Echo Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1846994
Institutional-grade research for retail investors

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.

Sector Allocation

OtherTechnologyConsumer DiscretionaryConsumer StaplesFinancialsHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • AMERICAN CENTY ETF TR

    Quality

    $32.2M775,059 sh
  • AMERICAN CENTY ETF TR

    Quality

    $25.1M296,220 sh
  • J P MORGAN EXCHANGE TRADED F

    Quality

    $20.3M441,628 sh
  • J P MORGAN EXCHANGE TRADED F

    Quality

    $14.5M269,004 sh
  • AMERICAN CENTY ETF TR

    Quality

    $10.9M134,959 sh
  • AMERICAN CENTY ETF TR

    Quality

    $8.0M72,143 sh
  • FIRST TR EXCHANGE-TRADED FD

    Quality

    $7.8M307,166 sh
  • AMERICAN CENTY ETF TR

    Quality

    $7.5M68,206 sh
  • AMERICAN CENTY ETF TR

    Quality

    $7.1M88,389 sh
  • J P MORGAN EXCHANGE TRADED F

    Quality

    $4.8M56,694 sh

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.

#TickerCompanyValueWeightQoQQuality
1AMERICAN CENTY ETF TR$32.2M18.5%+25%
2AMERICAN CENTY ETF TR$25.1M14.5%+13%
3J P MORGAN EXCHANGE TRADED F$20.3M11.7%+6%
4J P MORGAN EXCHANGE TRADED F$14.5M8.3%+64%
5AMERICAN CENTY ETF TR$10.9M6.3%+32%
6AMERICAN CENTY ETF TR$8.0M4.6%-10%
7FIRST TR EXCHANGE-TRADED FD$7.8M4.5%-8%
8AMERICAN CENTY ETF TR$7.5M4.3%-19%
9AMERICAN CENTY ETF TR$7.1M4.1%-28%
10J P MORGAN EXCHANGE TRADED F$4.8M2.8%-15%
11SPDR SERIES TRUST$4.1M2.4%-24%
12J P MORGAN EXCHANGE TRADED F$3.5M2.0%-22%
13FIRST TR EXCHNG TRADED FD VI$3.4M1.9%+66%
14ISHARES TR$2.7M1.6%-31%
15AAPL$AAPLApple Inc.$1.9M1.1%-32%76.1
16VANGUARD INDEX FDS$1.9M1.1%-3%
17AMZN$AMZNAMAZON COM INC$1.7M1.0%-4%74.6
18PACER FDS TR$1.6M0.9%-48%
19GIS$GISGENERAL MILLS INC$1.5M0.8%+10%64.1
20FIRST TR EXCHNG TRADED FD VI$1.3M0.8%-4%
21VANGUARD WORLD FD$1.2M0.7%-12%
22FIRST TR EXCHNG TRADED FD VI$1.1M0.6%+24%
23SPDR SERIES TRUST$917,1050.5%-38%
24MSFT$MSFTMICROSOFT CORP$793,2740.5%-22%83.7
25AFL$AFLAFLAC INC$771,1520.4%+0%60.3
26HNST$HNSTHonest Company, Inc.$532,6750.3%+1%46.3
27IVZ$IVZInvesco Ltd.$496,1180.3%-15%
28SPDR SERIES TRUST$424,2360.2%-26%
29UNH$UNHUNITEDHEALTH GROUP INC$416,1670.2%-8%66.8
30UBER$UBERUber Technologies, Inc$411,1520.2%+28%79.3
31ECL$ECLECOLAB INC.$354,6050.2%-5%64.3
32NVDA$NVDANVIDIA CORP$348,6260.2%-1%90.2
33META$METAMeta Platforms, Inc.$335,2680.2%-8%80.9
34FIRST TR EXCHANGE-TRADED ALP$333,6110.2%-23%
35FIRST TR EXCHNG TRADED FD VI$332,3080.2%+0%
36FIRST TR EXCHNG TRADED FD VI$323,5930.2%-22%
37TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$318,3490.2%-38%
38DIMENSIONAL ETF TRUST$313,3550.2%NEW
39AMERICAN CENTY ETF TR$285,7990.2%-96%
40VANGUARD INDEX FDS$265,3540.1%-9%
41VANGUARD BD INDEX FDS$260,7910.1%+0%
42MMM$MMM3M CO$246,8910.1%+0%60.7
43FIRST TR EXCHNG TRADED FD VI$213,6500.1%+0%
44FIRST TR EXCHNG TRADED FD VI$211,7880.1%-17%
45VANGUARD SCOTTSDALE FDS$204,8900.1%NEW
46GOOG$GOOGAlphabet Inc.$204,7430.1%+0%80.2
47J P MORGAN EXCHANGE TRADED F$204,0790.1%-22%

New Positions (2)

DIMENSIONAL ETF TRUST$313,355
VANGUARD SCOTTSDALE FDS$204,890

Exited Positions (1)

SPDR INDEX SHS FDS

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AI-Powered Hedge Fund Analysis: Echo Wealth Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Echo Wealth Management, LLC (SEC CIK: 1846994), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Echo Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.