Echo Wealth Management, LLC
Q2 2025 13F Holdings
- Locationplymouth, MN
- Num holdings
46
- Value ($000)
$163,171
- Date Filed07/22/2025
- Form type13F-HR
- CIK0001846994
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $22.70M | 14 % | 489,979 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $21.51M | 13 % | 516,788 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $16.62M | 10 % | 224,619 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $10.70M | 7 % | 117,448 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $10.67M | 7 % | 156,424 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $9.44M | 6 % | 93,623 | ||
RDVI FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | $8.27M | 5 % | 334,806 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $7.76M | 5 % | 140,875 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $5.78M | 4 % | 60,625 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $5.33M | 3 % | 77,747 |
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