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Echo Wealth Management, LLC
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $203,875,969
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMERICAN CENTY ETF TR · AVANTIS CORE FI · 025072562 · shares: $35,477,350
- AMERICAN CENTY ETF TR · INTL EQT ETF · 025072703 · shares: $30,779,011
- J P MORGAN EXCHANGE TRADED F · INCOME ETF · 46641Q159 · shares: $22,337,310
- J P MORGAN EXCHANGE TRADED F · ACTIVE BOND ETF · 46654Q716 · shares: $15,266,835
- AMERICAN CENTY ETF TR · AVANTIS EMGMKT · 025072604 · shares: $13,878,661
- FIRST TR EXCHANGE-TRADED FD · FT VEST RIS · 33738D879 · shares: $9,633,488
- AMERICAN CENTY ETF TR · US EQT ETF · 025072885 · shares: $9,606,471
- AMERICAN CENTY ETF TR · US LARGE CAP VLU · 025072349 · shares: $8,589,629
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $8,223,273
- J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH · 46654Q609 · shares: $5,689,818
Reported holdings
49 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | — | 900,669 shares | $35,477,350 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 341,572 shares | $30,779,011 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 497,601 shares | $22,337,310 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | — | 298,647 shares | $15,266,835 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 147,614 shares | $13,878,661 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | — | 345,534 shares | $9,633,488 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 74,998 shares | $9,606,471 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 94,976 shares | $8,589,629 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 69,825 shares | $8,223,273 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | — | 58,913 shares | $5,689,818 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 43,103 shares | $5,305,091 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | 46654Q724 | — | 60,641 shares | $4,194,555 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F839 | — | 73,140 shares | $3,853,937 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 42,519 shares | $3,205,507 |
| APPLE INC | COM | 037833100 | — | 7,505 shares | $2,499,315 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 5,927 shares | $2,218,120 |
| AMAZON COM INC | COM | 023135106 | — | 8,523 shares | $2,123,505 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 30,631 shares | $2,044,926 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 53,537 shares | $2,006,046 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST DEEP ETF | 33740U703 | — | 52,742 shares | $1,601,775 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 15,120 shares | $1,400,868 |
| GENERAL MILLS INC | COM | 370334104 | — | 38,676 shares | $1,243,820 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 37,525 shares | $1,110,365 |
| MICROSOFT CORP | COM | 594918104 | — | 1,696 shares | $869,878 |
| HONEST CO INC | COM | 438333106 | — | 166,969 shares | $856,551 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 7,581 shares | $829,210 |
| AFLAC INC | COM | 001055102 | — | 7,029 shares | $785,702 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | 33733E690 | — | 35,661 shares | $743,888 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 10,085 shares | $548,927 |
| FIRST TR EXCHANGE-TRADED FD | VEST LAD AUT ETF | 33733E641 | — | 24,000 shares | $493,920 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | 46654Q757 | — | 5,137 shares | $489,145 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 5,123 shares | $471,572 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 942 shares | $429,731 |
| META PLATFORMS INC | CL A | 30303M102 | — | 588 shares | $426,406 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 5,816 shares | $398,454 |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 33737M300 | — | 3,344 shares | $385,649 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,639 shares | $374,315 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | — | 5,950 shares | $372,444 |
| ECOLAB INC | COM | 278865100 | — | 1,333 shares | $366,015 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F722 | — | 5,844 shares | $357,573 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 885 shares | $324,866 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 3,696 shares | $289,840 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 840 shares | $289,027 |
| 3M CO | COM | 88579Y101 | — | 1,700 shares | $279,055 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 749 shares | $255,215 |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | 45783Y814 | — | 4,588 shares | $247,201 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 3,379 shares | $246,194 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F615 | — | 4,989 shares | $228,097 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F714 | — | 4,542 shares | $227,418 |