Echo Wealth Management, LLC Top Holdings and 13F Report (2026) About Echo Wealth Management, LLCInvestment ActivityEcho Wealth Management, LLC has $173.67 million in total holdings as of March 31, 2026.Echo Wealth Management, LLC owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 12.18% of the portfolio was purchased this quarter.About 10.29% of the portfolio was sold this quarter.This quarter, Echo Wealth Management, LLC has purchased 46 new stocks and bought additional shares in 11 stocks.Echo Wealth Management, LLC sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings Avantis Core Fixed Income ETF $32,195,971Avantis International Equity ETF $25,131,324JPMorgan Income ETF $20,345,809J P MORGAN EXCHANGE TRADED F $14,464,354Avantis Emerging Markets Equity ETF $10,874,962 Largest New Holdings this Quarter 25434V203 - Dimensional International Core Equity Market ETF $313,355 Holding025072802 - Avantis International Small Cap Value ETF $285,799 Holding92206C102 - Vanguard Short-Term Treasury ETF $204,890 Holding Largest Purchases this Quarter Avantis Core Fixed Income ETF 152,845 shares (about $6.35M)J P MORGAN EXCHANGE TRADED F 104,585 shares (about $5.62M)Avantis International Equity ETF 33,694 shares (about $2.86M)Avantis Emerging Markets Equity ETF 32,771 shares (about $2.64M)FT Vest U.S. Equity Deep Buffer ETF - November 27,929 shares (about $1.34M) Largest Sales this Quarter Avantis U.S. Large Cap Value ETF 33,922 shares (about $2.73M)Avantis U.S. Small Cap Value ETF 16,215 shares (about $1.79M)Pacer US Cash Cows 100 ETF 23,658 shares (about $1.48M)SPDR Portfolio S&P 500 Growth ETF 13,080 shares (about $1.28M)iShares Core Dividend Growth ETF 17,407 shares (about $1.22M) 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$32,195,971$6,349,185 ▲24.6%775,05918.5%ETFAVDEAvantis International Equity ETF$25,131,324$2,858,601 ▲12.8%296,22014.5%ETFJPIEJPMorgan Income ETF$20,345,809$1,102,179 ▲5.7%441,62811.7%ETFJ P MORGAN EXCHANGE TRADED F$14,464,354$5,623,539 ▲63.6%269,0048.3%ACTIVE BOND ETFAVEMAvantis Emerging Markets Equity ETF$10,874,962$2,640,679 ▲32.1%134,9596.3%ETFAVUSAvantis U.S. Equity ETF$8,020,807$935,907 ▼-10.4%72,1434.6%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$7,848,096$716,397 ▼-8.4%307,1664.5%ETFAVUVAvantis U.S. Small Cap Value ETF$7,534,717$1,791,271 ▼-19.2%68,2064.3%ETFAVLVAvantis U.S. Large Cap Value ETF$7,125,037$2,734,452 ▼-27.7%88,3894.1%ETFJGROJPMorgan Active Growth ETF$4,791,737$869,112 ▼-15.4%56,6942.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,132,720$1,280,674 ▼-23.7%42,2092.4%ETFJ P MORGAN EXCHANGE TRADED F$3,536,942$1,021,018 ▼-22.4%55,3432.0%HEDGED EQUITY LADNOVFT Vest U.S. Equity Deep Buffer ETF - November$3,366,552$1,337,950 ▲66.0%70,2751.9%ETFDGROiShares Core Dividend Growth ETF$2,728,177$1,221,623 ▼-30.9%38,8741.6%ETFAAPLApple$1,860,281$868,723 ▼-31.8%7,3301.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,850,432$62,879 ▼-3.3%5,7681.1%ETFAMZNAmazon.com$1,662,411$70,187 ▼-4.1%7,9821.0%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$1,614,731$1,480,040 ▼-47.8%25,8110.9%ETFGISGeneral Mills$1,474,321$131,424 ▲9.8%39,6110.8%Consumer StaplesBUFDFT Vest Laddered Deep Buffer ETF$1,334,480$52,416 ▼-3.8%47,6600.8%ETFMGKVanguard Mega Cap Growth ETF$1,153,027$152,855 ▼-11.7%3,1380.7%ETFBUFRFT Vest Laddered Buffer ETF$1,107,926$213,325 ▲23.8%32,8080.6%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$917,105$569,526 ▼-38.3%30,4990.5%ETFMSFTMicrosoft$793,274$229,875 ▼-22.5%2,1430.5%Computer and TechnologyAFLAflac$771,1520.0%7,0290.4%FinanceHNSTHonest$532,675$7,118 ▲1.4%181,1820.3%Consumer DiscretionaryPRFInvesco RAFI US 1000 ETF$496,118$87,122 ▼-14.9%10,4380.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$424,236$146,498 ▼-25.7%5,3660.2%ETFUNHUnitedHealth Group$416,167$35,447 ▼-7.8%1,5380.2%MedicalUBERUber Technologies$411,152$89,481 ▲27.8%5,7160.2%Computer and TechnologyECLEcolab$354,605$17,291 ▼-4.6%1,3330.2%Basic MaterialsNVDANVIDIA$348,626$3,837 ▼-1.1%1,9990.2%Computer and TechnologyMETAMeta Platforms$335,268$29,179 ▼-8.0%5860.2%Computer and TechnologyFYCFirst Trust Small Cap Growth AlphaDEX Fund$333,611$101,732 ▼-23.4%3,4400.2%ETFFFEBFT Vest U.S. Equity Buffer ETF - February$332,3080.0%5,9500.2%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$323,593$89,388 ▼-21.6%5,7270.2%ManufacturingTSMTaiwan Semiconductor Manufacturing$318,349$198,377 ▼-38.4%9420.2%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$313,355$313,355 ▲New Holding8,0430.2%ETFAVDVAvantis International Small Cap Value ETF$285,799$285,799 ▲New Holding2,8620.2%ETFVOVanguard Mid-Cap ETF$265,354$26,421 ▼-9.1%9240.2%ETFBIVVanguard Intermediate-Term Bond ETF$260,7910.0%3,3790.2%ETFMMM3M$246,8910.0%1,7000.1%Multi-Sector ConglomeratesDJUNFT Vest U.S. Equity Deep Buffer ETF - June$213,6500.0%4,5420.1%ManufacturingDMARFT Vest U.S. Equity Deep Buffer ETF - March$211,788$42,400 ▼-16.7%4,9950.1%ETFVGSHVanguard Short-Term Treasury ETF$204,890$204,890 ▲New Holding3,5000.1%ETFGOOGLAlphabet$204,743$575 ▲0.3%7120.1%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$204,079$56,008 ▼-21.5%2,3830.1%JPMORGAN INTL VLSPEMSPDR Portfolio Emerging Markets ETF$0$2,772,135 ▼-100.0%00.0%ETFJ P MORGAN EXCHANGE TRADED F$0$203,213 ▼-100.0%00.0%GLOBAL SEL EQUITShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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