Echo Wealth Management, LLC

Est. AUM

$173.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$32.2M	775059	18.54%	SOLE
2	AMERICAN CENTY ETF TR	INTL EQT ETF	$25.1M	296220	14.47%	SOLE
3	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$20.3M	441628	11.72%	SOLE
4	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$14.5M	269004	8.33%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.9M	134959	6.26%	SOLE
6	AMERICAN CENTY ETF TR	US EQT ETF	$8.0M	72143	4.62%	SOLE
7	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$7.8M	307166	4.52%	SOLE
8	AMERICAN CENTY ETF TR	US SML CP VALU	$7.5M	68206	4.34%	SOLE
9	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$7.1M	88389	4.10%	SOLE
10	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$4.8M	56694	2.76%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$4.1M	42209	2.38%	SOLE
12	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$3.5M	55343	2.04%	SOLE
13	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.4M	70275	1.94%	SOLE
14	ISHARES TR	CORE DIV GRWTH	$2.7M	38874	1.57%	SOLE
15	APPLE INC	COM	$1.9M	7330	1.07%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5768	1.07%	SOLE
17	AMAZON COM INC	COM	$1.7M	7982	0.96%	SOLE
18	PACER FDS TR	US CASH COWS 100	$1.6M	25811	0.93%	SOLE
19	GENERAL MILLS INC	COM	$1.5M	39611	0.85%	SOLE
20	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.3M	47660	0.77%	SOLE
21	VANGUARD WORLD FD	MEGA GRWTH IND	$1.2M	3138	0.66%	SOLE
22	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.1M	32808	0.64%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$917K	30499	0.53%	SOLE
24	MICROSOFT CORP	COM	$793K	2143	0.46%	SOLE
25	AFLAC INC	COM	$771K	7029	0.44%	SOLE
26	HONEST CO INC	COM	$533K	181182	0.31%	SOLE
27	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$496K	10438	0.29%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$424K	5366	0.24%	SOLE
29	UNITEDHEALTH GROUP INC	COM	$416K	1538	0.24%	SOLE
30	UBER TECHNOLOGIES INC	COM	$411K	5716	0.24%	SOLE
31	ECOLAB INC	COM	$355K	1333	0.20%	SOLE
32	NVIDIA CORPORATION	COM	$349K	1999	0.20%	SOLE
33	META PLATFORMS INC	CL A	$335K	586	0.19%	SOLE
34	FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	$334K	3440	0.19%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$332K	5950	0.19%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$324K	5727	0.19%	SOLE
37	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$318K	942	0.18%	SOLE
38	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$313K	8043	0.18%	SOLE
39	AMERICAN CENTY ETF TR	INTL SMCP VLU	$286K	2862	0.16%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$265K	924	0.15%	SOLE
41	VANGUARD BD INDEX FDS	INTERMED TERM	$261K	3379	0.15%	SOLE
42	3M CO	COM	$247K	1700	0.14%	SOLE
43	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$214K	4542	0.12%	SOLE
44	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$212K	4995	0.12%	SOLE
45	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$205K	3500	0.12%	SOLE
46	ALPHABET INC	CAP STK CL A	$205K	712	0.12%	SOLE
47	J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$204K	2383	0.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.