2026 Q3 Portfolio Activity
In 2026 Q3, Echo Wealth Management, LLC maintained a portfolio of 50 distinct positions. The most significant new addition was FIRST TR EXCHANGE-TRADED FD, now representing 0.36% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 6.3%.
Position History
hover any row below to update
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Total Positions
50
Quarter
2026 Q3
Top Holding
AVIG (17.4%)
Top 10 Concentration
78.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 50
Echo Wealth Management, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 17.40% | 17.51% |
#1
Prev: #1
|
8.0 |
—
|
72,209 | 8.7% |
P
S
|
900,669 | $35,477,350 |
$39.27
+1.0%
|
2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | ||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 15.10% | 14.63% |
#2
Prev: #2
|
7.5 |
—
|
20,183 | 6.3% |
P
S
|
341,572 | $30,779,011 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 10.96% | 10.96% |
#3
Prev: #3
|
7.0 |
—
|
31,324 | 6.7% |
P
S
|
497,601 | $22,337,310 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 7.49% | 7.95% |
#4
Prev: #4
|
4.0 |
—
|
7,530 | 2.6% |
P
S
|
298,647 | $15,266,835 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 6.81% | 6.79% |
#5
Prev: #5
|
5.2 |
—
|
9,635 | 7.0% |
P
S
|
147,614 | $13,878,661 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
RDVI
FIRST TR EXCHAN...
|
Unknown | 4.73% | 4.96% |
#6
Prev: #6
|
2.4 |
—
|
14,659 | 4.4% |
P
S
|
345,534 | $9,633,488 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 4.71% | 4.74% |
#7
Prev: #7
|
2.4 |
—
|
2,546 | 3.5% |
P
S
|
74,998 | $9,606,471 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 4.21% | 4.25% |
#8
1
Prev: #9
|
2.2 |
—
|
3,734 | 4.1% |
P
S
|
94,976 | $8,589,629 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 4.03% | 4.38% |
#9
1
Prev: #8
|
2.1 |
—
|
967 | 1.4% |
P
S
|
69,825 | $8,223,273 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
JGRO
J P MORGAN EXCH...
|
Warrant | 2.79% | 3.04% |
#10
Prev: #10
|
1.6 |
—
|
-1,490 | -2.5% |
P
S
|
58,913 | $5,689,818 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 2.60% | 2.62% |
#11
Prev: #11
|
1.5 |
—
|
-52 | -0.1% |
P
S
|
43,103 | $5,305,091 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
HELO
J P MORGAN EXCH...
|
ETF | 2.06% | 2.01% |
#12
Prev: #12
|
1.3 |
—
|
2,326 | 4.0% |
P
S
|
60,641 | $4,194,555 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
DNOV
FIRST TR EXCHNG...
|
ETF | 1.89% | 1.90% |
#13
Prev: #13
|
1.3 |
—
|
717 | 1.0% |
P
S
|
73,140 | $3,853,937 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
DGRO
ISHARES TR
|
Warrant | 1.57% | 1.58% |
#14
Prev: #14
|
1.1 |
—
|
1,727 | 4.2% |
P
S
|
42,519 | $3,205,507 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.23% | 1.17% |
#15
Prev: #15
|
1.0 |
—
|
-449 | -5.6% |
P
S
|
7,505 | $2,499,315 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.09% | 1.12% |
#16
Prev: #16
|
0.9 |
—
|
13 | 0.2% |
P
S
|
5,927 | $2,218,120 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.04% | 0.99% |
#17
Prev: #17
|
0.9 |
—
|
382 | 4.7% |
P
S
|
8,523 | $2,123,505 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
COWZ
PACER FDS TR
|
ETF | 1.00% | 0.93% |
#18
Prev: #18
|
0.9 |
—
|
1,189 | 4.0% |
P
S
|
30,631 | $2,044,926 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.98% | 0.73% |
#19
1
Prev: #20
|
2.9 |
—
|
14,152 | 35.9% |
P
S
|
53,537 | $2,006,046 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
BUFD
FIRST TR EXCHNG...
|
ETF | 0.79% | 0.72% |
#20
1
Prev: #21
|
2.3 |
—
|
5,099 | 10.7% |
P
S
|
52,742 | $1,601,775 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
MGK
VANGUARD WORLD ...
|
ETF | 0.69% | 0.68% |
#21
1
Prev: #22
|
0.8 |
—
|
-111 | -0.7% |
P
S
|
15,120 | $1,400,868 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
GIS
GENERAL MILLS I...
