Echo Wealth Management, LLC
Q1 2026 13F Holdings
- Locationplymouth, MN
- Num holdings
47
- Value ($000)
$173,674
- Date Filed 04/21/2026
- Form type13F-HR
- CIK 0001846994
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $32.2M | 19 % | 775,059 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $25.13M | 15 % | 296,220 | ||
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $20.35M | 12 % | 441,628 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $14.46M | 8 % | 269,004 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $10.87M | 6 % | 134,959 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.02M | 5 % | 72,143 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | $7.85M | 5 % | 307,166 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.53M | 4 % | 68,206 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $7.13M | 4 % | 88,389 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | $4.79M | 3 % | 56,694 |
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