Echo Wealth Management, LLC
CIK: 0001846994SEC EDGAR →
Portfolio Value
$171.3M
Holdings
46
As of
Q4 2025
New Positions
46
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 622,214 | $26.1M | 15.23% |
| 2 | AMERICAN CENTY ETF TR | 262,526 | $21.6M | 12.62% |
| 3 | J P MORGAN EXCHANGE TRADED F | 417,704 | $19.3M | 11.29% |
| 4 | AMERICAN CENTY ETF TR | 122,311 | $9.3M | 5.41% |
| 5 | AMERICAN CENTY ETF TR | 80,561 | $9.0M | 5.26% |
| 6 | J P MORGAN EXCHANGE TRADED F | 164,419 | $8.9M | 5.19% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 335,205 | $8.8M | 5.14% |
| 8 | AMERICAN CENTY ETF TR | 84,421 | $8.6M | 5.03% |
| 9 | AMERICAN CENTY ETF TR | 102,188 | $7.9M | 4.60% |
| 10 | J P MORGAN EXCHANGE TRADED F | 66,977 | $6.2M | 3.63% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (46)
$26.1M · 622K shares
$21.6M · 263K shares
$19.3M · 418K shares
$9.3M · 122K shares
$9.0M · 81K shares
$8.9M · 164K shares
$8.8M · 335K shares
$8.6M · 84K shares
$7.9M · 102K shares
$6.2M · 67K shares
$5.9M · 55K shares
$4.7M · 71K shares
$3.9M · 56K shares
$3.0M · 49K shares
$2.9M · 11K shares
$2.8M · 59K shares
$2.1M · 42K shares
$2.0M · 6K shares
$1.9M · 8K shares
$1.7M · 36K shares
$1.5M · 49K shares
$1.5M · 4K shares
$1.4M · 50K shares
$1.3M · 3K shares
$907K · 26K shares
$775K · 7K shares
$595K · 7K shares
$575K · 12K shares
$550K · 2K shares
$464K · 2K shares
$461K · 179K shares
$431K · 4K shares
$420K · 637 shares
$417K · 7K shares
$376K · 2K shares
$367K · 1K shares
$365K · 4K shares
$336K · 6K shares
$294K · 1K shares
$272K · 2K shares
$263K · 3K shares
$249K · 6K shares
$243K · 3K shares
$222K · 710 shares
$215K · 5K shares
$203K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $159.9M | 93.4% |
| Technology | 5 | $5.5M | 3.2% |
| Consumer Cyclical | 2 | $2.4M | 1.4% |
| Consumer Defensive | 1 | $1.7M | 1.0% |
| Communication Services | 2 | $642K | 0.4% |
| Healthcare | 1 | $550K | 0.3% |
| Basic Materials | 1 | $367K | 0.2% |
| Industrials | 1 | $272K | 0.2% |