Echo Wealth Management, LLC

SEC CIK: 0001846994
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Echo Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 7,954
Value: $2.30M
% of portfolio: 1.2%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Echo Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,954	$2.30M	1.2%	+624+8.5%	Added	Holders
Q1 2026	7,330	$1.86M	1.1%	−3,423−31.8%	Reduced	Holders
Q4 2025	10,753	$2.92M	1.7%	−586−5.2%	Reduced	Holders
Q3 2025	11,339	$2.89M	1.7%	−12,558−52.6%	Reduced	Holders
Q2 2025	23,897	$4.90M	3.0%	−5,490−18.7%	Reduced	Holders
Q1 2025	29,387	$6.53M	4.4%	−2,565−8.0%	Reduced	Holders
Q4 2024	31,952	$8.00M	5.5%	−201−0.6%	Reduced	Holders
Q3 2024	32,153	$7.38M	5.2%	+2,968+10.2%	Added	Holders
Q2 2024	29,185	$6.15M	4.6%	+11,550+65.5%	Added	Holders
Q1 2024	17,635	$3.02M	2.5%	+5,865+49.8%	Added	Holders
Q4 2023	11,770	$2.18M	2.0%	−835−6.6%	Reduced	Holders
Q3 2023	12,605	$2.16M	2.3%	−900−6.7%	Reduced	Holders
Q2 2023	13,505	$2.62M	2.8%	−2,541−15.8%	Reduced	Holders
Q1 2023	16,046	$2.65M	2.9%	−2,002−11.1%	Reduced	Holders
Q4 2022	18,048	$2.43M	2.6%	−481−2.6%	Reduced	Holders
Q3 2022	18,529	$2.77M	3.6%	−221−1.2%	Reduced	Holders
Q2 2022	18,750	$2.74M	3.7%	−799−4.1%	Reduced	Holders
Q1 2022	19,549	$3.23M	3.8%	−2,279−10.4%	Reduced	Holders
Q4 2021	21,828	$3.76M	4.3%	+296+1.4%	Added	Holders
Q3 2021	21,532	$3.08M	3.6%	−723−3.2%	Reduced	Holders
Q2 2021	22,255	$3.19M	4.1%	−1,652−6.9%	Reduced	Holders
Q1 2021	23,907	$2.92M	3.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.