Echo Wealth Management, LLC

hedge fundUpdated 50 days ago

Managed by Echo Wealth Management, Llc • Latest filing Q2 2026

Portfolio value

$195.9M

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

26.8%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$90.6M
Q2 2023	$92.5M
Q3 2023	$92.8M
Q4 2023	$107.1M
Q1 2024	$120.6M
Q2 2024	$132.7M
Q3 2024	$143.1M
Q4 2024	$144.7M
Q1 2025	$148M
Q2 2025	$163.2M
Q3 2025	$171.3M
Q4 2025	$171.3M
Q1 2026	$173.7M
Q2 2026	$195.9M

Top holdings

47 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A AMERICAN CENTY ETF TR	$34.3M	828.5K	17.51%	Added(+6.9%)
2	? N/A AMERICAN CENTY ETF TR	$28.7M	321.4K	14.63%	Added(+8.5%)
3	? N/A J P MORGAN EXCHANGE TRADED F	$21.5M	466.3K	10.96%	Added(+5.6%)
4	? N/A J P MORGAN EXCHANGE TRADED F	$15.6M	291.1K	7.95%	Added(+8.2%)
5	? N/A AMERICAN CENTY ETF TR	$13.3M	138.0K	6.79%	Added(+2.2%)
6	? N/A FIRST TR EXCHANGE-TRADED FD	$9.7M	330.9K	4.96%	Added(+7.7%)
7	? N/A AMERICAN CENTY ETF TR	$9.3M	72.5K	4.74%	Added(+0.4%)
8	? N/A AMERICAN CENTY ETF TR	$8.6M	68.9K	4.38%	Added(+1.0%)
9	? N/A AMERICAN CENTY ETF TR	$8.3M	91.2K	4.25%	Added(+3.2%)
10	? N/A J P MORGAN EXCHANGE TRADED F	$6M	60.4K	3.04%	Added(+6.5%)
11	S STT-PG SPDR SERIES TRUST	$5.1M	43.2K	2.62%	Added(+2.2%)
12	? N/A J P MORGAN EXCHANGE TRADED F	$3.9M	58.3K	2.01%	Added(+5.4%)
13	? N/A FIRST TR EXCHNG TRADED FD VI	$3.7M	72.4K	1.90%	Added(+3.1%)
14	E ETHA ISHARES TR	$3.1M	40.8K	1.58%	Added(+4.9%)
15	A AAPL APPLE INC	$2.3M	8.0K	1.17%	Added(+8.5%)
16	V VGES VANGUARD INDEX FDS	$2.2M	5.9K	1.12%	Added(+2.5%)
17	A AMZN AMAZON COM INC	$1.9M	8.1K	0.99%	Added(+2.0%)
18	? N/A PACER FDS TR	$1.8M	29.4K	0.93%	Added(+14.1%)
19	G GIS GENERAL MILLS INC	$1.6M	46.3K	0.82%	Added(+16.8%)
20	F FPF FIRST TR EXCHNG TRADED FD VI	$1.4M	39.4K	0.73%	Added(+20.1%)

?

1.N/A

AMERICAN CENTY ETF TR

+6.9%

Value

$34.3M

Shares

828.5K

% Port

17.51%

?

2.N/A

AMERICAN CENTY ETF TR

+8.5%

Value

$28.7M

Shares

321.4K

% Port

14.63%

?

3.N/A

J P MORGAN EXCHANGE TRADED F

+5.6%

Value

$21.5M

Shares

466.3K

% Port

10.96%

?

4.N/A

J P MORGAN EXCHANGE TRADED F

+8.2%

Value

$15.6M

Shares

291.1K

% Port

7.95%

?

5.N/A

AMERICAN CENTY ETF TR

+2.2%

Value

$13.3M

Shares

138.0K

% Port

6.79%

?

6.N/A

FIRST TR EXCHANGE-TRADED FD

+7.7%

Value

$9.7M

Shares

330.9K

% Port

4.96%

?

7.N/A

AMERICAN CENTY ETF TR

+0.4%

Value

$9.3M

Shares

72.5K

% Port

4.74%

?

8.N/A

AMERICAN CENTY ETF TR

+1.0%

Value

$8.6M

Shares

68.9K

% Port

4.38%

?

9.N/A

AMERICAN CENTY ETF TR

+3.2%

Value

$8.3M

Shares

91.2K

% Port

4.25%

?

10.N/A

J P MORGAN EXCHANGE TRADED F

+6.5%

Value

$6M

Shares

60.4K

% Port

3.04%

S

SPDR SERIES TRUST

+2.2%

Value

$5.1M

Shares

43.2K

% Port

2.62%

?

12.N/A

J P MORGAN EXCHANGE TRADED F

+5.4%

Value

$3.9M

Shares

58.3K

% Port

2.01%

?

13.N/A

FIRST TR EXCHNG TRADED FD VI

+3.1%

Value

$3.7M

Shares

72.4K

% Port

1.90%

E

ISHARES TR

+4.9%

Value

$3.1M

Shares

40.8K

% Port

1.58%

A

APPLE INC

+8.5%

Value

$2.3M

Shares

8.0K

% Port

1.17%

V

VANGUARD INDEX FDS

+2.5%

Value

$2.2M

Shares

5.9K

% Port

1.12%

A

AMAZON COM INC

+2.0%

Value

$1.9M

Shares

8.1K

% Port

0.99%

?

18.N/A

PACER FDS TR

+14.1%

Value

$1.8M

Shares

29.4K

% Port

0.93%

G

19.GIS

GENERAL MILLS INC

+16.8%

Value

$1.6M

Shares

46.3K

% Port

0.82%

F

20.FPF

FIRST TR EXCHNG TRADED FD VI

+20.1%

Value

$1.4M

Shares

39.4K

% Port

0.73%

View full portfolio (47 holdings) →

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