§ 13F · FUND PROFILE
Echo Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $163.2T (13F)Positions · 46Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVIG | AMERICAN CENTY ETF TR | 622K | $26.1T | 15.2% | +10% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 263K | $21.6T | 12.6% | +13% |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | 418K | $19.3T | 11.3% | −17% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 122K | $9.3T | 5.4% | −23% |
| 5 | AVUS | AMERICAN CENTY ETF TR | 81K | $9.0T | 5.3% | −15% |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | 164K | $8.9T | 5.2% | NEW |
| 7 | RDVI | FIRST TR EXCHANGE-TRADED FD | 335K | $8.8T | 5.1% | −2% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 84K | $8.6T | 5.0% | −28% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 102K | $7.9T | 4.6% | +31% |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | 67K | $6.2T | 3.6% | +37% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ECHO SIGNAL
AC read
Echo Wealth Management, LLC is a Other fund managing $163171.2 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed