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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Echo Wealth Management, LLC

Quarter ended Q2 2025 · Filed July 22, 2025 · Accession 0001398344-25-013461

Total Value
$163.2M
Positions
46
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (46)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q159489,979$22.7M13.91%
2AMERICAN CENTY ETF TR025072562516,788$21.5M13.18%
3AMERICAN CENTY ETF TR025072703224,619$16.6M10.19%
4AMERICAN CENTY ETF TR025072877117,448$10.7M6.56%
5AMERICAN CENTY ETF TR025072349156,424$10.7M6.54%
6AMERICAN CENTY ETF TR02507288593,623$9.4M5.78%
7FIRST TR EXCHANGE-TRADED FD33738D879334,806$8.3M5.07%
8PACER FDS TR69374H881140,875$7.8M4.76%
9SPDR SERIES TRUST78464A40960,625$5.8M3.54%
10AMERICAN CENTY ETF TR02507260477,747$5.3M3.27%
11J P MORGAN EXCHANGE TRADED F46654Q72484,270$5.3M3.23%
12APPLE INCAAPL23,897$4.9M3.00%
13J P MORGAN EXCHANGE TRADED F46654Q60950,365$4.3M2.66%
14ISHARES TR46434V62142,637$2.7M1.67%
15SPDR INDEX SHS FDS78463X50961,590$2.6M1.61%
16FIRST TR EXCHNG TRADED FD VI33740F83949,004$2.2M1.34%
17AMAZON COM INCAMZN9,173$2.0M1.23%
18SPDR SERIES TRUST78464A47464,165$1.9M1.19%
19VANGUARD INDEX FDS9229087695,964$1.8M1.11%
20GENERAL MLS INC37033410431,447$1.6M1.00%
21MICROSOFT CORPMSFT3,146$1.6M0.96%
22FIRST TR EXCHNG TRADED FD VI33740U70354,585$1.4M0.89%
23VANGUARD WORLD FD9219108163,574$1.3M0.80%
24FIRST TR EXCHNG TRADED FD VI33740F75523,859$758,7160.46%
25AFLAC INCAFL7,029$741,2780.45%
26HONEST CO INCHNST136,784$696,2310.43%
27UNITEDHEALTH GROUP INCUNH2,216$691,3260.42%
28SPDR SERIES TRUST78464A8059,189$688,1640.42%
29UBER TECHNOLOGIES INCUBER7,114$663,7360.41%
30VANGUARD BD INDEX FDS9219378198,056$623,0510.38%
31INVESCO EXCHANGE TRADED FD TIVZ12,691$536,4490.33%
32ISHARES TR46429B7475,138$528,7520.32%
33META PLATFORMS INCMETA654$482,7110.30%
34TAIWAN SEMICONDUCTOR MFG LTD8740391002,085$472,2320.29%
35FIRST TR EXCHNG TRADED FD VI33740F7638,956$469,3910.29%
36ECOLAB INCECL1,686$454,2760.28%
37FIRST TR EXCHNG TRADED FD VI33740F7227,652$410,6830.25%
38NVIDIA CORPORATIONNVDA2,129$336,3610.21%
39FIRST TR EXCHNG TRADED FD VI33740F6157,965$315,1750.19%
40VANGUARD INDEX FDS9229086291,016$284,3070.17%
41ISHARES TR4642875981,423$276,3890.17%
423M COMMM1,700$258,8080.16%
43FIRST TR EXCHNG TRADED FD VI33740U8106,051$245,7230.15%
44VANGUARD TAX-MANAGED FDS9219438584,237$241,5510.15%
45FIRST TR EXCHNG TRADED FD VI33740F7145,158$232,2220.14%
46J P MORGAN EXCHANGE TRADED F46654Q7403,252$209,2340.13%