Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- Latest filing
- Jul 24, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 22, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 45
- −1 vs. Q2 2025
- Portfolio value
- $171.3M
- +$8.18M (+5.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 567,448 | $23.9M | 13.9% | +50,660+9.8% | Added | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 504,207 | $23.4M | 13.7% | +14,228+2.9% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 231,446 | $18.3M | 10.7% | +6,827+3.0% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 116,590 | $11.6M | 6.8% | −858−0.7% | Reduced | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 158,856 | $11.5M | 6.7% | +2,432+1.6% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 94,481 | $10.3M | 6.0% | +858+0.9% | Added | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 340,319 | $8.80M | 5.1% | +5,513+1.6% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 130,785 | $7.52M | 4.4% | −10,090−7.2% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 61,514 | $6.43M | 3.8% | +889+1.5% | Added | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 90,665 | $5.89M | 3.4% | +6,395+7.6% | Added | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 77,932 | $5.85M | 3.4% | +185+0.2% | Added | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 48,809 | $4.58M | 2.7% | −1,556−3.1% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 43,200 | $2.94M | 1.7% | +563+1.3% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 61,832 | $2.89M | 1.7% | +242+0.4% | Added | – |
| AAPLApple Inc. | Stock | 11,339 | $2.89M | 1.7% | −12,558−52.6% | Reduced | History |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 52,993 | $2.48M | 1.4% | +3,989+8.1% | Added | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 67,433 | $2.04M | 1.2% | +3,268+5.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 8,987 | $1.97M | 1.2% | −186−2.0% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,964 | $1.96M | 1.1% | 00.0% | Unchanged | – |
| GISGeneral Mills Inc | Stock | 34,342 | $1.73M | 1.0% | +2,895+9.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 3,096 | $1.60M | 0.9% | −50−1.6% | Reduced | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,574 | $1.44M | 0.8% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 50,107 | $1.38M | 0.8% | −4,478−8.2% | Reduced | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 28,525 | $953.3K | 0.6% | +4,666+19.6% | Added | – |
| AFLAflac Inc | Stock | 7,029 | $785.1K | 0.5% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 8,860 | $714.6K | 0.4% | −329−3.6% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 2,045 | $706.1K | 0.4% | −171−7.7% | Reduced | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 12,376 | $559.5K | 0.3% | −315−2.5% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,334 | $551.3K | 0.3% | +196+3.8% | Added | – |
| HNSTHonest Company, Inc. | COM | 138,705 | $510.4K | 0.3% | +1,921+1.4% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 6,467 | $505.0K | 0.3% | −1,589−19.7% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 645 | $473.7K | 0.3% | −9−1.4% | Reduced | History |
| ECLEcolab Inc. | Stock | 1,686 | $461.7K | 0.3% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,639 | $457.8K | 0.3% | −446−21.4% | Reduced | History |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 7,847 | $439.0K | 0.3% | +195+2.5% | Added | – |
| UBERUber Technologies, Inc | Stock | 4,272 | $418.5K | 0.2% | −2,842−39.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,991 | $371.5K | 0.2% | −138−6.5% | Reduced | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 5,950 | $328.1K | 0.2% | −3,006−33.6% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,016 | $298.4K | 0.2% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,423 | $289.7K | 0.2% | 00.0% | Unchanged | – |
| MMM3M Co | Stock | 1,700 | $263.8K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,163 | $249.4K | 0.1% | −74−1.7% | Reduced | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 5,995 | $244.4K | 0.1% | −1,970−24.7% | Reduced | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 5,158 | $239.9K | 0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 3,477 | $235.6K | 0.1% | +225+6.9% | Added | – |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 6,051 | $245.7K | 0.2% | – |