Filed: 4/22/2025ACC: 0001398344-25-007422
📋 What this filing means
ECHO WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $148.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$148.02M
Total AUM (reported)
2.72M
Total Shares
Allocation by class
INCOME ETF$21.86M14.8%
AVANTIS CORE FI$16.40M11.1%
COM$16.18M10.9%
INTL EQT ETF$12.10M8.2%
US LARGE CAP VLU$9.88M6.7%
US SML CP VALU$9.50M6.4%
US EQT ETF$8.29M5.6%
Portfolio Concentration
Top 3$50.37M34.0%
4–10$54.65M36.9%
11–25$33.19M22.4%
Rest$9.81M6.6%
Top 3 weight
34.0%
Top 10 weight
70.9%
Voting Authority Distribution
Total shares with voting rights: 2.72M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares474.60K
TypeSH
Market value$21.86M
14.77%
Sole
0.00
Shared
0.00
None
474.60K
AMERICAN CENTY ETF TR
SOLEShares396.26K
TypeSH
Market value$16.40M
11.08%
Sole
0.00
Shared
0.00
None
396.26K
AMERICAN CENTY ETF TR
SOLEShares182.60K
TypeSH
Market value$12.10M
8.18%
Sole
0.00
Shared
0.00
None
182.60K
AMERICAN CENTY ETF TR
SOLEShares151.47K
TypeSH
Market value$9.88M
6.67%
Sole
0.00
Shared
0.00
None
151.47K
AMERICAN CENTY ETF TR
SOLEShares108.96K
TypeSH
Market value$9.50M
6.42%
Sole
0.00
Shared
0.00
None
108.96K
AMERICAN CENTY ETF TR
SOLEShares89.72K
TypeSH
Market value$8.29M
5.60%
Sole
0.00
Shared
0.00
None
89.72K
FIRST TR EXCHANGE-TRADED FD
SOLEShares335.48K
TypeSH
Market value$7.96M
5.38%
Sole
0.00
Shared
0.00
None
335.48K
PACER FDS TR
SOLEShares142.05K
TypeSH
Market value$7.78M
5.26%
Sole
0.00
Shared
0.00
None
142.05K
APPLE INC
SOLEShares29.39K
TypeSH
Market value$6.53M
4.41%
Sole
0.00
Shared
0.00
None
29.39K
SPDR SER TR
SOLEShares58.72K
TypeSH
Market value$4.72M
3.19%
Sole
0.00
Shared
0.00
None
58.72K
AMERICAN CENTY ETF TR
SOLEShares76.45K
TypeSH
Market value$4.60M
3.11%
Sole
0.00
Shared
0.00
None
76.45K
J P MORGAN EXCHANGE TRADED F
SOLEShares70.25K
TypeSH
Market value$4.19M
2.83%
Sole
0.00
Shared
0.00
None
70.25K
J P MORGAN EXCHANGE TRADED F
SOLEShares47.11K
TypeSH
Market value$3.48M
2.35%
Sole
0.00
Shared
0.00
None
47.11K
ISHARES TR
SOLEShares42.57K
TypeSH
Market value$2.63M
1.78%
Sole
0.00
Shared
0.00
None
42.57K
VANGUARD TAX-MANAGED FDS
SOLEShares47.79K
TypeSH
Market value$2.43M
1.64%
Sole
0.00
Shared
0.00
None
47.79K
SPDR INDEX SHS FDS
SOLEShares59.55K
TypeSH
Market value$2.34M
1.58%
Sole
0.00
Shared
0.00
None
59.55K
AMAZON COM INC
SOLEShares9.74K
TypeSH
Market value$1.85M
1.25%
Sole
0.00
Shared
0.00
None
9.74K
FIRST TR EXCHNG TRADED FD VI
SOLEShares42.63K
TypeSH
Market value$1.79M
1.21%
Sole
0.00
Shared
0.00
None
42.63K
SPDR SER TR
SOLEShares58.24K
TypeSH
Market value$1.75M
1.18%
Sole
0.00
Shared
0.00
None
58.24K
GENERAL MLS INC
SOLEShares28.34K
TypeSH
Market value$1.69M
1.14%
Sole
0.00
Shared
0.00
None
28.34K
VANGUARD INDEX FDS
SOLEShares6.16K
TypeSH
Market value$1.69M
1.14%
Sole
0.00
Shared
0.00
None
6.16K
MICROSOFT CORP
SOLEShares3.43K
TypeSH
