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Livermore
Livermore
ZHEN

Echo Wealth Management, LLC

SEC CIK
0001846994
Latest filing
Jul 24, 2026

The latest 13F from Echo Wealth Management, LLC covers Q2 2026 (filed Jul 24, 2026): 47 long positions worth $195.9M. The top 10 holdings make up 79.2% of the portfolio, and the largest is American Centy ETF Tr at 17.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$493.5K
Added
28
Est. +$10.7M
Reduced
8
Est. −$426.3K
Sold out
2
Est. −$518.2K

Top 5 holdings

Share of this quarter's portfolio value

  1. American Centy ETF Tr025072562
    17.5%$34.3M
  2. American Centy ETF Tr025072703
    14.6%$28.7M
  3. J P Morgan Exchange Traded F46641Q159
    11.0%$21.5M
  4. J P Morgan Exchange Traded F46654Q716
    7.9%$15.6M
  5. American Centy ETF Tr025072604
    6.8%$13.3M

Share of portfolio

Top 5 holdings and the other 42 positions, by share of portfolio value

  1. American Centy ETF Tr17.5%
  2. American Centy ETF Tr14.6%
  3. J P Morgan Exchange Traded F11.0%
  4. J P Morgan Exchange Traded F7.9%
  5. American Centy ETF Tr6.8%
  6. Other 42 positions42.2%

Biggest buys

New and added positions, by estimated amount bought

  1. American Centy ETF Tr025072703
    +$2.25MAdded
  2. American Centy ETF Tr025072562
    +$2.21MAdded
  3. J P Morgan Exchange Traded F46654Q716
    +$1.18MAdded
  4. J P Morgan Exchange Traded F46641Q159
    +$1.14MAdded
  5. First Tr Exchange-Traded FD33738D879
    +$697.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. American Centy ETF Tr025072604
    +0.53 pp6.3% → 6.8%
  2. First Tr Exchange-Traded FD33738D879
    +0.45 pp4.5% → 5.0%
  3. J P Morgan Exchange Traded F46654Q609
    +0.28 pp2.8% → 3.0%
  4. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    +0.24 pp2.4% → 2.6%
  5. American Centy ETF Tr025072703
    +0.16 pp14.5% → 14.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Dimensional ETF Trust25434V203
    −$313.4KSold out
  2. UNHUnitedHealth Group Inc
    −$273.5KReducedHistory
  3. Vanguard Scottsdale FDS92206C102
    −$204.9KSold out
  4. NVDANVIDIA Corp
    −$54.0KReducedHistory
  5. Vanguard World FD921910816
    −$40.4KReducedConverted for a 5-for-1 split

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional ETF Trust25434V203
    −0.18 pp0.2% → 0.0%
  2. Vanguard Scottsdale FDS92206C102
    −0.12 pp0.1% → 0.0%
  3. State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474
    −0.07 pp0.5% → 0.5%
  4. UNHUnitedHealth Group Inc
    −0.05 pp0.2% → 0.2%History
  5. First Tr Exchng Traded FD VI33740U703
    −0.05 pp0.8% → 0.7%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$195.9M
+$22.3M (+12.8%) vs. prior quarter
Positions
47
0 vs. prior quarter
Top 10 concentration
79.2%
Top 10 as share of value
Turnover
0.5%
Q2 2026, one quarter
Average holding period
12.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $195.9M (Q2 2026)

