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 $195.9M across 47 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVIG ($34.3M, 17.51%), AVDE ($28.7M, 14.63%), JPIE ($21.5M, 10.96%), JBND ($15.6M, 7.95%), AVEM ($13.3M, 6.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVIG | AMERICAN CENTY ETF TR | $34.3M | 17.51% | 828,460 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $28.7M | 14.63% | 321,389 | Added |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | $21.5M | 10.96% | 466,277 | Added |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | $15.6M | 7.95% | 291,117 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $13.3M | 6.79% | 137,979 | Added |
| 6 | RDVI | FIRST TR EXCHANGE-TRADED FD | $9.7M | 4.96% | 330,875 | Added |
| 7 | AVUS | AMERICAN CENTY ETF TR | $9.3M | 4.74% | 72,452 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $8.6M | 4.38% | 68,858 | Added |
| 9 | AVLV | AMERICAN CENTY ETF TR | $8.3M | 4.25% | 91,242 | Added |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | $6.0M | 3.04% | 60,403 | Added |
| 11 | SPYG | SPDR SERIES TRUST | $5.1M | 2.62% | 43,155 | Added |
| 12 | HELO | J P MORGAN EXCHANGE TRADED F | $3.9M | 2.01% | 58,315 | Added |
| 13 | DNOV | FIRST TR EXCHNG TRADED FD VI | $3.7M | 1.90% | 72,423 | Added |
| 14 | DGRO | ISHARES TR | $3.1M | 1.58% | 40,792 | Added |
| 15 | AAPL | APPLE INC | $2.3M | 1.17% | 7,954 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $2.2M | 1.12% | 5,914 | Added |
| 17 | AMZN | AMAZON COM INC | $1.9M | 0.99% | 8,141 | Added |
| 18 | COWZ | PACER FDS TR | $1.8M | 0.93% | 29,442 | Added |
| 19 | GIS | GENERAL MILLS INC | $1.6M | 0.82% | 46,275 | Added |
| 20 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.73% | 39,385 | Added |
| 21 | BUFD | FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.72% | 47,643 | Trimmed |
| 22 | MGK | VANGUARD WORLD FD | $1.3M | 0.68% | 15,231 | Added |
| 23 | SPSB | SPDR SERIES TRUST | $899,640 | 0.46% | 29,978 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $851,605 | 0.43% | 2,283 | Added |
| 25 | AFL | AFLAC INC | $824,150 | 0.42% | 7,029 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30