Echo Wealth Management

Echo Wealth Management as of Sept. 30, 2026

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 901k 39.39
American Centy Etf Tr Intl Eqt Etf (AVDE) 15.1 $31M 342k 90.11
J P Morgan Exchange Traded F Income Etf (JPIE) 11.0 $22M 498k 44.89
J P Morgan Exchange Traded F Active Bond Etf (JBND) 7.5 $15M 299k 51.12
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.8 $14M 148k 94.02
First Tr Exchange-traded Ft Vest Ris (RDVI) 4.7 $9.6M 346k 27.88
American Centy Etf Tr Us Eqt Etf (AVUS) 4.7 $9.6M 75k 128.09
American Centy Etf Tr Us Large Cap Vlu (AVLV) 4.2 $8.6M 95k 90.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.0 $8.2M 70k 117.77
J P Morgan Exchange Traded F Active Growth (JGRO) 2.8 $5.7M 59k 96.58
Spdr Series Trust ST STR P500GRW (SPYG) 2.6 $5.3M 43k 123.08
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 2.1 $4.2M 61k 69.17
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 1.9 $3.9M 73k 52.69
Ishares Tr Core Div Grwth (DGRO) 1.6 $3.2M 43k 75.39
Apple (AAPL) 1.2 $2.5M 7.5k 333.02
Vanguard Index Fds MRNGSTR TTL STK (VTI) 1.1 $2.2M 5.9k 374.24
Amazon (AMZN) 1.0 $2.1M 8.5k 249.15
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.0 $2.0M 31k 66.76
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 1.0 $2.0M 54k 37.47
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.8 $1.6M 53k 30.37
Vanguard World Mrngstr Mega Cap (MGK) 0.7 $1.4M 15k 92.65
General Mills (GIS) 0.6 $1.2M 39k 32.16
Spdr Series Trust St Shor Corp Etf (SPSB) 0.5 $1.1M 38k 29.59
Microsoft Corporation (MSFT) 0.4 $870k 1.7k 512.90
Honest (HNST) 0.4 $857k 167k 5.13
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $829k 7.6k 109.38
AFLAC Incorporated (AFL) 0.4 $786k 7.0k 111.78
First Tr Exchange-traded Vest Laddered (ACYN) 0.4 $744k 36k 20.86
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $549k 10k 54.43
First Tr Exchange-traded Vest Lad Aut Etf 0.2 $494k 24k 20.58
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.2 $489k 5.1k 95.22
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.2 $472k 5.1k 92.05
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $430k 942.00 456.19
Meta Platforms Cl A (META) 0.2 $426k 588.00 725.18
Uber Technologies (UBER) 0.2 $399k 5.8k 68.51
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.2 $386k 3.3k 115.33
NVIDIA Corporation (NVDA) 0.2 $374k 1.6k 228.38
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.2 $372k 6.0k 62.60
Ecolab (ECL) 0.2 $366k 1.3k 274.58
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.2 $358k 5.8k 61.19
UnitedHealth (UNH) 0.2 $325k 885.00 367.08
Vanguard Index Fds Mrngstr Mid Cap (VO) 0.1 $290k 3.7k 78.42
Alphabet Cap Stk Cl A (GOOGL) 0.1 $289k 840.00 344.08
3M Company (MMM) 0.1 $279k 1.7k 164.15
Alphabet Cap Stk Cl C (GOOG) 0.1 $255k 749.00 340.74
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.1 $247k 4.6k 53.88
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $246k 3.4k 72.86
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.1 $228k 5.0k 45.72
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $227k 4.5k 50.07