total:** $93862896

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 235838 | 1821 | SH |  | SOLE |  | 0 | 0 | 1821 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 476933 | 4076 | SH |  | SOLE |  | 0 | 0 | 4076 |
| AMAZON COM INC | COM | 023135106 |  | 939990 | 9580 | SH |  | SOLE |  | 0 | 0 | 9580 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 3167136 | 39788 | SH |  | SOLE |  | 0 | 0 | 39788 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 7051285 | 98813 | SH |  | SOLE |  | 0 | 0 | 98813 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 3037521 | 53525 | SH |  | SOLE |  | 0 | 0 | 53525 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 4141407 | 75850 | SH |  | SOLE |  | 0 | 0 | 75850 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 4944207 | 93534 | SH |  | SOLE |  | 0 | 0 | 93534 |
| APPLE INC | COM | 037833100 |  | 2432100 | 18048 | SH |  | SOLE |  | 0 | 0 | 18048 |
| ECOLAB INC | COM | 278865100 |  | 320597 | 2076 | SH |  | SOLE |  | 0 | 0 | 2076 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 514795 | 11040 | SH |  | SOLE |  | 0 | 0 | 11040 |
| FIRST TR EXCHANGE-TRADED FD | CBOE VEST RISING | 33738D879 |  | 3796761 | 168235 | SH |  | SOLE |  | 0 | 0 | 168235 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 33740U786 |  | 252612 | 8281 | SH |  | SOLE |  | 0 | 0 | 8281 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST U S EQ | 33740U810 |  | 452254 | 14280 | SH |  | SOLE |  | 0 | 0 | 14280 |
| FIRST TR EXCHNG TRADED FD VI | CBOE EQT DEP NOV | 33740F839 |  | 6892373 | 206050 | SH |  | SOLE |  | 0 | 0 | 206050 |
| FIRST TR EXCHNG TRADED FD VI | US EQT BUFFER | 33740F763 |  | 674228 | 18477 | SH |  | SOLE |  | 0 | 0 | 18477 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 33740F730 |  | 202883 | 6350 | SH |  | SOLE |  | 0 | 0 | 6350 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 33740F698 |  | 362775 | 11479 | SH |  | SOLE |  | 0 | 0 | 11479 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST FD DEP | 33740U703 |  | 547506 | 27389 | SH |  | SOLE |  | 0 | 0 | 27389 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 926315 | 5724 | SH |  | SOLE |  | 0 | 0 | 5724 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 457419 | 1628 | SH |  | SOLE |  | 0 | 0 | 1628 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 650560 | 4105 | SH |  | SOLE |  | 0 | 0 | 4105 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 3662911 | 71249 | SH |  | SOLE |  | 0 | 0 | 71249 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 3901411 | 40035 | SH |  | SOLE |  | 0 | 0 | 40035 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 1580159 | 31471 | SH |  | SOLE |  | 0 | 0 | 31471 |
| KRANESHARES TR | MSCI CHINA CLEAN | 500767850 |  | 252525 | 8362 | SH |  | SOLE |  | 0 | 0 | 8362 |
| META PLATFORMS INC | CL A | 30303M102 |  | 250536 | 1829 | SH |  | SOLE |  | 0 | 0 | 1829 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 6154683 | 125811 | SH |  | SOLE |  | 0 | 0 | 125811 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 340085 | 3640 | SH |  | SOLE |  | 0 | 0 | 3640 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 2637601 | 74215 | SH |  | SOLE |  | 0 | 0 | 74215 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 208498 | 443 | SH |  | SOLE |  | 0 | 0 | 443 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 12459191 | 239094 | SH |  | SOLE |  | 0 | 0 | 239094 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 1439395 | 29155 | SH |  | SOLE |  | 0 | 0 | 29155 |
| SPDR SER TR | PORTFOLIO SHORT | 78464A474 |  | 4623802 | 156368 | SH |  | SOLE |  | 0 | 0 | 156368 |
| TESLA INC | COM | 88160R101 |  | 1132419 | 9252 | SH |  | SOLE |  | 0 | 0 | 9252 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 2029161 | 26497 | SH |  | SOLE |  | 0 | 0 | 26497 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 497302 | 2316 | SH |  | SOLE |  | 0 | 0 | 2316 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3303482 | 16839 | SH |  | SOLE |  | 0 | 0 | 16839 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1232646 | 6162 | SH |  | SOLE |  | 0 | 0 | 6162 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 4216436 | 93657 | SH |  | SOLE |  | 0 | 0 | 93657 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 1261051 | 6938 | SH |  | SOLE |  | 0 | 0 | 6938 |
| VIRTUS ETF TR II | SEIX SR LN ETF | 92790A405 |  | 202107 | 8553 | SH |  | SOLE |  | 0 | 0 | 8553 |

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