Echo Wealth Management, LLC Top Holdings and 13F Report (2026) About Echo Wealth Management, LLCInvestment ActivityEcho Wealth Management, LLC has $203.88 million in total holdings as of September 30, 2026.Echo Wealth Management, LLC owns shares of 49 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.83% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, Echo Wealth Management, LLC has purchased 47 new stocks and bought additional shares in 23 stocks.Echo Wealth Management, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Avantis Core Fixed Income ETF $35,477,350Avantis International Equity ETF $30,779,011JPMorgan Income ETF $22,337,310J P MORGAN EXCHANGE TRADED F $15,266,835Avantis Emerging Markets Equity ETF $13,878,661 Largest New Holdings this Quarter 33733E690 - FIRST TR EXCHANGE-TRADED FD $743,888 Holding33733E641 - FIRST TR EXCHANGE-TRADED FD $493,920 Holding45783Y814 - Innovator Laddered Allocation Power Buffer ETF $247,201 Holding Largest Purchases this Quarter Avantis Core Fixed Income ETF 72,209 shares (about $2.84M)Avantis International Equity ETF 20,183 shares (about $1.82M)JPMorgan Income ETF 31,324 shares (about $1.41M)Avantis Emerging Markets Equity ETF 9,635 shares (about $905.88K)FIRST TR EXCHANGE-TRADED FD 35,661 shares (about $743.89K) Largest Sales this Quarter Honest 59,130 shares (about $303.34K)Microsoft 587 shares (about $301.07K)General Mills 7,599 shares (about $244.38K)Apple 449 shares (about $149.53K)JPMorgan Active Growth ETF 1,490 shares (about $143.90K) 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$35,477,350$2,844,312 ▲8.7%900,66917.4%ETFAVDEAvantis International Equity ETF$30,779,011$1,818,688 ▲6.3%341,57215.1%ETFJPIEJPMorgan Income ETF$22,337,310$1,406,134 ▲6.7%497,60111.0%ETFJ P MORGAN EXCHANGE TRADED F$15,266,835$384,934 ▲2.6%298,6477.5%ACTIVE BOND ETFAVEMAvantis Emerging Markets Equity ETF$13,878,661$905,882 ▲7.0%147,6146.8%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$9,633,488$408,693 ▲4.4%345,5344.7%ETFAVUSAvantis U.S. Equity ETF$9,606,471$326,116 ▲3.5%74,9984.7%ETFAVLVAvantis U.S. Large Cap Value ETF$8,589,629$337,703 ▲4.1%94,9764.2%ETFAVUVAvantis U.S. Small Cap Value ETF$8,223,273$113,883 ▲1.4%69,8254.0%ETFJGROJPMorgan Active Growth ETF$5,689,818$143,904 ▼-2.5%58,9132.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$5,305,091$6,400 ▼-0.1%43,1032.6%ETFJ P MORGAN EXCHANGE TRADED F$4,194,555$160,890 ▲4.0%60,6412.1%HEDG EQU LAD ETFDNOVFT Vest U.S. Equity Deep Buffer ETF - November$3,853,937$37,781 ▲1.0%73,1401.9%ETFDGROiShares Core Dividend Growth ETF$3,205,507$130,199 ▲4.2%42,5191.6%ETFAAPLApple$2,499,315$149,526 ▼-5.6%7,5051.2%TechnologyVTIVanguard Total Stock Market ETF$2,218,120$4,865 ▲0.2%5,9271.1%ETFAMZNAmazon.com$2,123,505$95,175 ▲4.7%8,5231.0%Consumer DiscretionaryCOWZPacer US Cash Cows 100 ETF$2,044,926$79,378 ▲4.0%30,6311.0%ETFBUFRFT Vest Laddered Buffer ETF$2,006,046$530,279 ▲35.9%53,5371.0%ETFBUFDFT Vest Laddered Deep Buffer ETF$1,601,775$154,857 ▲10.7%52,7420.8%ETFMGKVanguard Mega Cap Growth ETF$1,400,868$10,284 ▼-0.7%15,1200.7%ETFGISGeneral Mills$1,243,820$244,384 ▼-16.4%38,6760.6%Consumer StaplesSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,110,365$223,316 ▲25.2%37,5250.5%ETFMSFTMicrosoft$869,878$301,072 ▼-25.7%1,6960.4%TechnologyHNSTHonest$856,551$303,337 ▼-26.2%166,9690.4%Consumer StaplesAVDVAvantis International Small Cap Value ETF$829,210$335,359 ▲67.9%7,5810.4%ETFAFLAflac$785,7020.0%7,0290.4%FinanceFIRST TR EXCHANGE-TRADED FD$743,888$743,888 ▲New Holding35,6610.4%VEST LADDEREDPRFInvesco RAFI US 1000 ETF$548,927$109 ▼0.0%10,0850.3%ETFFIRST TR EXCHANGE-TRADED FD$493,920$493,920 ▲New Holding24,0000.2%VEST LAD AUT ETFJ P MORGAN EXCHANGE TRADED F$489,145$62,464 ▲14.6%5,1370.2%JPMORGAN INTL VLSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$471,572$2,025 ▼-0.4%5,1230.2%ETFTSMTaiwan Semiconductor Manufacturing$429,7310.0%9420.2%TechnologyMETAMeta Platforms$426,4060.0%5880.2%Communication ServicesUBERUber Technologies$398,454$13,702 ▼-3.3%5,8160.2%IndustrialsFYCFirst Trust Small Cap Growth AlphaDEX Fund$385,649$14,185 ▼-3.5%3,3440.2%ETFNVDANVIDIA$374,315$20,554 ▼-5.2%1,6390.2%TechnologyFFEBFT Vest U.S. Equity Buffer ETF - February$372,4440.0%5,9500.2%ETFECLEcolab$366,0150.0%1,3330.2%MaterialsFJUNFT Vest U.S. Equity Buffer ETF - June$357,573$10,463 ▲3.0%5,8440.2%ETFUNHUnitedHealth Group$324,866$1,835 ▲0.6%8850.2%HealthcareVOVanguard Mid-Cap ETF$289,8400.0%3,6960.1%ETFGOOGLAlphabet$289,027$35,096 ▲13.8%8400.1%Communication ServicesMMM3M$279,0550.0%1,7000.1%IndustrialsGOOGAlphabet$255,215$11,926 ▼-4.5%7490.1%Communication ServicesBUFFInnovator Laddered Allocation Power Buffer ETF$247,201$247,201 ▲New Holding4,5880.1%ETFBIVVanguard Intermediate-Term Bond ETF$246,1940.0%3,3790.1%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$228,097$274 ▼-0.1%4,9890.1%ETFDJUNFT Vest U.S. Equity Deep Buffer ETF - June$227,4180.0%4,5420.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$216,477 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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