Echo Wealth Management, LLC
13F Reported Value
ⓘ$173.7M
Holdings
47
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Echo Wealth Management, LLC disclosed 47 positions worth $173.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 1. The portfolio is most concentrated in Other (94.1% of disclosed assets). All figures are sourced directly from Echo Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1846994.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AMERICAN CENTY ETF TR
—Quality
$32.2M775,059 shAMERICAN CENTY ETF TR
—Quality
$25.1M296,220 shJ P MORGAN EXCHANGE TRADED F
—Quality
$20.3M441,628 shJ P MORGAN EXCHANGE TRADED F
—Quality
$14.5M269,004 shAMERICAN CENTY ETF TR
—Quality
$10.9M134,959 shAMERICAN CENTY ETF TR
—Quality
$8.0M72,143 shFIRST TR EXCHANGE-TRADED FD
—Quality
$7.8M307,166 shAMERICAN CENTY ETF TR
—Quality
$7.5M68,206 shAMERICAN CENTY ETF TR
—Quality
$7.1M88,389 shJ P MORGAN EXCHANGE TRADED F
—Quality
$4.8M56,694 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMERICAN CENTY ETF TR | — | $32.2M | 775,059 |
| AMERICAN CENTY ETF TR | — | $25.1M | 296,220 |
| J P MORGAN EXCHANGE TRADED F | — | $20.3M | 441,628 |
| J P MORGAN EXCHANGE TRADED F | — | $14.5M | 269,004 |
| AMERICAN CENTY ETF TR | — | $10.9M | 134,959 |
| AMERICAN CENTY ETF TR | — | $8.0M | 72,143 |
| FIRST TR EXCHANGE-TRADED FD | — | $7.8M | 307,166 |
| AMERICAN CENTY ETF TR | — | $7.5M | 68,206 |
| AMERICAN CENTY ETF TR | — | $7.1M | 88,389 |
| J P MORGAN EXCHANGE TRADED F | — | $4.8M | 56,694 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Echo Wealth Management, LLC's 47 positions.
Showing top 10 of 47 holdings.
Sector Allocation
Other
$163.4M
Technology
$4.3M
Consumer Discretionary
$2.2M
Consumer Staples
$1.5M
Financials
$1.3M
Healthcare
$663,058
Materials
$354,605
Full Holdings — Echo Wealth Management, LLC (Q1 2026)
All 47 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | AMERICAN CENTY ETF TR | $32.2M | 18.5% | +25% | — |
| 2 | — | AMERICAN CENTY ETF TR | $25.1M | 14.5% | +13% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F | $20.3M | 11.7% | +6% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F | $14.5M | 8.3% | +64% | — |
| 5 | — | AMERICAN CENTY ETF TR | $10.9M | 6.3% | +32% | — |
| 6 | — | AMERICAN CENTY ETF TR | $8.0M | 4.6% | -10% | — |
| 7 | — | FIRST TR EXCHANGE-TRADED FD | $7.8M | 4.5% | -8% | — |
| 8 | — | AMERICAN CENTY ETF TR | $7.5M | 4.3% | -19% | — |
| 9 | — | AMERICAN CENTY ETF TR | $7.1M | 4.1% | -28% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $4.8M | 2.8% | -15% | — |
| 11 | — | SPDR SERIES TRUST | $4.1M | 2.4% | -24% | — |
| 12 | — | J P MORGAN EXCHANGE TRADED F | $3.5M | 2.0% | -22% | — |
| 13 | — | FIRST TR EXCHNG TRADED FD VI | $3.4M | 1.9% | +66% | — |
| 14 | — | ISHARES TR | $2.7M | 1.6% | -31% | — |
| 15 | Apple Inc. | $1.9M | 1.1% | -32% | 76.1 | |
| 16 | — | VANGUARD INDEX FDS | $1.9M | 1.1% | -3% | — |
| 17 | AMAZON COM INC | $1.7M | 1.0% | -4% | 74.6 | |
| 18 | — | PACER FDS TR | $1.6M | 0.9% | -48% | — |
| 19 | GENERAL MILLS INC | $1.5M | 0.8% | +10% | 64.1 | |
| 20 | — | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.8% | -4% | — |
| 21 | — | VANGUARD WORLD FD | $1.2M | 0.7% | -12% | — |
| 22 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.6% | +24% | — |
| 23 | — | SPDR SERIES TRUST | $917,105 | 0.5% | -38% | — |
| 24 | MICROSOFT CORP | $793,274 | 0.5% | -22% | 83.7 | |
| 25 | AFLAC INC | $771,152 | 0.4% | +0% | 60.3 | |
| 26 | Honest Company, Inc. | $532,675 | 0.3% | +1% | 46.3 | |
| 27 | Invesco Ltd. | $496,118 | 0.3% | -15% | — | |
| 28 | — | SPDR SERIES TRUST | $424,236 | 0.2% | -26% | — |
| 29 | UNITEDHEALTH GROUP INC | $416,167 | 0.2% | -8% | 66.8 | |
| 30 | Uber Technologies, Inc | $411,152 | 0.2% | +28% | 79.3 | |
| 31 | ECOLAB INC. | $354,605 | 0.2% | -5% | 64.3 | |
| 32 | NVIDIA CORP | $348,626 | 0.2% | -1% | 90.2 | |
| 33 | Meta Platforms, Inc. | $335,268 | 0.2% | -8% | 80.9 | |
| 34 | — | FIRST TR EXCHANGE-TRADED ALP | $333,611 | 0.2% | -23% | — |
| 35 | — | FIRST TR EXCHNG TRADED FD VI | $332,308 | 0.2% | +0% | — |
| 36 | — | FIRST TR EXCHNG TRADED FD VI | $323,593 | 0.2% | -22% | — |
| 37 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $318,349 | 0.2% | -38% | — | |
| 38 | — | DIMENSIONAL ETF TRUST | $313,355 | 0.2% | NEW | — |
| 39 | — | AMERICAN CENTY ETF TR | $285,799 | 0.2% | -96% | — |
| 40 | — | VANGUARD INDEX FDS | $265,354 | 0.1% | -9% | — |
| 41 | — | VANGUARD BD INDEX FDS | $260,791 | 0.1% | +0% | — |
| 42 | 3M CO | $246,891 | 0.1% | +0% | 60.7 | |
| 43 | — | FIRST TR EXCHNG TRADED FD VI | $213,650 | 0.1% | +0% | — |
| 44 | — | FIRST TR EXCHNG TRADED FD VI | $211,788 | 0.1% | -17% | — |
| 45 | — | VANGUARD SCOTTSDALE FDS | $204,890 | 0.1% | NEW | — |
| 46 | Alphabet Inc. | $204,743 | 0.1% | +0% | 80.2 | |
| 47 | — | J P MORGAN EXCHANGE TRADED F | $204,079 | 0.1% | -22% | — |
New Positions (2)
Exited Positions (1)
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