Back to Echo Wealth Management, LLC

Echo Wealth Management, LLC

Q2 2026 13F filing

Updated 50 days ago

47 disclosed positions worth $195.9M

Portfolio value
$195.9M
Total holdings
47
New positions
2
Closed positions
2
Increased
30
Decreased
7
Turnover
8.5%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

?
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
14.ETHA

ISHARES TR

+4.9%
Value
$3.1M
Shares
40.8K
% Port
1.58%
A
15.AAPL

APPLE INC

+8.5%
Value
$2.3M
Shares
8.0K
% Port
1.17%
V
16.VGES

VANGUARD INDEX FDS

+2.5%
Value
$2.2M
Shares
5.9K
% Port
1.12%
A
17.AMZN

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%
F
21.FPF

FIRST TR EXCHNG TRADED FD VI

-0.0%
Value
$1.4M
Shares
47.6K
% Port
0.72%
V
22.VGES

VANGUARD WORLD FD

+385.4%
Value
$1.3M
Shares
15.2K
% Port
0.68%
S

SPDR SERIES TRUST

-1.7%
Value
$900K
Shares
30.0K
% Port
0.46%
M
24.MSFT

MICROSOFT CORP

+6.5%
Value
$852K
Shares
2.3K
% Port
0.43%
?
25.N/A

HONEST CO INC

+24.8%
Value
$828K
Shares
226.1K
% Port
0.42%
A
26.AFL

AFLAC INC

Unchanged
Value
$824K
Shares
7.0K
% Port
0.42%
?
27.N/A

INVESCO EXCHANGE TRADED FD T

-3.4%
Value
$545K
Shares
10.1K
% Port
0.28%
S

SPDR SERIES TRUST

-4.1%
Value
$467K
Shares
5.1K
% Port
0.24%
?
29.N/A

AMERICAN CENTY ETF TR

+57.8%
Value
$465K
Shares
4.5K
% Port
0.24%
T

TAIWAN SEMICONDUCTOR MANUFAC

Unchanged
Value
$450K
Shares
942
% Port
0.23%
F
31.FPF

FIRST TR EXCHANGE-TRADED ALP

+0.8%
Value
$442K
Shares
3.5K
% Port
0.23%
U
32.UBER

UBER TECHNOLOGIES INC

+5.3%
Value
$434K
Shares
6.0K
% Port
0.22%
J

J P MORGAN EXCHANGE TRADED F

+88.0%
Value
$412K
Shares
4.5K
% Port
0.21%
E
34.ECL

ECOLAB INC

Unchanged
Value
$371K
Shares
1.3K
% Port
0.19%
U
35.UNH

UNITEDHEALTH GROUP INC

-42.8%
Value
$366K
Shares
880
% Port
0.19%
?
36.N/A

FIRST TR EXCHNG TRADED FD VI

Unchanged
Value
$363K
Shares
6.0K
% Port
0.19%
N
37.NVDA

NVIDIA CORPORATION

-13.5%
Value
$346K
Shares
1.7K
% Port
0.18%
?
38.N/A

FIRST TR EXCHNG TRADED FD VI

-0.9%
Value
$340K
Shares
5.7K
% Port
0.17%
M
39.META

META PLATFORMS INC

+0.3%
Value
$331K
Shares
588
% Port
0.17%
V
40.VGES

VANGUARD INDEX FDS

+300.0%
Value
$298K
Shares
3.7K
% Port
0.15%
G

ALPHABET INC

Value
$277K
Shares
784
% Port
0.14%
M
42.MMM

3M CO

Unchanged
Value
$275K
Shares
1.7K
% Port
0.14%
G

ALPHABET INC

+3.6%
Value
$264K
Shares
738
% Port
0.13%
V
44.VGES

VANGUARD BD INDEX FDS

Unchanged
Value
$259K
Shares
3.4K
% Port
0.13%
?
45.N/A

FIRST TR EXCHNG TRADED FD VI

Unchanged
Value
$224K
Shares
4.5K
% Port
0.11%
?
46.N/A

FIRST TR EXCHNG TRADED FD VI

Unchanged
Value
$223K
Shares
5.0K
% Port
0.11%
E
47.ETHA

ISHARES TR

Value
$216K
Shares
2.1K
% Port
0.11%