Echo Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Echo Wealth Management, Llc disclosed 47 stock positions valued at approximately $195.93M as of quarter-end June 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- June 30, 2026
- No. of Stocks
- 47
- Portfolio Value
- $195.93M
Holdings by Sector
Echo Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVIG | Other | 17.51% | 828,460 | +53,401 | +6.89% | $34,306,523 |
| AMERICAN CENTY ETF TR | AVDE | Other | 14.63% | 321,389 | +25,169 | +8.50% | $28,667,876 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 10.96% | 466,277 | +24,649 | +5.58% | $21,472,060 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 7.95% | 291,117 | +22,113 | +8.22% | $15,574,756 |
| AMERICAN CENTY ETF TR | AVEM | Other | 6.79% | 137,979 | +3,020 | +2.24% | $13,313,602 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 4.96% | 330,875 | +23,709 | +7.72% | $9,727,725 |
| AMERICAN CENTY ETF TR | AVUS | Other | 4.74% | 72,452 | +309 | +0.43% | $9,279,682 |
| AMERICAN CENTY ETF TR | AVUV | Other | 4.38% | 68,858 | +652 | +0.96% | $8,590,780 |
| AMERICAN CENTY ETF TR | AVLV | Other | 4.25% | 91,242 | +2,853 | +3.23% | $8,322,183 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 3.04% | 60,403 | +3,709 | +6.54% | $5,955,085 |
| SPDR SERIES TRUST | SPYG | Other | 2.62% | 43,155 | +946 | +2.24% | $5,134,971 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 2.01% | 58,315 | +2,972 | +5.37% | $3,940,919 |
| FIRST TR EXCHNG TRADED FD VI | DNOV | Other | 1.90% | 72,423 | +2,148 | +3.06% | $3,718,921 |
| ISHARES TR | DGRO | Other | 1.58% | 40,792 | +1,918 | +4.93% | $3,091,626 |
| APPLE INC | AAPL | Technology | 1.17% | 7,954 | +624 | +8.51% | $2,301,569 |
| VANGUARD INDEX FDS | VTI | Other | 1.12% | 5,914 | +146 | +2.53% | $2,188,417 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.99% | 8,141 | +159 | +1.99% | $1,940,326 |
| PACER FDS TR | COWZ | Other | 0.93% | 29,442 | +3,631 | +14.07% | $1,831,292 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.82% | 46,275 | +6,664 | +16.82% | $1,610,370 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.73% | 39,385 | +6,577 | +20.05% | $1,438,734 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.72% | 47,643 | -17 | -0.04% | $1,415,950 |
| VANGUARD WORLD FD | MGK | Other | 0.68% | 15,231 | +12,093 | +385.37% | $1,338,957 |
| SPDR SERIES TRUST | SPSB | Other | 0.46% | 29,978 | -521 | -1.71% | $899,640 |
| MICROSOFT CORP | MSFT | Technology | 0.43% | 2,283 | +140 | +6.53% | $851,605 |
| HONEST CO INC | HNST | Consumer Defensive | 0.42% | 226,099 | +44,917 | +24.79% | $827,522 |
| AFLAC INC | AFL | Financial Services | 0.42% | 7,029 | - | - | $824,150 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.28% | 10,087 | -351 | -3.36% | $545,001 |
| SPDR SERIES TRUST | SPTM | Other | 0.24% | 5,145 | -221 | -4.12% | $467,115 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.24% | 4,515 | +1,653 | +57.76% | $465,271 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.23% | 942 | - | - | $449,871 |
Showing 30 of 47 holdings in the latest reporting period.