Institutions / Echo Wealth Management, LLC
Echo Wealth Management, LLC
CIK 1846994 · Institution · as of Dec 31, 2025
Portfolio value
$171.27M
Positions
46
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 46 →
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $26.09M | 15.2% |
| American Centy ETF Tr | $21.61M | 12.6% |
| J P Morgan Exchange Traded F | $19.34M | 11.3% |
| American Centy ETF Tr | $9.27M | 5.4% |
| American Centy ETF Tr | $9.01M | 5.3% |
| J P Morgan Exchange Traded F | $8.89M | 5.2% |
| First Trust Exchange-Traded Fund IV | $8.80M | 5.1% |
| American Centy ETF Tr | $8.61M | 5.0% |
| American Centy ETF Tr | $7.87M | 4.6% |
| J P Morgan Exchange Traded F | $6.22M | 3.6% |
| SPDR Series Trust | $5.90M | 3.4% |
| J P Morgan Exchange Traded F | $4.74M | 2.8% |
| iShares Tr | $3.91M | 2.3% |
| Pacer Fds Tr | $2.98M | 1.7% |
| Apple Inc. | $2.92M | 1.7% |
| SPDR Index Shs Fds | $2.77M | 1.6% |
| First Trust Exchange-Traded Fund VIII | $2.07M | 1.2% |
| Vanguard Index Fds | $2.00M | 1.2% |
| Amazon.com Inc | $1.92M | 1.1% |
| General Mills Inc | $1.68M | 1.0% |
| SPDR Series Trust | $1.49M | 0.9% |
| Vanguard World Fd | $1.47M | 0.9% |
| First Tr Exchng Traded Fd VI | $1.40M | 0.8% |
| Microsoft Corp | $1.34M | 0.8% |
| First Tr Exchng Traded Fd VI | $907.6K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.