Echo Wealth Management, LLC 13F Holdings
CIK 0001846994 · PLYMOUTH, MN
As of Sep 30, 2025, Echo Wealth Management, LLC reported 45 positions worth
CIK 0001846994 · PLYMOUTH, MN
As of Sep 30, 2025, Echo Wealth Management, LLC reported 45 positions worth
71.3M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVIG | — | 567,448 | $23.9M | 13.94% |
| JPMORGAN INCOME ETF | JPIE | — | 504,207 | $23.4M | 13.66% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 231,446 | 8.3M | 10.66% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 116,590 | 1.6M | 6.77% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 158,856 | 1.5M | 6.70% |
| AVANTIS US EQUITY ETF | AVUS | — | 94,481 | 0.3M | 5.99% |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | RDVI | — | 340,319 | $8.8M | 5.13% |
| PACER US CASH COWS 100 ETF | COWZ | — | 130,785 | $7.5M | 4.39% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 61,514 | $6.4M | 3.75% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 90,665 | $5.9M | 3.44% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 77,932 | $5.9M | 3.42% |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | — | 48,809 | $4.6M | 2.67% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 43,200 | $2.9M | 1.72% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 61,832 | $2.9M | 1.69% |
| APPLE INC | AAPL | Technology | 11,339 | $2.9M | 1.69% |
| FT VEST US EQUITY DEEP BUFFER ETF - NOVEMBER | DNOV | — | 52,993 | $2.5M | 1.45% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 67,433 | $2.0M | 1.19% |
| AMAZON.COM INC | AMZN | Equity | 8,987 | $2.0M | 1.15% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 5,964 | $2.0M | 1.14% |
| GENERAL MILLS INC | GIS | Consumer Defensive | 34,342 | .7M | 1.01% |
| MICROSOFT CORP | MSFT | Technology | 3,096 | .6M | 0.94% |
| VANGUARD WORLD FUND | MGK | — | 3,574 | .4M | 0.84% |
| FT VEST LADDERED DEEP BUFFER ETF | BUFD | — | 50,107 | .4M | 0.81% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 28,525 | $953.3K | 0.56% |
| AFLAC INC | AFL | Financial Services | 7,029 | $785.1K | 0.46% |