§ 13F · FUND PROFILE
Echo Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $171M (13F)Positions · 45Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$804K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVIG | AMERICAN CENTY ETF TR | 775K | $32M | 18.5% | +25% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 296K | $25M | 14.5% | +13% |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | 442K | $20M | 11.7% | +6% |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | 269K | $14M | 8.3% | +64% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 135K | $11M | 6.3% | +32% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 72K | $8M | 4.6% | −10% |
| 7 | RDVI | FIRST TR EXCHANGE-TRADED FD | 307K | $8M | 4.5% | −8% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 68K | $8M | 4.3% | −19% |
| 9 | AVLV | AMERICAN CENTY ETF TR | 88K | $7M | 4.1% | −28% |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | 57K | $5M | 2.8% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ECHO SIGNAL
AC read
Echo Wealth Management, LLC is a Other fund managing $171 million in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed