Echo Wealth Management, LLC
Echo Wealth Management, LLC reported 49 holdings worth US$204M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 15, 2026
Echo Wealth Management, LLC reported 49 holdings worth US$204M as of Sep 30, 2026. Largest: Avantis Core Fixed Income ETF, Avantis International Equity ETF and JPMorgan Income ETF. Filed Oct 15, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$204M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Avantis Core Fixed Income ETF | 901K | US$35.5M | 17.4% |
| Avantis International Equity ETF | 342K | US$30.8M | 15.1% |
| JPMorgan Income ETF | 498K | US$22.3M | 11.0% |
| JPMorgan Active Bond ETF | 299K | US$15.3M | 7.5% |
| Avantis Emerging Markets Equity ETF | 148K | US$13.9M | 6.8% |
| FT Vest Rising Dividend Achievers Target Income ETF | 346K | US$9.63M | 4.7% |
| Avantis U.S. Equity ETF | 74,998 | US$9.61M | 4.7% |
| Avantis U.S. Large Cap Value ETF | 94,976 | US$8.59M | 4.2% |
| Avantis U.S. Small Cap Value ETF | 69,825 | US$8.22M | 4.0% |
| JPMorgan Active Growth ETF | 58,913 | US$5.69M | 2.8% |
| State Street SPDR Portfolio S&P 500 Growth ETF | 43,103 | US$5.31M | 2.6% |
| JPMorgan Hedged Equity Laddered Overlay ETF | 60,641 | US$4.19M | 2.1% |
| FT Vest U.S. Equity Deep Buffer ETF - November | 73,140 | US$3.85M | 1.9% |
| iShares Core Dividend Growth ETF | 42,519 | US$3.21M | 1.6% |
| Apple Inc | 7,505 | US$2.5M | 1.2% |
| Vanguard Morningstar Total Stock Market ETF | 5,927 | US$2.22M | 1.1% |
| Amazon.com, Inc. | 8,523 | US$2.12M | 1.0% |
| Pacer US Cash Cows 100 ETF | 30,631 | US$2.04M | 1.0% |
| FT Vest Laddered Buffer ETF | 53,537 | US$2.01M | 0.98% |
| FT Vest Laddered Deep Buffer ETF | 52,742 | US$1.6M | 0.79% |
| Vanguard Morningstar Mega Cap Growth ETF | 15,120 | US$1.4M | 0.69% |
| General Mills, Inc. | 38,676 | US$1.24M | 0.61% |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | 37,525 | US$1.11M | 0.54% |
| Microsoft Corp. | 1,696 | US$870K | 0.43% |
| The Honest Company, Inc. | 167K | US$857K | 0.42% |
| Avantis International Small Cap Value ETF | 7,581 | US$829K | 0.41% |
| Aflac Incorporated | 7,029 | US$786K | 0.39% |
| FT Vest Laddered Autocallable Barrier & Income ETF | 35,661 | US$744K | 0.36% |
| Invesco RAFI US 1000 ETF | 10,085 | US$549K | 0.27% |
| Alphabet Inc (google) Class C | 1,589 | US$544K | 0.27% |
| FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 24,000 | US$494K | 0.24% |
| JPMorgan International Value ETF | 5,137 | US$489K | 0.24% |
| State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | 5,123 | US$472K | 0.23% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 942 | US$430K | 0.21% |
| Meta Platforms, Inc. | 588 | US$426K | 0.21% |
| Uber Technologies, Inc. | 5,816 | US$398K | 0.20% |
| First Trust Small Cap Growth AlphaDEX Fund | 3,344 | US$386K | 0.19% |
| Nvidia Corporation | 1,639 | US$374K | 0.18% |
| FT Vest U.S. Equity Buffer Fund - February | 5,950 | US$372K | 0.18% |
| Ecolab Inc. | 1,333 | US$366K | 0.18% |
| FT Vest U.S. Equity Buffer ETF - June | 5,844 | US$358K | 0.18% |
| Unitedhealth Group Incorporated | 885 | US$325K | 0.16% |
| Vanguard Morningstar Mid-Cap ETF | 3,696 | US$290K | 0.14% |
| 3m Company | 1,700 | US$279K | 0.14% |
| Innovator Laddered Allocation Power Buffer ETF | 4,588 | US$247K | 0.12% |
| Vanguard Intermediate-Term Bond ETF | 3,379 | US$246K | 0.12% |
| FT Vest US Equity Deep Buffer ETF - March | 4,989 | US$228K | 0.11% |
| FT Vest U.S. Equity Deep Buffer ETF - June | 4,542 | US$227K | 0.11% |
Source
Download original · View original at SEC
Related