Echo Wealth Management, LLC
47 holdingsFiling period: 2026-06-30Current AUM: $195.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVIG | AMERICAN CENTY ETF TR | 828.5K | $34.3M | $33.1M | 16.94% | +53.4K | 2026-06-30 |
| 2 | AVDE | AMERICAN CENTY ETF TR | 321.4K | $28.7M | $29.5M | 15.11% | +25.2K | 2026-06-30 |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | 466.3K | $21.5M | $21.1M | 10.81% | +24.6K | 2026-06-30 |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | 291.1K | $15.6M | $15.1M | 7.72% | +22.1K | 2026-06-30 |
| 5 | AVEM | AMERICAN CENTY ETF TR | 138.0K | $13.3M | $12.8M | 6.53% | +3.0K | 2026-06-30 |
| 6 | RDVI | FIRST TR EXCHANGE-TRADED FD | 330.9K | $9.7M | $9.4M | 4.82% | +23.7K | 2026-06-30 |
| 7 | AVUS | AMERICAN CENTY ETF TR | 72.5K | $9.3M | $9.3M | 4.76% | +309 | 2026-06-30 |
| 8 | AVUV | AMERICAN CENTY ETF TR | 68.9K | $8.6M | $8.5M | 4.37% | +652 | 2026-06-30 |
| 9 | AVLV | AMERICAN CENTY ETF TR | 91.2K | $8.3M | $8.5M | 4.35% | +2.9K | 2026-06-30 |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | 60.4K | $6.0M | $5.6M | 2.88% | +3.7K | 2026-06-30 |
| 11 | SPYG | SPDR SERIES TRUST | 43.2K | $5.1M | $5.1M | 2.63% | +946 | 2026-06-30 |
| 12 | HELO | J P MORGAN EXCHANGE TRADED F | 58.3K | $3.9M | $4.0M | 2.05% | +3.0K | 2026-06-30 |
| 13 | DNOV | FIRST TR EXCHNG TRADED FD VI | 72.4K | $3.7M | $3.8M | 1.94% | +2.1K | 2026-06-30 |
| 14 | DGRO | ISHARES TR | 40.8K | $3.1M | $3.2M | 1.62% | +1.9K | 2026-06-30 |
| 15 | AAPL | APPLE INC | 8.0K | $2.3M | $2.6M | 1.35% | +624 | 2026-06-30 |
| 16 | VTI | VANGUARD INDEX FDS | 5.9K | $2.2M | $2.2M | 1.13% | +146 | 2026-06-30 |
| 17 | AMZN | AMAZON COM INC | 8.1K | $1.9M | $2.0M | 1.03% | +159 | 2026-06-30 |
| 18 | COWZ | PACER FDS TR | 29.4K | $1.8M | $2.1M | 1.06% | +3.6K | 2026-06-30 |
| 19 | GIS | GENERAL MILLS INC | 46.3K | $1.6M | $1.7M | 0.87% | +6.7K | 2026-06-30 |
| 20 | BUFR | FIRST TR EXCHNG TRADED FD VI | 39.4K | $1.4M | $1.5M | 0.75% | +6.6K | 2026-06-30 |
| 21 | BUFD | FIRST TR EXCHNG TRADED FD VI | 47.6K | $1.4M | $1.4M | 0.74% | -17 | 2026-06-30 |
| 22 | MGK | VANGUARD WORLD FD | 15.2K | $1.3M | $1.4M | 0.69% | +12.1K | 2026-06-30 |
| 23 | SPSB | SPDR SERIES TRUST | 30.0K | $899K | $889K | 0.45% | -521 | 2026-06-30 |
| 24 | MSFT | MICROSOFT CORP | 2.3K | $851K | $1.1M | 0.58% | +140 | 2026-06-30 |
| 25 | HNST | HONEST CO INC | 226.1K | $827K | $1.2M | 0.63% | +44.9K | 2026-06-30 |
← Scroll →
Page 1 of 2