Echo Wealth Management, LLC

CIK 0001846994 · PLYMOUTH, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Echo Wealth Management, LLC reported 47 positions worth $195.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: AVIG (17.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$195.9M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.2%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AVIGAMERICAN CENTY ETF TRSH$34.3M17.51%828,460
2AVDEAMERICAN CENTY ETF TRSH$28.7M14.63%321,389
3JPIEJ P MORGAN EXCHANGE TRADED FSH$21.5M10.96%466,277
4JBNDJ P MORGAN EXCHANGE TRADED FSH$15.6M7.95%291,117
5AVEMAMERICAN CENTY ETF TRSH$13.3M6.79%137,979
6RDVIFIRST TR EXCHANGE-TRADED FDSH$9.7M4.96%330,875
7AVUSAMERICAN CENTY ETF TRSH$9.3M4.74%72,452
8AVUVAMERICAN CENTY ETF TRSH$8.6M4.38%68,858
9AVLVAMERICAN CENTY ETF TRSH$8.3M4.25%91,242
10JGROJ P MORGAN EXCHANGE TRADED FSH$6.0M3.04%60,403

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Echo Wealth Management, LLC hold as of Q2 2026?

Echo Wealth Management, LLC reported 47 positions worth $195.9M in its Q2 2026 13F filing. Largest positions: AVIG (17.5%), AVDE (14.6%), JPIE (11.0%), JBND (7.9%) and AVEM (6.8%).

What did Echo Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Echo Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.