Echo Wealth Management, Llc Portfolio Stock Holdings
Echo Wealth Management, Llc disclosed 47 stock positions valued at approximately $173.7 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 47
- Portfolio Value
- $173.7M
Holdings by Sector
Echo Wealth Management, Llc Portfolio Holdings in Q1 2026
46 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVIG | Other | 18.54% | 775,059 | +152,845 | +24.56% | $32,195,971 |
| AMERICAN CENTY ETF TR | AVDE | Other | 14.47% | 296,220 | +33,694 | +12.83% | $25,131,324 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 11.71% | 441,628 | +23,924 | +5.73% | $20,345,809 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 8.33% | 269,004 | +104,585 | +63.61% | $14,464,354 |
| AMERICAN CENTY ETF TR | AVEM | Other | 6.26% | 134,959 | +32,771 | +32.07% | $10,874,962 |
| AMERICAN CENTY ETF TR | AVUS | Other | 4.62% | 72,143 | -8,418 | -10.45% | $8,020,807 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 4.52% | 307,166 | -28,039 | -8.36% | $7,848,096 |
| AMERICAN CENTY ETF TR | AVUV | Other | 4.34% | 68,206 | -16,215 | -19.21% | $7,534,717 |
| AMERICAN CENTY ETF TR | AVLV | Other | 4.10% | 88,389 | -33,922 | -27.73% | $7,125,037 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 2.76% | 56,694 | -10,283 | -15.35% | $4,791,737 |
| SPDR SERIES TRUST | SPYG | Other | 2.38% | 42,209 | -13,080 | -23.66% | $4,132,720 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 2.04% | 55,343 | -15,976 | -22.40% | $3,536,942 |
| FIRST TR EXCHNG TRADED FD VI | DNOV | Other | 1.94% | 70,275 | +27,929 | +65.95% | $3,366,552 |
| ISHARES TR | DGRO | Other | 1.57% | 38,874 | -17,407 | -30.93% | $2,728,177 |
| APPLE INC | AAPL | Technology | 1.07% | 7,330 | -3,423 | -31.83% | $1,860,281 |
| VANGUARD INDEX FDS | VTI | Other | 1.07% | 5,768 | -196 | -3.29% | $1,850,432 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.96% | 7,982 | -337 | -4.05% | $1,662,411 |
| PACER FDS TR | COWZ | Other | 0.93% | 25,811 | -23,658 | -47.82% | $1,614,731 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.85% | 39,611 | +3,531 | +9.79% | $1,474,321 |
| FIRST TR EXCHNG TRADED FD VI | BUFD | Other | 0.77% | 47,660 | -1,872 | -3.78% | $1,334,480 |
| VANGUARD WORLD FD | MGK | Other | 0.66% | 3,138 | -416 | -11.71% | $1,153,027 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.64% | 32,808 | +6,317 | +23.85% | $1,107,926 |
| SPDR SERIES TRUST | SPSB | Other | 0.53% | 30,499 | -18,940 | -38.31% | $917,105 |
| MICROSOFT CORP | MSFT | Technology | 0.46% | 2,143 | -621 | -22.47% | $793,274 |
| AFLAC INC | AFL | Financial Services | 0.44% | 7,029 | - | - | $771,152 |
| HONEST CO INC | HNST | Consumer Defensive | 0.31% | 181,182 | +2,421 | +1.35% | $532,675 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.29% | 10,438 | -1,833 | -14.94% | $496,118 |
| SPDR SERIES TRUST | SPTM | Other | 0.24% | 5,366 | -1,853 | -25.67% | $424,236 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.24% | 1,538 | -131 | -7.85% | $416,167 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.24% | 5,716 | +1,244 | +27.82% | $411,152 |
| ECOLAB INC | ECL | Basic Materials | 0.20% | 1,333 | -65 | -4.65% | $354,605 |
| NVIDIA CORPORATION | NVDA | Technology | 0.20% | 1,999 | -22 | -1.09% | $348,626 |
| META PLATFORMS INC | META | Communication Services | 0.19% | 586 | -51 | -8.01% | $335,268 |
| FIRST TR EXCHANGE-TRADED ALP | FYC | Other | 0.19% | 3,440 | -1,049 | -23.37% | $333,611 |
| FIRST TR EXCHNG TRADED FD VI | FFEB | Other | 0.19% | 5,950 | - | - | $332,308 |
| FIRST TR EXCHNG TRADED FD VI | FJUN | Other | 0.19% | 5,727 | -1,582 | -21.64% | $323,593 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.18% | 942 | -587 | -38.39% | $318,349 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.18% | 8,043 | +8,043 | +100.00% | $313,355 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.16% | 2,862 | +2,862 | +100.00% | $285,799 |
| VANGUARD INDEX FDS | VO | Other | 0.15% | 924 | -92 | -9.06% | $265,354 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.15% | 3,379 | - | - | $260,791 |
| 3M CO | MMM | Industrials | 0.14% | 1,700 | - | - | $246,891 |
| FIRST TR EXCHNG TRADED FD VI | DJUN | Other | 0.12% | 4,542 | - | - | $213,650 |
| FIRST TR EXCHNG TRADED FD VI | DMAR | Other | 0.12% | 4,995 | -1,000 | -16.68% | $211,788 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.12% | 3,500 | +3,500 | +100.00% | $204,890 |
| ALPHABET INC | GOOGL | Communication Services | 0.12% | 712 | +2 | +0.28% | $204,743 |