Echo Wealth Management, LLC
Q4 2025 13F Holdings
- Locationplymouth, MN
- Num holdings
46
- Value ($000)
$171,273
- Date Filed01/21/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $26.09M | 15 % | 622,214 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $21.61M | 13 % | 262,526 | ||
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $19.34M | 11 % | 417,704 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $9.27M | 5 % | 122,311 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $9.01M | 5 % | 80,561 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $8.89M | 5 % | 164,419 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | $8.8M | 5 % | 335,205 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $8.61M | 5 % | 84,421 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $7.87M | 5 % | 102,188 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | $6.22M | 4 % | 66,977 |
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