ECHO WEALTH MANAGEMENT, LLC

Filed: 7/22/2025ACC: 0001398344-25-013461

📋 What this filing means

ECHO WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $163.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$163.17M

Total AUM (reported)

2.96M

Total Shares

Allocation by class

INCOME ETF$22.70M13.9%

AVANTIS CORE FI$21.51M13.2%

INTL EQT ETF$16.62M10.2%

COM$13.95M8.6%

US SML CP VALU$10.70M6.6%

US LARGE CAP VLU$10.67M6.5%

US EQT ETF$9.44M5.8%

Portfolio Concentration

Top 3$60.83M37.3%

4–10$57.95M35.5%

11–25$35.27M21.6%

Rest$9.12M5.6%

Top 3 weight

37.3%

Top 10 weight

72.8%

Voting Authority Distribution

Total shares with voting rights: 2.96M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.96M

% of voting shares100.0%

Investment Discretion (by position count)

Sole46

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings46

Rows:

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares489.98K

TypeSH

Market value$22.70M

13.91%

Sole

0.00

Shared

0.00

None

489.98K

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares516.79K

TypeSH

Market value$21.51M

13.18%

Sole

0.00

Shared

0.00

None

516.79K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares224.62K

TypeSH

Market value$16.62M

10.19%

Sole

0.00

Shared

0.00

None

224.62K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares117.45K

TypeSH

Market value$10.70M

6.56%

Sole

0.00

Shared

0.00

None

117.45K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares156.42K

TypeSH

Market value$10.67M

6.54%

Sole

0.00

Shared

0.00

None

156.42K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares93.62K

TypeSH

Market value$9.44M

5.78%

Sole

0.00

Shared

0.00

None

93.62K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST RIS

Shares334.81K

TypeSH

Market value$8.27M

5.07%

Sole

0.00

Shared

0.00

None

334.81K

PACER FDS TR

SOLE

US CASH COWS 100

Shares140.88K

TypeSH

Market value$7.76M

4.76%

Sole

0.00

Shared

0.00

None

140.88K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares60.63K

TypeSH

Market value$5.78M

3.54%

Sole

0.00

Shared

0.00

None

60.63K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares77.75K

TypeSH

Market value$5.33M

3.27%

Sole

0.00

Shared

0.00

None

77.75K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares84.27K

TypeSH

Market value$5.27M

3.23%

Sole

0.00

Shared

0.00

None

84.27K

APPLE INC

SOLE

COM

Shares23.90K

TypeSH

Market value$4.90M

3.00%

Sole

0.00

Shared

0.00

None

23.90K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares50.37K

TypeSH

Market value$4.33M

2.66%

Sole

0.00

Shared

0.00

None

50.37K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares42.64K

TypeSH

Market value$2.73M

1.67%

Sole

0.00

Shared

0.00

None

42.64K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares61.59K

TypeSH

Market value$2.63M

1.61%

Sole

0.00

Shared

0.00

None

61.59K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares49K

TypeSH

Market value$2.19M

1.34%

Sole

0.00

Shared

0.00

None

49K

AMAZON COM INC

SOLE

COM

Shares9.17K

TypeSH

Market value$2.01M

1.23%

Sole

0.00

Shared

0.00

None

9.17K

SPDR SERIES TRUST

SOLE

PORTFOLIO SHORT

Shares64.17K

TypeSH

Market value$1.94M

1.19%

Sole

0.00

Shared

0.00

None

64.17K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares5.96K

TypeSH

Market value$1.81M

1.11%

Sole

0.00

Shared

0.00

None

5.96K

GENERAL MLS INC

SOLE

COM

Shares31.45K

TypeSH

Market value$1.63M

1.00%

Sole

0.00

Shared

0.00

None

31.45K

MICROSOFT CORP

SOLE

COM

Shares3.15K

TypeSH

Market value$1.56M

0.96%

Sole

0.00

Shared

0.00

None

3.15K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares54.59K

TypeSH

Market value$1.45M

0.89%

Sole

0.00

Shared

0.00

None

54.59K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares3.57K

TypeSH

Market value$1.31M

0.80%

Sole

0.00

Shared

0.00

None

3.57K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares23.86K

TypeSH

Market value$758.7K

0.46%

Sole

0.00

Shared

0.00

None

23.86K

AFLAC INC

SOLE

COM

Shares7.03K

TypeSH

Market value$741.3K

0.45%

Sole

0.00

Shared

0.00

None

7.03K

Issuer	Class	Shares	Type	Value / Portfolio %	None
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	489.98K	SH	$22.70M 13.91%	489.98K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	516.79K	SH	$21.51M 13.18%	516.79K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	224.62K	SH	$16.62M 10.19%	224.62K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	117.45K	SH	$10.70M 6.56%	117.45K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	156.42K	SH	$10.67M 6.54%	156.42K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	93.62K	SH	$9.44M 5.78%	93.62K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST RIS	334.81K	SH	$8.27M 5.07%	334.81K
PACER FDS TRSOLE	US CASH COWS 100	140.88K	SH	$7.76M 4.76%	140.88K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	60.63K	SH	$5.78M 3.54%	60.63K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	77.75K	SH	$5.33M 3.27%	77.75K
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	84.27K	SH	$5.27M 3.23%	84.27K
APPLE INCSOLE	COM	23.90K	SH	$4.90M 3.00%	23.90K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	50.37K	SH	$4.33M 2.66%	50.37K
ISHARES TRSOLE	CORE DIV GRWTH	42.64K	SH	$2.73M 1.67%	42.64K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	61.59K	SH	$2.63M 1.61%	61.59K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	49K	SH	$2.19M 1.34%	49K
AMAZON COM INCSOLE	COM	9.17K	SH	$2.01M 1.23%	9.17K
SPDR SERIES TRUSTSOLE	PORTFOLIO SHORT	64.17K	SH	$1.94M 1.19%	64.17K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	5.96K	SH	$1.81M 1.11%	5.96K
GENERAL MLS INCSOLE	COM	31.45K	SH	$1.63M 1.00%	31.45K
MICROSOFT CORPSOLE	COM	3.15K	SH	$1.56M 0.96%	3.15K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	54.59K	SH	$1.45M 0.89%	54.59K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	3.57K	SH	$1.31M 0.80%	3.57K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	23.86K	SH	$758.7K 0.46%	23.86K
AFLAC INCSOLE	COM	7.03K	SH	$741.3K 0.45%	7.03K

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