Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Echo Wealth Management, LLC (CIK 1846994) reported $173.7M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVIG ($32.2M, 18.54%), AVDE ($25.1M, 14.47%), JPIE ($20.3M, 11.71%), JBND ($14.5M, 8.33%), AVEM ($10.9M, 6.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVIG | AMERICAN CENTY ETF TR | $32.2M | 18.54% | 775,059 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $25.1M | 14.47% | 296,220 | Added |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | $20.3M | 11.71% | 441,628 | Added |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | $14.5M | 8.33% | 269,004 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $10.9M | 6.26% | 134,959 | Added |
| 6 | AVUS | AMERICAN CENTY ETF TR | $8.0M | 4.62% | 72,143 | Trimmed |
| 7 | RDVI | FIRST TR EXCHANGE-TRADED FD | $7.8M | 4.52% | 307,166 | Trimmed |
| 8 | AVUV | AMERICAN CENTY ETF TR | $7.5M | 4.34% | 68,206 | Trimmed |
| 9 | AVLV | AMERICAN CENTY ETF TR | $7.1M | 4.10% | 88,389 | Trimmed |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | $4.8M | 2.76% | 56,694 | Trimmed |
| 11 | SPYG | SPDR SERIES TRUST | $4.1M | 2.38% | 42,209 | Trimmed |
| 12 | HELO | J P MORGAN EXCHANGE TRADED F | $3.5M | 2.04% | 55,343 | Trimmed |
| 13 | DNOV | FIRST TR EXCHNG TRADED FD VI | $3.4M | 1.94% | 70,275 | Added |
| 14 | DGRO | ISHARES TR | $2.7M | 1.57% | 38,874 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $1.9M | 1.07% | 5,768 | Trimmed |
| 16 | AAPL | APPLE INC | $1.9M | 1.07% | 7,330 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $1.7M | 0.96% | 7,982 | Trimmed |
| 18 | COWZ | PACER FDS TR | $1.6M | 0.93% | 25,811 | Trimmed |
| 19 | GIS | GENERAL MILLS INC | $1.5M | 0.85% | 39,611 | Added |
| 20 | BUFD | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.77% | 47,660 | Trimmed |
| 21 | MGK | VANGUARD WORLD FD | $1.2M | 0.66% | 3,138 | Trimmed |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.64% | 32,808 | Added |
| 23 | SPSB | SPDR SERIES TRUST | $917,105 | 0.53% | 30,499 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $793,274 | 0.46% | 2,143 | Trimmed |
| 25 | AFL | AFLAC INC | $771,152 | 0.44% | 7,029 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31