Echo Wealth Management

Echo Wealth Management as of Sept. 30, 2025

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