Long-term investor
Echo Wealth Management, LLC @echowealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846994).
Record
- Tracked since 2025-06-30 (448 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months n/a · 1 year +13.7% · all +13.7%
- Max drawdown n/a · win rate 63% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072562 · 17.5% · long · since 2025-06-30
- 025072703 · 14.6% · long · since 2025-06-30
- 46641Q159 · 11.0% · long · since 2025-06-30
- 46654Q716 · 7.9% · long · since 2025-12-31
- 025072604 · 6.8% · long · since 2025-06-30
- 33738D879 · 5.0% · long · since 2025-06-30
- 025072885 · 4.7% · long · since 2025-06-30
- 025072877 · 4.4% · long · since 2025-06-30
- 025072349 · 4.2% · long · since 2025-06-30
- 46654Q609 · 3.0% · long · since 2025-06-30
- 78464A409 · 2.6% · long · since 2025-06-30
- 46654Q724 · 2.0% · long · since 2025-06-30