Institutional Manager · CIK 0001846994
Echo Wealth Management, LLC
PLYMOUTH, MN · File #028-21057
Latest AUM
$171.3M
Positions
46
Top-10 Concentration
73.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202546 pos · $171.3M
- 13F HOLDINGS REPORTQ/E Sep 202545 pos · $171.3M
- 13F HOLDINGS REPORTQ/E Jun 202546 pos · $163.2M
- 13F HOLDINGS REPORTQ/E Mar 202550 pos · $148.0M
- 13F HOLDINGS REPORTQ/E Dec 202448 pos · $144.7M
- 13F HOLDINGS REPORTQ/E Sep 202448 pos · $143.1M
- 13F HOLDINGS REPORTQ/E Jun 202445 pos · $132.7M
- 13F HOLDINGS REPORTQ/E Mar 202443 pos · $120.6M
- 13F HOLDINGS REPORTQ/E Dec 202338 pos · $92.8M
- 13F HOLDINGS REPORTQ/E Sep 202340 pos · $92.5M
- 13F HOLDINGS REPORTQ/E Jun 202340 pos · $90.6M
- 13F HOLDINGS REPORTQ/E Mar 202342 pos · $93.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072562 | 622,214 | $26.1M | 15.23% |
| 2 | AMERICAN CENTY ETF TR | 025072703 | 262,526 | $21.6M | 12.62% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 417,704 | $19.3M | 11.29% |
| 4 | AMERICAN CENTY ETF TR | 025072349 | 122,311 | $9.3M | 5.41% |
| 5 | AMERICAN CENTY ETF TR | 025072885 | 80,561 | $9.0M | 5.26% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 164,419 | $8.9M | 5.19% |
| 7 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 335,205 | $8.8M | 5.14% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 84,421 | $8.6M | 5.03% |
| 9 | AMERICAN CENTY ETF TR | 025072604 | 102,188 | $7.9M | 4.60% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46654Q609 | 66,977 | $6.2M | 3.63% |
| 11 | SPDR SERIES TRUST | 78464A409 | 55,289 | $5.9M | 3.44% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 71,319 | $4.7M | 2.77% |
| 13 | ISHARES TR | 46434V621 | 56,281 | $3.9M | 2.28% |
| 14 | PACER FDS TR | 69374H881 | 49,469 | $3.0M | 1.74% |
| 15 | APPLE INC | AAPL | 10,753 | $2.9M | 1.71% |
| 16 | SPDR INDEX SHS FDS | 78463X509 | 59,221 | $2.8M | 1.62% |
| 17 | FIRST TR EXCHNG TRADED FD VI | 33740F839 | 42,346 | $2.1M | 1.21% |
| 18 | VANGUARD INDEX FDS | 922908769 | 5,964 | $2.0M | 1.17% |
| 19 | AMAZON COM INC | AMZN | 8,319 | $1.9M | 1.12% |
| 20 | GENERAL MLS INC | 370334104 | 36,080 | $1.7M | 0.98% |