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CIK: 0001846994
Total reported value
$195.9M
$195.9M
50 檔
35.6%
At the close of Q1 2025, Echo Wealth Management, LLC disclosed equity holdings valued at approximately $195.9M, spread across 50 reported holdings.
In Q1 2025, Echo Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | ETF-Other | 14.77% | -0.75% | +7.85% | |
| 2 | AVIG | Avantis Core Fixed Income | ETF-Other | 11.08% | -1.03% | — | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 8.18% | +0.16% | +1.14% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.67% | +0.15% | +3.02% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.42% | +0.04% | +6.67% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.60% | +0.12% | +1.68% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 5.38% | +0.44% | -15.84% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.26% | — | -6.53% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.41% | +0.10% | -8.03% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.19% | +0.24% | +7.35% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.11% | +0.53% | -15.94% | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.83% | -0.03% | +25.80% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.35% | +0.28% | +31.60% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.78% | +0.01% | +1.90% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.64% | — | -20.93% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.58% | — | -4.99% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.03% | -2.41% | |
| 18 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.21% | -0.04% | +7.12% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.18% | -0.07% | +9.61% | |
| 20 | GIS | General Mills Inc | Stock-Consumer Staples | 1.14% | -0.03% | -29.84% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | +0.05% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.03% | +3.15% | |
| 23 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.84% | -0.05% | +152.88% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | -0.05% | — | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.75% | +0.02% | -8.48% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.58% | -0.02% | -6.96% | |
| 27 | AFL | Aflac Inc | Stock-Financials | 0.53% | -0.02% | — | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.48% | -0.02% | -91.61% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.42% | — | -48.91% | |
| 30 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.41% | -0.01% | -0.15% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.02% | +6.26% | |
| 32 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.30% | — | — | |
| 33 | ECL | Ecolab Inc | Stock-Materials | 0.29% | -0.01% | +17.41% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | — | — | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.26% | +0.11% | NEW | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.25% | +0.09% | +10.83% | |
| 37 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.24% | -0.02% | +14.23% | |
| 38 | HNST | Honest Co Inc/the | Stock-Other | 0.24% | +0.11% | +0.66% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | — | -67.20% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | -0.02% | +28.51% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.18% | — | -0.49% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | — | -0.68% | |
| 43 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.17% | — | — | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.17% | — | — | |
| 45 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.16% | -0.01% | — | |
| 46 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.16% | — | -0.43% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.15% | +0.05% | +17.40% | |
| 48 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.15% | — | — | |
| 49 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.15% | -0.01% | — | |
| 50 | ARKW | Ark Next Generation Internet | ETF-Other | 0.15% | — | -1.77% |
According to official SEC Form 13F filings, Echo Wealth Management, LLC reported a total U.S. public equity portfolio value of $195.9M across 50 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPIE, AVIG, AVDE) accounted for 35.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPIE
市值: $21.9M
During Q1 2025, Echo Wealth Management, LLC's top holdings by market value included JPIE (14.8%)、AVIG (11.1%)、AVDE (8.2%). The largest single position, JPIE, represented 14.8% of total portfolio value.
In Q1 2025, Echo Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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