Echo Wealth Management, LLC
CIK 0001846994 · PLYMOUTH, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
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
Top Holdings
AVIG
AMERICAN CENTY ETF TR
17.5%
AVDE
AMERICAN CENTY ETF TR
14.6%
JPIE
J P MORGAN EXCHANGE TRADED F
11.0%
JBND
J P MORGAN EXCHANGE TRADED F
7.9%
AVEM
AMERICAN CENTY ETF TR
6.8%
RDVI
FIRST TR EXCHANGE-TRADED FD
5.0%
AVUS
AMERICAN CENTY ETF TR
4.7%
AVUV
AMERICAN CENTY ETF TR
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.