Echo Wealth Management, LLC
Holdings as of 2026-09-30, filed 2026-10-15
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 15 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
49
Value reported by manager
$203.9M
Sum of our stored positions
$203.9M
should match the line above
Disclosure lag
15 d
quarter end to filing
Top 5 concentration
57.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
49 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $35.5M | 900,669 | — | 025072562 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $30.8M | 341,572 | — | 025072703 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $22.3M | 497,601 | — | 46641Q159 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $15.3M | 298,647 | — | 46654Q716 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $13.9M | 147,614 | — | 025072604 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | $9.6M | 345,534 | — | 33738D879 |
| AMERICAN CENTY ETF TR | US EQT ETF | $9.6M | 74,998 | — | 025072885 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $8.6M | 94,976 | — | 025072349 |
| AMERICAN CENTY ETF TR | US SML CP VALU | $8.2M | 69,825 | — | 025072877 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $5.7M | 58,913 | — | 46654Q609 |
| SPDR SERIES TRUST | ST STR P500GRW | $5.3M | 43,103 | — | 78464A409 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | $4.2M | 60,641 | — | 46654Q724 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $3.9M | 73,140 | — | 33740F839 |
| ISHARES TR | CORE DIV GRWTH | $3.2M | 42,519 | — | 46434V621 |
| APPLE INC | COM | $2.5M | 7,505 | — | 037833100 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $2.2M | 5,927 | — | 922908769 |
| AMAZON COM INC | COM | $2.1M | 8,523 | — | 023135106 |
| PACER FDS TR | US CASH COWS 100 | $2M | 30,631 | — | 69374H881 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $2M | 53,537 | — | 33740F755 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST DEEP ETF | $1.6M | 52,742 | — | 33740U703 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | $1.4M | 15,120 | — | 921910816 |
| GENERAL MILLS INC | COM | $1.2M | 38,676 | — | 370334104 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $1.1M | 37,525 | — | 78464A474 |
| MICROSOFT CORP | COM | $869.9K | 1,696 | — | 594918104 |
| HONEST CO INC | COM | $856.6K | 166,969 | — | 438333106 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $829.2K | 7,581 | — | 025072802 |
| AFLAC INC | COM | $785.7K | 7,029 | — | 001055102 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | $743.9K | 35,661 | — | 33733E690 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $548.9K | 10,085 | — | 46137V613 |
| FIRST TR EXCHANGE-TRADED FD | VEST LAD AUT ETF | $493.9K | 24,000 | — | 33733E641 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | $489.1K | 5,137 | — | 46654Q757 |
| SPDR SERIES TRUST | ST STR PR SP1500 | $471.6K | 5,123 | — | 78464A805 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $429.7K | 942 | — | 874039100 |
| META PLATFORMS INC | CL A | $426.4K | 588 | — | 30303M102 |
| UBER TECHNOLOGIES INC | COM | $398.5K | 5,816 | — | 90353T100 |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $385.6K | 3,344 | — | 33737M300 |
| NVIDIA CORPORATION | COM | $374.3K | 1,639 | — | 67066G104 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $372.4K | 5,950 | — | 33740F763 |
| ECOLAB INC | COM | $366K | 1,333 | — | 278865100 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $357.6K | 5,844 | — | 33740F722 |
| UNITEDHEALTH GROUP INC | COM | $324.9K | 885 | — | 91324P102 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $289.8K | 3,696 | — | 922908629 |
| ALPHABET INC | CAP STK CL A | $289K | 840 | — | 02079K305 |
| 3M CO | COM | $279.1K | 1,700 | — | 88579Y101 |
| ALPHABET INC | CAP STK CL C | $255.2K | 749 | — | 02079K107 |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $247.2K | 4,588 | — | 45783Y814 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $246.2K | 3,379 | — | 921937819 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $228.1K | 4,989 | — | 33740F615 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $227.4K | 4,542 | — | 33740F714 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-15