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Echo Wealth Management

Latest statistics and disclosures from Echo Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVIG, AVDE, JPIE, JBND, AVEM, and represent 57.84% of Echo Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVDE, AVIG, JBND, JPIE, MGK, RDVI, JGRO, AVEM, GOOG, AVLV.
Started 2 new stock positions in GOOG, STIP.
Reduced shares in these 9 stocks: DFAI, UNH, , NVDA, SPTM, PRF, SPSB, FJUN, BUFD.
Sold out of its positions in DFAI, VGSH.
Echo Wealth Management was a net buyer of stock by $12M.
Echo Wealth Management has $196M in assets under management (AUM), dropping by 12.82%.
Central Index Key (CIK): 0001846994

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Positions held by Echo Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Echo Wealth Management

Echo Wealth Management holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Avantis Core Fi (AVIG)	17.5	$34M	+6%	829k	41.41	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	14.6	$29M	+8%	321k	89.20	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	11.0	$22M	+5%	466k	46.05	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	7.9	$16M	+8%	291k	53.50	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	6.8	$13M	+2%	138k	96.49	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	5.0	$9.7M	+7%	331k	29.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.7	$9.3M		73k	128.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.4	$8.6M		69k	124.76	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.2	$8.3M	+3%	91k	91.21	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	3.0	$6.0M	+6%	60k	98.59	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.6	$5.1M	+2%	43k	118.99	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	2.0	$3.9M	+5%	58k	67.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	1.9	$3.7M	+3%	72k	51.35	View chart
Ishares Tr Core Div Grwth (DGRO)	1.6	$3.1M	+4%	41k	75.79	View chart
Apple (AAPL)	1.2	$2.3M	+8%	8.0k	289.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.2M	+2%	5.9k	370.04	View chart
Amazon (AMZN)	1.0	$1.9M		8.1k	238.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$1.8M	+14%	29k	62.20	View chart
General Mills (GIS)	0.8	$1.6M	+16%	46k	34.80	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.7	$1.4M	+20%	39k	36.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.7	$1.4M		48k	29.72	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$1.3M	+385%	15k	87.91	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.5	$900k		30k	30.01	View chart
Microsoft Corporation (MSFT)	0.4	$852k	+6%	2.3k	373.02	View chart
Honest (HNST)	0.4	$828k	+24%	226k	3.66	View chart
AFLAC Incorporated (AFL)	0.4	$824k		7.0k	117.25	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$545k	-3%	10k	54.03	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$467k	-4%	5.1k	90.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$465k	+57%	4.5k	103.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$450k		942.00	477.57	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$442k		3.5k	127.35	View chart
Uber Technologies (UBER)	0.2	$434k	+5%	6.0k	72.16	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.2	$412k	+88%	4.5k	91.95	View chart
Ecolab (ECL)	0.2	$371k		1.3k	278.61	View chart
UnitedHealth (UNH)	0.2	$366k	-42%	880.00	415.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$363k		6.0k	60.98	View chart
NVIDIA Corporation (NVDA)	0.2	$346k	-13%	1.7k	200.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$340k		5.7k	59.95	View chart
Meta Platforms Cl A (META)	0.2	$331k		588.00	563.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$298k	+300%	3.7k	80.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$277k	NEW	784.00	353.33	View chart
3M Company (MMM)	0.1	$275k		1.7k	161.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$264k	+3%	738.00	357.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$259k		3.4k	76.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$224k		4.5k	49.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$223k		5.0k	44.73	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$217k	NEW	2.1k	102.16	View chart

Past Filings by Echo Wealth Management

SEC 13F filings are viewable for Echo Wealth Management going back to 2020

Echo Wealth Management 2026 Q2 filed July 24, 2026
Echo Wealth Management 2026 Q1 filed April 21, 2026
Echo Wealth Management 2025 Q4 filed Jan. 22, 2026
Echo Wealth Management 2025 Q3 filed Oct. 22, 2025
Echo Wealth Management 2025 Q2 filed July 22, 2025
Echo Wealth Management 2025 Q1 filed April 22, 2025
Echo Wealth Management 2024 Q4 filed Jan. 21, 2025
Echo Wealth Management 2024 Q3 filed Oct. 21, 2024
Echo Wealth Management 2024 Q2 filed July 17, 2024
Echo Wealth Management 2024 Q1 filed April 22, 2024
Echo Wealth Management 2023 Q4 filed Jan. 17, 2024
Echo Wealth Management 2023 Q3 filed Oct. 20, 2023
Echo Wealth Management 2023 Q2 filed July 31, 2023
Echo Wealth Management 2023 Q1 filed April 28, 2023
Echo Wealth Management 2022 Q4 filed Jan. 31, 2023
Echo Wealth Management 2022 Q3 filed Nov. 14, 2022

View all past filings

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