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EWM

Echo Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
+5.64%
1 Year Est. Return
+12.5%
3 Year Est. Return
+38.53%
5 Year Est. Return
+32.61%
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$15.2M
Cap. Flow
+$7.42M
Cap. Flow %
4.55%
Top 10 Hldgs %
72.79%
Holding
50
New
–
Increased
24
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$4.94M
2
AVDE icon
Avantis International Equity ETF
AVDE
+$2.94M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$846K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$732K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$705K

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.33M
2
AAPL icon
Apple
AAPL
+$1.11M
3
JPM icon
JPMorgan Chase
JPM
+$417K
4
UBER icon
Uber
UBER
+$379K
5
TSLA icon
Tesla
TSLA
+$345K

Sector Composition

Rank Sector Weight
1 Technology 4.87%
2 Consumer Staples 1.43%
3 Consumer Discretionary 1.23%
4 Financials 0.45%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HNST icon
26
The Honest Company
HNST
$423M
$696K 0.43%
136,784
+60,989
+80% +$292K
UNH icon
27
UnitedHealth
UNH
$392B
$691K 0.42%
2,216
+104
+5% +$39.7K
SPTM icon
28
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$688K 0.42%
9,189
+121
+1% +$8.4K
UBER icon
29
Uber
UBER
$143B
$664K 0.41%
7,114
-4,605
-39% -$379K
BIV icon
30
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$623K 0.38%
8,056
-1,249
-13% -$95.1K
PRF icon
31
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$536K 0.33%
12,691
-2,210
-15% -$88.3K
STIP icon
32
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$529K 0.32%
5,138
+1,456
+40% +$149K
META icon
33
Meta Platforms (Facebook)
META
$1.59T
$483K 0.3%
654
-195
-23% -$120K
TSM icon
34
TSMC
TSM
$2.18T
$472K 0.29%
2,085
+729
+54% +$135K
FFEB icon
35
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
$469K 0.29%
8,956
– –
ECL icon
36
Ecolab
ECL
$75.1B
$454K 0.28%
1,686
– –
FJUN icon
37
FT Vest US Equity Buffer ETF June
FJUN
$1.35B
$411K 0.25%
7,652
+436
+6% +$22.1K
NVDA icon
38
NVIDIA
NVDA
$5.14T
$336K 0.21%
2,129
-463
-18% -$58.3K
DMAR icon
39
FT Vest US Equity Deep Buffer ETF March
DMAR
$451M
$315K 0.19%
7,965
+1,570
+25% +$59.8K
VO icon
40
Vanguard Mid-Cap ETF
VO
$106B
$284K 0.17%
4,064
– –
IWD icon
41
iShares Russell 1000 Value ETF
IWD
$81.7B
$276K 0.17%
1,423
-5
-0.4% -$926
MMM icon
42
3M
MMM
$89.1B
$259K 0.16%
1,700
– –
XSEP icon
43
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$246K 0.15%
6,051
– –
VEA icon
44
Vanguard FTSE Developed Markets ETF
VEA
$228B
$242K 0.15%
4,237
-43,555
-91% -$2.33M
DJUN icon
45
FT Vest US Equity Deep Buffer ETF June
DJUN
$345M
$232K 0.14%
5,158
– –
JGLO icon
46
JPMorgan Global Select Equity ETF
JGLO
$6.87B
$209K 0.13%
3,252
-438
-12% -$26.3K
ARKW icon
47
ARK Web x.0 ETF
ARKW
$1.72B
– –
-2,269
Closed -$215K
JPM icon
48
JPMorgan Chase
JPM
$926B
– –
-1,700
Closed -$417K
MDLZ icon
49
Mondelez International
MDLZ
$78.1B
– –
-3,701
Closed -$251K
TSLA icon
50
Tesla
TSLA
$1.4T
– –
-1,331
Closed -$345K
1
2

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Echo Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Echo Wealth Management held 50 positions worth $163M, up 10% from $148M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Echo Wealth Management deployed $7.42M of net new capital in Q2 2025, adding to 24 existing holdings.

By sector, the portfolio is most concentrated in Technology at 4.9% of assets, down from 6.2% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $2.33M trimmed.

  • Echo Wealth Management added most to Avantis Core Fixed Income ETF in Q2 2025, an estimated $4.94M increase.
  • Echo Wealth Management's biggest Q2 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $2.33M.
  • Echo Wealth Management fully exited JPMorgan Chase in Q2 2025, selling an estimated $417K.
  • Echo Wealth Management's ten largest holdings make up 73% of its $163M portfolio in Q2 2025.
  • Echo Wealth Management opened 0 new positions and closed 4 in Q2 2025.
  • Echo Wealth Management's portfolio value rose 10% quarter-over-quarter to $163M.

Based on Echo Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.