Echo Wealth Management, LLC
•CIK: 1846994•Filing: Q4 2025
**Echo Wealth Management, LLC** manages $171M across a diversified portfolio of 46 positions. The strategy exhibits a notable allocation to fixed income and dividend-focused equities, highlighted by significant holdings in AVIG ($26.1M) and AVDE ($21.6M). Further concentration is observed in income-generating assets, including JPIE ($19.3M) and AVLV ($9.3M). This structure suggests a focus on generating consistent yield within a managed, multi-sector framework.
Total AUM
$171.3M
QoQ Performance
-0.0%
Positions
27
Top 10 Concentration
73.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AVIG
AVDE
JPIE
AVLV
AVUS
JBND
RDVI
AVUV
AVIG15.2%
AVDE12.6%
JPIE11.3%
AVLV5.4%
AVUS5.3%
JBND5.2%
RDVI5.1%
AVUV5.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.9%
Technology3.1%
Consumer1.3%
Healthcare0.3%
Materials0.2%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑9 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022