Livermore

Echo Wealth Management, LLC

SEC CIK
0001846994

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 24, 2026.SEC

Positions
47
0 vs. Q1 2026
Total value
$195.93M
+$22.26M (+12.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Echo Wealth Management, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AMERICAN CENTY ETF TR025072562AVANTIS CORE FI828,460$34.31M17.51%+53,401+6.9%Added–
AMERICAN CENTY ETF TR025072703INTL EQT ETF321,389$28.67M14.63%+25,169+8.5%Added–
J P MORGAN EXCHANGE TRADED F46641Q159INCOME ETF466,277$21.47M10.96%+24,649+5.6%Added–
J P MORGAN EXCHANGE TRADED F46654Q716ACTIVE BOND ETF291,117$15.57M7.95%+22,113+8.2%Added–
AMERICAN CENTY ETF TR025072604AVANTIS EMGMKT137,979$13.31M6.79%+3,020+2.2%Added–
FIRST TR EXCHANGE-TRADED FD33738D879FT VEST RIS330,875$9.73M4.96%+23,709+7.7%Added–
AMERICAN CENTY ETF TR025072885US EQT ETF72,452$9.28M4.74%+309+0.4%Added–
AMERICAN CENTY ETF TR025072877US SML CP VALU68,858$8.59M4.38%+652+1.0%Added–
AMERICAN CENTY ETF TR025072349US LARGE CAP VLU91,242$8.32M4.25%+2,853+3.2%Added–
J P MORGAN EXCHANGE TRADED F46654Q609ACTIVE GROWTH60,403$5.96M3.04%+3,709+6.5%Added–
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409ETF43,155$5.13M2.62%+946+2.2%Added–
J P MORGAN EXCHANGE TRADED F46654Q724HEDG EQU LAD ETF58,315$3.94M2.01%+2,972+5.4%Added–
FIRST TR EXCHNG TRADED FD VI33740F839FT VEST US EQT72,423$3.72M1.90%+2,148+3.1%Added–
ISHARES CORE DIVIDEND GROWTH ETF46434V621ETF40,792$3.09M1.58%+1,918+4.9%Added–
AAPLAPPLE INC COMStock7,954$2.3M1.17%+624+8.5%AddedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF5,914$2.19M1.12%+146+2.5%Added–
AMZNAMAZON COM INC COMStock8,141$1.94M0.99%+159+2.0%AddedView
PACER US CASH COWS 100 ETF69374H881ETF29,442$1.83M0.93%+3,631+14.1%Added–
GISGENERAL MILLS INC COMStock46,275$1.61M0.82%+6,664+16.8%AddedView
FIRST TR EXCHNG TRADED FD VI33740F755FT LADD BUFF ETF39,385$1.44M0.73%+6,577+20.0%Added–
FIRST TR EXCHNG TRADED FD VI33740U703FT VEST DEEP ETF47,643$1.42M0.72%−170.0%Reduced–
VANGUARD WORLD FD921910816MEGA GRWTH IND15,231$1.34M0.68%+12,093+385.4%Added–
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474ETF29,978$899.64K0.46%−521−1.7%Reduced–
MSFTMICROSOFT CORP COMStock2,283$851.61K0.43%+140+6.5%AddedView
HNSTHONEST CO INCCOM226,099$827.52K0.42%+44,917+24.8%AddedView
AFLAFLAC INC COMStock7,029$824.15K0.42%00.0%UnchangedView
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF10,087$545K0.28%−351−3.4%Reduced–
SPDR SERIES TRUST78464A805ST STR PR SP15005,145$467.12K0.24%−221−4.1%Reduced–
AMERICAN CENTY ETF TR025072802INTL SMCP VLU4,515$465.27K0.24%+1,653+57.8%Added–
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR942$449.87K0.23%00.0%UnchangedView
FIRST TR EXCHANGE-TRADED ALP33737M300SML CP GRW ALP3,467$441.51K0.23%+27+0.8%Added–
UBERUBER TECHNOLOGIES INC COMStock6,016$434.12K0.22%+300+5.2%AddedView
J P MORGAN EXCHANGE TRADED F46654Q757JPMORGAN INTL VL4,481$412.05K0.21%+2,098+88.0%Added–
ECLECOLAB INC COMStock1,333$371.39K0.19%00.0%UnchangedView
UNHUNITEDHEALTH GROUP INC COMStock880$365.75K0.19%−658−42.8%ReducedView
FIRST TR EXCHNG TRADED FD VI33740F763FT VEST US EQT5,950$362.83K0.19%00.0%Unchanged–
NVDANVIDIA CORPORATION COMStock1,729$345.96K0.18%−270−13.5%ReducedView
FIRST TR EXCHNG TRADED FD VI33740F722FT VEST US EQT5,673$340.1K0.17%−54−0.9%Reduced–
METAMETA PLATFORMS INC CL AStock588$331.22K0.17%+2+0.3%AddedView
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF3,696$297.79K0.15%+2,772+300.0%Added–
GOOGALPHABET INC CAP STK CL CStock784$277.01K0.14%+784NewView
MMM3M CO COMStock1,700$275.25K0.14%00.0%UnchangedView
GOOGLALPHABET INC CAP STK CL AStock738$263.74K0.13%+26+3.7%AddedView
VANGUARD INTERMEDIATE-TERM BOND ETF921937819ETF3,379$259.17K0.13%00.0%Unchanged–
FIRST TR EXCHNG TRADED FD VI33740F714FT VEST US EQT4,542$223.83K0.11%00.0%Unchanged–
FIRST TR EXCHNG TRADED FD VI33740F615FT VEST US EQT4,995$223.44K0.11%00.0%Unchanged–
ISHARES TR46429B7470-5 YR TIPS ETF2,119$216.48K0.11%+2,119New–

