ECHO WEALTH MANAGEMENT, LLC

Filed: 10/22/2025ACC: 0001398344-25-019534

📋 What this filing means

ECHO WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $171.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$171.35M

Total AUM (reported)

3.02M

Total Shares

Allocation by class

AVANTIS CORE FI$23.88M13.9%

INCOME ETF$23.40M13.7%

INTL EQT ETF$18.26M10.7%

COM$11.71M6.8%

US SML CP VALU$11.60M6.8%

US LARGE CAP VLU$11.48M6.7%

US EQT ETF$10.27M6.0%

Portfolio Concentration

Top 3$65.54M38.2%

4–10$61.99M36.2%

11–25$35.50M20.7%

Rest$8.32M4.9%

Top 3 weight

38.2%

Top 10 weight

74.4%

Voting Authority Distribution

Total shares with voting rights: 3.02M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.02M

% of voting shares100.0%

Investment Discretion (by position count)

Sole45

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings45

Rows:

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares567.45K

TypeSH

Market value$23.88M

13.94%

Sole

0.00

Shared

0.00

None

567.45K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares504.21K

TypeSH

Market value$23.40M

13.66%

Sole

0.00

Shared

0.00

None

504.21K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares231.45K

TypeSH

Market value$18.26M

10.66%

Sole

0.00

Shared

0.00

None

231.45K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares116.59K

TypeSH

Market value$11.60M

6.77%

Sole

0.00

Shared

0.00

None

116.59K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares158.86K

TypeSH

Market value$11.48M

6.70%

Sole

0.00

Shared

0.00

None

158.86K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares94.48K

TypeSH

Market value$10.27M

5.99%

Sole

0.00

Shared

0.00

None

94.48K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST RIS

Shares340.32K

TypeSH

Market value$8.80M

5.13%

Sole

0.00

Shared

0.00

None

340.32K

PACER FDS TR

SOLE

US CASH COWS 100

Shares130.78K

TypeSH

Market value$7.52M

4.39%

Sole

0.00

Shared

0.00

None

130.78K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares61.51K

TypeSH

Market value$6.43M

3.75%

Sole

0.00

Shared

0.00

None

61.51K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares90.67K

TypeSH

Market value$5.89M

3.44%

Sole

0.00

Shared

0.00

None

90.67K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares77.93K

TypeSH

Market value$5.85M

3.42%

Sole

0.00

Shared

0.00

None

77.93K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares48.81K

TypeSH

Market value$4.58M

2.67%

Sole

0.00

Shared

0.00

None

48.81K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares43.20K

TypeSH

Market value$2.94M

1.72%

Sole

0.00

Shared

0.00

None

43.20K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares61.83K

TypeSH

Market value$2.89M

1.69%

Sole

0.00

Shared

0.00

None

61.83K

APPLE INC

SOLE

COM

Shares11.34K

TypeSH

Market value$2.89M

1.69%

Sole

0.00

Shared

0.00

None

11.34K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares52.99K

TypeSH

Market value$2.48M

1.45%

Sole

0.00

Shared

0.00

None

52.99K

SPDR SERIES TRUST

SOLE

PORTFOLIO SHORT

Shares67.43K

TypeSH

Market value$2.04M

1.19%

Sole

0.00

Shared

0.00

None

67.43K

AMAZON COM INC

SOLE

COM

Shares8.99K

TypeSH

Market value$1.97M

1.15%

Sole

0.00

Shared

0.00

None

8.99K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares5.96K

TypeSH

Market value$1.96M

1.14%

Sole

0.00

Shared

0.00

None

5.96K

GENERAL MLS INC

SOLE

COM

Shares34.34K

TypeSH

Market value$1.73M

1.01%

Sole

0.00

Shared

0.00

None

34.34K

MICROSOFT CORP

SOLE

COM

Shares3.10K

TypeSH

Market value$1.60M

0.94%

Sole

0.00

Shared

0.00

None

3.10K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares3.57K

TypeSH

Market value$1.44M

0.84%

Sole

0.00

Shared

0.00

None

3.57K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares50.11K

TypeSH

Market value$1.38M

0.81%

Sole

0.00

Shared

0.00

None

50.11K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares28.52K

TypeSH

Market value$953.3K

0.56%

Sole

0.00

Shared

0.00

None

28.52K

AFLAC INC

SOLE

COM

Shares7.03K

TypeSH

Market value$785.1K

0.46%

Sole

0.00

Shared

0.00

None

7.03K

Issuer	Class	Shares	Type	Value / Portfolio %	None
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	567.45K	SH	$23.88M 13.94%	567.45K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	504.21K	SH	$23.40M 13.66%	504.21K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	231.45K	SH	$18.26M 10.66%	231.45K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	116.59K	SH	$11.60M 6.77%	116.59K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	158.86K	SH	$11.48M 6.70%	158.86K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	94.48K	SH	$10.27M 5.99%	94.48K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST RIS	340.32K	SH	$8.80M 5.13%	340.32K
PACER FDS TRSOLE	US CASH COWS 100	130.78K	SH	$7.52M 4.39%	130.78K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	61.51K	SH	$6.43M 3.75%	61.51K
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	90.67K	SH	$5.89M 3.44%	90.67K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	77.93K	SH	$5.85M 3.42%	77.93K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	48.81K	SH	$4.58M 2.67%	48.81K
ISHARES TRSOLE	CORE DIV GRWTH	43.20K	SH	$2.94M 1.72%	43.20K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	61.83K	SH	$2.89M 1.69%	61.83K
APPLE INCSOLE	COM	11.34K	SH	$2.89M 1.69%	11.34K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	52.99K	SH	$2.48M 1.45%	52.99K
SPDR SERIES TRUSTSOLE	PORTFOLIO SHORT	67.43K	SH	$2.04M 1.19%	67.43K
AMAZON COM INCSOLE	COM	8.99K	SH	$1.97M 1.15%	8.99K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	5.96K	SH	$1.96M 1.14%	5.96K
GENERAL MLS INCSOLE	COM	34.34K	SH	$1.73M 1.01%	34.34K
MICROSOFT CORPSOLE	COM	3.10K	SH	$1.60M 0.94%	3.10K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	3.57K	SH	$1.44M 0.84%	3.57K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	50.11K	SH	$1.38M 0.81%	50.11K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	28.52K	SH	$953.3K 0.56%	28.52K
AFLAC INCSOLE	COM	7.03K	SH	$785.1K 0.46%	7.03K

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