Echo Wealth Management, LLC
Q2 2026 13F Holdings
- Locationplymouth, MN
- Num holdings
47
- Value ($000)
$195,934
- Date Filed 07/24/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $34.31M | 18 % | 828,460 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $28.67M | 15 % | 321,389 | ||
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $21.47M | 11 % | 466,277 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $15.57M | 8 % | 291,117 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $13.31M | 7 % | 137,979 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | $9.73M | 5 % | 330,875 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $9.28M | 5 % | 72,452 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $8.59M | 4 % | 68,858 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $8.32M | 4 % | 91,242 | ||
J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | $5.96M | 3 % | 60,403 |
Rows Per Page
10
- 10
- 50
- 100