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are no longer in this filing.

Echo Wealth Management, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK8,043$313.36K0.18%
VANGUARD SCOTTSDALE FDS92206C102SHORT TERM TREAS3,500$204.89K0.12%

13F filings by quarter

Echo Wealth Management, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 24, 202647$195.93Mvs. Q1 2026SEC
Q1 2026Apr 21, 202647$173.67Mvs. Q4 2025SEC
Q4 2025Jan 22, 202646$171.27Mvs. Q3 2025SEC
Q3 2025Oct 22, 202545$171.35Mvs. Q2 2025SEC
Q2 2025Jul 22, 202546$163.17Mvs. Q1 2025SEC
Q1 2025Apr 22, 202550$148.02Mvs. Q4 2024SEC
Q4 2024Jan 21, 202548$144.69Mvs. Q3 2024SEC
Q3 2024Oct 21, 202448$143.06Mvs. Q2 2024SEC
Q2 2024Jul 17, 202445$132.67Mvs. Q1 2024SEC
Q1 2024Apr 22, 202443$120.58Mvs. Q4 2023SEC
Q4 2023Jan 17, 202440$107.15Mvs. Q3 2023SEC
Q3 2023Oct 20, 202338$92.85Mvs. Q2 2023SEC
Q2 2023Jul 31, 202340$92.55Mvs. Q1 2023SEC
Q1 2023Apr 28, 202340$90.55Mvs. Q4 2022SEC
Q4 2022Jan 31, 202342$93.86Mvs. Q3 2022SEC
Q3 2022Nov 14, 202242$76.01Mvs. Q2 2022SEC
Q2 2022Jul 29, 202247$74.75Mvs. Q1 2022SEC
Q1 2022May 16, 202250$85.08Mvs. Q4 2021SEC
Q4 2021Jan 18, 202248$87.58Mvs. Q3 2021SEC
Q3 2021Oct 22, 202150$84.39Mvs. Q2 2021SEC
Q2 2021Jul 14, 202151$78.34Mvs. Q1 2021SEC
Q1 2021Apr 7, 202156$79.41M–SEC