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CIK: 0001846994
Total reported value
$195.9M
$195.9M
46 檔
43.5%
According to the latest 13F quarterly dataset, Echo Wealth Management, LLC managed an equity portfolio of $195.9M at the end of Q4 2025, spanning 46 distinct U.S. exchange-listed positions.
In Q4 2025, Echo Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVIG | Avantis Core Fixed Income | ETF-Other | 15.23% | -1.03% | +9.65% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 12.62% | +0.16% | +13.43% | |
| 3 | JPIE | Jpmorgan Income ETF | ETF-Other | 11.29% | -0.75% | -17.16% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.41% | +0.15% | -23.01% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.26% | +0.12% | -14.73% | |
| 6 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.19% | -0.38% | — | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 5.14% | +0.44% | -1.50% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.03% | +0.04% | -27.59% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.60% | +0.53% | +31.12% | |
| 10 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.63% | +0.28% | +37.22% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.44% | +0.24% | -10.12% | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.77% | -0.03% | -21.34% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.28% | +0.01% | +30.28% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.74% | — | -62.18% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.71% | +0.10% | -5.17% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.62% | — | -4.22% | |
| 17 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.21% | -0.04% | -20.09% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.17% | +0.05% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.03% | -7.43% | |
| 20 | GIS | General Mills Inc | Stock-Consumer Staples | 0.98% | -0.03% | +5.06% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.87% | -0.07% | -26.68% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.86% | +0.02% | -0.56% | |
| 23 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.82% | -0.05% | -1.15% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.03% | -10.72% | |
| 25 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.53% | +0.09% | -7.13% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 0.45% | -0.02% | — | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.35% | — | -18.52% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.34% | -0.01% | -0.85% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | -0.05% | -18.39% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.27% | +0.05% | -6.71% | |
| 31 | HNST | Honest Co Inc/the | Stock-Other | 0.27% | +0.11% | +28.88% | |
| 32 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.25% | +0.04% | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.02% | -1.24% | |
| 34 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.24% | -0.02% | -6.86% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.02% | +1.51% | |
| 36 | ECL | Ecolab Inc | Stock-Materials | 0.21% | -0.01% | -17.08% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.21% | -0.02% | +4.68% | |
| 38 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.20% | — | — | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.17% | — | — | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.16% | — | — | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.15% | -0.02% | -47.75% | |
| 42 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.15% | -0.01% | — | |
| 43 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.14% | +0.09% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.01% | — | |
| 45 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.13% | -0.01% | -11.94% | |
| 46 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.12% | — | -13.63% |
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 Q4 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 AVIG, AVDE, JPIE) accounted for 43.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
JBND
市值: $8.9M
Top Position Liquidated / Trimmed
STIP
前期市值: $551.3K
During Q4 2025, Echo Wealth Management, LLC's top holdings by market value included AVIG (15.2%)、AVDE (12.6%)、JPIE (11.3%). The largest single position, AVIG, represented 15.2% of total portfolio value.
In Q4 2025, Echo Wealth Management, LLC made 43 total portfolio adjustments, initiating 4 new buys, adding to 9 positions, trimming 27 holdings, and fully liquidating 3 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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