Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Echo Wealth Management

Latest statistics and disclosures from Echo Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVIG, JPIE, AVDE, AVUV, AVLV, and represent 51.72% of Echo Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVIG, JPIE, AVDE, HELO, DNOV, AVLV, BUFR, GIS, RDVI, SPSB.
Reduced shares in these 10 stocks: AAPL, COWZ, UBER, XSEP, FFEB, JGRO, TSM, BIV, BUFD, AVUV.
Sold out of its position in XSEP.
Echo Wealth Management was a net seller of stock by $-399k.
Echo Wealth Management has $171M in assets under management (AUM), dropping by 5.01%.
Central Index Key (CIK): 0001846994

Tip: Access up to 7 years of quarterly data

Positions held by Echo Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 45 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Avantis Core Fi (AVIG)	13.9	$24M	+9%	567k	42.08	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	13.7	$23M	+2%	504k	46.41	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	10.7	$18M	+3%	231k	78.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.8	$12M		117k	99.53	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.7	$12M		159k	72.26	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	6.0	$10M		95k	108.70	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	5.1	$8.8M		340k	25.85	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	4.4	$7.5M	-7%	131k	57.47	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	3.8	$6.4M		62k	104.51	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	3.4	$5.9M	+7%	91k	65.00	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.4	$5.9M		78k	75.11	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.7	$4.6M	-3%	49k	93.75	View chart
Ishares Tr Core Div Grwth (DGRO)	1.7	$2.9M		43k	68.08	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.7	$2.9M		62k	46.81	View chart
Apple (AAPL)	1.7	$2.9M	-52%	11k	254.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	1.4	$2.5M	+8%	53k	46.82	View chart
Spdr Series Trust Portfolio Short (SPSB)	1.2	$2.0M	+5%	67k	30.29	View chart
Amazon (AMZN)	1.2	$2.0M	-2%	9.0k	219.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.0M		6.0k	328.17	View chart
General Mills (GIS)	1.0	$1.7M	+9%	34k	50.42	View chart
Microsoft Corporation (MSFT)	0.9	$1.6M		3.1k	517.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.8	$1.4M		3.6k	402.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.8	$1.4M	-8%	50k	27.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$953k	+19%	29k	33.42	View chart
AFLAC Incorporated (AFL)	0.5	$785k		7.0k	111.70	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.4	$715k	-3%	8.9k	80.65	View chart
UnitedHealth (UNH)	0.4	$706k	-7%	2.0k	345.30	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$560k	-2%	12k	45.21	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$551k	+3%	5.3k	103.36	View chart
Honest (HNST)	0.3	$510k		139k	3.68	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$505k	-19%	6.5k	78.09	View chart
Meta Platforms Cl A (META)	0.3	$474k		645.00	734.38	View chart
Ecolab (ECL)	0.3	$462k		1.7k	273.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$458k	-21%	1.6k	279.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.3	$439k	+2%	7.8k	55.95	View chart
Uber Technologies (UBER)	0.2	$419k	-39%	4.3k	97.97	View chart
NVIDIA Corporation (NVDA)	0.2	$372k	-6%	2.0k	186.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$328k	-33%	6.0k	55.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$298k		1.0k	293.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$290k		1.4k	203.59	View chart
3M Company (MMM)	0.2	$264k		1.7k	155.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$249k		4.2k	59.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$244k	-24%	6.0k	40.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$240k		5.2k	46.50	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$236k	+6%	3.5k	67.77	View chart

Past Filings by Echo Wealth Management

SEC 13F filings are viewable for Echo Wealth Management going back to 2020

Echo Wealth Management 2025 Q3 filed Oct. 22, 2025
Echo Wealth Management 2025 Q2 filed July 22, 2025
Echo Wealth Management 2025 Q1 filed April 22, 2025
Echo Wealth Management 2024 Q4 filed Jan. 21, 2025
Echo Wealth Management 2024 Q3 filed Oct. 21, 2024
Echo Wealth Management 2024 Q2 filed July 17, 2024
Echo Wealth Management 2024 Q1 filed April 22, 2024
Echo Wealth Management 2023 Q4 filed Jan. 17, 2024
Echo Wealth Management 2023 Q3 filed Oct. 20, 2023
Echo Wealth Management 2023 Q2 filed July 31, 2023
Echo Wealth Management 2023 Q1 filed April 28, 2023
Echo Wealth Management 2022 Q4 filed Jan. 31, 2023
Echo Wealth Management 2022 Q3 filed Nov. 14, 2022
Echo Wealth Management 2022 Q2 filed July 29, 2022
Echo Wealth Management 2022 Q1 filed May 16, 2022
Echo Wealth Management 2021 Q4 filed Jan. 18, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z