Echo Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$173.7M
Q ending 2026-03-31
Prior quarter
$171.3M
Q ending 2025-12-31
Change
+1.4% QoQ · +17.3% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVIG | Shares | $32.2M | 775K |
| American Centy Etf Tr | AVDE | Shares | $25.1M | 296K |
| J P Morgan Exchange Traded F | JPIE | Shares | $20.3M | 442K |
| J P Morgan Exchange Traded F | JBND | Shares | $14.5M | 269K |
| American Centy Etf Tr | AVEM | Shares | $10.9M | 135K |
| American Centy Etf Tr | AVUS | Shares | $8.0M | 72K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $7.8M | 307K |
| American Centy Etf Tr | AVUV | Shares | $7.5M | 68K |
| American Centy Etf Tr | AVLV | Shares | $7.1M | 88K |
| J P Morgan Exchange Traded F | JGRO | Shares | $4.8M | 57K |
| Spdr Series Trust | SPYG | Shares | $4.1M | 42K |
| J P Morgan Exchange Traded F | HELO | Shares | $3.5M | 55K |
| First Tr Exchng Traded Fd Vi | DNOV | Shares | $3.4M | 70K |
| Ishares Tr | DGRO | Shares | $2.7M | 39K |
| Apple Inc | AAPL | Shares | $1.9M | 7K |
| Vanguard Index Fds | VTI | Shares | $1.9M | 6K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Pacer Fds Tr | COWZ | Shares | $1.6M | 26K |
| General Mills Inc | GIS | Shares | $1.5M | 40K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $1.3M | 48K |
| Vanguard World Fd | MGK | Shares | $1.2M | 3K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $1.1M | 33K |
| Spdr Series Trust | SPSB | Shares | $917K | 30K |
| Microsoft Corp | MSFT | Shares | $793K | 2K |
| Aflac Inc | AFL | Shares | $771K | 7K |
| Honest Co Inc | HNST | Shares | $533K | 181K |
| Invesco Exchange Traded Fd T | PRF | Shares | $496K | 10K |
| Spdr Series Trust | SPTM | Shares | $424K | 5K |
| Unitedhealth Group Inc | UNH | Shares | $416K | 2K |
| Uber Technologies Inc | UBER | Shares | $411K | 6K |
| Ecolab Inc | ECL | Shares | $355K | 1K |
| Nvidia Corporation | NVDA | Shares | $349K | 2K |
| Meta Platforms Inc | META | Shares | $335K | 586 |
| First Tr Exchange-Traded Alp | FYC | Shares | $334K | 3K |
| First Tr Exchng Traded Fd Vi | FFEB | Shares | $332K | 6K |
| First Tr Exchng Traded Fd Vi | FJUN | Shares | $324K | 6K |
| Taiwan Semiconductor Manufac | TSM | Shares | $318K | 942 |
| Dimensional Etf Trust | DFAI | Shares | $313K | 8K |
| American Centy Etf Tr | AVDV | Shares | $286K | 3K |
| Vanguard Index Fds | VO | Shares | $265K | 924 |
| Vanguard Bd Index Fds | BIV | Shares | $261K | 3K |
| 3M Co | MMM | Shares | $247K | 2K |
| First Tr Exchng Traded Fd Vi | DJUN | Shares | $214K | 5K |
| First Tr Exchng Traded Fd Vi | DMAR | Shares | $212K | 5K |
| Vanguard Scottsdale Fds | VGSH | Shares | $205K | 4K |
| Alphabet Inc | GOOGL | Shares | $205K | 712 |
| J P Morgan Exchange Traded F | JIVE | Shares | $204K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.