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Echo Wealth Management

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

Top 5 stock holdings are AVIG, AVDE, JPIE, AVLV, AVUS, and represent 49.81% of Echo Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JBND (+$8.9M), AVDE, AVIG, AVEM, JGRO, DGRO, FYC, JIVE, GOOGL, HNST.
Started 4 new stock positions in GOOGL, JBND, JIVE, FYC.
Reduced shares in these 10 stocks: COWZ, JPIE, AVUV, AVLV, AVUS, HELO, SPYG, , SPSB, DNOV.
Sold out of its positions in IWD, STIP, VEA.
Echo Wealth Management was a net seller of stock by $-2.8M.
Echo Wealth Management has $171M in assets under management (AUM), dropping by -0.04%.
Central Index Key (CIK): 0001846994

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Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 46 positions in its portfolio as reported in the December 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)	15.2	$26M	+9%	622k	41.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	12.6	$22M	+13%	263k	82.32	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	11.3	$19M	-17%	418k	46.29	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.4	$9.3M	-23%	122k	75.77	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.3	$9.0M	-14%	81k	111.78	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	5.2	$8.9M	NEW	164k	54.07	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	5.1	$8.8M		335k	26.24	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.0	$8.6M	-27%	84k	101.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.6	$7.9M	+31%	102k	77.02	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	3.6	$6.2M	+37%	67k	92.80	View chart
Spdr Series Trust State Street Spd (SPYG)	3.4	$5.9M	-10%	55k	106.70	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.8	$4.7M	-21%	71k	66.43	View chart
Ishares Tr Core Div Grwth (DGRO)	2.3	$3.9M	+30%	56k	69.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.7	$3.0M	-62%	50k	60.17	View chart
Apple (AAPL)	1.7	$2.9M	-5%	11k	271.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.6	$2.8M	-4%	59k	46.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	1.2	$2.1M	-20%	42k	48.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$2.0M		6.0k	335.27	View chart
Amazon (AMZN)	1.1	$1.9M	-7%	8.3k	230.82	View chart
General Mills (GIS)	1.0	$1.7M	+5%	36k	46.50	View chart
Spdr Series Trust State Street Spd (SPSB)	0.9	$1.5M	-26%	49k	30.20	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$1.5M		3.6k	412.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.8	$1.4M		50k	28.24	View chart
Microsoft Corporation (MSFT)	0.8	$1.3M	-10%	2.8k	483.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$908k	-7%	27k	34.26	View chart
AFLAC Incorporated (AFL)	0.5	$775k		7.0k	110.27	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$596k	-18%	7.2k	82.50	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$576k		12k	46.92	View chart
UnitedHealth (UNH)	0.3	$551k	-18%	1.7k	330.11	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$465k	-6%	1.5k	303.89	View chart
Honest (HNST)	0.3	$461k	+28%	179k	2.58	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.3	$432k	NEW	4.5k	96.12	View chart
Meta Platforms Cl A (META)	0.2	$421k		637.00	660.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$417k	-6%	7.3k	57.06	View chart
NVIDIA Corporation (NVDA)	0.2	$377k		2.0k	186.50	View chart
Ecolab (ECL)	0.2	$367k	-17%	1.4k	262.52	View chart
Uber Technologies (UBER)	0.2	$365k	+4%	4.5k	81.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$337k		6.0k	56.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$295k		1.0k	290.22	View chart
3M Company (MMM)	0.2	$272k		1.7k	160.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$263k	-47%	3.4k	77.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$250k		6.0k	41.65	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$244k	NEW	3.0k	80.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$222k	NEW	710.00	313.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$215k	-11%	4.5k	47.34	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$203k	-13%	3.0k	67.67	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 Q4 filed Jan. 22, 2026
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

View all past filings

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