Echo Wealth Management

Echo Wealth Management as of June 30, 2025

Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 46 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Income Etf (JPIE) 13.9 $23M 490k 46.32
American Centy Etf Tr Avantis Core Fi (AVIG) 13.2 $22M 517k 41.62
American Centy Etf Tr Intl Eqt Etf (AVDE) 10.2 $17M 225k 74.01
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.6 $11M 117k 91.10
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.5 $11M 156k 68.21
American Centy Etf Tr Us Eqt Etf (AVUS) 5.8 $9.4M 94k 100.82
First Tr Exchange-traded Ft Vest Ris (RDVI) 5.1 $8.3M 335k 24.71
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.8 $7.8M 141k 55.10
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.5 $5.8M 61k 95.32
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.3 $5.3M 78k 68.54
J P Morgan Exchange Traded F Hedged Equity La (HELO) 3.2 $5.3M 84k 62.58
Apple (AAPL) 3.0 $4.9M 24k 205.17
J P Morgan Exchange Traded F Active Growth (JGRO) 2.7 $4.3M 50k 86.07
Ishares Tr Core Div Grwth (DGRO) 1.7 $2.7M 43k 63.94
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.6 $2.6M 62k 42.74
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 1.3 $2.2M 49k 44.69
Amazon (AMZN) 1.2 $2.0M 9.2k 219.39
Spdr Series Trust Portfolio Short (SPSB) 1.2 $1.9M 64k 30.19
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.8M 6.0k 303.93
General Mills (GIS) 1.0 $1.6M 31k 51.81
Microsoft Corporation (MSFT) 1.0 $1.6M 3.1k 497.41
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.9 $1.4M 55k 26.56
Vanguard World Mega Grwth Ind (MGK) 0.8 $1.3M 3.6k 366.17
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.5 $759k 24k 31.80
AFLAC Incorporated (AFL) 0.5 $741k 7.0k 105.46
Honest (HNST) 0.4 $696k 137k 5.09
UnitedHealth (UNH) 0.4 $691k 2.2k 311.97
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.4 $688k 9.2k 74.89
Uber Technologies (UBER) 0.4 $664k 7.1k 93.30
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $623k 8.1k 77.34
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $536k 13k 42.27
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $529k 5.1k 102.91
Meta Platforms Cl A (META) 0.3 $483k 654.00 738.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $472k 2.1k 226.49
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.3 $469k 9.0k 52.41
Ecolab (ECL) 0.3 $454k 1.7k 269.44
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.3 $411k 7.7k 53.67
NVIDIA Corporation (NVDA) 0.2 $336k 2.1k 157.99
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.2 $315k 8.0k 39.57
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $284k 1.0k 279.83
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $276k 1.4k 194.23
3M Company (MMM) 0.2 $259k 1.7k 152.24
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.2 $246k 6.1k 40.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $242k 4.2k 57.01
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $232k 5.2k 45.02
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $209k 3.3k 64.34