ECHO WEALTH MANAGEMENT, LLC

Filed: 1/22/2026ACC: 0001398344-26-001002

📋 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 $171.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$171.27M

Total AUM (reported)

3.04M

Total Shares

Allocation by class

AVANTIS CORE FI$26.09M15.2%

INTL EQT ETF$21.61M12.6%

INCOME ETF$19.34M11.3%

COM$11.03M6.4%

US LARGE CAP VLU$9.27M5.4%

US EQT ETF$9.01M5.3%

ACTIVE BOND ETF$8.89M5.2%

Portfolio Concentration

Top 3$67.03M39.1%

4–10$58.65M34.2%

11–25$37.48M21.9%

Rest$8.10M4.7%

Top 3 weight

39.1%

Top 10 weight

73.4%

Voting Authority Distribution

Total shares with voting rights: 3.04M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.04M

% of voting shares100.0%

Investment Discretion (by position count)

Sole46

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings46

Rows:

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares622.21K

TypeSH

Market value$26.09M

15.23%

Sole

0.00

Shared

0.00

None

622.21K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares262.53K

TypeSH

Market value$21.61M

12.62%

Sole

0.00

Shared

0.00

None

262.53K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares417.70K

TypeSH

Market value$19.34M

11.29%

Sole

0.00

Shared

0.00

None

417.70K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares122.31K

TypeSH

Market value$9.27M

5.41%

Sole

0.00

Shared

0.00

None

122.31K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares80.56K

TypeSH

Market value$9.01M

5.26%

Sole

0.00

Shared

0.00

None

80.56K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares164.42K

TypeSH

Market value$8.89M

5.19%

Sole

0.00

Shared

0.00

None

164.42K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST RIS

Shares335.20K

TypeSH

Market value$8.80M

5.14%

Sole

0.00

Shared

0.00

None

335.20K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares84.42K

TypeSH

Market value$8.61M

5.03%

Sole

0.00

Shared

0.00

None

84.42K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares102.19K

TypeSH

Market value$7.87M

4.60%

Sole

0.00

Shared

0.00

None

102.19K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares66.98K

TypeSH

Market value$6.22M

3.63%

Sole

0.00

Shared

0.00

None

66.98K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares55.29K

TypeSH

Market value$5.90M

3.44%

Sole

0.00

Shared

0.00

None

55.29K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares71.32K

TypeSH

Market value$4.74M

2.77%

Sole

0.00

Shared

0.00

None

71.32K

ISHARES TR

SOLE

CORE DIV GRWTH

Shares56.28K

TypeSH

Market value$3.91M

2.28%

Sole

0.00

Shared

0.00

None

56.28K

PACER FDS TR

SOLE

US CASH COWS 100

Shares49.47K

TypeSH

Market value$2.98M

1.74%

Sole

0.00

Shared

0.00

None

49.47K

APPLE INC

SOLE

COM

Shares10.75K

TypeSH

Market value$2.92M

1.71%

Sole

0.00

Shared

0.00

None

10.75K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares59.22K

TypeSH

Market value$2.77M

1.62%

Sole

0.00

Shared

0.00

None

59.22K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares42.35K

TypeSH

Market value$2.07M

1.21%

Sole

0.00

Shared

0.00

None

42.35K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares5.96K

TypeSH

Market value$2.00M

1.17%

Sole

0.00

Shared

0.00

None

5.96K

AMAZON COM INC

SOLE

COM

Shares8.32K

TypeSH

Market value$1.92M

1.12%

Sole

0.00

Shared

0.00

None

8.32K

GENERAL MLS INC

SOLE

COM

Shares36.08K

TypeSH

Market value$1.68M

0.98%

Sole

0.00

Shared

0.00

None

36.08K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares49.44K

TypeSH

Market value$1.49M

0.87%

Sole

0.00

Shared

0.00

None

49.44K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares3.55K

TypeSH

Market value$1.47M

0.86%

Sole

0.00

Shared

0.00

None

3.55K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares49.53K

TypeSH

Market value$1.40M

0.82%

Sole

0.00

Shared

0.00

None

49.53K

MICROSOFT CORP

SOLE

COM

Shares2.76K

TypeSH

Market value$1.34M

0.78%

Sole

0.00

Shared

0.00

None

2.76K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares26.49K

TypeSH

Market value$907.6K

0.53%

Sole

0.00

Shared

0.00

None

26.49K

Issuer	Class	Shares	Type	Value / Portfolio %	None
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	622.21K	SH	$26.09M 15.23%	622.21K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	262.53K	SH	$21.61M 12.62%	262.53K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	417.70K	SH	$19.34M 11.29%	417.70K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	122.31K	SH	$9.27M 5.41%	122.31K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	80.56K	SH	$9.01M 5.26%	80.56K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	164.42K	SH	$8.89M 5.19%	164.42K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST RIS	335.20K	SH	$8.80M 5.14%	335.20K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	84.42K	SH	$8.61M 5.03%	84.42K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	102.19K	SH	$7.87M 4.60%	102.19K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	66.98K	SH	$6.22M 3.63%	66.98K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	55.29K	SH	$5.90M 3.44%	55.29K
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	71.32K	SH	$4.74M 2.77%	71.32K
ISHARES TRSOLE	CORE DIV GRWTH	56.28K	SH	$3.91M 2.28%	56.28K
PACER FDS TRSOLE	US CASH COWS 100	49.47K	SH	$2.98M 1.74%	49.47K
APPLE INCSOLE	COM	10.75K	SH	$2.92M 1.71%	10.75K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	59.22K	SH	$2.77M 1.62%	59.22K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	42.35K	SH	$2.07M 1.21%	42.35K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	5.96K	SH	$2.00M 1.17%	5.96K
AMAZON COM INCSOLE	COM	8.32K	SH	$1.92M 1.12%	8.32K
GENERAL MLS INCSOLE	COM	36.08K	SH	$1.68M 0.98%	36.08K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	49.44K	SH	$1.49M 0.87%	49.44K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	3.55K	SH	$1.47M 0.86%	3.55K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	49.53K	SH	$1.40M 0.82%	49.53K
MICROSOFT CORPSOLE	COM	2.76K	SH	$1.34M 0.78%	2.76K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	26.49K	SH	$907.6K 0.53%	26.49K

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