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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 Q3 2025 · Filed October 22, 2025 · Accession 0001398344-25-019534

Total Value
$171.3M
Positions
45
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (45)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR025072562567,448$23.9M13.94%
2J P MORGAN EXCHANGE TRADED F46641Q159504,207$23.4M13.66%
3AMERICAN CENTY ETF TR025072703231,446$18.3M10.66%
4AMERICAN CENTY ETF TR025072877116,590$11.6M6.77%
5AMERICAN CENTY ETF TR025072349158,856$11.5M6.70%
6AMERICAN CENTY ETF TR02507288594,481$10.3M5.99%
7FIRST TR EXCHANGE-TRADED FD33738D879340,319$8.8M5.13%
8PACER FDS TR69374H881130,785$7.5M4.39%
9SPDR SERIES TRUST78464A40961,514$6.4M3.75%
10J P MORGAN EXCHANGE TRADED F46654Q72490,665$5.9M3.44%
11AMERICAN CENTY ETF TR02507260477,932$5.9M3.42%
12J P MORGAN EXCHANGE TRADED F46654Q60948,809$4.6M2.67%
13ISHARES TR46434V62143,200$2.9M1.72%
14SPDR INDEX SHS FDS78463X50961,832$2.9M1.69%
15APPLE INCAAPL11,339$2.9M1.69%
16FIRST TR EXCHNG TRADED FD VI33740F83952,993$2.5M1.45%
17SPDR SERIES TRUST78464A47467,433$2.0M1.19%
18AMAZON COM INCAMZN8,987$2.0M1.15%
19VANGUARD INDEX FDS9229087695,964$2.0M1.14%
20GENERAL MLS INC37033410434,342$1.7M1.01%
21MICROSOFT CORPMSFT3,096$1.6M0.94%
22VANGUARD WORLD FD9219108163,574$1.4M0.84%
23FIRST TR EXCHNG TRADED FD VI33740U70350,107$1.4M0.81%
24FIRST TR EXCHNG TRADED FD VI33740F75528,525$953,3060.56%
25AFLAC INCAFL7,029$785,1390.46%
26SPDR SERIES TRUST78464A8058,860$714,5590.42%
27UNITEDHEALTH GROUP INCUNH2,045$706,1390.41%
28INVESCO EXCHANGE TRADED FD TIVZ12,376$559,5190.33%
29ISHARES TR46429B7475,334$551,3220.32%
30HONEST CO INCHNST138,705$510,4340.30%
31VANGUARD BD INDEX FDS9219378196,467$505,0080.29%
32META PLATFORMS INCMETA645$473,6750.28%
33ECOLAB INCECL1,686$461,7280.27%
34TAIWAN SEMICONDUCTOR MFG LTD8740391001,639$457,7560.27%
35FIRST TR EXCHNG TRADED FD VI33740F7227,847$439,0400.26%
36UBER TECHNOLOGIES INCUBER4,272$418,5280.24%
37NVIDIA CORPORATIONNVDA1,991$371,4810.22%
38FIRST TR EXCHNG TRADED FD VI33740F7635,950$328,1130.19%
39VANGUARD INDEX FDS9229086291,016$298,4400.17%
40ISHARES TR4642875981,423$289,7090.17%
413M COMMM1,700$263,8060.15%
42VANGUARD TAX-MANAGED FDS9219438584,163$249,4470.15%
43FIRST TR EXCHNG TRADED FD VI33740F6155,995$244,4170.14%
44FIRST TR EXCHNG TRADED FD VI33740F7145,158$239,8520.14%
45J P MORGAN EXCHANGE TRADED F46654Q7403,477$235,6360.14%