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CIK: 0001846994
Total reported value
$203.9M
$203.9M
47 檔
55.6%
During the Q2 2026 filing period, Echo Wealth Management, LLC (CIK: 0001846994) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.9M across 47 reported positions.
In Q2 2026, Echo Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVIG | Avantis Core Fixed Income | ETF-Other | 17.51% | -0.11% | +6.89% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 14.63% | +0.47% | +8.50% | |
| 3 | JPIE | Jpmorgan Income ETF | ETF-Other | 10.96% | — | +5.58% | |
| 4 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 7.95% | -0.46% | +8.22% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.79% | +0.02% | +2.24% | |
| 6 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 4.96% | -0.23% | +7.72% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.74% | -0.03% | +0.43% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.38% | -0.35% | +0.96% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.25% | -0.04% | +3.23% | |
| 10 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 3.04% | -0.25% | +6.54% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.62% | -0.02% | +2.24% | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.01% | +0.05% | +5.37% | |
| 13 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 1.90% | -0.01% | +3.06% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.58% | -0.01% | +4.93% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.06% | +8.51% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.12% | -0.03% | +2.53% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.05% | +1.99% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.93% | +0.07% | +14.07% | |
| 19 | GIS | General Mills Inc | Stock-Consumer Staples | 0.82% | -0.21% | +16.82% | |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.73% | +0.25% | +20.05% | |
| 21 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.72% | +0.07% | -0.04% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.68% | +0.01% | +385.37% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.46% | +0.08% | -1.71% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | — | +6.53% | |
| 25 | HNST | Honest Co Inc/the | Stock-Other | 0.42% | — | +24.79% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 0.42% | -0.03% | — | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.28% | -0.01% | -3.36% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.24% | -0.01% | -4.12% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.24% | +0.17% | +57.76% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | -0.02% | — | |
| 31 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.23% | -0.04% | +0.78% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 0.22% | -0.02% | +5.25% | |
| 33 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.21% | +0.03% | +88.04% | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 0.19% | -0.01% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | -0.03% | -42.78% | |
| 36 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.19% | -0.01% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | — | -13.51% | |
| 38 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.17% | +0.01% | -0.94% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | +0.04% | +0.34% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.15% | -0.01% | +300.00% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | -0.01% | — | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.14% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.01% | +3.65% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.13% | -0.01% | — | |
| 45 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.11% | — | — | |
| 46 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.11% | — | — | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.11% | -0.11% | EXIT |
According to official SEC Form 13F filings, Echo Wealth Management, LLC reported a total U.S. public equity portfolio value of $203.9M across 47 disclosed positions in Q2 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 55.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
GOOG
市值: $277.0K
Top Position Liquidated / Trimmed
DFAI
前期市值: $313.4K
During Q2 2026, Echo Wealth Management, LLC's top holdings by market value included AVIG (17.5%)、AVDE (14.6%)、JPIE (11.0%). The largest single position, AVIG, represented 17.5% of total portfolio value.
In Q2 2026, Echo Wealth Management, LLC made 41 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 7 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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