Echo Wealth Management, LLC
Q3 2025 13F Holdings
- Locationplymouth, MN
- Num holdings
45
- Value ($000)
$171,350
- Date Filed 10/22/2025
- Form type13F-HR
- CIK 0001846994
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $23.88M | 14 % | 567,448 | ||
J J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $23.40M | 14 % | 504,207 | ||
A AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $18.26M | 11 % | 231,446 | ||
A AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $11.60M | 7 % | 116,590 | ||
A AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $11.48M | 7 % | 158,856 | ||
A AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $10.27M | 6 % | 94,481 | ||
R FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | $8.80M | 5 % | 340,319 | ||
C PACER FDS TR | US CASH COWS 100 | 69374H881 | $7.52M | 4 % | 130,785 | ||
K SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $6.43M | 4 % | 61,514 | ||
H J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $5.89M | 3 % | 90,665 |
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