Q3 2026 13F · SEC CIK 1846994

Echo Wealth Management, LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $203.9M
Reported positions: 49
Top holdings a year, 3 yrs: +11.8%
Assets under management: $288.2M

Echo Wealth Management, LLC is a wealth manager that reported 49 positions worth $203.9M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were American Centy ETF Tr (AVIG, 17.4%), Avantis International Equity ETF (AVDE, 15.1%), Jpmorgan Income ETF (JPIE, 11.0%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

Echo Wealth Management, LLC holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Echo Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AVIGAmerican Centy ETF Tr	17.4%	17.5%	900,669	+8.7%	$35.5M
AVDEAvantis International Equity ETF	15.1%	14.6%	341,572	+6.3%	$30.8M
JPIEJpmorgan Income ETF	11.0%	11.0%	497,601	+6.7%	$22.3M
JBNDJ P Morgan Exchange Traded F	7.5%	7.9%	298,647	+2.6%	$15.3M
AVEMAmerican Centy ETF Tr	6.8%	6.8%	147,614	+7.0%	$13.9M
RDVIFirst Tr Exchange-Traded Fd	4.7%	5.0%	345,534	+4.4%	$9.6M
AVUSAvantis U.S. Equity ETF	4.7%	4.7%	74,998	+3.5%	$9.6M
AVLVAmerican Centy ETF Tr	4.2%	4.2%	94,976	+4.1%	$8.6M
AVUVAmerican Centy ETF Tr	4.0%	4.4%	69,825	+1.4%	$8.2M
JGROJ P Morgan Exchange Traded F	2.8%	3.0%	58,913	-2.5%	$5.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	2.6%	2.6%	43,103	-0.1%	$5.3M
HELOJ P Morgan Exchange Traded F	2.1%	2.0%	60,641	+4.0%	$4.2M
DNOVFirst Tr Exchng Traded Fd Vi	1.9%	1.9%	73,140	+1.0%	$3.9M
DGROIshares Tr	1.6%	1.6%	42,519	+4.2%	$3.2M
AAPLApple Inc	1.2%	1.2%	7,505	-5.6%	$2.5M
VTIVanguard Index Fds	1.1%	1.1%	5,927	+0.2%	$2.2M
AMZNAmazon Com Inc	1.0%	1.0%	8,523	+4.7%	$2.1M
COWZPacer Fds Tr	1.0%	0.9%	30,631	+4.0%	$2.0M
BUFRFirst Tr Exchng Traded Fd Vi	1.0%	0.7%	53,537	+35.9%	$2.0M
BUFDFirst Tr Exchng Traded Fd Vi	0.8%	0.7%	52,742	+10.7%	$1.6M
MGKVanguard World Fd	0.7%	0.7%	15,120	-0.7%	$1.4M
GISGeneral Mills Inc	0.6%	0.8%	38,676	-16.4%	$1.2M
SPSBSpdr Series Trust	0.5%	0.5%	37,525	+25.2%	$1.1M
MSFTMicrosoft Corp	0.4%	0.4%	1,696	-25.7%	$870K
HNSTHonest Co Inc	0.4%	0.4%	166,969	-26.2%	$857K
AVDVAmerican Centy ETF Tr	0.4%	0.2%	7,581	+67.9%	$829K
AFLAflac Inc	0.4%	0.4%	7,029	+0.0%	$786K
ACYNFirst Tr Exchange-Traded Fd	0.4%	New	35,661	—	$744K
PRFInvesco Exchange Traded Fd T	0.3%	0.3%	10,085	-0.0%	$549K
ACYSFirst Tr Exchange-Traded Fd	0.2%	New	24,000	—	$494K
JIVEJ P Morgan Exchange Traded F	0.2%	0.2%	5,137	+14.6%	$489K
SPTMSpdr Series Trust	0.2%	0.2%	5,123	-0.4%	$472K
TSMTaiwan Semiconductor Manufac	0.2%	0.2%	942	+0.0%	$430K
METAMeta Platforms Inc	0.2%	0.2%	588	+0.0%	$426K
UBERUber Technologies Inc	0.2%	0.2%	5,816	-3.3%	$398K
FYCFirst Tr Exchange-Traded Alp	0.2%	0.2%	3,344	-3.5%	$386K
NVDANvidia Corporation	0.2%	0.2%	1,639	-5.2%	$374K
FFEBFirst Tr Exchng Traded Fd Vi	0.2%	0.2%	5,950	+0.0%	$372K
ECLEcolab Inc	0.2%	0.2%	1,333	+0.0%	$366K
FJUNFirst Tr Exchng Traded Fd Vi	0.2%	0.2%	5,844	+3.0%	$358K
UNHUnitedhealth Group Inc	0.2%	0.2%	885	+0.6%	$325K
VOVanguard Index Fds	0.1%	0.2%	3,696	+0.0%	$290K
GOOGLAlphabet Inc	0.1%	0.1%	840	+13.8%	$289K
MMM3m Co	0.1%	0.1%	1,700	+0.0%	$279K
GOOGAlphabet Inc	0.1%	0.1%	749	-4.5%	$255K
BUFFInnovator Etfs Trust	0.1%	New	4,588	—	$247K
BIVVanguard Bd Index Fds	0.1%	0.1%	3,379	+0.0%	$246K
DMARFirst Tr Exchng Traded Fd Vi	0.1%	0.1%	4,989	-0.1%	$228K
DJUNFirst Tr Exchng Traded Fd Vi	0.1%	0.1%	4,542	+0.0%	$227K

What Echo Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +14.0% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +20.4%
5 years: +5.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$203.9M	49
Q2 2026	$195.9M	47
Q1 2026	$173.7M	47
Q4 2025	$171.3M	46
Q3 2025	$171.3M	45
Q2 2025	$163.2M	46
Q1 2025	$148.0M	50
Q4 2024	$144.7M	48
Q3 2024	$143.1M	48
Q2 2024	$132.7M	45
Q1 2024	$120.6M	43
Q4 2023	$107.1M	40

Questions about Echo Wealth Management, LLC's portfolio

What stocks does Echo Wealth Management, LLC own?

Echo Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 49 positions worth $203.9M. The largest are American Centy ETF Tr (AVIG) at 17.4%, Avantis International Equity ETF (AVDE) at 15.1%, Jpmorgan Income ETF (JPIE) at 11.0%, J P Morgan Exchange Traded F (JBND) at 7.5% and American Centy ETF Tr (AVEM) at 6.8%.

What did Echo Wealth Management, LLC buy last quarter?

In Q3 2026, Echo Wealth Management, LLC added a new position in First Tr Exchange-Traded Fd (ACYN), a new position in First Tr Exchange-Traded Fd (ACYS), a new position in Innovator Etfs Trust (BUFF), American Centy ETF Tr (AVDV) (+67.9% shares), First Tr Exchng Traded Fd Vi (BUFR) (+35.9% shares) and Spdr Series Trust (SPSB) (+25.2% shares), compared with its Q2 2026 filing.

What did Echo Wealth Management, LLC sell last quarter?

In Q3 2026, Echo Wealth Management, LLC sold all of Ishares Tr (STIP), Honest Co Inc (HNST) (-26.2% shares), Microsoft Corp (MSFT) (-25.7% shares) and General Mills Inc (GIS) (-16.4% shares), compared with its Q2 2026 filing.

How has Echo Wealth Management, LLC's portfolio performed?

A portfolio copying Echo Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.0% against +20.1%. Over 5 years: +5.5% a year against +11.6%.

When is Echo Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Echo Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Echo Wealth Management, LLC manage?

Echo Wealth Management, LLC reported $288.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $203.9M.