Echo Wealth Management, LLC
CIK 1846994 · View on SEC EDGAR ↗
- Portfolio value
- $195.9M
- Positions
- 47
- As of
- June 30, 2026
#6,524 of 9,443 by 13F value · top 69.1%
Portfolio value QoQ: +12.8% 13F does not disclose cash
- Top 10 holdings weight
- 79.22%
- Top 25 holdings weight
- 95.82%
- Positions above 1%
- 16
- Effective number of positions
- 11.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.49% Est. buys $12,444,677 · sells $904,161
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 77.0% still held
- New positions
- 2
- Increased
- 30
- Decreased
- 7
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.0%
Retail
1.0%
Consumer Staples
0.8%
Consumer products
0.4%
Financials
0.4%
Industrials
0.4%
Communication Services
0.4%
Materials
0.2%
Health Care
0.2%
Other/Unmapped
94.1%
Full portfolio 47 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AVIG | $34,306,523 | 17.51% | 828,460 | $2,110,552 | Up ×5 | ||
| AVDE | $28,667,876 | 14.63% | 321,389 | $3,536,552 | Up ×6 | ||
| JPIE | $21,472,060 | 10.96% | 466,277 | $1,126,251 | Up ×2 | ||
| JBND JPMorgan Active Bond ETF | $15,574,756 | 7.95% | 291,117 | $1,110,402 | Up ×2 | ||
| AVEM | $13,313,602 | 6.79% | 137,979 | $2,438,640 | Up ×5 | ||
| RDVI | $9,727,725 | 4.96% | 330,875 | $1,879,629 | Up ×1 | ||
| AVUS | $9,279,682 | 4.74% | 72,452 | $1,258,875 | Up ×1 | ||
| AVUV | $8,590,780 | 4.38% | 68,858 | $1,056,063 | Up ×1 | ||
| AVLV | $8,322,183 | 4.25% | 91,242 | $1,197,146 | Up ×1 | ||
| JGRO | $5,955,085 | 3.04% | 60,403 | $1,163,348 | Up ×1 | ||
| SPYG | $5,134,971 | 2.62% | 43,155 | $1,002,251 | Up ×1 | ||
| HELO | $3,940,919 | 2.01% | 58,315 | $403,977 | Up ×1 | ||
| DNOV | $3,718,921 | 1.90% | 72,423 | $352,369 | Up ×2 | ||
| DGRO | $3,091,626 | 1.58% | 40,792 | $363,449 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,301,569 | 1.17% | 7,954 | $441,288 | Up ×1 | ||
| VTI | $2,188,417 | 1.12% | 5,914 | $337,985 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,940,326 | 0.99% | 8,141 | $277,915 | Up ×1 | ||
| COWZ | $1,831,292 | 0.93% | 29,442 | $216,561 | Up ×1 | ||
| GIS General Mills, Inc. Common Stock | $1,610,370 | 0.82% | 46,275 | $136,049 | Up ×5 | ||
| BUFR | $1,438,734 | 0.73% | 39,385 | $330,808 | Up ×2 | ||
| BUFD | $1,415,950 | 0.72% | 47,643 | $81,470 | Down ×4 | ||
| MGK | $1,338,957 | 0.68% | 15,231 | $185,930 | Up ×1 | ||
| SPSB | $899,640 | 0.46% | 29,978 | $-17,465 | Down ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $851,605 | 0.43% | 2,283 | $58,331 | Up ×1 | ||
| HNST The Honest Company, Inc. - Common Stock | $827,522 | 0.42% | 226,099 | $294,847 | Up ×6 | ||
| AFL AFLAC Incorporated Common Stock | $824,150 | 0.42% | 7,029 | $52,998 | |||
| PRF | $545,001 | 0.28% | 10,087 | $48,883 | Down ×6 | ||
| SPTM | $467,115 | 0.24% | 5,145 | $42,879 | Down ×4 | ||
| AVDV | $465,271 | 0.24% | 4,515 | $179,472 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $449,871 | 0.23% | 942 | $131,522 | |||
| FYC First Trust Small Cap Growth AlphaDEX Fund | $441,509 | 0.23% | 3,467 | $107,898 | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $434,115 | 0.22% | 6,016 | $22,963 | Up ×3 | ||
| JIVE JPMorgan International Value ETF | $412,047 | 0.21% | 4,481 | $207,968 | Up ×1 | ||
| ECL Ecolab Inc. Common Stock | $371,387 | 0.19% | 1,333 | $16,782 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $365,754 | 0.19% | 880 | $-50,413 | Down ×4 | ||
| FFEB | $362,831 | 0.19% | 5,950 | $30,523 | |||
| NVDA NVIDIA Corporation - Common Stock | $345,956 | 0.18% | 1,729 | $-2,670 | Down ×2 | ||
| FJUN | $340,096 | 0.17% | 5,673 | $16,503 | Down ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $331,215 | 0.17% | 588 | $-4,053 | Up ×1 | ||
| VO | $297,787 | 0.15% | 3,696 | $32,433 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $277,012 | 0.14% | 784 | Up ×1 | |||
| MMM 3M Company Common Stock | $275,247 | 0.14% | 1,700 | $28,356 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $263,739 | 0.13% | 738 | $58,996 | Up ×2 | ||
| BIV | $259,169 | 0.13% | 3,379 | $-1,622 | |||
| DJUN | $223,830 | 0.11% | 4,542 | $10,180 | |||
| DMAR | $223,439 | 0.11% | 4,995 | $11,651 | |||
| STIP | $216,477 | 0.11% | 2,119 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| GOOG | $277,012 | 784 | 0.14% |
| STIP | $216,477 | 2,119 | 0.11% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AVDE | Bought more | +25K | +$3.5M |
| AVEM | Bought more | +3K | +$2.4M |
| AVIG | Bought more | +53K | +$2.1M |
| RDVI | Bought more | +24K | +$1.9M |
| AVUS | Bought more | +309 | +$1.3M |
| AVLV | Bought more | +3K | +$1.2M |
| JGRO | Bought more | +4K | +$1.2M |
| JPIE | Bought more | +25K | +$1.1M |
| JBND | Bought more | +22K | +$1.1M |
| AVUV | Bought more | +652 | +$1.1M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SPEM | March 31, 2026 | 59,221 | $2,772,135 | No longer tracked |
| VCLT | March 31, 2025 | 36,385 | $2,720,901 | |
| STIP | Dec. 31, 2025 | 5,334 | $551,322 | No longer tracked |
| JPM | June 30, 2025 | 1,700 | $417,010 | 24.7% |
| TSLA | June 30, 2025 | 1,331 | $344,942 | 6.5% |
| DFAI | June 30, 2026 | 8,043 | $313,355 | No longer tracked |
| IWD | Dec. 31, 2025 | 1,423 | $289,709 | No longer tracked |
| WELL | March 31, 2025 | 2,000 | $252,060 | 53.3% |
| MDLZ | June 30, 2025 | 3,701 | $251,113 | -5.3% |
| VEA | Dec. 31, 2025 | 4,163 | $249,447 | No longer tracked |
| XSEP | Sept. 30, 2025 | 6,051 | $245,723 | No longer tracked |
| XDEC | March 31, 2025 | 6,000 | $223,800 | No longer tracked |
| ARKW | June 30, 2025 | 2,269 | $214,806 | No longer tracked |
| VGSH | June 30, 2026 | 3,500 | $204,890 | |
| JGLO | March 31, 2026 | 3,003 | $203,213 |