Echo Wealth Management, LLC
47 holdingsFiling period: 2026-03-31Current AUM: $185.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVIG | AMERICAN CENTY ETF TR | 775.1K | $32.2M | $31.6M | 17.08% | +152.8K | 2026-03-31 |
| 2 | AVDE | AMERICAN CENTY ETF TR | 296.2K | $25.1M | $27.0M | 14.60% | +33.7K | 2026-03-31 |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | 441.6K | $20.3M | $20.2M | 10.94% | +23.9K | 2026-03-31 |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | 269.0K | $14.5M | $14.2M | 7.66% | +104.6K | 2026-03-31 |
| 5 | AVEM | AMERICAN CENTY ETF TR | 135.0K | $10.9M | $12.1M | 6.53% | +32.8K | 2026-03-31 |
| 6 | AVUS | AMERICAN CENTY ETF TR | 72.1K | $8.0M | $9.2M | 4.97% | -8,418 | 2026-03-31 |
| 7 | RDVI | FIRST TR EXCHANGE-TRADED FD | 307.2K | $7.8M | $9.0M | 4.85% | -28,039 | 2026-03-31 |
| 8 | AVUV | AMERICAN CENTY ETF TR | 68.2K | $7.5M | $8.5M | 4.62% | -16,215 | 2026-03-31 |
| 9 | AVLV | AMERICAN CENTY ETF TR | 88.4K | $7.1M | $8.1M | 4.40% | -33,922 | 2026-03-31 |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | 56.7K | $4.8M | $5.2M | 2.81% | -10,283 | 2026-03-31 |
| 11 | SPYG | SPDR SERIES TRUST | 42.2K | $4.1M | $4.9M | 2.67% | -13,080 | 2026-03-31 |
| 12 | HELO | J P MORGAN EXCHANGE TRADED F | 55.3K | $3.5M | $3.8M | 2.05% | -15,976 | 2026-03-31 |
| 13 | DNOV | FIRST TR EXCHNG TRADED FD VI | 70.3K | $3.4M | $3.6M | 1.96% | +27.9K | 2026-03-31 |
| 14 | DGRO | ISHARES TR | 38.9K | $2.7M | $3.0M | 1.64% | -17,407 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 7.3K | $1.9M | $2.3M | 1.22% | -3,423 | 2026-03-31 |
| 16 | VTI | VANGUARD INDEX FDS | 5.8K | $1.9M | $2.1M | 1.15% | -196 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 8.0K | $1.7M | $2.2M | 1.17% | -337 | 2026-03-31 |
| 18 | COWZ | PACER FDS TR | 25.8K | $1.6M | $1.7M | 0.93% | -23,658 | 2026-03-31 |
| 19 | GIS | GENERAL MILLS INC | 39.6K | $1.5M | $1.4M | 0.77% | +3.5K | 2026-03-31 |
| 20 | BUFD | FIRST TR EXCHNG TRADED FD VI | 47.7K | $1.3M | $1.4M | 0.77% | -1,872 | 2026-03-31 |
| 21 | MGK | VANGUARD WORLD FD | 3.1K | $1.2M | $1.4M | 0.73% | -416 | 2026-03-31 |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | 32.8K | $1.1M | $1.2M | 0.65% | +6.3K | 2026-03-31 |
| 23 | SPSB | SPDR SERIES TRUST | 30.5K | $917K | $913K | 0.49% | -18,940 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 2.1K | $793K | $996K | 0.54% | -621 | 2026-03-31 |
| 25 | AFL | AFLAC INC | 7.0K | $771K | $896K | 0.48% | -- | 2026-03-31 |
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