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EWM

Echo Wealth Management Portfolio holdings

AUM $196M
1-Year Est. Return 14.33%
This Fund
S&P 500
This Quarter Est. Return
+1.53%
1 Year Est. Return
+14.33%
3 Year Est. Return
+41.04%
5 Year Est. Return
+35.44%
10 Year Est. Return
–
AUM
$171M
AUM Growth
-$77K
Cap. Flow
-$2.57M
Cap. Flow %
-1.5%
Top 10 Hldgs %
73.38%
Holding
49
New
4
Increased
9
Reduced
27
Closed
3

Top Buys

Rank Stock Value
1
JBND icon
JPMorgan Active Bond ETF
JBND
+$8.92M
2
AVDE icon
Avantis International Equity ETF
AVDE
+$2.49M
3
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$2.3M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.86M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.7M

Top Sells

Rank Stock Value
1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.78M
2
JPIE icon
JPMorgan Income ETF
JPIE
+$4.01M
3
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.22M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.69M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.53M

Sector Composition

Rank Sector Weight
1 Technology 3.19%
2 Consumer Staples 1.25%
3 Consumer Discretionary 1.12%
4 Financials 0.45%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AFL icon
26
Aflac
AFL
$65.6B
$775K 0.45%
7,029
– –
SPTM icon
27
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$596K 0.35%
7,219
-1,641
-19% -$134K
PRF icon
28
Invesco FTSE RAFI US 1000 ETF
PRF
$9.8B
$576K 0.34%
12,271
-105
-0.8% -$4.84K
UNH icon
29
UnitedHealth
UNH
$386B
$551K 0.32%
1,669
-376
-18% -$127K
TSM icon
30
TSMC
TSM
$1.99T
$465K 0.27%
1,529
-110
-7% -$32.3K
HNST icon
31
The Honest Company
HNST
$416M
$461K 0.27%
178,761
+40,056
+29% +$123K
FYC icon
32
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.26B
$431K 0.25%
+4,489
New +$423K
META icon
33
Meta Platforms (Facebook)
META
$1.51T
$420K 0.25%
637
-8
-1% -$5.34K
FJUN icon
34
FT Vest US Equity Buffer ETF June
FJUN
$1.35B
$417K 0.24%
7,309
-538
-7% -$30.3K
NVDA icon
35
NVIDIA
NVDA
$4.71T
$377K 0.22%
2,021
+30
+2% +$5.58K
ECL icon
36
Ecolab
ECL
$79.4B
$367K 0.21%
1,398
-288
-17% -$76.7K
UBER icon
37
Uber
UBER
$146B
$365K 0.21%
4,472
+200
+5% +$18K
FFEB icon
38
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
$337K 0.2%
5,950
– –
VO icon
39
Vanguard Mid-Cap ETF
VO
$107B
$295K 0.17%
4,064
– –
MMM icon
40
3M
MMM
$92.1B
$272K 0.16%
1,700
– –
BIV icon
41
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$263K 0.15%
3,379
-3,088
-48% -$242K
DMAR icon
42
FT Vest US Equity Deep Buffer ETF March
DMAR
$452M
$250K 0.15%
5,995
– –
JIVE icon
43
JPMorgan International Value ETF
JIVE
$3.35B
$244K 0.14%
+3,037
New +$236K
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.16T
$222K 0.13%
+710
New +$203K
DJUN icon
45
FT Vest US Equity Deep Buffer ETF June
DJUN
$346M
$215K 0.13%
4,542
-616
-12% -$28.8K
JGLO icon
46
JPMorgan Global Select Equity ETF
JGLO
$6.8B
$203K 0.12%
3,003
-474
-14% -$32.1K
IWD icon
47
iShares Russell 1000 Value ETF
IWD
$82B
– –
-1,423
Closed -$290K
STIP icon
48
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
– –
-5,334
Closed -$551K
VEA icon
49
Vanguard FTSE Developed Markets ETF
VEA
$226B
– –
-4,163
Closed -$249K
1
2

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PAM
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FCM
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MAMF
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CCP
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Echo Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Echo Wealth Management held 49 positions worth $171M, down 0.04% from $171M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Echo Wealth Management's Q4 2025 filing shows 4 new, 9 increased, 27 reduced and 3 closed positions. Its largest new stake was JPMorgan Active Bond ETF: 164,419 shares worth $8.89M. The largest sale was Pacer US Cash Cows 100 ETF, an estimated $4.78M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, down from 3.3% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

  • Echo Wealth Management's largest Q4 2025 buy was JPMorgan Active Bond ETF: 164,419 shares worth $8.89M.
  • Echo Wealth Management added most to Avantis International Equity ETF in Q4 2025, an estimated $2.49M increase.
  • Echo Wealth Management's biggest Q4 2025 reduction was Pacer US Cash Cows 100 ETF, cutting an estimated $4.78M.
  • Echo Wealth Management fully exited iShares 0-5 Year TIPS Bond ETF in Q4 2025, selling an estimated $551K.
  • Echo Wealth Management's ten largest holdings make up 73% of its $171M portfolio in Q4 2025.
  • Echo Wealth Management opened 4 new positions and closed 3 in Q4 2025.
  • Echo Wealth Management's portfolio value fell 0.04% quarter-over-quarter to $171M.

Based on Echo Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.