Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| American Centy ETF TRAVANTIS CORE FI | AVANTIS CORE FI | $34.3M | 17.5% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $28.7M | 14.6% |
| J P Morgan Exchange Traded FINCOME ETF | INCOME ETF | $21.5M | 11.0% |
| J P Morgan Exchange Traded FACTIVE BOND ETF | ACTIVE BOND ETF | $15.6M | 7.9% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $13.3M | 6.8% |
| First TR Exchange-traded FDFT VEST RIS | FT VEST RIS | $9.73M | 5.0% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $9.28M | 4.7% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $8.59M | 4.4% |
| American Centy ETF TRUS LARGE CAP VLU | US LARGE CAP VLU | $8.32M | 4.2% |
| J P Morgan Exchange Traded FACTIVE GROWTH | ACTIVE GROWTH | $5.96M | 3.0% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $5.13M | 2.6% |
| J P Morgan Exchange Traded FHEDG EQU LAD ETF | HEDG EQU LAD ETF | $3.94M | 2.0% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $3.72M | 1.9% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $3.09M | 1.6% |
| Apple Inc.COM | COM | $2.3M | 1.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $2.19M | 1.1% |
| Amazon Com Inc.COM | COM | $1.94M | 1.0% |
| Pacer Fds TRUS CASH COWS 100 | US CASH COWS 100 | $1.83M | 0.9% |
| General Mills Inc.COM | COM | $1.61M | 0.8% |
| First TR Exchng Traded FD VIFT LADD BUFF ETF | FT LADD BUFF ETF | $1.44M | 0.7% |
| First TR Exchng Traded FD VIFT VEST DEEP ETF | FT VEST DEEP ETF | $1.42M | 0.7% |
| Vanguard World FDMEGA GRWTH IND | MEGA GRWTH IND | $1.34M | 0.7% |
| SPDR Series TrustST SHOR CORP ETF | ST SHOR CORP ETF | $900K | 0.5% |
| Microsoft Corp.COM | COM | $852K | 0.4% |
| Honest CO Inc.COM | COM | $828K | 0.4% |
| Aflac Inc.COM | COM | $824K | 0.4% |
| Invesco Exchange Traded FD TRAFI US 1000 ETF | RAFI US 1000 ETF | $545K | 0.3% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $467K | 0.2% |
| American Centy ETF TRINTL SMCP VLU | INTL SMCP VLU | $465K | 0.2% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $450K | 0.2% |
| First TR Exchange-traded AlpSML CP GRW ALP | SML CP GRW ALP | $442K | 0.2% |
| Uber Technologies Inc.COM | COM | $434K | 0.2% |
| J P Morgan Exchange Traded FJPMORGAN INTL VL | JPMORGAN INTL VL | $412K | 0.2% |
| Ecolab Inc.COM | COM | $371K | 0.2% |
| Unitedhealth Group Inc.COM | COM | $366K | 0.2% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $363K | 0.2% |
| Nvidia CorporationCOM | COM | $346K | 0.2% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $340K | 0.2% |
| Meta Platforms Inc.CL A | CL A | $331K | 0.2% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $298K | 0.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $277K | 0.1% |
| 3m COCOM | COM | $275K | 0.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $264K | 0.1% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $259K | 0.1% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $224K | 0.1% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $223K | 0.1% |
| iShares TR0-5 YR TIPS ETF | 0-5 YR TIPS ETF | $216K | 0.1% |
American Centy ETF TRAVANTIS CORE FI$34.3M
- Class
- AVANTIS CORE FI
- Share
- 17.5%
American Centy ETF TRINTL EQT ETF$28.7M
- Class
- INTL EQT ETF
- Share
- 14.6%
J P Morgan Exchange Traded FINCOME ETF$21.5M
- Class
- INCOME ETF
- Share
- 11.0%
J P Morgan Exchange Traded FACTIVE BOND ETF$15.6M
- Class
- ACTIVE BOND ETF
- Share
- 7.9%
American Centy ETF TRAVANTIS EMGMKT$13.3M
- Class
- AVANTIS EMGMKT
- Share
- 6.8%
First TR Exchange-traded FDFT VEST RIS$9.73M
- Class
- FT VEST RIS
- Share
- 5.0%
American Centy ETF TRUS EQT ETF$9.28M
- Class
- US EQT ETF
- Share
- 4.7%
American Centy ETF TRUS SML CP VALU$8.59M
- Class
- US SML CP VALU
- Share
- 4.4%
American Centy ETF TRUS LARGE CAP VLU$8.32M
- Class
