Echo Wealth Management, LLC Top Holdings and 13F Report (2025) About Echo Wealth Management, LLCInvestment ActivityEcho Wealth Management, LLC has $171.35 million in total holdings as of September 30, 2025.Echo Wealth Management, LLC owns shares of 45 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.89% of the portfolio was purchased this quarter.About 3.13% of the portfolio was sold this quarter.This quarter, Echo Wealth Management, LLC has purchased 46 new stocks and bought additional shares in 19 stocks.Echo Wealth Management, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Avantis Core Fixed Income ETF $23,878,193JPMorgan Income ETF $23,400,260Avantis International Equity ETF $18,261,075Avantis U.S. Small Cap Value ETF $11,604,226Avantis U.S. Large Cap Value ETF $11,478,935 Largest Purchases this Quarter Avantis Core Fixed Income ETF 50,660 shares (about $2.13M)JPMorgan Income ETF 14,228 shares (about $660.32K)Avantis International Equity ETF 6,827 shares (about $538.65K)J P MORGAN EXCHANGE TRADED F 6,395 shares (about $415.68K)FT Vest U.S. Equity Deep Buffer ETF - November 3,989 shares (about $186.76K) Largest Sales this Quarter Apple 12,558 shares (about $3.20M)Pacer US Cash Cows 100 ETF 10,090 shares (about $579.87K)Uber Technologies 2,842 shares (about $278.43K)FT Vest U.S. Equity Buffer ETF - February 3,006 shares (about $165.77K)JPMorgan Active Growth ETF 1,556 shares (about $145.88K) 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 PortfolioSectorAVIGAvantis Core Fixed Income ETF$23,878,193$2,131,771 ▲9.8%567,44813.9%ETFJPIEJPMorgan Income ETF$23,400,260$660,322 ▲2.9%504,20713.7%ETFAVDEAvantis International Equity ETF$18,261,075$538,650 ▲3.0%231,44610.7%ETFAVUVAvantis U.S. Small Cap Value ETF$11,604,226$85,397 ▼-0.7%116,5906.8%ETFAVLVAvantis U.S. Large Cap Value ETF$11,478,935$175,736 ▲1.6%158,8566.7%ETFAVUSAvantis U.S. Equity ETF$10,270,112$93,265 ▲0.9%94,4816.0%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$8,797,240$142,511 ▲1.6%340,3195.1%ETFCOWZPacer US Cash Cows 100 ETF$7,516,237$579,874 ▼-7.2%130,7854.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,428,810$92,909 ▲1.5%61,5143.8%ETFJ P MORGAN EXCHANGE TRADED F$5,893,237$415,676 ▲7.6%90,6653.4%HEDGED EQUITY LAAVEMAvantis Emerging Markets Equity ETF$5,853,499$13,895 ▲0.2%77,9323.4%ETFJGROJPMorgan Active Growth ETF$4,575,881$145,876 ▼-3.1%48,8092.7%ETFDGROiShares Core Dividend Growth ETF$2,941,056$38,329 ▲1.3%43,2001.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,894,356$11,328 ▲0.4%61,8321.7%ETFAAPLApple$2,887,250$3,197,644 ▼-52.6%11,3391.7%Computer and TechnologyDNOVFT Vest U.S. Equity Deep Buffer ETF - November$2,481,132$186,765 ▲8.1%52,9931.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,042,546$98,988 ▲5.1%67,4331.2%ETFAMZNAmazon.com$1,973,276$40,840 ▼-2.0%8,9871.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,957,2060.0%5,9641.1%ETFGISGeneral Mills$1,731,524$145,966 ▲9.2%34,3421.0%Consumer StaplesMSFTMicrosoft$1,603,573$25,897 ▼-1.6%3,0960.9%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$1,438,2490.0%3,5740.8%ETFBUFDFT Vest Laddered Deep Buffer ETF$1,384,957$123,772 ▼-8.2%50,1070.8%ETFBUFRFT Vest Laddered Buffer ETF$953,306$155,938 ▲19.6%28,5250.6%ETFAFLAflac$785,1390.0%7,0290.5%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$714,559$26,534 ▼-3.6%8,8600.4%ETFUNHUnitedHealth Group$706,139$59,046 ▼-7.7%2,0450.4%MedicalPRFInvesco RAFI US 1000 ETF$559,519$14,241 ▼-2.5%12,3760.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$551,322$20,259 ▲3.8%5,3340.3%ETFHNSTHonest$510,434$7,069 ▲1.4%138,7050.3%Consumer DiscretionaryBIVVanguard Intermediate-Term Bond ETF$505,008$124,085 ▼-19.7%6,4670.3%ETFMETAMeta Platforms$473,675$6,609 ▼-1.4%6450.3%Computer and TechnologyECLEcolab$461,7280.0%1,6860.3%Basic MaterialsTSMTaiwan Semiconductor Manufacturing$457,756$124,563 ▼-21.4%1,6390.3%Computer and TechnologyFJUNFT Vest U.S. Equity Buffer ETF - June$439,040$10,910 ▲2.5%7,8470.3%ManufacturingUBERUber Technologies$418,528$278,431 ▼-39.9%4,2720.2%Computer and TechnologyNVDANVIDIA$371,481$25,748 ▼-6.5%1,9910.2%Computer and TechnologyFFEBFT Vest U.S. Equity Buffer ETF - February$328,113$165,766 ▼-33.6%5,9500.2%ETFVOVanguard Mid-Cap ETF$298,4400.0%1,0160.2%ETFIWDiShares Russell 1000 Value ETF$289,7090.0%1,4230.2%ETFMMM3M$263,8060.0%1,7000.2%Multi-Sector ConglomeratesVEAVanguard FTSE Developed Markets ETF$249,447$4,434 ▼-1.7%4,1630.1%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$244,417$80,317 ▼-24.7%5,9950.1%ETFDJUNFT Vest U.S. Equity Deep Buffer ETF - June$239,8520.0%5,1580.1%ManufacturingJ P MORGAN EXCHANGE TRADED F$235,636$15,248 ▲6.9%3,4770.1%GLOBAL SEL EQUITXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$0$245,723 ▼-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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
