We are live on ! Find out more
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
AVIG icon
1
Avantis Core Fixed Income ETF
AVIG
$1.94B
$26.1M 15.23%
622,214
+54,766
+10% +$2.3M
AVDE icon
2
Avantis International Equity ETF
AVDE
$17.8B
$21.6M 12.62%
262,526
+31,080
+13% +$2.49M
JPIE icon
3
JPMorgan Income ETF
JPIE
$10.1B
$19.3M 11.29%
417,704
-86,503
-17% -$4.01M
AVLV icon
4
Avantis US Large Cap Value ETF
AVLV
$18B
$9.27M 5.41%
122,311
-36,545
-23% -$2.69M
AVUS icon
5
Avantis US Equity ETF
AVUS
$13.9B
$9.01M 5.26%
80,561
-13,920
-15% -$1.53M
JBND icon
6
JPMorgan Active Bond ETF
JBND
$8.46B
$8.89M 5.19%
+164,419
New +$8.92M
RDVI icon
7
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.55B
$8.8M 5.14%
335,205
-5,114
-2% -$132K
AVUV icon
8
Avantis US Small Cap Value ETF
AVUV
$30.4B
$8.61M 5.03%
84,421
-32,169
-28% -$3.22M
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$24.7B
$7.87M 4.6%
102,188
+24,256
+31% +$1.86M
JGRO icon
10
JPMorgan Active Growth ETF
JGRO
$9.14B
$6.22M 3.63%
66,977
+18,168
+37% +$1.7M
SPYG icon
11
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.1B
$5.9M 3.44%
55,289
-6,225
-10% -$660K
HELO icon
12
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.54B
$4.74M 2.77%
71,319
-19,346
-21% -$1.27M
DGRO icon
13
iShares Core Dividend Growth ETF
DGRO
$43.1B
$3.91M 2.28%
56,281
+13,081
+30% +$899K
COWZ icon
14
Pacer US Cash Cows 100 ETF
COWZ
$19.1B
$2.98M 1.74%
49,469
-81,316
-62% -$4.78M
AAPL icon
15
Apple
AAPL
$5.05T
$2.92M 1.71%
10,753
-586
-5% -$157K
SPEM icon
16
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.9B
$2.77M 1.62%
59,221
-2,611
-4% -$123K
DNOV icon
17
FT Vest US Equity Deep Buffer ETF November
DNOV
$394M
$2.07M 1.21%
42,346
-10,647
-20% -$509K
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$653B
$2M 1.17%
5,964
– –
AMZN icon
19
Amazon
AMZN
$2.49T
$1.92M 1.12%
8,319
-668
-7% -$153K
GIS icon
20
General Mills
GIS
$20.2B
$1.68M 0.98%
36,080
+1,738
+5% +$82.6K
SPSB icon
21
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$1.49M 0.87%
49,439
-17,994
-27% -$544K
MGK icon
22
Vanguard Mega Cap Growth ETF
MGK
$31.7B
$1.47M 0.86%
17,770
-100
-0.6% -$8.21K
BUFD icon
23
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
$1.4M 0.82%
49,532
-575
-1% -$16K
MSFT icon
24
Microsoft
MSFT
$2.96T
$1.34M 0.78%
2,764
-332
-11% -$166K
BUFR icon
25
FT Vest Fund of Buffer ETFs
BUFR
$10B
$908K 0.53%
26,491
-2,034
-7% -$68.7K
1
2

Similar funds

LWA
Legacy Wealth Advisors Miami, Florida $196M AUM
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
PAM
Peninsula Asset Management Bradenton, Florida $196M AUM 10.62% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
MAMF
Mirabaud Asset Management (France) Paris, France $196M AUM
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
CPRPA
Cerity Partners Retirement Plan Advisors New York $196M AUM
DWG
Darden Wealth Group Ann Arbor, Michigan $196M AUM 48.82% 1-Year Est. Return

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.