Echo Wealth Management

Echo Wealth Management as of June 30, 2026

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