Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- Latest filing
- Jul 24, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 22, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 46
- +1 vs. Q3 2025
- Portfolio value
- $171.3M
- −$77.0K (0.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 622,214 | $26.1M | 15.2% | +54,766+9.7% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 262,526 | $21.6M | 12.6% | +31,080+13.4% | Added | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 417,704 | $19.3M | 11.3% | −86,503−17.2% | Reduced | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 122,311 | $9.27M | 5.4% | −36,545−23.0% | Reduced | – |
| American Centy ETF Tr025072885 | US EQT ETF | 80,561 | $9.01M | 5.3% | −13,920−14.7% | Reduced | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 164,419 | $8.89M | 5.2% | +164,419 | New | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 335,205 | $8.80M | 5.1% | −5,114−1.5% | Reduced | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 84,421 | $8.61M | 5.0% | −32,169−27.6% | Reduced | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 102,188 | $7.87M | 4.6% | +24,256+31.1% | Added | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 66,977 | $6.22M | 3.6% | +18,168+37.2% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 55,289 | $5.90M | 3.4% | −6,225−10.1% | Reduced | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 71,319 | $4.74M | 2.8% | −19,346−21.3% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 56,281 | $3.91M | 2.3% | +13,081+30.3% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 49,469 | $2.98M | 1.7% | −81,316−62.2% | Reduced | – |
| AAPLApple Inc. | Stock | 10,753 | $2.92M | 1.7% | −586−5.2% | Reduced | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 59,221 | $2.77M | 1.6% | −2,611−4.2% | Reduced | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 42,346 | $2.07M | 1.2% | −10,647−20.1% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,964 | $2.00M | 1.2% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 8,319 | $1.92M | 1.1% | −668−7.4% | Reduced | History |
| GISGeneral Mills Inc | Stock | 36,080 | $1.68M | 1.0% | +1,738+5.1% | Added | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 49,439 | $1.49M | 0.9% | −17,994−26.7% | Reduced | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,554 | $1.47M | 0.9% | −20−0.6% | Reduced | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 49,532 | $1.40M | 0.8% | −575−1.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,764 | $1.34M | 0.8% | −332−10.7% | Reduced | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 26,491 | $907.6K | 0.5% | −2,034−7.1% | Reduced | – |
| AFLAflac Inc | Stock | 7,029 | $775.1K | 0.5% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 7,219 | $595.6K | 0.3% | −1,641−18.5% | Reduced | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 12,271 | $575.8K | 0.3% | −105−0.8% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 1,669 | $551.0K | 0.3% | −376−18.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,529 | $464.6K | 0.3% | −110−6.7% | Reduced | History |
| HNSTHonest Company, Inc. | COM | 178,761 | $461.2K | 0.3% | +40,056+28.9% | Added | History |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 4,489 | $431.5K | 0.3% | +4,489 | New | – |
| METAMeta Platforms, Inc. | Stock | 637 | $420.5K | 0.2% | −8−1.2% | Reduced | History |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 7,309 | $417.1K | 0.2% | −538−6.9% | Reduced | – |
| NVDANVIDIA Corp | Stock | 2,021 | $376.9K | 0.2% | +30+1.5% | Added | History |
| ECLEcolab Inc. | Stock | 1,398 | $367.0K | 0.2% | −288−17.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 4,472 | $365.4K | 0.2% | +200+4.7% | Added | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 5,950 | $336.9K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,016 | $294.9K | 0.2% | 00.0% | Unchanged | – |
| MMM3M Co | Stock | 1,700 | $272.2K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,379 | $263.2K | 0.2% | −3,088−47.8% | Reduced | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 5,995 | $249.7K | 0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46654Q757 | JPMORGAN INTL VL | 3,037 | $243.8K | 0.1% | +3,037 | New | – |
| GOOGLAlphabet Inc. | Stock | 710 | $222.2K | 0.1% | +710 | New | History |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 4,542 | $215.0K | 0.1% | −616−11.9% | Reduced | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 3,003 | $203.2K | 0.1% | −474−13.6% | Reduced | – |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,334 | $551.3K | 0.3% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,423 | $289.7K | 0.2% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,163 | $249.4K | 0.1% | – |