Echo Wealth Management

Echo Wealth Management as of Dec. 31, 2025

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