Echo Wealth Management

Echo Wealth Management as of March 31, 2026

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 775k 41.54
American Centy Etf Tr Intl Eqt Etf (AVDE) 14.5 $25M 296k 84.84
J P Morgan Exchange Traded F Income Etf (JPIE) 11.7 $20M 442k 46.07
J P Morgan Exchange Traded F Active Bond Etf (JBND) 8.3 $15M 269k 53.77
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.3 $11M 135k 80.58
American Centy Etf Tr Us Eqt Etf (AVUS) 4.6 $8.0M 72k 111.18
First Tr Exchange-traded Ft Vest Ris (RDVI) 4.5 $7.8M 307k 25.55
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.3 $7.5M 68k 110.47
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.1 $7.1M 88k 80.61
J P Morgan Exchange Traded F Active Growth (JGRO) 2.8 $4.8M 57k 84.52
Spdr Series Trust State Street Spd (SPYG) 2.4 $4.1M 42k 97.91
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.0 $3.5M 55k 63.91
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 1.9 $3.4M 70k 47.91
Ishares Tr Core Div Grwth (DGRO) 1.6 $2.7M 39k 70.18
Apple (AAPL) 1.1 $1.9M 7.3k 253.79
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.9M 5.8k 320.81
Amazon (AMZN) 1.0 $1.7M 8.0k 208.27
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $1.6M 26k 62.56
General Mills (GIS) 0.8 $1.5M 40k 37.22
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.8 $1.3M 48k 28.00
Vanguard World Mega Grwth Ind (MGK) 0.7 $1.2M 3.1k 367.44
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.6 $1.1M 33k 33.77
Spdr Series Trust State Street Spd (SPSB) 0.5 $917k 31k 30.07
Microsoft Corporation (MSFT) 0.5 $793k 2.1k 370.17
AFLAC Incorporated (AFL) 0.4 $771k 7.0k 109.71
Honest (HNST) 0.3 $533k 181k 2.94
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $496k 10k 47.53
Spdr Series Trust State Street Spd (SPTM) 0.2 $424k 5.4k 79.06
UnitedHealth (UNH) 0.2 $416k 1.5k 270.59
Uber Technologies (UBER) 0.2 $411k 5.7k 71.93
Ecolab (ECL) 0.2 $355k 1.3k 266.02
NVIDIA Corporation (NVDA) 0.2 $349k 2.0k 174.40
Meta Platforms Cl A (META) 0.2 $335k 586.00 572.13
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.2 $334k 3.4k 96.98
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.2 $332k 6.0k 55.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.2 $324k 5.7k 56.50
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $318k 942.00 337.95
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $313k 8.0k 38.96
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $286k 2.9k 99.86
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $265k 924.00 287.18
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $261k 3.4k 77.18
3M Company (MMM) 0.1 $247k 1.7k 145.23
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $214k 4.5k 47.04
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.1 $212k 5.0k 42.40
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $205k 3.5k 58.54
Alphabet Cap Stk Cl A (GOOGL) 0.1 $205k 712.00 287.56
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.1 $204k 2.4k 85.64