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Echo Wealth Management, LLC Portfolio
$203.9M across 49 positions as of 2026-09-30, with 78% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+6.5%
-8.0% a year vs the S&P 500
3 years
+11.6%
-9.7% a year vs the S&P 500
5 years
+5.3%
-6.9% a year vs the S&P 500
Quarters ahead
6 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +6.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.7% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AVIGAvantis Core Fixed Income ETF | $35.5M | 17.4% | 900,669 |
| AVDEAvantis International Equity ETF | $30.8M | 15.1% | 341,572 |
| JPIEJPMorgan Income ETF | $22.3M | 11.0% | 497,601 |
| JBNDJPMorgan Active Bond ETF | $15.3M | 7.5% | 298,647 |
| AVEMAvantis Emerging Markets Equity ETF | $13.9M | 6.8% | 147,614 |
| FIRST TR EXCHANGE-TRADED FD | $9.6M | 4.7% | 345,534 |
| AVUSAvantis U.S. Equity ETF | $9.6M | 4.7% | 74,998 |
| AVLVAvantis U.S. Large Cap Value ETF | $8.6M | 4.2% | 94,976 |
| AVUVAvantis U.S. Small Cap Value ETF | $8.2M | 4.0% | 69,825 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $5.7M | 2.8% | 58,913 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $5.3M | 2.6% | 43,103 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $4.2M | 2.1% | 60,641 |
| FIRST TR EXCHNG TRADED FD VI | $3.9M | 1.9% | 73,140 |
| DGROiShares Core Dividend Growth ETF | $3.2M | 1.6% | 42,519 |
| AAPLApple Inc | $2.5M | 1.2% | 7,505 |
| VTIVanguard Total Stock Market ETF | $2.2M | 1.1% | 5,927 |
| AMZNAmazon.com Inc | $2.1M | 1.0% | 8,523 |
| COWZPacer US Cash Cows 100 ETF | $2M | 1.0% | 30,631 |
| BUFRFT Vest Laddered Buffer ETF | $2M | 1.0% | 53,537 |
| BUFDFT Vest Laddered Deep Buffer ETF | $1.6M | 0.8% | 52,742 |
| MGKVanguard Mega Cap Growth ETF | $1.4M | 0.7% | 15,120 |
| GISGeneral Mills Inc | $1.2M | 0.6% | 38,676 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $1.1M | 0.5% | 37,525 |
| MSFTMicrosoft Corp | $869.9K | 0.4% | 1,696 |
| HNSTHonest Company Inc | $856.6K | 0.4% | 166,969 |
| AVDVAvantis International Small Cap Value ETF | $829.2K | 0.4% | 7,581 |
| AFLAflac Inc | $785.7K | 0.4% | 7,029 |
| FIRST TR EXCHANGE-TRADED FD | $743.9K | 0.4% | 35,661 |
| PRFInvesco FTSE RAFI US 1000 ETF | $548.9K | 0.3% | 10,085 |
| FIRST TR EXCHANGE-TRADED FD | $493.9K | 0.2% | 24,000 |
| JIVEJPMorgan International Value ETF | $489.1K | 0.2% | 5,137 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $471.6K | 0.2% | 5,123 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $429.7K | 0.2% | 942 |
| METAMeta Platforms Inc | $426.4K | 0.2% | 588 |
| UBERUber Technologies Inc | $398.5K | 0.2% | 5,816 |
| FIRST TR EXCHANGE-TRADED ALP | $385.6K | 0.2% | 3,344 |
| NVDANVIDIA Corp | $374.3K | 0.2% | 1,639 |
| FIRST TR EXCHNG TRADED FD VI | $372.4K | 0.2% | 5,950 |
| ECLEcolab Inc | $366K | 0.2% | 1,333 |
| FIRST TR EXCHNG TRADED FD VI | $357.6K | 0.2% | 5,844 |
| UNHUnitedHealth Group Inc | $324.9K | 0.2% | 885 |
| VOVanguard Mid-Cap ETF | $289.8K | 0.1% | 3,696 |
| GOOGLAlphabet Inc | $289K | 0.1% | 840 |
| MMM3M Co | $279.1K | 0.1% | 1,700 |
| GOOGAlphabet Inc | $255.2K | 0.1% | 749 |
| INNOVATOR ETFS TRUST | $247.2K | 0.1% | 4,588 |
| BIVVanguard Intermediate-Term Bond ETF | $246.2K | 0.1% | 3,379 |
| FIRST TR EXCHNG TRADED FD VI | $228.1K | 0.1% | 4,989 |
| FIRST TR EXCHNG TRADED FD VI | $227.4K | 0.1% | 4,542 |
Quarter ending 2026-09-30.
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