Echo Wealth Management, LLC Portfolio Holdings

Echo Wealth Management, LLC

  • $144 Million
  • Q2 2025

Echo Wealth Management, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $144 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $22.7M, American Centy ETF Tr Avantis with a value of $21.5M, American Centy ETF Tr Avantis with a value of $16.6M, American Centy ETF Tr Avantis with a value of $10.7M, and American Centy ETF Tr Avantis with a value of $10.7M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $131M to 144M.

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

Portfolio value $144 Million
ETFs: $95.1 Million
Technology: $7.94 Million
Consumer Cyclical: $2.71 Million
Consumer Defensive: $1.63 Million
Financial Services: $741,000
Healthcare: $691,000
Communication Services: $482,000
Basic Materials: $454,000
Other: $258,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$440M
$696,000 0.48% of portfolio
136,784
Q2 2025 Added 80.47%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $144 Million
  • Prior Value $131 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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