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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 59.31% of Echo Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVIG (+$6.3M), JBND (+$5.6M), AVDE, AVEM, DNOV, JPIE, DFAI, AVDV, BUFR, VGSH.
Started 3 new stock positions in AVDV, VGSH, DFAI.
Reduced shares in these 10 stocks: , AVLV, AVUV, COWZ, SPYG, DGRO, HELO, AVUS, JGRO, AAPL.
Sold out of its positions in JGLO, SPEM.
Echo Wealth Management was a net buyer of stock by $3.3M.
Echo Wealth Management has $174M in assets under management (AUM), dropping by 1.40%.
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 March 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)	18.5	$32M	+24%	775k	41.54	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	14.5	$25M	+12%	296k	84.84	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	11.7	$20M	+5%	442k	46.07	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	8.3	$15M	+63%	269k	53.77	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	6.3	$11M	+32%	135k	80.58	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.6	$8.0M	-10%	72k	111.18	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	4.5	$7.8M	-8%	307k	25.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.3	$7.5M	-19%	68k	110.47	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.1	$7.1M	-27%	88k	80.61	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.8	$4.8M	-15%	57k	84.52	View chart
Spdr Series Trust State Street Spd (SPYG)	2.4	$4.1M	-23%	42k	97.91	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.0	$3.5M	-22%	55k	63.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	1.9	$3.4M	+65%	70k	47.91	View chart
Ishares Tr Core Div Grwth (DGRO)	1.6	$2.7M	-30%	39k	70.18	View chart
Apple (AAPL)	1.1	$1.9M	-31%	7.3k	253.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.9M	-3%	5.8k	320.81	View chart
Amazon (AMZN)	1.0	$1.7M	-4%	8.0k	208.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$1.6M	-47%	26k	62.56	View chart
General Mills (GIS)	0.8	$1.5M	+9%	40k	37.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.8	$1.3M	-3%	48k	28.00	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$1.2M	-11%	3.1k	367.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$1.1M	+23%	33k	33.77	View chart
Spdr Series Trust State Street Spd (SPSB)	0.5	$917k	-38%	31k	30.07	View chart
Microsoft Corporation (MSFT)	0.5	$793k	-22%	2.1k	370.17	View chart
AFLAC Incorporated (AFL)	0.4	$771k		7.0k	109.71	View chart
Honest (HNST)	0.3	$533k		181k	2.94	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$496k	-14%	10k	47.53	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$424k	-25%	5.4k	79.06	View chart
UnitedHealth (UNH)	0.2	$416k	-7%	1.5k	270.59	View chart
Uber Technologies (UBER)	0.2	$411k	+27%	5.7k	71.93	View chart
Ecolab (ECL)	0.2	$355k	-4%	1.3k	266.02	View chart
NVIDIA Corporation (NVDA)	0.2	$349k		2.0k	174.40	View chart
Meta Platforms Cl A (META)	0.2	$335k	-8%	586.00	572.13	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$334k	-23%	3.4k	96.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$332k		6.0k	55.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$324k	-21%	5.7k	56.50	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$318k	-38%	942.00	337.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$313k	NEW	8.0k	38.96	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$286k	NEW	2.9k	99.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$265k	-9%	924.00	287.18	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$261k		3.4k	77.18	View chart
3M Company (MMM)	0.1	$247k		1.7k	145.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$214k		4.5k	47.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$212k	-16%	5.0k	42.40	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$205k	NEW	3.5k	58.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$205k		712.00	287.56	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$204k	-21%	2.4k	85.64	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 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
Echo Wealth Management 2022 Q2 filed July 29, 2022

View all past filings

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