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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 57.75% of Echo Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVIG, AVDE, JPIE, AVEM, ACYN, BUFR, First Tr Exchange-traded, RDVI, JBND, AVLV.
Started 3 new stock positions in BUFF, First Tr Exchange-traded, ACYN.
Reduced shares in these 10 stocks: HNST, MSFT, GIS, , AAPL, JGRO, NVDA, FYC, UBER, GOOG.
Sold out of its position in STIP.
Echo Wealth Management was a net buyer of stock by $11M.
Echo Wealth Management has $204M in assets under management (AUM), dropping by 4.05%.
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 49 positions in its portfolio as reported in the September 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)	17.4	$36M	+8%	901k	39.39	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	15.1	$31M	+6%	342k	90.11	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	11.0	$22M	+6%	498k	44.89	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	7.5	$15M	+2%	299k	51.12	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	6.8	$14M	+6%	148k	94.02	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	4.7	$9.6M	+4%	346k	27.88	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.7	$9.6M	+3%	75k	128.09	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.2	$8.6M	+4%	95k	90.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.0	$8.2M		70k	117.77	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.8	$5.7M	-2%	59k	96.58	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.6	$5.3M		43k	123.08	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	2.1	$4.2M	+3%	61k	69.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	1.9	$3.9M		73k	52.69	View chart
Ishares Tr Core Div Grwth (DGRO)	1.6	$3.2M	+4%	43k	75.39	View chart
Apple (AAPL)	1.2	$2.5M	-5%	7.5k	333.02	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.1	$2.2M		5.9k	374.24	View chart
Amazon (AMZN)	1.0	$2.1M	+4%	8.5k	249.15	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$2.0M	+4%	31k	66.76	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.0	$2.0M	+35%	54k	37.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.8	$1.6M	+10%	53k	30.37	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.7	$1.4M		15k	92.65	View chart
General Mills (GIS)	0.6	$1.2M	-16%	39k	32.16	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.5	$1.1M	+25%	38k	29.59	View chart
Microsoft Corporation (MSFT)	0.4	$870k	-25%	1.7k	512.90	View chart
Honest (HNST)	0.4	$857k	-26%	167k	5.13	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$829k	+67%	7.6k	109.38	View chart
AFLAC Incorporated (AFL)	0.4	$786k		7.0k	111.78	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.4	$744k	NEW	36k	20.86	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$549k		10k	54.43	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.2	$494k	NEW	24k	20.58	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.2	$489k	+14%	5.1k	95.22	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$472k		5.1k	92.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$430k		942.00	456.19	View chart
Meta Platforms Cl A (META)	0.2	$426k		588.00	725.18	View chart
Uber Technologies (UBER)	0.2	$399k	-3%	5.8k	68.51	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$386k	-3%	3.3k	115.33	View chart
NVIDIA Corporation (NVDA)	0.2	$374k	-5%	1.6k	228.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$372k		6.0k	62.60	View chart
Ecolab (ECL)	0.2	$366k		1.3k	274.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.2	$358k	+3%	5.8k	61.19	View chart
UnitedHealth (UNH)	0.2	$325k		885.00	367.08	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$290k		3.7k	78.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$289k	+13%	840.00	344.08	View chart
3M Company (MMM)	0.1	$279k		1.7k	164.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$255k	-4%	749.00	340.74	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$247k	NEW	4.6k	53.88	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$246k		3.4k	72.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$228k		5.0k	45.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$227k		4.5k	50.07	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 Q3 filed Oct. 15, 2026
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

View all past filings

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