Echo Wealth Management, LLC Top Holdings and 13F Report (2025) About Echo Wealth Management, LLCInvestment ActivityEcho Wealth Management, LLC has $163.17 million in total holdings as of June 30, 2025.Echo Wealth Management, LLC owns shares of 46 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 8.42% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Echo Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 24 stocks.Echo Wealth Management, LLC sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Income ETF $22,695,815Avantis Core Fixed Income ETF $21,508,702Avantis International Equity ETF $16,624,039Avantis U.S. Small Cap Value ETF $10,699,552Avantis U.S. Large Cap Value ETF $10,669,681 Largest Purchases this Quarter Avantis Core Fixed Income ETF 120,528 shares (about $5.02M)Avantis International Equity ETF 42,018 shares (about $3.11M)J P MORGAN EXCHANGE TRADED F 14,024 shares (about $877.62K)Avantis U.S. Small Cap Value ETF 8,492 shares (about $773.62K)JPMorgan Income ETF 15,384 shares (about $712.59K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 43,555 shares (about $2.48M)Apple 5,490 shares (about $1.13M)Uber Technologies 4,605 shares (about $429.65K)Meta Platforms 195 shares (about $143.93K)Microsoft 288 shares (about $143.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEcho Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPIEJPMorgan Income ETF$22,695,815$712,586 ▲3.2%489,97913.9%ETFAVIGAvantis Core Fixed Income ETF$21,508,702$5,016,372 ▲30.4%516,78813.2%ETFAVDEAvantis International Equity ETF$16,624,039$3,109,750 ▲23.0%224,61910.2%ETFAVUVAvantis U.S. Small Cap Value ETF$10,699,552$773,624 ▲7.8%117,4486.6%ETFAVLVAvantis U.S. Large Cap Value ETF$10,669,681$337,639 ▲3.3%156,4246.5%ETFAVUSAvantis U.S. Equity ETF$9,439,036$392,995 ▲4.3%93,6235.8%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$8,273,054$16,679 ▼-0.2%334,8065.1%ETFCOWZPacer US Cash Cows 100 ETF$7,762,187$64,577 ▼-0.8%140,8754.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$5,778,733$181,202 ▲3.2%60,6253.5%ETFAVEMAvantis Emerging Markets Equity ETF$5,328,804$88,691 ▲1.7%77,7473.3%ETFJ P MORGAN EXCHANGE TRADED F$5,273,617$877,622 ▲20.0%84,2703.2%HEDGED EQUITY LAAAPLApple$4,902,947$1,126,383 ▼-18.7%23,8973.0%Computer and TechnologyJGROJPMorgan Active Growth ETF$4,334,950$279,902 ▲6.9%50,3652.7%ETFDGROiShares Core Dividend Growth ETF$2,726,210$4,284 ▲0.2%42,6371.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,632,357$87,019 ▲3.4%61,5901.6%ETFDNOVFT Vest U.S. Equity Deep Buffer ETF - November$2,189,930$284,980 ▲15.0%49,0041.3%ETFAMZNAmazon.com$2,012,464$125,052 ▼-5.9%9,1731.2%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,937,141$178,785 ▲10.2%64,1651.2%ETFVTIVanguard Total Stock Market ETF$1,812,639$60,786 ▼-3.2%5,9641.1%ETFGISGeneral Mills$1,629,269$160,974 ▲11.0%31,4471.0%Consumer StaplesMSFTMicrosoft$1,564,852$143,254 ▼-8.4%3,1461.0%Computer and TechnologyBUFDFT Vest Laddered Deep Buffer ETF$1,449,778$134,075 ▲10.2%54,5850.9%ETFMGKVanguard Mega Cap Growth ETF$1,308,6920.0%3,5740.8%ETFBUFRFT Vest Laddered Buffer ETF$758,716$363,410 ▲91.9%23,8590.5%ETFAFLAflac$741,2780.0%7,0290.5%FinanceHNSTHonest$696,231$310,434 ▲80.5%136,7840.4%Consumer DiscretionaryUNHUnitedHealth Group$691,326$32,445 ▲4.9%2,2160.4%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$688,164$9,062 ▲1.3%9,1890.4%ETFUBERUber Technologies$663,736$429,646 ▼-39.3%7,1140.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$623,051$96,598 ▼-13.4%8,0560.4%ETFPRFInvesco RAFI US 1000 ETF$536,449$93,417 ▼-14.8%12,6910.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$528,752$149,837 ▲39.5%5,1380.3%ETFMETAMeta Platforms$482,711$143,928 ▼-23.0%6540.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$472,232$165,111 ▲53.8%2,0850.3%Computer and TechnologyFFEBFT Vest U.S. Equity Buffer ETF - February$469,3910.0%8,9560.3%ETFECLEcolab$454,2760.0%1,6860.3%Basic MaterialsFJUNFT Vest U.S. Equity Buffer ETF - June$410,683$23,400 ▲6.0%7,6520.3%ManufacturingNVDANVIDIA$336,361$73,149 ▼-17.9%2,1290.2%Computer and TechnologyDMARFT Vest U.S. Equity Deep Buffer ETF - March$315,175$62,125 ▲24.6%7,9650.2%ETFVOVanguard Mid-Cap ETF$284,3070.0%1,0160.2%ETFIWDiShares Russell 1000 Value ETF$276,389$971 ▼-0.4%1,4230.2%ETFMMM3M$258,8080.0%1,7000.2%Multi-Sector ConglomeratesXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$245,7230.0%6,0510.2%ETFVEAVanguard FTSE Developed Markets ETF$241,551$2,483,067 ▼-91.1%4,2370.1%ETFDJUNFT Vest U.S. Equity Deep Buffer ETF - June$232,2220.0%5,1580.1%ManufacturingJ P MORGAN EXCHANGE TRADED F$209,234$28,181 ▼-11.9%3,2520.1%GLOBAL SEL EQUITJPMJPMorgan Chase & Co.$0$417,010 ▼-100.0%00.0%FinanceTSLATesla$0$344,942 ▼-100.0%00.0%Auto/Tires/TrucksMDLZMondelez International$0$251,113 ▼-100.0%00.0%Consumer StaplesARKWARK Next Generation Internet ETF$0$214,806 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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