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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
+5.09%
1 Year Est. Return
+12.5%
3 Year Est. Return
+38.53%
5 Year Est. Return
+32.61%
10 Year Est. Return
–
AUM
$171M
AUM Growth
+$8.18M
Cap. Flow
-$50.7K
Cap. Flow %
-0.03%
Top 10 Hldgs %
74.43%
Holding
46
New
–
Increased
19
Reduced
18
Closed
1

Top Buys

Rank Stock Value
1
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$2.11M
2
JPIE icon
JPMorgan Income ETF
JPIE
+$659K
3
AVDE icon
Avantis International Equity ETF
AVDE
+$520K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$408K
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$182K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.84M
2
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$573K
3
UBER icon
Uber
UBER
+$266K
4
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$246K
5
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$161K

Sector Composition

Rank Sector Weight
1 Technology 3.35%
2 Consumer Staples 1.31%
3 Consumer Discretionary 1.15%
4 Financials 0.46%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPTM icon
26
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$715K 0.42%
8,860
-329
-4% -$25.6K
UNH icon
27
UnitedHealth
UNH
$384B
$706K 0.41%
2,045
-171
-8% -$51.7K
PRF icon
28
Invesco FTSE RAFI US 1000 ETF
PRF
$9.68B
$560K 0.33%
12,376
-315
-2% -$13.8K
STIP icon
29
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$551K 0.32%
5,334
+196
+4% +$20.2K
HNST icon
30
The Honest Company
HNST
$404M
$510K 0.3%
138,705
+1,921
+1% +$8.14K
BIV icon
31
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$505K 0.29%
6,467
-1,589
-20% -$123K
META icon
32
Meta Platforms (Facebook)
META
$1.53T
$474K 0.28%
645
-9
-1% -$6.7K
ECL icon
33
Ecolab
ECL
$74.3B
$462K 0.27%
1,686
– –
TSM icon
34
TSMC
TSM
$2.17T
$458K 0.27%
1,639
-446
-21% -$109K
FJUN icon
35
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$439K 0.26%
7,847
+195
+3% +$10.7K
UBER icon
36
Uber
UBER
$140B
$419K 0.24%
4,272
-2,842
-40% -$266K
NVDA icon
37
NVIDIA
NVDA
$5.08T
$371K 0.22%
1,991
-138
-6% -$24.1K
FFEB icon
38
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$328K 0.19%
5,950
-3,006
-34% -$161K
VO icon
39
Vanguard Mid-Cap ETF
VO
$106B
$298K 0.17%
4,064
– –
IWD icon
40
iShares Russell 1000 Value ETF
IWD
$81.2B
$290K 0.17%
1,423
– –
MMM icon
41
3M
MMM
$87.6B
$264K 0.15%
1,700
– –
VEA icon
42
Vanguard FTSE Developed Markets ETF
VEA
$226B
$249K 0.15%
4,163
-74
-2% -$4.31K
DMAR icon
43
FT Vest US Equity Deep Buffer ETF March
DMAR
$450M
$244K 0.14%
5,995
-1,970
-25% -$79.2K
DJUN icon
44
FT Vest US Equity Deep Buffer ETF June
DJUN
$341M
$240K 0.14%
5,158
– –
JGLO icon
45
JPMorgan Global Select Equity ETF
JGLO
$6.76B
$236K 0.14%
3,477
+225
+7% +$14.9K
XSEP icon
46
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$134M
– –
-6,051
Closed -$246K
1
2

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BCP
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SCM
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GWAM
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IAAG
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Echo Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Echo Wealth Management held 46 positions worth $171M, up 5% from $163M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 2.2%. Echo Wealth Management opened no new positions and exited 1, leaving the 46-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 3.3% of assets, down from 4.9% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

  • Echo Wealth Management added most to Avantis Core Fixed Income ETF in Q3 2025, an estimated $2.11M increase.
  • Echo Wealth Management's biggest Q3 2025 reduction was Apple, cutting an estimated $2.84M.
  • Echo Wealth Management fully exited FT Vest US Equity Enhance & Moderate Buffer ETF September in Q3 2025, selling an estimated $246K.
  • Echo Wealth Management's ten largest holdings make up 74% of its $171M portfolio in Q3 2025.
  • Echo Wealth Management opened 0 new positions and closed 1 in Q3 2025.
  • Echo Wealth Management's portfolio value rose 5% quarter-over-quarter to $171M.

Based on Echo Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.