Echo Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1846994 · latest 13F-HR filed 2026-04-21
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$173.7M
Long-equity book
Holdings
47
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+3 / −2 / ↑9 / ↓29
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$6.1M +23.4%
- J P MORGAN EXCHANGE TRADED F$5.6M +62.7%
- AMERICAN CENTY ETF TR$3.5M +16.3%
- AMERICAN CENTY ETF TR$3.0M +38.2%
- FIRST TR EXCHNG TRADED FD VI$1.3M +62.8%
Top Trims
- AMERICAN CENTY ETF TR-$2.1M -23.1%
- SPDR SERIES TRUST-$1.8M -29.9%
- J P MORGAN EXCHANGE TRADED F-$1.4M -22.9%
- PACER FDS TR-$1.4M -45.8%
- J P MORGAN EXCHANGE TRADED F-$1.2M -25.3%
New Positions
- DIMENSIONAL ETF TRUST$313.4K
- AMERICAN CENTY ETF TR$285.8K
- VANGUARD SCOTTSDALE FDS$204.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | AVIG | 025072562 | $32.2M | 18.54% | 775,059 | SH |
| 2 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $25.1M | 14.47% | 296,220 | SH |
| 3 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $20.3M | 11.71% | 441,628 | SH |
| 4 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $14.5M | 8.33% | 269,004 | SH |
| 5 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $10.9M | 6.26% | 134,959 | SH |
| 6 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $8.0M | 4.62% | 72,143 | SH |
| 7 | FIRST TR EXCHANGE-TRADED FD | RDVI | 33738D879 | $7.8M | 4.52% | 307,166 | SH |
| 8 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $7.5M | 4.34% | 68,206 | SH |
| 9 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $7.1M | 4.10% | 88,389 | SH |
| 10 | J P MORGAN EXCHANGE TRADED F | JGRO | 46654Q609 | $4.8M | 2.76% | 56,694 | SH |
| 11 | SPDR SERIES TRUST | SPYG | 78464A409 | $4.1M | 2.38% | 42,209 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | HELO | 46654Q724 | $3.5M | 2.04% | 55,343 | SH |
| 13 | FIRST TR EXCHNG TRADED FD VI | DNOV | 33740F839 | $3.4M | 1.94% | 70,275 | SH |
| 14 | ISHARES TR | DGRO | 46434V621 | $2.7M | 1.57% | 38,874 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $1.9M | 1.07% | 7,330 | SH |
| 16 | VANGUARD INDEX FDS | VTI | 922908769 | $1.9M | 1.07% | 5,768 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 0.96% | 7,982 | SH |
| 18 | PACER FDS TR | COWZ | 69374H881 | $1.6M | 0.93% | 25,811 | SH |
| 19 | GENERAL MILLS INC | GIS | 370334104 | $1.5M | 0.85% | 39,611 | SH |
| 20 | FIRST TR EXCHNG TRADED FD VI | BUFD | 33740U703 | $1.3M | 0.77% | 47,660 | SH |
| 21 | VANGUARD WORLD FD | MGK | 921910816 | $1.2M | 0.66% | 3,138 | SH |
| 22 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $1.1M | 0.64% | 32,808 | SH |
| 23 | SPDR SERIES TRUST | SPSB | 78464A474 | $917.1K | 0.53% | 30,499 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $793.3K | 0.46% | 2,143 | SH |
| 25 | AFLAC INC | AFL | 001055102 | $771.2K | 0.44% | 7,029 | SH |
| 26 | HONEST CO INC | HNST | 438333106 | $532.7K | 0.31% | 181,182 | SH |
| 27 | INVESCO EXCHANGE TRADED FD T | PRF | 46137V613 | $496.1K | 0.29% | 10,438 | SH |
| 28 | SPDR SERIES TRUST | SPTM | 78464A805 | $424.2K | 0.24% | 5,366 | SH |
| 29 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $416.2K | 0.24% | 1,538 | SH |
| 30 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $411.2K | 0.24% | 5,716 | SH |
| 31 | ECOLAB INC | ECL | 278865100 | $354.6K | 0.20% | 1,333 | SH |
| 32 | NVIDIA CORPORATION | NVDA | 67066G104 | $348.6K | 0.20% | 1,999 | SH |
| 33 | META PLATFORMS INC | META | 30303M102 | $335.3K | 0.19% | 586 | SH |
| 34 | FIRST TR EXCHANGE-TRADED ALP | FYC | 33737M300 | $333.6K | 0.19% | 3,440 | SH |
| 35 | FIRST TR EXCHNG TRADED FD VI | FFEB | 33740F763 | $332.3K | 0.19% | 5,950 | SH |
| 36 | FIRST TR EXCHNG TRADED FD VI | FJUN | 33740F722 | $323.6K | 0.19% | 5,727 | SH |
| 37 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $318.3K | 0.18% | 942 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $313.4K | 0.18% | 8,043 | SH |
| 39 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $285.8K | 0.16% | 2,862 | SH |
| 40 | VANGUARD INDEX FDS | VO | 922908629 | $265.4K | 0.15% | 924 | SH |
| 41 | VANGUARD BD INDEX FDS | BIV | 921937819 | $260.8K | 0.15% | 3,379 | SH |
| 42 | 3M CO | MMM | 88579Y101 | $246.9K | 0.14% | 1,700 | SH |
| 43 | FIRST TR EXCHNG TRADED FD VI | DJUN | 33740F714 | $213.7K | 0.12% | 4,542 | SH |
| 44 | FIRST TR EXCHNG TRADED FD VI | DMAR | 33740F615 | $211.8K | 0.12% | 4,995 | SH |
| 45 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $204.9K | 0.12% | 3,500 | SH |
| 46 | ALPHABET INC | GOOGL | 02079K305 | $204.7K | 0.12% | 712 | SH |
| 47 | J P MORGAN EXCHANGE TRADED F | JIVE | 46654Q757 | $204.1K | 0.12% | 2,383 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $173.7M | 47 | 0001398344-26-006803 |
| 2025-12-31 | 2026-01-22 | $171.3M | 46 | 0001398344-26-001002 |