Echo Wealth Management, LLC
- SEC CIK
- 0001846994
- Latest filing
- Jul 24, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 47
- 0 vs. Q1 2026
- Portfolio value
- $195.9M
- +$22.3M (+12.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 828,460 | $34.3M | 17.5% | +53,401+6.9% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 321,389 | $28.7M | 14.6% | +25,169+8.5% | Added | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 466,277 | $21.5M | 11.0% | +24,649+5.6% | Added | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 291,117 | $15.6M | 7.9% | +22,113+8.2% | Added | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 137,979 | $13.3M | 6.8% | +3,020+2.2% | Added | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 330,875 | $9.73M | 5.0% | +23,709+7.7% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 72,452 | $9.28M | 4.7% | +309+0.4% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 68,858 | $8.59M | 4.4% | +652+1.0% | Added | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 91,242 | $8.32M | 4.2% | +2,853+3.2% | Added | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 60,403 | $5.96M | 3.0% | +3,709+6.5% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 43,155 | $5.13M | 2.6% | +946+2.2% | Added | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 58,315 | $3.94M | 2.0% | +2,972+5.4% | Added | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 72,423 | $3.72M | 1.9% | +2,148+3.1% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 40,792 | $3.09M | 1.6% | +1,918+4.9% | Added | – |
| AAPLApple Inc. | Stock | 7,954 | $2.30M | 1.2% | +624+8.5% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,914 | $2.19M | 1.1% | +146+2.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 8,141 | $1.94M | 1.0% | +159+2.0% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 29,442 | $1.83M | 0.9% | +3,631+14.1% | Added | – |
| GISGeneral Mills Inc | Stock | 46,275 | $1.61M | 0.8% | +6,664+16.8% | Added | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 39,385 | $1.44M | 0.7% | +6,577+20.0% | Added | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 47,643 | $1.42M | 0.7% | −170.0% | Reduced | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 15,231 | $1.34M | 0.7% | −459−2.9% | ReducedConverted for a 5-for-1 split | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 29,978 | $899.6K | 0.5% | −521−1.7% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,283 | $851.6K | 0.4% | +140+6.5% | Added | History |
| HNSTHonest Company, Inc. | COM | 226,099 | $827.5K | 0.4% | +44,917+24.8% | Added | History |
| AFLAflac Inc | Stock | 7,029 | $824.1K | 0.4% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,087 | $545.0K | 0.3% | −351−3.4% | Reduced | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,145 | $467.1K | 0.2% | −221−4.1% | Reduced | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 4,515 | $465.3K | 0.2% | +1,653+57.8% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 942 | $449.9K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 3,467 | $441.5K | 0.2% | +27+0.8% | Added | – |
| UBERUber Technologies, Inc | Stock | 6,016 | $434.1K | 0.2% | +300+5.2% | Added | History |
| J P Morgan Exchange Traded F46654Q757 | JPMORGAN INTL VL | 4,481 | $412.0K | 0.2% | +2,098+88.0% | Added | – |
| ECLEcolab Inc. | Stock | 1,333 | $371.4K | 0.2% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 880 | $365.8K | 0.2% | −658−42.8% | Reduced | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 5,950 | $362.8K | 0.2% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 1,729 | $346.0K | 0.2% | −270−13.5% | Reduced | History |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 5,673 | $340.1K | 0.2% | −54−0.9% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 588 | $331.2K | 0.2% | +2+0.3% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,696 | $297.8K | 0.2% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| GOOGAlphabet Inc. | Stock | 784 | $277.0K | 0.1% | +784 | New | History |
| MMM3M Co | Stock | 1,700 | $275.2K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 738 | $263.7K | 0.1% | +26+3.7% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,379 | $259.2K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 4,542 | $223.8K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 4,995 | $223.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,119 | $216.5K | 0.1% | +2,119 | New | – |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 8,043 | $313.4K | 0.2% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,500 | $204.9K | 0.1% | – |