Q1 2021: $79.4MQ2 2021: $78.3MQ3 2021: $84.4MQ4 2021: $87.6MQ1 2022: $85.1MQ2 2022: $74.8MQ3 2022: $76.0MQ4 2022: $93.9MQ1 2023: $90.6MQ2 2023: $92.5MQ3 2023: $92.8MQ4 2023: $107.1MQ1 2024: $120.6MQ2 2024: $132.7MQ3 2024: $143.1MQ4 2024: $144.7MQ1 2025: $148.0MQ2 2025: $163.2MQ3 2025: $171.3MQ4 2025: $171.3MQ1 2026: $173.7MQ2 2026: $195.9M
Q1 2021Q2 2026
13F filings of Echo Wealth Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 202647$195.9MAmerican Centy ETF TrAmerican Centy ETF TrJ P Morgan Exchange Traded Fvs. Q1 2026SEC
Q1 2026Apr 21, 202647$173.7MAmerican Centy ETF TrAmerican Centy ETF TrJ P Morgan Exchange Traded Fvs. Q4 2025SEC
Q4 2025Jan 22, 202646$171.3MAmerican Centy ETF TrAmerican Centy ETF TrJ P Morgan Exchange Traded Fvs. Q3 2025SEC
Q3 2025Oct 22, 202545$171.3MAmerican Centy ETF TrJ P Morgan Exchange Traded FAmerican Centy ETF Trvs. Q2 2025SEC
Q2 2025Jul 22, 202546$163.2MJ P Morgan Exchange Traded FAmerican Centy ETF TrAmerican Centy ETF Trvs. Q1 2025SEC
Q1 2025Apr 22, 202550$148.0MJ P Morgan Exchange Traded FAmerican Centy ETF TrAmerican Centy ETF Trvs. Q4 2024SEC
Q4 2024Jan 21, 202548$144.7MJ P Morgan Exchange Traded FAmerican Centy ETF TrAmerican Centy ETF Trvs. Q3 2024SEC
Q3 2024Oct 21, 202448$143.1MJ P Morgan Exchange Traded FAmerican Centy ETF TrFirst Tr Exchange-Traded FDvs. Q2 2024SEC
Q2 2024Jul 17, 202445$132.7MJ P Morgan Exchange Traded FAmerican Centy ETF TrAmerican Centy ETF Trvs. Q1 2024SEC
Q1 2024Apr 22, 202443$120.6MJ P Morgan Exchange Traded FAmerican Centy ETF TrFirst Tr Exchange-Traded FDvs. Q4 2023SEC
Q4 2023Jan 17, 202440$107.1MJ P Morgan Exchange Traded FFirst Tr Exchange-Traded FDAmerican Centy ETF Trvs. Q3 2023SEC
Q3 2023Oct 20, 202338$92.8MVanguard Intermediate-Term Bond ETFState Street SPDR Portfolio S&P 500 Growth ETFAmerican Centy ETF Trvs. Q2 2023SEC
Q2 2023Jul 31, 202340$92.5MState Street SPDR Portfolio S&P 500 Growth ETFVanguard Intermediate-Term Bond ETFAmerican Centy ETF Trvs. Q1 2023SEC
Q1 2023Apr 28, 202340$90.6MVanguard Intermediate-Term Bond ETFState Street SPDR Portfolio S&P 500 Growth ETFAmerican Centy ETF Trvs. Q4 2022SEC
Q4 2022Jan 31, 202342$93.9MState Street SPDR Portfolio S&P 500 Growth ETFAmerican Centy ETF TrFirst Tr Exchng Traded FD VIvs. Q3 2022SEC
Q3 2022Nov 14, 202242$76.0MState Street SPDR Portfolio S&P 500 Growth ETFPacer US Cash Cows 100 ETFiShares Core Dividend Growth ETFvs. Q2 2022SEC
Q2 2022Jul 29, 202247$74.8MFirst Trust Rising Dividend Achievers ETFState Street SPDR Portfolio S&P 500 Growth ETFiShares Core Dividend Growth ETFvs. Q1 2022SEC
Q1 2022May 16, 202250$85.1MFirst Trust Rising Dividend Achievers ETFVanguard Intermediate-Term Bond ETFVanguard Morningstar Small-Cap ETFvs. Q4 2021SEC
Q4 2021Jan 18, 202248$87.6MFirst Trust Rising Dividend Achievers ETFVanguard Intermediate-Term Bond ETFVanguard Morningstar Small-Cap ETFvs. Q3 2021SEC
Q3 2021Oct 22, 202150$84.4MVanguard Intermediate-Term Bond ETFFirst Trust Rising Dividend Achievers ETFVanguard Ftse Developed Markets ETFvs. Q2 2021SEC
Q2 2021Jul 14, 202151$78.3MVanguard Intermediate-Term Bond ETFiShares Core Dividend Growth ETFWisdomTree Trvs. Q1 2021SEC
Q1 2021Apr 7, 202156$79.4MVanguard Intermediate-Term Bond ETFWisdomTree TriShares Core Dividend Growth ETF–SEC