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Echo Wealth Management, LLC
hedge fundUpdated 21 days agoManaged by Echo Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$203.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
19.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $171.3M |
| Q4 2025 | $171.3M |
| Q1 2026 | $173.7M |
| Q2 2026 | $195.9M |
| Q3 2026 | $203.9M |
Top holdings
49 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $35.5M | 900.7K | 17.40% | Added(+8.7%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $30.8M | 341.6K | 15.10% | Added(+6.3%) |
| 3 | $22.3M | 497.6K | 10.96% | Added(+6.7%) | |
| 4 | ? N/A J P MORGAN EXCHANGE TRADED F | $15.3M | 298.6K | 7.49% | Added(+2.6%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $13.9M | 147.6K | 6.81% | Added(+7.0%) |
| 6 | $9.6M | 345.5K | 4.73% | Added(+4.4%) | |
| 7 | ? N/A AMERICAN CENTY ETF TR | $9.6M | 75.0K | 4.71% | Added(+3.5%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $8.6M | 95.0K | 4.21% | Added(+4.1%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $8.2M | 69.8K | 4.03% | Added(+1.4%) |
| 10 | $5.7M | 58.9K | 2.79% | Trimmed(-2.5%) | |
| 11 | $5.3M | 43.1K | 2.60% | Trimmed(-0.1%) | |
| 12 | ? N/A J P MORGAN EXCHANGE TRADED F | $4.2M | 60.6K | 2.06% | Added(+4.0%) |
| 13 | ? N/A FIRST TR EXCHNG TRADED FD VI | $3.9M | 73.1K | 1.89% | Added(+1.0%) |
| 14 | $3.2M | 42.5K | 1.57% | Added(+4.2%) | |
| 15 | $2.5M | 7.5K | 1.23% | Trimmed(-5.6%) | |
| 16 | $2.2M | 5.9K | 1.09% | Added(+0.2%) | |
| 17 | $2.1M | 8.5K | 1.04% | Added(+4.7%) | |
| 18 | $2M | 30.6K | 1.00% | Added(+4.0%) | |
| 19 | $2M | 53.5K | 0.98% | Added(+35.9%) | |
| 20 | $1.6M | 52.7K | 0.79% | Added(+10.7%) |