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CIK: 0001846994
Total reported value
$195.9M
$195.9M
47 檔
52.6%
As reported in its official Q1 2026 Form 13F filing, Echo Wealth Management, LLC's tracked investment portfolio stood at $195.9M with 47 total positions.
In Q1 2026, Echo Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVIG | Avantis Core Fixed Income | ETF-Other | 18.54% | -1.03% | +24.56% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 14.47% | +0.16% | +12.83% | |
| 3 | JPIE | Jpmorgan Income ETF | ETF-Other | 11.71% | -0.75% | +5.73% | |
| 4 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 8.33% | -0.38% | +63.61% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.26% | +0.53% | +32.07% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.62% | +0.12% | -10.45% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 4.52% | +0.44% | -8.36% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.34% | +0.04% | -19.21% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.10% | +0.15% | -27.73% | |
| 10 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.76% | +0.28% | -15.35% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.38% | +0.24% | -23.66% | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.04% | -0.03% | -22.40% | |
| 13 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.94% | -0.04% | +65.95% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.57% | +0.01% | -30.93% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.10% | -31.83% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.07% | +0.05% | -3.29% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.03% | -4.05% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.93% | — | -47.82% | |
| 19 | GIS | General Mills Inc | Stock-Consumer Staples | 0.85% | -0.03% | +9.79% | |
| 20 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.77% | -0.05% | -3.78% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.66% | +0.02% | -11.71% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.64% | +0.09% | +23.85% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.53% | -0.07% | -38.31% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.03% | -22.47% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 0.44% | -0.02% | — | |
| 26 | HNST | Honest Co Inc/the | Stock-Other | 0.31% | +0.11% | +1.35% | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.29% | -0.01% | -14.94% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.24% | — | -25.67% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | -0.05% | -7.85% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 0.24% | -0.02% | +27.82% | |
| 31 | ECL | Ecolab Inc | Stock-Materials | 0.20% | -0.01% | -4.65% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.02% | -1.09% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.02% | -8.01% | |
| 34 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.19% | +0.04% | -23.37% | |
| 35 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.19% | — | — | |
| 36 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.19% | -0.02% | -21.64% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.18% | +0.05% | -38.39% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.18% | -0.18% | EXIT | |
| 39 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.16% | +0.08% | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.15% | — | -9.06% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.15% | -0.02% | — | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.14% | — | — | |
| 43 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.12% | -0.01% | — | |
| 44 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.12% | -0.01% | -16.68% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.12% | -0.12% | EXIT | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.01% | +0.28% | |
| 47 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.12% | +0.09% | -21.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVIG | Avantis Core Fixed Income | +3.3% | +24.56% | Add |
| 2 | JBND | Jpmorgan Active Bond ETF | +3.1% | +63.61% | Add |
| 3 | AVDE | Avantis International Equity | +1.9% | +12.83% | Add |
| 4 | AVEM | Avantis Emerging Markets Eq | +1.7% | +32.07% | Add |
| 5 | DNOV | Ft Vest US Equity Deep Buffe | +0.7% | +65.95% | Add |
| 6 | JPIE | Jpmorgan Income ETF | +0.4% | +5.73% | Add |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +23.85% | Add |
| 8 | HNST | Honest Co Inc/the | 0% | +1.35% | Add |
| 9 | UBER | Uber Technologies Inc | 0% | +27.82% | Add |
| 10 | BIV | Vanguard Intermediate-term B | — | — | Unchanged |
| 11 | GOOGL | Alphabet Inc-cl A | 0% | +0.28% | Add |
| 12 | ECL | Ecolab Inc | 0% | -4.65% | Trim |
| 13 | FFEB | Ft Vest US Equity Buffer ETF | 0% | — | Unchanged |
| 14 | AFL | Aflac Inc | 0% | — | Unchanged |
| 15 | DJUN | Ft Vest US Equity Deep Buffe | 0% | — | Unchanged |
| 16 | JIVE | JPM Interntl Value ETF | 0% | -21.53% | Trim |
| 17 | VO | Vanguard Mid-cap ETF | 0% | -9.06% | Trim |
| 18 | NVDA | Nvidia CORP | 0% | -1.09% | Trim |
| 19 | MMM | 3m Co | 0% | — | Unchanged |
| 20 | DMAR | Ft Vest US Equity Deep Buffe | 0% | -16.68% | Trim |
| 21 | FJUN | Ft Vest US Equity Buff Etf-j | -0.1% | -21.64% | Trim |
| 22 | PRF | Invesco Rafi US 1000 ETF | -0.1% | -14.94% | Trim |
| 23 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | -0.1% | -3.78% | Trim |
| 24 | FYC | First Trust Small Cap Growth | -0.1% | -23.37% | Trim |
| 25 | META | Meta Platforms Inc-class A | -0.1% | -8.01% | Trim |
| 26 | UNH | Unitedhealth Group Inc | -0.1% | -7.85% | Trim |
| 27 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -38.39% | Trim |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -3.29% | Trim |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -25.67% | Trim |
| 30 | GIS | General Mills Inc | -0.1% | +9.79% | Add |
| 31 | AMZN | Amazon.com Inc | -0.2% | -4.05% | Trim |
| 32 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -11.71% | Trim |
| 33 | MSFT | Microsoft CORP | -0.3% | -22.47% | Trim |
| 34 | SPSB | Ss Spdr P St C CORP ETF | -0.3% | -38.31% | Trim |
| 35 | RDVI | Ft Vest Rising Dividend Achi | -0.6% | -8.36% | Trim |
| 36 | AAPL | Apple Inc | -0.6% | -31.83% | Trim |
| 37 | AVUS | Avantis U.s. Equity ETF | -0.6% | -10.45% | Trim |
| 38 | AVUV | Avantis US Small Cap Value | -0.7% | -19.21% | Trim |
| 39 | DGRO | Ishares Core Dividend Growth | -0.7% | -30.93% | Trim |
| 40 | HELO | Jpmorgan Hedged Equity ETF | -0.7% | -22.40% | Trim |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | -0.8% | -47.82% | Trim |
| 42 | JGRO | Jpmorgan Active Growth ETF | -0.9% | -15.35% | Trim |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | -1.1% | -23.66% | Trim |
| 44 | AVLV | Avantis US Large Cap Value | -1.3% | -27.73% | Trim |
| 45 | SPEM | State Street Sp Ptf Em ETF | — | EXIT | Sold out |
| 46 | DFAI | Dimensional International Co | — | NEW | New buy |
| 47 | AVDV | Avantis Intl S/c Value ETF | — | NEW | New buy |
| 48 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 49 | JGLO | Jpmorgan Glbl Slct Eq ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Echo Wealth Management, LLC reported a total U.S. public equity portfolio value of $195.9M across 47 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVIG, AVDE, JPIE) accounted for 52.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFAI
市值: $313.4K
Top Position Liquidated / Trimmed
SPEM
前期市值: $2.8M
During Q1 2026, Echo Wealth Management, LLC's top holdings by market value included AVIG (18.5%)、AVDE (14.5%)、JPIE (11.7%). The largest single position, AVIG, represented 18.5% of total portfolio value.
In Q1 2026, Echo Wealth Management, LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 28 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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