Echo Wealth Management, LLC

CIK 0001846994 • 7 13F filings • Apr 22, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsOther

Holdings by filing

Portfolio value: $163.2M41 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$259K	0.2%Prev: 0.1%	1,700 SH	Increased
AFLAC INC	COM	$741K	0.5%Prev: 0.4%	7,029 SH	Decreased
AMAZON COM INC	COM	$2.0M	1.2%Prev: 1.0%	9,173 SH	Increased+1,191 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$21.5M	13.2%Prev: 18.5%	516,788 SH	Decreased-258,271 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.3M	3.3%Prev: 6.3%	77,747 SH	Decreased-57,212 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$16.6M	10.2%Prev: 14.5%	224,619 SH	Decreased-71,601 SH
AMERICAN CENTY ETF TR	US EQT ETF	$9.4M	5.8%Prev: 4.6%	93,623 SH	Increased+21,480 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$10.7M	6.5%Prev: 4.1%	156,424 SH	Increased+68,035 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$10.7M	6.6%Prev: 4.3%	117,448 SH	Increased+49,242 SH
APPLE INC	COM	$4.9M	3.0%Prev: 1.1%	23,897 SH	Increased+16,567 SH
ECOLAB INC	COM	$454K	0.3%Prev: 0.2%	1,686 SH	Increased+353 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$8.3M	5.1%Prev: 4.5%	334,806 SH	Increased+27,640 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.2M	1.4%Prev: 1.4%	78,444 SH	Decreased-2,024 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$246K	0.2%	6,051 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.6M	2.2%Prev: 2.6%	78,735 SH	Decreased-12,754 SH
GENERAL MLS INC	COM	$1.6M	1.0%	31,447 SH	New
HONEST CO INC	COM	$696K	0.4%Prev: 0.3%	136,784 SH	Increased-44,398 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$536K	0.3%Prev: 0.3%	12,691 SH	Increased+2,253 SH
ISHARES TR	0-5 YR TIPS ETF	$529K	0.3%	5,138 SH	New
ISHARES TR	CORE DIV GRWTH	$2.7M	1.7%Prev: 1.6%	42,637 SH	Decreased+3,763 SH
ISHARES TR	RUS 1000 VAL ETF	$276K	0.2%	1,423 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$4.3M	2.7%Prev: 2.8%	50,365 SH	Decreased-6,329 SH
J P MORGAN EXCHANGE TRADED F	GLOBAL SEL EQUIT	$209K	0.1%	3,252 SH	New
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$5.3M	3.2%Prev: 2.0%	84,270 SH	Increased+28,927 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$22.7M	13.9%Prev: 11.7%	489,979 SH	Increased+48,351 SH
META PLATFORMS INC	CL A	$483K	0.3%Prev: 0.2%	654 SH	Increased+68 SH
MICROSOFT CORP	COM	$1.6M	1.0%Prev: 0.5%	3,146 SH	Increased+1,003 SH
NVIDIA CORPORATION	COM	$336K	0.2%Prev: 0.2%	2,129 SH	Decreased+130 SH
PACER FDS TR	US CASH COWS 100	$7.8M	4.8%Prev: 0.9%	140,875 SH	Increased+115,064 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.6M	1.6%	61,590 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$688K	0.4%	9,189 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$1.9M	1.2%	64,165 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$5.8M	3.5%	60,625 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$472K	0.3%	2,085 SH	New
UBER TECHNOLOGIES INC	COM	$664K	0.4%Prev: 0.2%	7,114 SH	Increased+1,398 SH
UNITEDHEALTH GROUP INC	COM	$691K	0.4%Prev: 0.2%	2,216 SH	Increased+678 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$623K	0.4%Prev: 0.2%	8,056 SH	Increased+4,677 SH
VANGUARD INDEX FDS	MID CAP ETF	$284K	0.2%Prev: 0.2%	1,016 SH	Increased+92 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	1.1%Prev: 1.1%	5,964 SH	Decreased+196 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$242K	0.1%	4,237 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$1.3M	0.8%Prev: 0.7%	3,574 SH	Increased+436 SH

Sold (vs prior filing)

ALPHABET INC — $205K
AMERICAN CENTY ETF TR — $286K
DIMENSIONAL ETF TRUST — $313K
FIRST TR EXCHANGE-TRADED ALP — $334K
GENERAL MILLS INC — $1.5M
J P MORGAN EXCHANGE TRADED F — $14.5M
J P MORGAN EXCHANGE TRADED F — $204K
SPDR SERIES TRUST — $5.5M
TAIWAN SEMICONDUCTOR MANUFAC — $318K
VANGUARD SCOTTSDALE FDS — $205K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001398344-26-018232	—	View
Jan 22, 2026	Q4 2025	13F-HR	0001398344-26-001002	$171.3M	View
Oct 22, 2025	Q3 2025