Echo Wealth Management, LLC
13F Reported Value
ⓘ$195.9M
Holdings
47
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Echo Wealth Management, LLC disclosed 47 positions worth $195.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 2. The portfolio is most concentrated in Other (93.9% 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
StableSector Allocation
13fpro.ai/research/fund/echo-wealth-management-llc-1846994
AUM History
13fpro.ai/research/fund/echo-wealth-management-llc-1846994
Top Equity Holdings by Value
13fpro.ai/research/fund/echo-wealth-management-llc-1846994
Quarterly Activity — Q2 2026
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AMERICAN CENTY ETF TR - AVANTIS CORE FI
—Quality
$34.3M828,460 shAMERICAN CENTY ETF TR - INTL EQT ETF
—Quality
$28.7M321,389 shJ P MORGAN EXCHANGE TRADED F - INCOME ETF
—Quality
$21.5M466,277 shJ P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
—Quality
$15.6M291,117 shAMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$13.3M137,979 shFIRST TR EXCHANGE-TRADED FD - FT VEST RIS
—Quality
$9.7M330,875 shAMERICAN CENTY ETF TR - US EQT ETF
—Quality
$9.3M72,452 shAMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$8.6M68,858 shAMERICAN CENTY ETF TR - US LARGE CAP VLU
—Quality
$8.3M91,242 shJ P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH
—Quality
$6.0M60,403 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMERICAN CENTY ETF TR - AVANTIS CORE FI | — | $34.3M | 828,460 |
| AMERICAN CENTY ETF TR - INTL EQT ETF | — | $28.7M | 321,389 |
| J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $21.5M | 466,277 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $15.6M | 291,117 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $13.3M | 137,979 |
| FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $9.7M | 330,875 |
| AMERICAN CENTY ETF TR - US EQT ETF | — | $9.3M | 72,452 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $8.6M | 68,858 |
| AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $8.3M | 91,242 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $6.0M | 60,403 |
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
$183.9M
Technology
$5.3M
Consumer Discretionary
$2.8M
Consumer Staples
$1.6M
Financials
$1.4M
Healthcare
$641,001
Materials
$371,387
Full Holdings — Echo Wealth Management, LLC (Q2 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 - AVANTIS CORE FI | $34.3M | 17.5% | +7% | — |
| 2 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $28.7M | 14.6% | +8% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $21.5M | 11.0% | +6% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $15.6M | 8.0% | +8% | — |
| 5 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $13.3M | 6.8% | +2% | — |
| 6 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $9.7M | 5.0% | +8% | — |
| 7 | — | AMERICAN CENTY ETF TR - US EQT ETF | $9.3M | 4.7% | +0% | — |
| 8 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $8.6M | 4.4% | +1% | — |
| 9 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $8.3M | 4.3% | +3% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $6.0M | 3.0% | +7% | — |
| 11 | — | SPDR SERIES TRUST - ST STR P500GRW | $5.1M | 2.6% | +2% | — |
| 12 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $3.9M | 2.0% | +5% | — |
| 13 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $3.7M | 1.9% | +3% | — |
| 14 | — | ISHARES TR - CORE DIV GRWTH | $3.1M | 1.6% | +5% | — |
| 15 | Apple Inc. | $2.3M | 1.2% | +9% | 76.3 | |
| 16 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.2M | 1.1% | +3% | — |
| 17 | AMAZON COM INC | $1.9M | 1.0% | +2% | 68.4 | |
| 18 | — | PACER FDS TR - US CASH COWS 100 | $1.8M | 0.9% | +14% | — |
| 19 | GENERAL MILLS INC | $1.6M | 0.8% | +17% | 46.8 | |
| 20 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $1.4M | 0.7% | +20% | — |
| 21 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | $1.4M | 0.7% | -0% | — |
| 22 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $1.3M | 0.7% | +385% | — |
| 23 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $899,640 | 0.5% | -2% | — |
| 24 | MICROSOFT CORP | $851,605 | 0.4% | +7% | 79.7 | |
| 25 | Honest Company, Inc. | $827,522 | 0.4% | +25% | 39.4 | |
| 26 | AFLAC INC | $824,150 | 0.4% | +0% | 61.1 | |
| 27 | Invesco Ltd. | $545,001 | 0.3% | -3% | — | |
| 28 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $467,115 | 0.2% | -4% | — |
| 29 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $465,271 | 0.2% | +58% | — |
| 30 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $449,871 | 0.2% | +0% | — | |
| 31 | — | FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP | $441,509 | 0.2% | +1% | — |
| 32 | Uber Technologies, Inc | $434,115 | 0.2% | +5% | 73.3 | |
| 33 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | $412,047 | 0.2% | +88% | — |
| 34 | ECOLAB INC. | $371,387 | 0.2% | +0% | 63 | |
| 35 | UNITEDHEALTH GROUP INC | $365,754 | 0.2% | -43% | 62.5 | |
| 36 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $362,831 | 0.2% | +0% | — |
| 37 | NVIDIA CORP | $345,956 | 0.2% | -14% | 85.9 | |
| 38 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $340,096 | 0.2% | -1% | — |
| 39 | Meta Platforms, Inc. | $331,215 | 0.2% | +0% | 79.6 | |
| 40 | — | VANGUARD INDEX FDS - MID CAP ETF | $297,787 | 0.1% | +300% | — |
| 41 | Alphabet Inc. | $277,012 | 0.1% | NEW | 78.1 | |
| 42 | 3M CO | $275,247 | 0.1% | +0% | 64.7 | |
| 43 | Alphabet Inc. | $263,739 | 0.1% | +4% | 78.1 | |
| 44 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $259,169 | 0.1% | +0% | — |
| 45 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $223,830 | 0.1% | +0% | — |
| 46 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $223,439 | 0.1% | +0% | — |
| 47 | — | ISHARES TR - 0-5 YR TIPS ETF | $216,477 | 0.1% | NEW | — |
New Positions (1)
Exited Positions (2)
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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.
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