2026 Q2 Portfolio Activity
In 2026 Q2, Echo Wealth Management, LLC maintained a portfolio of 49 distinct positions. The most significant new addition was ALPHABET INC, now representing 0.14% of the total fund value. They heavily accumulated shares in FIRST TR EXCHANGE-TRADED FD, increasing the position by 7.7%.
Position History
hover any row below to update
Loading…
Total Positions
49
Quarter
2026 Q2
Top Holding
AVIG (17.5%)
Top 10 Concentration
79.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-49 of 49
Echo Wealth Management, LLC Full Holdings List — 2026 Q2
| 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 | 17.51% | 18.54% |
#1
Prev: #1
|
8.0 |
—
|
53,401 | 6.9% |
P
S
|
828,460 | $34,306,523 |
$39.88
+2.9%
|
2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 14.63% | 14.47% |
#2
Prev: #2
|
7.5 |
—
|
25,169 | 8.5% |
P
S
|
321,389 | $28,667,876 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 10.96% | 11.71% |
#3
Prev: #3
|
7.0 |
—
|
24,649 | 5.6% |
P
S
|
466,277 | $21,472,060 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 7.95% | 8.33% |
#4
Prev: #4
|
5.7 |
—
|
22,113 | 8.2% |
P
S
|
291,117 | $15,574,756 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 6.79% | 6.26% |
#5
Prev: #5
|
3.7 |
—
|
3,020 | 2.2% |
P
S
|
137,979 | $13,313,602 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
RDVI
FIRST TR EXCHAN...
|
Unknown | 4.96% | 4.52% |
#6
1
Prev: #7
|
4.0 |
—
|
23,709 | 7.7% |
P
S
|
330,875 | $9,727,725 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 4.74% | 4.62% |
#7
1
Prev: #6
|
2.4 |
—
|
309 | 0.4% |
P
S
|
72,452 | $9,279,682 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 4.38% | 4.34% |
#8
Prev: #8
|
2.3 |
—
|
652 | 1.0% |
P
S
|
68,858 | $8,590,780 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 4.25% | 4.10% |
#9
Prev: #9
|
2.2 |
—
|
2,853 | 3.2% |
P
S
|
91,242 | $8,322,183 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JGRO
J P MORGAN EXCH...
|
Warrant | 3.04% | 2.76% |
#10
Prev: #10
|
3.2 |
—
|
3,709 | 6.5% |
P
S
|
60,403 | $5,955,085 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 2.62% | 2.38% |
#11
Prev: #11
|
1.5 |
—
|
946 | 2.2% |
P
S
|
43,155 | $5,134,971 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
HELO
J P MORGAN EXCH...
|
ETF | 2.01% | 2.04% |
#12
Prev: #12
|
2.8 |
—
|
2,972 | 5.4% |
P
S
|
58,315 | $3,940,919 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DNOV
FIRST TR EXCHNG...
|
ETF | 1.90% | 1.94% |
#13
Prev: #13
|
1.3 |
—
|
2,148 | 3.1% |
P
S
|
72,423 | $3,718,921 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DGRO
ISHARES TR
|
Warrant | 1.58% | 1.57% |
#14
Prev: #14
|
1.1 |
—
|
1,918 | 4.9% |
P
S
|
40,792 | $3,091,626 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AAPL
APPLE INC
|
Technology | 1.17% | 1.07% |
#15
Prev: #15
|
2.5 |
—
|
624 | 8.5% |
P
S
|
7,954 | $2,301,569 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.12% | 1.07% |
#16
Prev: #16
|
0.9 |
—
|
146 | 2.5% |
P
S
|
5,914 | $2,188,417 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.99% | 0.96% |
#17
Prev: #17
|
0.9 |
—
|
159 | 2.0% |
P
S
|
8,141 | $1,940,326 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
COWZ
PACER FDS TR
|
ETF | 0.93% | 0.93% |
#18
Prev: #18
|
2.4 |
—
|
3,631 | 14.1% |
P
S
|
29,442 | $1,831,292 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GIS
GENERAL MILLS I...
|
Consumer Defensive | 0.82% | 0.85% |
#19
Prev: #19
|
2.3 |
—
|
6,664 | 16.8% |
P
S
|
46,275 | $1,610,370 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.73% | 0.64% |
#20
2
Prev: #22
|
2.8 |
—
|
6,577 | 20.0% |
P
S
|
39,385 | $1,438,734 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BUFD
FIRST TR EXCHNG...
