Echo Wealth Management, LLC
Echo Wealth Management, LLC reported 49 US-listed holdings worth $203.9 million in its 13F for the quarter ended 30 September 2026, filed 15 October 2026. Its largest: American Centy ETF Trust (17.4%), American Century ETF Trust (15.1%) and JP Morgan ETFs (11.0%). Against the quarter before, it opened 3 positions, added to 23, trimmed 13 and sold out of 1.
The 14 largest of its 49 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +14.6% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 3
- First Trust Exchange-Traded FD ACYN$743,888
- First Trust Exchange-Traded FD ACYS$493,920
- Innovator Etfs Trust BUFF$247,201
Added to 23
- American Centy ETF Trust AVIG+72,209 shares · +9%
- American Century ETF Trust AVDE+20,183 shares · +6%
- JP Morgan ETFs JPIE+31,324 shares · +7%
- American Century ETF Trust AVEM+9,635 shares · +7%
- First Trust Exchng Traded FD Vi BUFR+14,152 shares · +36%
- First Trust ETFs RDVI+14,659 shares · +4%
- J P Morgan Exchange Traded F JBND+7,530 shares · +3%
- American Centy ETF Trust AVLV+3,734 shares · +4%
and 15 more in the table below
Trimmed 13
- Honest Co. Inc. HNST-59,130 shares · -26%
- Microsoft Corp. MSFT-587 shares · -26%
- General Mills Inc. GIS-7,599 shares · -16%
- Apple Inc. AAPL-449 shares · -6%
- JPMorgan Active Growth ETF JGRO-1,490 shares · -2%
- NVIDIA Corp. NVDA-90 shares · -5%
- First Trust Exchange-Traded Alp FYC-123 shares · -4%
- Uber Technologies, Inc. UBER-200 shares · -3%
and 5 more in the table below
Sold out of 1
- iShares Trust STIP$216,477 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| American Centy ETF Trust AVIG | 900.7K | $35.5 million | 17.40% | +72.2K |
| American Century ETF Trust AVDE | 341.6K | $30.8 million | 15.10% | +20.2K |
| JP Morgan ETFs JPIE | 497.6K | $22.3 million | 10.96% | +31.3K |
| J P Morgan Exchange Traded F JBND | 298.6K | $15.3 million | 7.49% | +7.5K |
| American Century ETF Trust AVEM | 147.6K | $13.9 million | 6.81% | +9.6K |
| First Trust ETFs RDVI | 345.5K | $9.6 million | 4.73% | +14.7K |
| American Centy ETF Trust AVUS | 75.0K | $9.6 million | 4.71% | +2.5K |
| American Centy ETF Trust AVLV | 95.0K | $8.6 million | 4.21% | +3.7K |
| American Centy ETF Trust AVUV | 69.8K | $8.2 million | 4.03% | +967 |
| JPMorgan Active Growth ETF JGRO | 58.9K | $5.7 million | 2.79% | -1.5K |
| SPDR S&P 500 Growth ETF SPYG | 43.1K | $5.3 million | 2.60% | -52 |
| J P Morgan Exchange Traded F HELO | 60.6K | $4.2 million | 2.06% | +2.3K |
| First Trust Exchng Traded FD Vi DNOV | 73.1K | $3.9 million | 1.89% | +717 |
| iShares Core Dividend Growth DGRO | 42.5K | $3.2 million | 1.57% | +1.7K |
| Apple Inc. AAPL | 7.5K | $2.5 million | 1.23% | -449 |
| VG Totl STK Vprs VTI | 5.9K | $2.2 million | 1.09% | +13 |
| Amazon.com Inc. AMZN | 8.5K | $2.1 million | 1.04% | +382 |
| Pacer FDS Trust COWZ | 30.6K | $2.0 million | 1.00% | +1.2K |
| First Trust Exchng Traded FD Vi BUFR | 53.5K | $2.0 million | 0.98% | +14.2K |
| First Trust Exchng Traded FD Vi BUFD | 52.7K | $1.6 million | 0.79% | +5.1K |
| Vanguard Mega Cap Growth ETF MGK | 15.1K | $1.4 million | 0.69% | -111 |
| General Mills Inc. GIS | 38.7K | $1.2 million | 0.61% | -7.6K |
| SPDR Ser Trust SPSB | 37.5K | $1.1 million | 0.54% | +7.5K |
| Microsoft Corp. MSFT | 1.7K | $869,878 | 0.43% | -587 |
| Honest Co. Inc. HNST | 167.0K | $856,551 | 0.42% | -59.1K |
| American Century ETF Trust AVDV | 7.6K | $829,210 | 0.41% | +3.1K |
| Aflac Inc. AFL | 7.0K | $785,702 | 0.39% | no change |
| First Trust Exchange-Traded FD ACYN | 35.7K | $743,888 | 0.36% | new |
| Invesco Exchange Traded FD T PRF | 10.1K | $548,927 | 0.27% | -2 |
| First Trust Exchange-Traded FD ACYS | 24.0K | $493,920 | 0.24% | new |
| J P Morgan Exchange-Traded FD Trust JPMorgan Intl Value ETF JIVE | 5.1K | $489,145 | 0.24% | +656 |
| SPDR Ser Trust SPTM | 5.1K | $471,572 | 0.23% | -22 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 942 | $429,731 | 0.21% | no change |
| Meta Platforms, Inc. META | 588 | $426,406 | 0.21% | no change |
| Uber Technologies, Inc. UBER | 5.8K | $398,454 | 0.20% | -200 |
| First Trust Exchange-Traded Alp FYC | 3.3K | $385,649 | 0.19% | -123 |
| NVIDIA Corp. NVDA | 1.6K | $374,315 | 0.18% | -90 |
| First Trust Exchng Traded FD Vi FFEB | 6.0K | $372,444 | 0.18% | no change |
| Ecolab Inc. ECL | 1.3K | $366,015 | 0.18% | no change |
| First Trust Exchng Traded FD Vi FJUN | 5.8K | $357,573 | 0.18% | +171 |
| UnitedHealth Group Inc. UNH | 885 | $324,866 | 0.16% | +5 |
| Vanguard Mid Cap Index ETF VO | 3.7K | $289,840 | 0.14% | no change |
| Alphabet Inc. GOOGL | 840 | $289,027 | 0.14% | +102 |
| 3M Co. MMM | 1.7K | $279,055 | 0.14% | no change |
| Alphabet Inc. GOOG | 749 | $255,215 | 0.13% | -35 |
| Innovator Etfs Trust BUFF | 4.6K | $247,201 | 0.12% | new |
| Vanguard Intermed Term Bond ETF BIV | 3.4K | $246,194 | 0.12% | no change |
| First Trust Exchng Traded FD Vi DMAR | 5.0K | $228,097 | 0.11% | -6 |
| FT Vest U.s. Equity Deep Buffer ETF - June DJUN | 4.5K | $227,418 | 0.11% | no change |