Echo Wealth Management, LLC Top Holdings and 13F Report (2026) About Echo Wealth Management, LLCInvestment ActivityEcho Wealth Management, LLC has $195.93 million in total holdings as of June 30, 2026.Echo Wealth Management, LLC owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.35% of the portfolio was purchased this quarter.About 0.46% of the portfolio was sold this quarter.This quarter, Echo Wealth Management, LLC has purchased 47 new stocks and bought additional shares in 30 stocks.Echo Wealth Management, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Avantis Core Fixed Income ETF $34,306,523Avantis International Equity ETF $28,667,876JPMorgan Income ETF $21,472,060J P MORGAN EXCHANGE TRADED F $15,574,756Avantis Emerging Markets Equity ETF $13,313,602 Largest New Holdings this Quarter 02079K107 - Alphabet $277,012 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $216,477 Holding Largest Purchases this Quarter Avantis International Equity ETF 25,169 shares (about $2.25M)Avantis Core Fixed Income ETF 53,401 shares (about $2.21M)J P MORGAN EXCHANGE TRADED F 22,113 shares (about $1.18M)JPMorgan Income ETF 24,649 shares (about $1.14M)Vanguard Mega Cap Growth ETF 12,093 shares (about $1.06M) Largest Sales this Quarter UnitedHealth Group 658 shares (about $273.48K)NVIDIA 270 shares (about $54.02K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 221 shares (about $20.06K)Invesco RAFI US 1000 ETF 351 shares (about $18.96K)SPDR Portfolio Short Term Corporate Bond ETF 521 shares (about $15.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEcho Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVIGAvantis Core Fixed Income ETF$34,306,523$2,211,335 â–²6.9%828,46017.5%ETFAVDEAvantis International Equity ETF$28,667,876$2,245,073 â–²8.5%321,38914.6%ETFJPIEJPMorgan Income ETF$21,472,060$1,135,087 â–²5.6%466,27711.0%ETFJ P MORGAN EXCHANGE TRADED F$15,574,756$1,183,045 â–²8.2%291,1177.9%ACTIVE BOND ETFAVEMAvantis Emerging Markets Equity ETF$13,313,602$291,400 â–²2.2%137,9796.8%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$9,727,725$697,045 â–²7.7%330,8755.0%ETFAVUSAvantis U.S. Equity ETF$9,279,682$39,577 â–²0.4%72,4524.7%ETFAVUVAvantis U.S. Small Cap Value ETF$8,590,780$81,344 â–²1.0%68,8584.4%ETFAVLVAvantis U.S. Large Cap Value ETF$8,322,183$260,222 â–²3.2%91,2424.2%ETFJGROJPMorgan Active Growth ETF$5,955,085$365,667 â–²6.5%60,4033.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$5,134,971$112,564 â–²2.2%43,1552.6%ETFJ P MORGAN EXCHANGE TRADED F$3,940,919$200,847 â–²5.4%58,3152.0%HEDG EQU LAD ETFDNOVFT Vest U.S. Equity Deep Buffer ETF - November$3,718,921$110,300 â–²3.1%72,4231.9%ETFDGROiShares Core Dividend Growth ETF$3,091,626$145,365 â–²4.9%40,7921.6%ETFAAPLApple$2,301,569$180,561 â–²8.5%7,9541.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,188,417$54,026 â–²2.5%5,9141.1%ETFAMZNAmazon.com$1,940,326$37,896 â–²2.0%8,1411.0%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$1,831,292$225,848 â–²14.1%29,4420.9%ETFGISGeneral Mills$1,610,370$231,907 â–²16.8%46,2750.8%Consumer StaplesBUFRFT Vest Laddered Buffer ETF$1,438,734$240,258 â–²20.0%39,3850.7%ETFBUFDFT Vest Laddered Deep Buffer ETF$1,415,950$505 â–¼0.0%47,6430.7%ETFMGKVanguard Mega Cap Growth ETF$1,338,957$1,063,095 â–²385.4%15,2310.7%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$899,640$15,635 â–¼-1.7%29,9780.5%ETFMSFTMicrosoft$851,605$52,223 â–²6.5%2,2830.4%Computer and TechnologyHNSTHonest$827,522$164,396 â–²24.8%226,0990.4%Consumer DiscretionaryAFLAflac$824,1500.0%7,0290.4%FinancePRFInvesco RAFI US 1000 ETF$545,001$18,965 â–¼-3.4%10,0870.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$467,115$20,065 â–¼-4.1%5,1450.2%ETFAVDVAvantis International Small Cap Value ETF$465,271$170,342 â–²57.8%4,5150.2%ETFTSMTaiwan Semiconductor Manufacturing$449,8710.0%9420.2%Computer and TechnologyFYCFirst Trust Small Cap Growth AlphaDEX Fund$441,509$3,438 â–²0.8%3,4670.2%ETFUBERUber Technologies$434,115$21,648 â–²5.2%6,0160.2%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$412,047$192,920 â–²88.0%4,4810.2%JPMORGAN INTL VLECLEcolab$371,3870.0%1,3330.2%Basic MaterialsUNHUnitedHealth Group$365,754$273,484 â–¼-42.8%8800.2%MedicalFFEBFT Vest U.S. Equity Buffer ETF - February$362,8310.0%5,9500.2%ETFNVDANVIDIA$345,956$54,024 â–¼-13.5%1,7290.2%Computer and TechnologyFJUNFT Vest U.S. Equity Buffer ETF - June$340,096$3,237 â–¼-0.9%5,6730.2%ManufacturingMETAMeta Platforms$331,215$1,127 â–²0.3%5880.2%Computer and TechnologyVOVanguard Mid-Cap ETF$297,787$223,340 â–²300.0%3,6960.2%ETFGOOGAlphabet$277,012$277,012 â–²New Holding7840.1%Computer and TechnologyMMM3M$275,2470.0%1,7000.1%Multi-Sector ConglomeratesGOOGLAlphabet$263,739$9,292 â–²3.7%7380.1%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$259,1690.0%3,3790.1%ETFDJUNFT Vest U.S. Equity Deep Buffer ETF - June$223,8300.0%4,5420.1%ManufacturingDMARFT Vest U.S. Equity Deep Buffer ETF - March$223,4390.0%4,9950.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$216,477$216,477 â–²New Holding2,1190.1%ETFDFAIDimensional International Core Equity Market ETF$0$313,355 â–¼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury ETF$0$204,890 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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