|
ETF | 0.72% | 0.77% |
#21
1
Prev: #20
|
0.8 |
—
|
-17 | -0.0% |
P
S
|
47,643 | $1,415,950 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MGK
VANGUARD WORLD ...
|
Warrant | 0.68% | 0.66% |
#22
1
Prev: #21
|
3.3 |
—
|
12,093 | 385.4% |
P
S
|
15,231 | $1,338,957 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.46% | 0.53% |
#23
Prev: #23
|
0.7 |
—
|
-521 | -1.7% |
P
S
|
29,978 | $899,640 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.43% | 0.46% |
#24
Prev: #24
|
2.2 |
—
|
140 | 6.5% |
P
S
|
2,283 | $851,605 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
HNST
HONEST CO INC
|
Consumer Defensive | 0.42% | 0.31% |
#25
1
Prev: #26
|
2.7 |
—
|
44,917 | 24.8% |
P
S
|
226,099 | $827,522 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AFL
AFLAC INC
|
Financial Services | 0.42% | 0.44% |
#26
1
Prev: #25
|
1.2 |
—
|
no change | no change |
P
S
|
7,029 | $824,150 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PRF
INVESCO EXCHANG...
|
ETF | 0.28% | 0.29% |
#27
Prev: #27
|
0.6 |
—
|
-351 | -3.4% |
P
S
|
10,087 | $545,001 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.24% | 0.24% |
#28
Prev: #28
|
0.6 |
—
|
-221 | -4.1% |
P
S
|
5,145 | $467,115 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.24% | 0.16% |
#29
10
Prev: #39
|
3.1 |
—
|
1,653 | 57.8% |
P
S
|
4,515 | $465,271 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.23% | 0.18% |
#30
7
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
942 | $449,871 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FYC
FIRST TR EXCHAN...
|
ETF | 0.23% | 0.19% |
#31
3
Prev: #34
|
0.6 |
—
|
27 | 0.8% |
P
S
|
3,467 | $441,509 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.22% | 0.24% |
#32
2
Prev: #30
|
2.1 |
—
|
300 | 5.2% |
P
S
|
6,016 | $434,115 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JIVE
J P MORGAN EXCH...
|
Bond/Debt | 0.21% | 0.12% |
#33
14
Prev: #47
|
3.1 |
—
|
2,098 | 88.0% |
P
S
|
4,481 | $412,047 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.19% | 0.20% |
#34
3
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
1,333 | $371,387 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.19% | 0.24% |
#35
6
Prev: #29
|
0.1 |
—
|
-658 | -42.8% |
P
S
|
880 | $365,754 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FFEB
FIRST TR EXCHNG...
|
ETF | 0.19% | 0.19% |
#36
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
5,950 | $362,831 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.18% | 0.20% |
#37
5
Prev: #32
|
0.6 |
—
|
-270 | -13.5% |
P
S
|
1,729 | $345,956 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FJUN
FIRST TR EXCHNG...
|
ETF | 0.17% | 0.19% |
#38
2
Prev: #36
|
0.6 |
—
|
-54 | -0.9% |
P
S
|
5,673 | $340,096 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.17% | 0.19% |
#39
6
Prev: #33
|
0.6 |
—
|
2 | 0.3% |
P
S
|
588 | $331,215 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.15% | 0.15% |
#40
Prev: #40
|
3.1 |
—
|
2,772 | 300.0% |
P
S
|
3,696 | $297,787 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.14% | — |
#41
Prev: #—
|
3.6 |
—
|
784 | — |
NEW
|
784 | $277,012 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MMM
3M CO
|
Industrials | 0.14% | 0.14% |
#42
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
1,700 | $275,247 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.13% | 0.12% |
#43
3
Prev: #46
|
0.6 |
—
|
26 | 3.7% |
P
S
|
738 | $263,739 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.13% | 0.15% |
#44
3
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
3,379 | $259,169 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DJUN
FIRST TR EXCHNG...
|
ETF | 0.11% | 0.12% |
#45
2
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
4,542 | $223,830 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DMAR
FIRST TR EXCHNG...
|
ETF | 0.11% | 0.12% |
#46
2
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
4,995 | $223,439 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
STIP
ISHARES TR
|
ETF | 0.11% | — |
#47
Prev: #—
|
3.5 |
—
|
2,119 | — |
NEW
|
2,119 | $216,477 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #45) |
0.0 |
—
|
-3,500 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.00% | 0.18% |
Sold All 😨
(Was: #38) |
0.0 |
—
|
-8,043 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-49 of 49 holdings