Investor
Echo Wealth Management, LLC
CIK 0001846994 · filed 2026-04-21 · SEC filing
13F book
$173.7M
Positions
47
3 new · 2 sold
Largest name
18.5%
American Centy Etf Tr
Est. mark
−$839.3K
Price effect on 44 names still held. Flow $3.24M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 775.1K | $32.2M | 18.5% | −$238.3K | Added$6.11M |
| American Centy Etf Tr | — | 296.2K | $25.1M | 14.5% | $661.6K | Added$3.52M |
| J P Morgan Exchange Traded F | — | 441.6K | $20.3M | 11.7% | −$91.9K | Added$1.01M |
| J P Morgan Exchange Traded F | — | 269K | $14.5M | 8.3% | −$49.3K | Added$5.57M |
| American Centy Etf Tr | — | 135K | $10.9M | 6.3% | $363.7K | Added$3M |
| American Centy Etf Tr | — | 72.1K | $8.02M | 4.6% | −$43.3K | Cut−$984.3K |
| First Tr Exchange-Traded Fd | — | 307.2K | $7.85M | 4.5% | −$211.9K | Cut−$947.7K |
| American Centy Etf Tr | — | 68.2K | $7.53M | 4.3% | $579.1K | Cut−$1.07M |
| American Centy Etf Tr | — | 88.4K | $7.13M | 4.1% | $427.8K | Cut−$2.14M |
| J P Morgan Exchange Traded F | — | 56.7K | $4.79M | 2.8% | −$469.4K | Cut−$1.42M |
| Spdr Series Trust | — | 42.2K | $4.13M | 2.4% | −$371K | Cut−$1.77M |
| J P Morgan Exchange Traded F | — | 55.3K | $3.54M | 2.0% | −$139.5K | Cut−$1.2M |
| First Tr Exchng Traded Fd Vi | — | 70.3K | $3.37M | 1.9% | −$39.5K | Added$1.3M |
| Ishares Tr | — | 38.9K | $2.73M | 1.6% | $29.5K | Cut−$1.18M |
| Apple Inc. | AAPL | 7.33K | $1.86M | 1.1% | −$132.5K | Cut−$1.06M |
| Vanguard Index Fds | — | 5.77K | $1.85M | 1.1% | −$83.4K | Cut−$149.1K |
| Amazon Com Inc | AMZN | 7.98K | $1.66M | 1.0% | −$180K | Cut−$257.8K |
| Pacer Fds Tr | — | 25.8K | $1.61M | 0.9% | $61.7K | Cut−$1.36M |
| General Mls Inc | GIS | 39.6K | $1.47M | 0.8% | −$334.8K | Added−$203.4K |
| First Tr Exchng Traded Fd Vi | — | 47.7K | $1.33M | 0.8% | −$11.4K | Cut−$64.3K |
| Vanguard World Fd | — | 3.14K | $1.15M | 0.7% | −$142.2K | Cut−$314K |
| First Tr Exchng Traded Fd Vi | — | 32.8K | $1.11M | 0.6% | −$13K | Added$200.3K |
| Spdr Series Trust | — | 30.5K | $917.1K | 0.5% | −$3.96K | Cut−$576K |
| Microsoft Corp | MSFT | 2.14K | $793.3K | 0.5% | −$243.1K | Cut−$543.5K |
| Aflac Inc | AFL | 7.03K | $771.2K | 0.4% | −$3.94K | Held |
| Honest Co Inc | — | 181.2K | $532.7K | 0.3% | $64.4K | Added$71.5K |
| Invesco Exchange Traded Fd T | — | 10.4K | $496.1K | 0.3% | $6.37K | Cut−$79.6K |
| Spdr Series Trust | — | 5.37K | $424.2K | 0.2% | −$18.5K | Cut−$171.3K |
| Unitedhealth Group Inc | UNH | 1.54K | $416.2K | 0.2% | −$91.5K | Cut−$134.8K |
| Uber Technologies, Inc | UBER | 5.72K | $411.2K | 0.2% | −$43.7K | Added$45.7K |
| Ecolab Inc. | ECL | 1.33K | $354.6K | 0.2% | $4.67K | Cut−$12.4K |
| Nvidia Corp | NVDA | 2K | $348.6K | 0.2% | −$24.2K | Cut−$28.3K |
| Meta Platforms, Inc. | META | 586 | $335.3K | 0.2% | −$51.5K | Cut−$85.2K |
| First Tr Exchange-Traded Alp | — | 3.44K | $333.6K | 0.2% | $2.96K | Cut−$97.9K |
| First Tr Exchng Traded Fd Vi | — | 5.95K | $332.3K | 0.2% | −$4.58K | Held |
| First Tr Exchng Traded Fd Vi | — | 5.73K | $323.6K | 0.2% | −$3.19K | Cut−$93.5K |
| Taiwan Semiconductor Mfg Ltd | — | 942 | $318.3K | 0.2% | $32.1K | Cut−$146.3K |
| Dimensional Etf Trust | — | 8.04K | $313.4K | 0.2% | — | New |
| American Centy Etf Tr | — | 2.86K | $285.8K | 0.2% | — | New |
| Vanguard Index Fds | — | 924 | $265.4K | 0.2% | −$2.81K | Cut−$29.5K |
| Vanguard Bd Index Fds | — | 3.38K | $260.8K | 0.1% | −$2.37K | Held |
| 3M CO | MMM | 1.7K | $246.9K | 0.1% | −$25.3K | Held |
| First Tr Exchng Traded Fd Vi | — | 4.54K | $213.7K | 0.1% | −$1.38K | Held |
| First Tr Exchng Traded Fd Vi | — | 5K | $211.8K | 0.1% | $3.72K | Cut−$37.9K |
| Vanguard Scottsdale Fds | — | 3.5K | $204.9K | 0.1% | — | New |
| Alphabet Inc | — | 712 | $204.7K | 0.1% | −$18.1K | Added−$17.5K |
| J P Morgan Exchange Traded F | — | 2.38K | $204.1K | 0.1% | $12.8K | Cut−$39.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.