Market value$1.29M
0.87%
Sole
0.00
Shared
0.00
None
3.43K
FIRST TR EXCHNG TRADED FD VI
SOLEShares49.54K
TypeSH
Market value$1.24M
0.84%
Sole
0.00
Shared
0.00
None
49.54K
UNITEDHEALTH GROUP INC
SOLEShares2.11K
TypeSH
Market value$1.11M
0.75%
Sole
0.00
Shared
0.00
None
2.11K
VANGUARD WORLD FD
SOLEShares3.57K
TypeSH
Market value$1.10M
0.75%
Sole
0.00
Shared
0.00
None
3.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 474.60K | SH | $21.86M 14.77% | 0.00 | 0.00 | 474.60K |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 396.26K | SH | $16.40M 11.08% | 0.00 | 0.00 | 396.26K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 182.60K | SH | $12.10M 8.18% | 0.00 | 0.00 | 182.60K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 151.47K | SH | $9.88M 6.67% | 0.00 | 0.00 | 151.47K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 108.96K | SH | $9.50M 6.42% | 0.00 | 0.00 | 108.96K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 89.72K | SH | $8.29M 5.60% | 0.00 | 0.00 | 89.72K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 335.48K | SH | $7.96M 5.38% | 0.00 | 0.00 | 335.48K |
PACER FDS TRSOLE | US CASH COWS 100 | 142.05K | SH | $7.78M 5.26% | 0.00 | 0.00 | 142.05K |
APPLE INCSOLE | COM | 29.39K | SH | $6.53M 4.41% | 0.00 | 0.00 | 29.39K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 58.72K | SH | $4.72M 3.19% | 0.00 | 0.00 | 58.72K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 76.45K | SH | $4.60M 3.11% | 0.00 | 0.00 | 76.45K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 70.25K | SH | $4.19M 2.83% | 0.00 | 0.00 | 70.25K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 47.11K | SH | $3.48M 2.35% | 0.00 | 0.00 | 47.11K |
ISHARES TRSOLE | CORE DIV GRWTH | 42.57K | SH | $2.63M 1.78% | 0.00 | 0.00 | 42.57K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 47.79K | SH | $2.43M 1.64% | 0.00 | 0.00 | 47.79K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 59.55K | SH | $2.34M 1.58% | 0.00 | 0.00 | 59.55K |
AMAZON COM INCSOLE | COM | 9.74K | SH | $1.85M 1.25% | 0.00 | 0.00 | 9.74K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 42.63K | SH | $1.79M 1.21% | 0.00 | 0.00 | 42.63K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 58.24K | SH | $1.75M 1.18% | 0.00 | 0.00 | 58.24K |
GENERAL MLS INCSOLE | COM | 28.34K | SH | $1.69M 1.14% | 0.00 | 0.00 | 28.34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.16K | SH | $1.69M 1.14% | 0.00 | 0.00 | 6.16K |
MICROSOFT CORPSOLE | COM | 3.43K | SH | $1.29M 0.87% | 0.00 | 0.00 | 3.43K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 49.54K | SH | $1.24M 0.84% | 0.00 | 0.00 | 49.54K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.11K | SH | $1.11M 0.75% | 0.00 | 0.00 | 2.11K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 3.57K | SH | $1.10M 0.75% | 0.00 | 0.00 | 3.57K |
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