StockDriftsStockDriftsTop 48 Echo Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVIG | AMERICAN CENTY ETF TR | 17.4% | 900.7K | $35.5M | +8.72%(+72.21K) | $41.26(-3.96%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 15.1% | 341.6K | $30.8M | +6.28%(+20.18K) | $68.19(+31.26%) | 2026-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 10.96% | 497.6K | $22.3M | +6.72%(+31.32K) | $45.48(-1.25%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 7.49% | 298.6K | $15.3M | +2.59%(+7.53K) | $53.96(-4.75%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 6.81% | 147.6K | $13.9M | +6.98%(+9.63K) | $64.36(+38.96%) | 2026-09-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 4.73% | 345.5K | $9.6M | +4.43%(+14.66K) | $25.28(+11.56%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 4.71% | 75.0K | $9.6M | +3.51%(+2.55K) | $69.78(+84.76%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 4.21% | 95.0K | $8.6M | +4.09%(+3.73K) | $54.57(+70.35%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.03% | 69.8K | $8.2M | +1.40%(+967) | $82.59(+44.91%) | 2026-09-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 2.79% | 58.9K | $5.7M | -2.47%(-1.49K) | $73.98(+26.97%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.94% | +36.55% | +4.71% | +25.90% |
| Top 20 Holdings Unweighted | +12.84% | +43.66% | +5.66% | +31.72% |
Echo Wealth Management LLC reports $203.88M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are AVIG (17.4%), AVDE (15.1%) and JPIE (11.0%). The top 20 holdings account for 92.48% of reported assets. Its disclosed equity book has returned +36.55% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Echo Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846994). View Echo Wealth Management LLC’s 13F filings on SEC