Echo Wealth Management, LLC
CIK: 0001846994Latest portfolio: $171.3M · Q4 2025
Holdings
46
Total Value
$171.3M
New Positions
46
Closed Positions
0
Top Holdings
View All 46 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVIGAMERICAN CENTY ETF TR | 622,214 | $26.1M | 15.23% | NEW | |
| 2 | AVDEAMERICAN CENTY ETF TR | 262,526 | $21.6M | 12.62% | NEW | |
| 3 | JPIEJ P MORGAN EXCHANGE TRADED F | 417,704 | $19.3M | 11.29% | NEW | |
| 4 | AVLVAMERICAN CENTY ETF TR | 122,311 | $9.3M | 5.41% | NEW | |
| 5 | AVUSAMERICAN CENTY ETF TR | 80,561 | $9.0M | 5.26% | NEW | |
| 6 | JBNDJ P MORGAN EXCHANGE TRADED F | 164,419 | $8.9M | 5.19% | NEW | |
| 7 | RDVIFIRST TR EXCHANGE-TRADED FD | 335,205 | $8.8M | 5.14% | NEW | |
| 8 | AVUVAMERICAN CENTY ETF TR | 84,421 | $8.6M | 5.03% | NEW | |
| 9 | AVEMAMERICAN CENTY ETF TR | 102,188 | $7.9M | 4.60% | NEW | |
| 10 | JGROJ P MORGAN EXCHANGE TRADED F | 66,977 | $6.2M | 3.63% | NEW | |
| 11 | SPYGSPDR SERIES TRUST | 55,289 | $5.9M | 3.44% | NEW | |
| 12 | HELOJ P MORGAN EXCHANGE TRADED F | 71,319 | $4.7M | 2.77% | NEW | |
| 13 | DGROISHARES TR | 56,281 | $3.9M | 2.28% | NEW | |
| 14 | COWZPACER FDS TR | 49,469 | $3.0M | 1.74% | NEW | |
| 15 | AAPLAPPLE INC | 10,753 | $2.9M | 1.71% | NEW | |
| 16 | SPEMSPDR INDEX SHS FDS | 59,221 | $2.8M | 1.62% | NEW | |
| 17 | DNOVFIRST TR EXCHNG TRADED FD VI | 42,346 | $2.1M | 1.21% | NEW | |
| 18 | VTIVANGUARD INDEX FDS | 5,964 | $2.0M | 1.17% | NEW | |
| 19 | AMZNAMAZON COM INC | 8,319 | $1.9M | 1.12% | NEW | |
| 20 | GISGENERAL MLS INC | 36,080 | $1.7M | 0.98% | NEW | |
| 21 | SPSBSPDR SERIES TRUST | 49,439 | $1.5M | 0.87% | NEW | |
| 22 | MGKVANGUARD WORLD FD | 3,554 | $1.5M | 0.86% | NEW | |
| 23 | BUFDFIRST TR EXCHNG TRADED FD VI | 49,532 | $1.4M | 0.82% | NEW | |
| 24 | MSFTMICROSOFT CORP | 2,764 | $1.3M | 0.78% | NEW | |
| 25 | BUFRFIRST TR EXCHNG TRADED FD VI | 26,491 | $907K | 0.53% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.6085216111933592e+112T)
Technology0.0% ($29231336.5T)
Consumer Cyclical0.0% ($1.9B)
Communication Services0.0% ($420.2M)
Consumer Defensive0.0% ($1.7M)
Healthcare0.0% ($550K)
Basic Materials0.0% ($367K)
Industrials0.0% ($272K)
Filing History
Fund Information
Echo Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $171.3M across 46 holdings. The largest position is AMERICAN CENTY ETF TR (AVIG), representing 15.2% of the portfolio. Compared to the previous quarter, the fund opened 46 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.