Echo Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Echo Wealth Management, LLC held in its portfolio 39 assets valued at $171,272,885 (i.e. $171.27M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($26.09M), AMERICAN CENTY ETF TR ($21.61M), and J P MORGAN EXCHANGE TRADED F ($19.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 39 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Echo Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 622214 | 26085066 | AVANTIS CORE FI |
| AMERICAN CENTY ETF TR | 262526 | 21611126 | INTL EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 417704 | 19335539 | INCOME ETF |
| AMERICAN CENTY ETF TR | 122311 | 9267504 | US LARGE CAP VLU |
| AMERICAN CENTY ETF TR | 80561 | 9005106 | US EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 164419 | 8890125 | ACTIVE BOND ETF |
| FIRST TR EXCHANGE-TRADED FD | 335205 | 8795786 | FT VEST RIS |
| AMERICAN CENTY ETF TR | 84421 | 8609222 | US SML CP VALU |
| SPDR SERIES TRUST | 111947 | 7987974 | STATE STREET SPD |
| AMERICAN CENTY ETF TR | 102188 | 7870550 | AVANTIS EMGMKT |
| J P MORGAN EXCHANGE TRADED F | 66977 | 6215422 | ACTIVE GROWTH |
| J P MORGAN EXCHANGE TRADED F | 71319 | 4737734 | HEDGED EQUITY LA |
| ISHARES TR | 56281 | 3907027 | CORE DIV GRWTH |
| FIRST TR EXCHNG TRADED FD VI | 66142 | 3286777 | FT VEST US EQT |
| PACER FDS TR | 49469 | 2976574 | US CASH COWS 100 |
| APPLE INC | 10753 | 2923311 | COM |
| SPDR INDEX SHS FDS | 59221 | 2772135 | PORTFOLIO EMG MK |
| FIRST TR EXCHNG TRADED FD VI | 76023 | 2306366 | FT VEST LADDERED |
| VANGUARD INDEX FDS | 5964 | 1999550 | TOTAL STK MKT |
| AMAZON COM INC | 8319 | 1920192 | COM |
| GENERAL MLS INC | 36080 | 1677720 | COM |
| VANGUARD WORLD FD | 3554 | 1466985 | MEGA GRWTH IND |
| MICROSOFT CORP | 2764 | 1336726 | COM |
| AFLAC INC | 7029 | 775088 | COM |
| INVESCO EXCHANGE TRADED FD T | 12271 | 575755 | RAFI US 1000 ETF |
| UNITEDHEALTH GROUP INC | 1669 | 550954 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1529 | 464648 | SPONSORED ADS |
| HONEST CO INC | 178761 | 461203 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 4489 | 431476 | SML CP GRW ALP |
| META PLATFORMS INC | 637 | 420477 | CL A |
| NVIDIA CORPORATION | 2021 | 376917 | COM |
| ECOLAB INC | 1398 | 367003 | COM |
| UBER TECHNOLOGIES INC | 4472 | 365407 | COM |
| VANGUARD INDEX FDS | 1016 | 294864 | MID CAP ETF |
| 3M CO | 1700 | 272170 | COM |
| VANGUARD BD INDEX FDS | 3379 | 263157 | INTERMED TERM |
| J P MORGAN EXCHANGE TRADED F | 3037 | 243806 | JPMORGAN INTL VL |
| ALPHABET INC | 710 | 222230 | CAP STK CL A |
| J P MORGAN EXCHANGE TRADED F | 3003 | 203213 | GLOBAL SEL EQUIT |
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