Echo Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $23.9M, J P Morgan Exchange Traded Fd with a value of $23.4M, American Centy ETF Tr Avantis with a value of $18.3M, American Centy ETF Tr Avantis with a value of $11.6M, and American Centy ETF Tr Avantis with a value of $11.5M.

Examining the 13F form we can see an increase of $7.16M in the current position value, from $144M to 152M.

Below you can find more details about Echo Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
ETFs: $103 Million
Technology: $5.74 Million
Consumer Cyclical: $2.48 Million
Consumer Defensive: $1.73 Million
Financial Services: $785,000
Healthcare: $706,000
Communication Services: $473,000
Basic Materials: $461,000
Other: $263,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $152 Million
  • Prior Value $144 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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