Filed: 4/21/2026ACC: 0001398344-26-006803
📋 What this filing means
ECHO WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $173.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$173.67M
Total AUM (reported)
3.18M
Total Shares
Allocation by class
AVANTIS CORE FI$32.20M18.5%
INTL EQT ETF$25.13M14.5%
INCOME ETF$20.35M11.7%
ACTIVE BOND ETF$14.46M8.3%
AVANTIS EMGMKT$10.87M6.3%
COM$8.87M5.1%
US EQT ETF$8.02M4.6%
Portfolio Concentration
Top 3$77.67M44.7%
4–10$60.66M34.9%
11–25$28.30M16.3%
Rest$7.04M4.1%
Top 3 weight
44.7%
Top 10 weight
79.7%
Voting Authority Distribution
Total shares with voting rights: 3.18M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.18M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:
AMERICAN CENTY ETF TR
SOLEShares775.06K
TypeSH
Market value$32.20M
18.54%
Sole
0.00
Shared
0.00
None
775.06K
AMERICAN CENTY ETF TR
SOLEShares296.22K
TypeSH
Market value$25.13M
14.47%
Sole
0.00
Shared
0.00
None
296.22K
J P MORGAN EXCHANGE TRADED F
SOLEShares441.63K
TypeSH
Market value$20.35M
11.71%
Sole
0.00
Shared
0.00
None
441.63K
J P MORGAN EXCHANGE TRADED F
SOLEShares269K
TypeSH
Market value$14.46M
8.33%
Sole
0.00
Shared
0.00
None
269K
AMERICAN CENTY ETF TR
SOLEShares134.96K
TypeSH
Market value$10.87M
6.26%
Sole
0.00
Shared
0.00
None
134.96K
AMERICAN CENTY ETF TR
SOLEShares72.14K
TypeSH
Market value$8.02M
4.62%
Sole
0.00
Shared
0.00
None
72.14K
FIRST TR EXCHANGE-TRADED FD
SOLEShares307.17K
TypeSH
Market value$7.85M
4.52%
Sole
0.00
Shared
0.00
None
307.17K
AMERICAN CENTY ETF TR
SOLEShares68.21K
TypeSH
Market value$7.53M
4.34%
Sole
0.00
Shared
0.00
None
68.21K
AMERICAN CENTY ETF TR
SOLEShares88.39K
TypeSH
Market value$7.13M
4.10%
Sole
0.00
Shared
0.00
None
88.39K
J P MORGAN EXCHANGE TRADED F
SOLEShares56.69K
TypeSH
Market value$4.79M
2.76%
Sole
0.00
Shared
0.00
None
56.69K
SPDR SERIES TRUST
SOLEShares42.21K
TypeSH
Market value$4.13M
2.38%
Sole
0.00
Shared
0.00
None
42.21K
J P MORGAN EXCHANGE TRADED F
SOLEShares55.34K
TypeSH
Market value$3.54M
2.04%
Sole
0.00
Shared
0.00
None
55.34K
FIRST TR EXCHNG TRADED FD VI
SOLEShares70.28K
TypeSH
Market value$3.37M
1.94%
Sole
0.00
Shared
0.00
None
70.28K
ISHARES TR
SOLEShares38.87K
TypeSH
Market value$2.73M
1.57%
Sole
0.00
Shared
0.00
None
38.87K
APPLE INC
SOLEShares7.33K
TypeSH
Market value$1.86M
1.07%
Sole
0.00
Shared
0.00
None
7.33K
VANGUARD INDEX FDS
SOLEShares5.77K
TypeSH
Market value$1.85M
1.07%
Sole
0.00
Shared
0.00
None
5.77K
AMAZON COM INC
SOLEShares7.98K
TypeSH
Market value$1.66M
0.96%
Sole
0.00
Shared
0.00
None
7.98K
PACER FDS TR
SOLEShares25.81K
TypeSH
Market value$1.61M
0.93%
Sole
0.00
Shared
0.00
None
25.81K
GENERAL MILLS INC
SOLEShares39.61K
TypeSH
Market value$1.47M
0.85%
Sole
0.00
Shared
0.00
None
39.61K
FIRST TR EXCHNG TRADED FD VI
SOLEShares47.66K
TypeSH
Market value$1.33M
0.77%
Sole
0.00
Shared
0.00
None
47.66K
VANGUARD WORLD FD
SOLEShares3.14K
TypeSH
Market value$1.15M
0.66%
Sole
