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CIK: 0001846994
Total reported value
$195.9M
$195.9M
46 檔
42.0%
According to the latest 13F quarterly dataset, Echo Wealth Management, LLC managed an equity portfolio of $195.9M at the end of Q2 2025, spanning 46 distinct U.S. exchange-listed positions.
During Q2 2025, Echo Wealth Management, LLC performed routine portfolio adjustments (0 new buys, 24 additions, 14 trims, and 4 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | ETF-Other | 13.91% | -0.75% | +3.24% | |
| 2 | AVIG | Avantis Core Fixed Income | ETF-Other | 13.18% | -1.03% | +30.42% | |
| 3 | AVDE | Avantis International Equity | ETF-Other | 10.19% | +0.16% | +23.01% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.56% | +0.04% | +7.79% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.54% | +0.15% | +3.27% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.78% | +0.12% | +4.34% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 5.07% | +0.44% | -0.20% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.76% | — | -0.83% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.54% | +0.24% | +3.24% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.27% | +0.53% | +1.69% | |
| 11 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 3.23% | -0.03% | +19.96% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.10% | -18.68% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.66% | +0.28% | +6.90% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.67% | +0.01% | +0.16% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.61% | — | +3.42% | |
| 16 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.34% | -0.04% | +14.96% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.03% | -5.85% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.19% | -0.07% | +10.17% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.11% | +0.05% | -3.24% | |
| 20 | GIS | General Mills Inc | Stock-Consumer Staples | 1.00% | -0.03% | +10.96% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.03% | -8.39% | |
| 22 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.89% | -0.05% | +10.19% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.80% | +0.02% | — | |
| 24 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.46% | +0.09% | +91.93% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 0.45% | -0.02% | — | |
| 26 | HNST | Honest Co Inc/the | Stock-Other | 0.43% | +0.11% | +80.47% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | -0.05% | +4.92% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.42% | — | +1.33% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.41% | -0.02% | -39.30% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.38% | -0.02% | -13.42% | |
| 31 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.33% | -0.01% | -14.83% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.32% | +0.11% | NEW | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.02% | -22.97% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | +0.05% | +53.76% | |
| 35 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.29% | — | — | |
| 36 | ECL | Ecolab Inc | Stock-Materials | 0.28% | -0.01% | — | |
| 37 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.25% | -0.02% | +6.04% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.02% | -17.86% | |
| 39 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.19% | -0.01% | +24.55% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.17% | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.17% | — | -0.35% | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.16% | — | — | |
| 43 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 0.15% | — | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | — | -91.13% | |
| 45 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.14% | -0.01% | — | |
| 46 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.13% | — | -11.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVIG | Avantis Core Fixed Income | +2.1% | +30.42% | Add |
| 2 | AVDE | Avantis International Equity | +2% | +23.01% | Add |
| 3 | HELO | Jpmorgan Hedged Equity ETF | +0.4% | +19.96% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +3.24% | Add |
| 5 | JGRO | Jpmorgan Active Growth ETF | +0.3% | +6.90% | Add |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +91.93% | Add |
| 7 | HNST | Honest Co Inc/the | +0.2% | +80.47% | Add |
| 8 | AVUS | Avantis U.s. Equity ETF | +0.2% | +4.34% | Add |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.2% | +1.69% | Add |
| 10 | AVUV | Avantis US Small Cap Value | +0.1% | +7.79% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +53.76% | Add |
| 12 | DNOV | Ft Vest US Equity Deep Buffe | +0.1% | +14.96% | Add |
| 13 | MSFT | Microsoft CORP | +0.1% | -8.39% | Trim |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +39.54% | Add |
| 15 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.1% | +10.19% | Add |
| 16 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | — | Unchanged |
| 17 | SPEM | State Street Sp Ptf Em ETF | 0% | +3.42% | Add |
| 18 | DMAR | Ft Vest US Equity Deep Buffe | 0% | +24.55% | Add |
| 19 | NVDA | Nvidia CORP | 0% | -17.86% | Trim |
| 20 | SPSB | Ss Spdr P St C CORP ETF | 0% | +10.17% | Add |
| 21 | FJUN | Ft Vest US Equity Buff Etf-j | 0% | +6.04% | Add |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | +1.33% | Add |
| 23 | FFEB | Ft Vest US Equity Buffer ETF | 0% | — | Unchanged |
| 24 | ECL | Ecolab Inc | 0% | — | Unchanged |
| 25 | VO | Vanguard Mid-cap ETF | 0% | — | Unchanged |
| 26 | DJUN | Ft Vest US Equity Deep Buffe | 0% | — | Unchanged |
| 27 | XSEP | Ft Vest U.s. Equity Enhance | 0% | — | Unchanged |
| 28 | MMM | 3m Co | 0% | — | Unchanged |
| 29 | IWD | Ishares Russell 1000 Value E | 0% | -0.35% | Trim |
| 30 | AMZN | Amazon.com Inc | 0% | -5.85% | Trim |
| 31 | JGLO | Jpmorgan Glbl Slct Eq ETF | 0% | -11.87% | Trim |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | -3.24% | Trim |
| 33 | META | Meta Platforms Inc-class A | 0% | -22.97% | Trim |
| 34 | PRF | Invesco Rafi US 1000 ETF | -0.1% | -14.83% | Trim |
| 35 | AFL | Aflac Inc | -0.1% | — | Unchanged |
| 36 | BIV | Vanguard Intermediate-term B | -0.1% | -13.42% | Trim |
| 37 | DGRO | Ishares Core Dividend Growth | -0.1% | +0.16% | Add |
| 38 | AVLV | Avantis US Large Cap Value | -0.1% | +3.27% | Add |
| 39 | GIS | General Mills Inc | -0.1% | +10.96% | Add |
| 40 | ARKW | Ark Next Generation Internet | -0.2% | EXIT | Sold out |
| 41 | MDLZ | Mondelez International Inc-a | -0.2% | EXIT | Sold out |
| 42 | UBER | Uber Technologies Inc | -0.2% | -39.30% | Trim |
| 43 | TSLA | Tesla Inc | -0.2% | EXIT | Sold out |
| 44 | JPM | Jpmorgan Chase & Co | -0.3% | EXIT | Sold out |
| 45 | RDVI | Ft Vest Rising Dividend Achi | -0.3% | -0.20% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | +4.92% | Add |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | -0.5% | -0.83% | Trim |
| 48 | JPIE | Jpmorgan Income ETF | -0.9% | +3.24% | Add |
| 49 | AAPL | Apple Inc | -1.4% | -18.68% | Trim |
| 50 | VEA | Vanguard Ftse Developed ETF | -1.5% | -91.13% | Trim |
According to official SEC Form 13F filings, Echo Wealth Management, LLC reported a total U.S. public equity portfolio value of $195.9M across 46 disclosed positions in Q2 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 42.0% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
JPM
前期市值: $417.0K
During Q2 2025, Echo Wealth Management, LLC's top holdings by market value included JPIE (13.9%)、AVIG (13.2%)、AVDE (10.2%). The largest single position, JPIE, represented 13.9% of total portfolio value.
In Q2 2025, Echo Wealth Management, LLC made 42 total portfolio adjustments, initiating 0 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 4 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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