|
Consumer Defensive | 0.61% | 0.82% |
#22
3
Prev: #19
|
0.7 |
—
|
-7,599 | -16.4% |
P
S
|
38,676 | $1,243,820 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.54% | 0.46% |
#23
Prev: #23
|
2.7 |
—
|
7,547 | 25.2% |
P
S
|
37,525 | $1,110,365 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.43% | 0.43% |
#24
Prev: #24
|
0.2 |
—
|
-587 | -25.7% |
P
S
|
1,696 | $869,878 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
HNST
HONEST CO INC
|
Consumer Defensive | 0.42% | 0.42% |
#25
Prev: #25
|
0.2 |
—
|
-59,130 | -26.2% |
P
S
|
166,969 | $856,551 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.41% | 0.24% |
#26
3
Prev: #29
|
3.2 |
—
|
3,066 | 67.9% |
P
S
|
7,581 | $829,210 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AFL
AFLAC INC
|
Financial Services | 0.39% | 0.42% |
#27
1
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
7,029 | $785,702 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
N/A
FIRST TR EXCHAN...
|
|
Unknown | 0.36% | — |
#28
Prev: #—
|
3.6 |
—
|
35,661 | — |
NEW
|
35,661 | $743,888 | — | 13F Filing | 2026-09-30 | 2026-10-15 | ||
|
PRF
INVESCO EXCHANG...
|
ETF | 0.27% | 0.28% |
#29
2
Prev: #27
|
0.6 |
—
|
-2 | -0.0% |
P
S
|
10,085 | $548,927 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
N/A
FIRST TR EXCHAN...
|
|
ETF | 0.24% | — |
#30
Prev: #—
|
3.6 |
—
|
24,000 | — |
NEW
|
24,000 | $493,920 | — | 13F Filing | 2026-09-30 | 2026-10-15 | ||
|
JIVE
J P MORGAN EXCH...
|
Bond/Debt | 0.24% | 0.21% |
#31
2
Prev: #33
|
2.1 |
—
|
656 | 14.6% |
P
S
|
5,137 | $489,145 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.23% | 0.24% |
#32
4
Prev: #28
|
0.6 |
—
|
-22 | -0.4% |
P
S
|
5,123 | $471,572 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.21% | 0.23% |
#33
3
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
942 | $429,731 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.21% | 0.17% |
#34
5
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
588 | $426,406 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.20% | 0.22% |
#35
3
Prev: #32
|
0.6 |
—
|
-200 | -3.3% |
P
S
|
5,816 | $398,454 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
FYC
FIRST TR EXCHAN...
|
ETF | 0.19% | 0.23% |
#36
5
Prev: #31
|
0.6 |
—
|
-123 | -3.5% |
P
S
|
3,344 | $385,649 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.18% | 0.18% |
#37
Prev: #37
|
0.6 |
—
|
-90 | -5.2% |
P
S
|
1,639 | $374,315 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
FFEB
FIRST TR EXCHNG...
|
ETF | 0.18% | 0.19% |
#38
2
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
5,950 | $372,444 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.18% | 0.19% |
#39
5
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
1,333 | $366,015 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
FJUN
FIRST TR EXCHNG...
|
ETF | 0.18% | 0.17% |
#40
2
Prev: #38
|
0.6 |
—
|
171 | 3.0% |
P
S
|
5,844 | $357,573 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.16% | 0.19% |
#41
6
Prev: #35
|
0.6 |
—
|
5 | 0.6% |
P
S
|
885 | $324,866 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.14% | 0.15% |
#42
2
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
3,696 | $289,840 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.14% | 0.13% |
#43
Prev: #43
|
2.1 |
—
|
102 | 13.8% |
P
S
|
840 | $289,027 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
MMM
3M CO
|
Industrials | 0.14% | 0.14% |
#44
2
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
1,700 | $279,055 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.13% | 0.14% |
#45
4
Prev: #41
|
0.6 |
—
|
-35 | -4.5% |
P
S
|
749 | $255,215 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
BUFF
INNOVATOR ETFS ...
|
ETF | 0.12% | — |
#46
Prev: #—
|
3.5 |
—
|
4,588 | — |
NEW
|
4,588 | $247,201 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.12% | 0.13% |
#47
3
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
3,379 | $246,194 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
DMAR
FIRST TR EXCHNG...
|
ETF | 0.11% | 0.11% |
#48
2
Prev: #46
|
0.5 |
—
|
-6 | -0.1% |
P
S
|
4,989 | $228,097 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
DJUN
FIRST TR EXCHNG...
|
ETF | 0.11% | 0.11% |
#49
4
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
4,542 | $227,418 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
STIP
ISHARES TR
|
ETF | 0.00% | 0.11% |
Sold All 😨
(Was: #47) |
0.0 |
—
|
-2,119 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 |
Showing 1-50 of 50 holdings