Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- Latest filing
- Jul 24, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 22, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 46
- −4 vs. Q1 2025
- Portfolio value
- $163.2M
- +$15.2M (+10.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 489,979 | $22.7M | 13.9% | +15,384+3.2% | Added | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 516,788 | $21.5M | 13.2% | +120,528+30.4% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 224,619 | $16.6M | 10.2% | +42,018+23.0% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 117,448 | $10.7M | 6.6% | +8,492+7.8% | Added | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 156,424 | $10.7M | 6.5% | +4,950+3.3% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 93,623 | $9.44M | 5.8% | +3,898+4.3% | Added | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 334,806 | $8.27M | 5.1% | −675−0.2% | Reduced | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 140,875 | $7.76M | 4.8% | −1,172−0.8% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 60,625 | $5.78M | 3.5% | +1,901+3.2% | Added | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 77,747 | $5.33M | 3.3% | +1,294+1.7% | Added | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 84,270 | $5.27M | 3.2% | +14,024+20.0% | Added | – |
| AAPLApple Inc. | Stock | 23,897 | $4.90M | 3.0% | −5,490−18.7% | Reduced | History |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 50,365 | $4.33M | 2.7% | +3,252+6.9% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 42,637 | $2.73M | 1.7% | +67+0.2% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 61,590 | $2.63M | 1.6% | +2,036+3.4% | Added | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 49,004 | $2.19M | 1.3% | +6,377+15.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 9,173 | $2.01M | 1.2% | −570−5.9% | Reduced | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 64,165 | $1.94M | 1.2% | +5,922+10.2% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,964 | $1.81M | 1.1% | −200−3.2% | Reduced | – |
| GISGeneral Mills Inc | Stock | 31,447 | $1.63M | 1.0% | +3,107+11.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 3,146 | $1.56M | 1.0% | −288−8.4% | Reduced | History |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 54,585 | $1.45M | 0.9% | +5,048+10.2% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,574 | $1.31M | 0.8% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 23,859 | $758.7K | 0.5% | +11,428+91.9% | Added | – |
| AFLAflac Inc | Stock | 7,029 | $741.3K | 0.5% | 00.0% | Unchanged | History |
| HNSTHonest Company, Inc. | COM | 136,784 | $696.2K | 0.4% | +60,989+80.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 2,216 | $691.3K | 0.4% | +104+4.9% | Added | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 9,189 | $688.2K | 0.4% | +121+1.3% | Added | – |
| UBERUber Technologies, Inc | Stock | 7,114 | $663.7K | 0.4% | −4,605−39.3% | Reduced | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,056 | $623.1K | 0.4% | −1,249−13.4% | Reduced | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 12,691 | $536.4K | 0.3% | −2,210−14.8% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,138 | $528.8K | 0.3% | +1,456+39.5% | Added | – |
| METAMeta Platforms, Inc. | Stock | 654 | $482.7K | 0.3% | −195−23.0% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,085 | $472.2K | 0.3% | +729+53.8% | Added | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,956 | $469.4K | 0.3% | 00.0% | Unchanged | – |
| ECLEcolab Inc. | Stock | 1,686 | $454.3K | 0.3% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 7,652 | $410.7K | 0.3% | +436+6.0% | Added | – |
| NVDANVIDIA Corp | Stock | 2,129 | $336.4K | 0.2% | −463−17.9% | Reduced | History |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 7,965 | $315.2K | 0.2% | +1,570+24.6% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,016 | $284.3K | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,423 | $276.4K | 0.2% | −5−0.4% | Reduced | – |
| MMM3M Co | Stock | 1,700 | $258.8K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 6,051 | $245.7K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,237 | $241.6K | 0.1% | −43,555−91.1% | Reduced | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 5,158 | $232.2K | 0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 3,252 | $209.2K | 0.1% | −438−11.9% | Reduced | – |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 1,700 | $417.0K | 0.3% | History |
| TSLATesla, Inc. | Stock | 1,331 | $344.9K | 0.2% | History |
| MDLZMondelez International, Inc. | Stock | 3,701 | $251.1K | 0.2% | History |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,269 | $214.8K | 0.1% | – |