0.00
Shared
0.00
None
3.14K
FIRST TR EXCHNG TRADED FD VI
SOLEShares32.81K
TypeSH
Market value$1.11M
0.64%
Sole
0.00
Shared
0.00
None
32.81K
SPDR SERIES TRUST
SOLEShares30.50K
TypeSH
Market value$917.1K
0.53%
Sole
0.00
Shared
0.00
None
30.50K
MICROSOFT CORP
SOLEShares2.14K
TypeSH
Market value$793.3K
0.46%
Sole
0.00
Shared
0.00
None
2.14K
AFLAC INC
SOLEShares7.03K
TypeSH
Market value$771.2K
0.44%
Sole
0.00
Shared
0.00
None
7.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 775.06K | SH | $32.20M 18.54% | 0.00 | 0.00 | 775.06K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 296.22K | SH | $25.13M 14.47% | 0.00 | 0.00 | 296.22K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 441.63K | SH | $20.35M 11.71% | 0.00 | 0.00 | 441.63K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 269K | SH | $14.46M 8.33% | 0.00 | 0.00 | 269K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 134.96K | SH | $10.87M 6.26% | 0.00 | 0.00 | 134.96K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 72.14K | SH | $8.02M 4.62% | 0.00 | 0.00 | 72.14K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 307.17K | SH | $7.85M 4.52% | 0.00 | 0.00 | 307.17K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 68.21K | SH | $7.53M 4.34% | 0.00 | 0.00 | 68.21K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 88.39K | SH | $7.13M 4.10% | 0.00 | 0.00 | 88.39K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 56.69K | SH | $4.79M 2.76% | 0.00 | 0.00 | 56.69K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 42.21K | SH | $4.13M 2.38% | 0.00 | 0.00 | 42.21K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 55.34K | SH | $3.54M 2.04% | 0.00 | 0.00 | 55.34K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 70.28K | SH | $3.37M 1.94% | 0.00 | 0.00 | 70.28K |
ISHARES TRSOLE | CORE DIV GRWTH | 38.87K | SH | $2.73M 1.57% | 0.00 | 0.00 | 38.87K |
APPLE INCSOLE | COM | 7.33K | SH | $1.86M 1.07% | 0.00 | 0.00 | 7.33K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.77K | SH | $1.85M 1.07% | 0.00 | 0.00 | 5.77K |
AMAZON COM INCSOLE | COM | 7.98K | SH | $1.66M 0.96% | 0.00 | 0.00 | 7.98K |
PACER FDS TRSOLE | US CASH COWS 100 | 25.81K | SH | $1.61M 0.93% | 0.00 | 0.00 | 25.81K |
GENERAL MILLS INCSOLE | COM | 39.61K | SH | $1.47M 0.85% | 0.00 | 0.00 | 39.61K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 47.66K | SH | $1.33M 0.77% | 0.00 | 0.00 | 47.66K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 3.14K | SH | $1.15M 0.66% | 0.00 | 0.00 | 3.14K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 32.81K | SH | $1.11M 0.64% | 0.00 | 0.00 | 32.81K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 30.50K | SH | $917.1K 0.53% | 0.00 | 0.00 | 30.50K |
MICROSOFT CORPSOLE | COM | 2.14K | SH | $793.3K 0.46% | 0.00 | 0.00 | 2.14K |
AFLAC INCSOLE | COM | 7.03K | SH | $771.2K 0.44% | 0.00 | 0.00 | 7.03K |
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