- US LARGE CAP VLU
- Share
- 4.2%
J P Morgan Exchange Traded FACTIVE GROWTH$5.96M
- Class
- ACTIVE GROWTH
- Share
- 3.0%
SPDR Series TrustST STR P500GRW$5.13M
- Class
- ST STR P500GRW
- Share
- 2.6%
J P Morgan Exchange Traded FHEDG EQU LAD ETF$3.94M
- Class
- HEDG EQU LAD ETF
- Share
- 2.0%
First TR Exchng Traded FD VIFT VEST US EQT$3.72M
- Class
- FT VEST US EQT
- Share
- 1.9%
iShares TRCORE DIV GRWTH$3.09M
- Class
- CORE DIV GRWTH
- Share
- 1.6%
Apple Inc.COM$2.3M
- Class
- COM
- Share
- 1.2%
Vanguard Index FdsTOTAL STK MKT$2.19M
- Class
- TOTAL STK MKT
- Share
- 1.1%
Amazon Com Inc.COM$1.94M
- Class
- COM
- Share
- 1.0%
Pacer Fds TRUS CASH COWS 100$1.83M
- Class
- US CASH COWS 100
- Share
- 0.9%
General Mills Inc.COM$1.61M
- Class
- COM
- Share
- 0.8%
First TR Exchng Traded FD VIFT LADD BUFF ETF$1.44M
- Class
- FT LADD BUFF ETF
- Share
- 0.7%
First TR Exchng Traded FD VIFT VEST DEEP ETF$1.42M
- Class
- FT VEST DEEP ETF
- Share
- 0.7%
Vanguard World FDMEGA GRWTH IND$1.34M
- Class
- MEGA GRWTH IND
- Share
- 0.7%
SPDR Series TrustST SHOR CORP ETF$900K
- Class
- ST SHOR CORP ETF
- Share
- 0.5%
Microsoft Corp.COM$852K
- Class
- COM
- Share
- 0.4%
Honest CO Inc.COM$828K
- Class
- COM
- Share
- 0.4%
Aflac Inc.COM$824K
- Class
- COM
- Share
- 0.4%
Invesco Exchange Traded FD TRAFI US 1000 ETF$545K
- Class
- RAFI US 1000 ETF
- Share
- 0.3%
SPDR Series TrustST STR PR SP1500$467K
- Class
- ST STR PR SP1500
- Share
- 0.2%
American Centy ETF TRINTL SMCP VLU$465K
- Class
- INTL SMCP VLU
- Share
- 0.2%
Taiwan Semiconductor ManufacSPONSORED ADS$450K
- Class
- SPONSORED ADS
- Share
- 0.2%
First TR Exchange-traded AlpSML CP GRW ALP$442K
- Class
- SML CP GRW ALP
- Share
- 0.2%
Uber Technologies Inc.COM$434K
- Class
- COM
- Share
- 0.2%
J P Morgan Exchange Traded FJPMORGAN INTL VL$412K
- Class
- JPMORGAN INTL VL
- Share
- 0.2%
Ecolab Inc.COM$371K
- Class
- COM
- Share
- 0.2%
Unitedhealth Group Inc.COM$366K
- Class
- COM
- Share
- 0.2%
First TR Exchng Traded FD VIFT VEST US EQT$363K
- Class
- FT VEST US EQT
- Share
- 0.2%
Nvidia CorporationCOM$346K
- Class
- COM
- Share
- 0.2%
First TR Exchng Traded FD VIFT VEST US EQT$340K
- Class
- FT VEST US EQT
- Share
- 0.2%
Meta Platforms Inc.CL A$331K
- Class
- CL A
- Share
- 0.2%
Vanguard Index FdsMID CAP ETF$298K
- Class
- MID CAP ETF
- Share
- 0.2%
Alphabet Inc.CAP STK CL C$277K
- Class
- CAP STK CL C
- Share
- 0.1%
3m COCOM$275K
- Class
- COM
- Share
- 0.1%
Alphabet Inc.CAP STK CL A$264K
- Class
- CAP STK CL A
- Share
- 0.1%
Vanguard BD Index FdsINTERMED TERM$259K
- Class
- INTERMED TERM
- Share
- 0.1%
First TR Exchng Traded FD VIFT VEST US EQT$224K
- Class
- FT VEST US EQT
- Share
- 0.1%
First TR Exchng Traded FD VIFT VEST US EQT$223K
- Class
- FT VEST US EQT
- Share
- 0.1%
iShares TR0-5 YR TIPS ETF$216K
- Class
- 0-5 YR TIPS ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 47 largest of 47 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1846994
- File number
- 028-21057
- Options
- 0 call, 0 put
- In the 25 largest
- 95.8%
- Prior quarter
- $174M at 31 March 2026
- Positions opened
- 2
- Positions closed
- 2
Common questions
What are Echo Wealth Management’s 13F holdings worth?
$196 million across 47 positions for the quarter ended 30 June 2026.
What is Echo Wealth Management’s largest 13F holding?
AMERICAN CENTY ETF TR (AVANTIS CORE FI) was the largest position at $34.3 million, or 17.5% of reported 13F value, as of 30 June 2026.
How concentrated is Echo Wealth Management’s 13F portfolio?
The ten largest positions accounted for 79.2% of reported value and the twenty-five largest for 95.8%, across 47 positions as of 30 June 2026.
Does Form 13F show everything Echo Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Echo Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.