Q2 2026 13F · SEC CIK 1846994

Echo Wealth Management, LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $195.9M
Reported positions: 47
Top holdings a year, 3 yrs: +11.8%
Assets under management: $288.2M

Echo Wealth Management, LLC is a wealth manager that reported 47 positions worth $195.9M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were American Centy ETF Tr (AVIG, 17.5%), Avantis International Equity ETF (AVDE, 14.6%), Jpmorgan Income ETF (JPIE, 11.0%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

Echo Wealth Management, LLC holdings all 47 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Echo Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVIGAmerican Centy ETF Tr	17.5%	18.5%	828,460	+6.9%	$34.3M
AVDEAvantis International Equity ETF	14.6%	14.5%	321,389	+8.5%	$28.7M
JPIEJpmorgan Income ETF	11.0%	11.7%	466,277	+5.6%	$21.5M
JBNDJpmorgan Active Bond ETF	7.9%	8.3%	291,117	+8.2%	$15.6M
AVEMAmerican Centy ETF Tr	6.8%	6.3%	137,979	+2.2%	$13.3M
RDVIFirst Trust	5.0%	4.5%	330,875	+7.7%	$9.7M
AVUSAvantis U.s. Equity ETF	4.7%	4.6%	72,452	+0.4%	$9.3M
AVUVAvantis US Small Cap Value ETF	4.4%	4.3%	68,858	+1.0%	$8.6M
AVLVAmerican Centy Tr ETF Avantis U S Large	4.2%	4.1%	91,242	+3.2%	$8.3M
JGROJ P Morgan Exchange Traded F	3.0%	2.8%	60,403	+6.5%	$6.0M
SPYGSpdr Series Trust	2.6%	2.4%	43,155	+2.2%	$5.1M
HELOJ P Morgan Exchange Traded F	2.0%	2.0%	58,315	+5.4%	$3.9M
DNOVFirst Tr Exchng Traded Fd Vi	1.9%	1.9%	72,423	+3.1%	$3.7M
DGROIshares Core Dividend Growth ETF	1.6%	1.6%	40,792	+4.9%	$3.1M
AAPLApple Inc	1.2%	1.1%	7,954	+8.5%	$2.3M
VTIVanguard Index Fds	1.1%	1.1%	5,914	+2.5%	$2.2M
AMZNAmazon Com Inc Com	1.0%	1.0%	8,141	+2.0%	$1.9M
COWZPacer Fds Tr	0.9%	0.9%	29,442	+14.1%	$1.8M
GISGeneral Mills Inc	0.8%	0.8%	46,275	+16.8%	$1.6M
BUFRFt Vest Laddered Buffer ETF	0.7%	0.6%	39,385	+20.0%	$1.4M
BUFDFirst Tr Exchng Traded Fd Vi	0.7%	0.8%	47,643	-0.0%	$1.4M
MGKVanguard World Fd	0.7%	0.7%	15,231	+385.4%	$1.3M
SPSBSpdr Series Trust	0.5%	0.5%	29,978	-1.7%	$900K
MSFTMicrosoft Corp	0.4%	0.5%	2,283	+6.5%	$852K
HNSTHonest Co Inc	0.4%	0.3%	226,099	+24.8%	$828K
AFLAflac Inc	0.4%	0.4%	7,029	+0.0%	$824K
PRFInvesco Exchange Traded Fd T	0.3%	0.3%	10,087	-3.4%	$545K
SPTMSpdr Series Trust	0.2%	0.2%	5,145	-4.1%	$467K
AVDVAvantis International Small Cap Value Et	0.2%	0.2%	4,515	+57.8%	$465K
TSMTaiwan Semiconductor Manufac	0.2%	0.2%	942	+0.0%	$450K
FYCFirst Tr Exchange-Traded Alp	0.2%	0.2%	3,467	+0.8%	$442K
UBERUber Technologies Inc	0.2%	0.2%	6,016	+5.2%	$434K
JIVEJpmorgan International Value ETF	0.2%	0.1%	4,481	+88.0%	$412K
ECLEcolab Inc	0.2%	0.2%	1,333	+0.0%	$371K
UNHUnitedhealth Group Inc Com	0.2%	0.2%	880	-42.8%	$366K
FFEBFirst Tr Exchng Traded Fd Vi	0.2%	0.2%	5,950	+0.0%	$363K
NVDANvidia Corporation Com	0.2%	0.2%	1,729	-13.5%	$346K
FJUNFirst Tr Exchng Traded Fd Vi	0.2%	0.2%	5,673	-0.9%	$340K
METAMeta Platforms Inc Class A	0.2%	0.2%	588	+0.3%	$331K
VOVanguard Index Fds	0.2%	0.2%	3,696	+300.0%	$298K
GOOGAlphabet Inc	0.1%	New	784	—	$277K
MMM3m Co Com	0.1%	0.1%	1,700	+0.0%	$275K
GOOGLAlphabet Inc	0.1%	0.1%	738	+3.7%	$264K
BIVVanguard Bd Index Fds	0.1%	0.1%	3,379	+0.0%	$259K
DJUNFirst Tr Exchng Traded Fd Vi	0.1%	0.1%	4,542	+0.0%	$224K
DMARFirst Tr Exchng Traded Fd Vi	0.1%	0.1%	4,995	+0.0%	$223K
STIPIshares Tr	0.1%	New	2,119	—	$216K

What Echo Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +14.0% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +20.4%
5 years: +5.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$195.9M	47
Q1 2026	$173.7M	47
Q4 2025	$171.3M	46
Q3 2025	$171.3M	45
Q2 2025	$163.2M	46
Q1 2025	$148.0M	50
Q4 2024	$144.7M	48
Q3 2024	$143.1M	48
Q2 2024	$132.7M	45
Q1 2024	$120.6M	43
Q4 2023	$107.1M	40
Q3 2023	$92.8M	38

Questions about Echo Wealth Management, LLC's portfolio

What stocks does Echo Wealth Management, LLC own?

Echo Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 47 positions worth $195.9M. The largest are American Centy ETF Tr (AVIG) at 17.5%, Avantis International Equity ETF (AVDE) at 14.6%, Jpmorgan Income ETF (JPIE) at 11.0%, Jpmorgan Active Bond ETF (JBND) at 7.9% and American Centy ETF Tr (AVEM) at 6.8%.

What did Echo Wealth Management, LLC buy last quarter?

In Q2 2026, Echo Wealth Management, LLC added a new position in Alphabet Inc (GOOG), a new position in Ishares Tr (STIP), Vanguard World Fd (MGK) (+385.4% shares), Vanguard Index Fds (VO) (+300.0% shares) and Jpmorgan International Value ETF (JIVE) (+88.0% shares), compared with its Q1 2026 filing.

What did Echo Wealth Management, LLC sell last quarter?

In Q2 2026, Echo Wealth Management, LLC sold all of Dimensional International Core Equity Ma (DFAI), sold all of Vanguard Short-Term Treasury ETF Total (VGSH), Unitedhealth Group Inc Com (UNH) (-42.8% shares) and Nvidia Corporation Com (NVDA) (-13.5% shares), compared with its Q1 2026 filing.

How has Echo Wealth Management, LLC's portfolio performed?

A portfolio copying Echo Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.0% against +20.1%. Over 5 years: +5.5% a year against +11.6%.

When is Echo Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Echo Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Echo Wealth Management, LLC manage?

Echo Wealth Management, LLC reported $288.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $195.9M.