Echo Wealth Management, LLC holds a focused book of 47 stocks worth $195.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Alphabet Inc-CL C and trimmed FT VST Lad Deep Buf ETF-Usdi. Their largest long position is Avantis Core Fixed Income at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Echo Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 62 / 47 | $53.9B |
| ENVESTNET ASSET MANAGEMENT INC | 62 / 47 | $47.3B |
| OSAIC HOLDINGS, INC. | 62 / 47 | $11.9B |
| ROYAL BANK OF CANADA | 61 / 47 | $102.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 61 / 47 | $13.4B |
| MML INVESTORS SERVICES, LLC | 61 / 47 | $7.7B |
| CWM, LLC | 61 / 47 | $4.7B |
| MORGAN STANLEY | 60 / 47 | $371.9B |
Ranked by how many of Echo Wealth Management, LLC's top 47 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR AVANTIS CORE FI | $34.3M | 828.5K | 17.5% | ▲+6.9% Added · +53K sh | |
| 2 | American Centy ETF TR INTL EQT ETF | $28.7M | 321.4K | 14.6% | ▲+8.5% Added · +25K sh | |
| 3 | J P Morgan Exchange Traded F INCOME ETF | $21.5M | 466.3K | 11.0% | ▲+5.6% Added · +25K sh | |
| 4 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $15.6M | 291.1K | 7.9% | ▲+8.2% Added · +22K sh | |
| 5 | American Centy ETF TR AVANTIS EMGMKT | $13.3M | 138.0K | 6.8% | ▲+2.2% Added · +3K sh | |
| 6 | First TR Exchange-Traded FD FT VEST RIS | $9.7M | 330.9K | 5.0% | ▲+7.7% Added · +24K sh | |
| 7 | American Centy ETF TR US EQT ETF | $9.3M | 72.5K | 4.7% | ▲+0.4% Added · +309 sh | |
| 8 | American Centy ETF TR US SML CP VALU | $8.6M | 68.9K | 4.4% | ▲+0.9% Added · +652 sh | |
| 9 | American Centy ETF TR US LARGE CAP VLU | $8.3M | 91.2K | 4.2% | ▲+3.2% Added · +3K sh | |
| 10 | J P Morgan Exchange Traded F ACTIVE GROWTH | $6.0M | 60.4K | 3.0% | ▲+6.5% Added · +4K sh | |
| 11 | SPDR Series Trust ST STR P500GRW | $5.1M | 43.2K | 2.6% | ▲+2.2% Added · +946 sh | |
| 12 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $3.9M | 58.3K | 2.0% | ▲+5.4% Added · +3K sh | |
| 13 | First TR Exchng Traded FD VI FT VEST US EQT | $3.7M | 72.4K | 1.9% | ▲+3.0% Added · +2K sh | |
| 14 | Ishares TR CORE DIV GRWTH | $3.1M | 40.8K | 1.6% | ▲+4.9% Added · +2K sh | |
| 15 | Apple Inc COM | $2.3M | 8.0K | 1.2% | ▲+8.5% Added · +624 sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $2.2M | 5.9K | 1.1% | ▲+2.5% Added · +146 sh | |
| 17 | Amazon Com Inc COM | $1.9M | 8.1K | 1.0% | ▲+2.0% Added · +159 sh | |
| 18 | Pacer FDS TR US CASH COWS 100 | $1.8M | 29.4K | 0.9% | ▲+14% Added · +4K sh | |
| 19 | General Mills Inc COM | $1.6M | 46.3K | 0.8% | ▲+17% Added · +7K sh | |
| 20 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.4M | 39.4K | 0.7% | ▲+20% Added · +7K sh | |
| 21 | First TR Exchng Traded FD VI FT VEST DEEP ETF | $1.4M | 47.6K | 0.7% | ▼~0% Reduced · −17 sh | |
| 22 | Vanguard World FD MEGA GRWTH IND | $1.3M | 15.2K | 0.7% | ▲+385% Added · +12K sh | |
| 23 | SPDR Series Trust ST SHOR CORP ETF | $900K | 30.0K | 0.5% | ▼−1.7% Reduced · −521 sh | |
| 24 | Microsoft Corp COM | $852K | 2.3K | 0.4% | ▲+6.5% Added · +140 sh | |
| 25 | Honest Co Inc COM | $828K | 226.1K | 0.4% | ▲+25% Added · +45K sh | |
| 26 | Aflac Inc COM | $824K | 7.0K | 0.4% | —Held | |
| 27 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $545K | 10.1K | 0.3% | ▼−3.4% Reduced · −351 sh | |
| 28 | SPDR Series Trust ST STR PR SP1500 | $467K | 5.1K | 0.2% | ▼−4.1% Reduced · −221 sh | |
| 29 | American Centy ETF TR INTL SMCP VLU | $465K | 4.5K | 0.2% | ▲+58% Added · +2K sh | |
| 30 | Taiwan Semiconductor Manufac SPONSORED ADS | $450K | 942 | 0.2% | —Held | |
| 31 | First TR Exchange-Traded Alp SML CP GRW ALP | $442K | 3.5K | 0.2% | ▲+0.8% Added · +27 sh | |
| 32 | Uber Technologies Inc COM | $434K | 6.0K | 0.2% | ▲+5.2% Added · +300 sh | |
| 33 | J P Morgan Exchange Traded F JPMORGAN INTL VL | $412K | 4.5K | 0.2% | ▲+88% Added · +2K sh | |
| 34 | Ecolab Inc COM | $371K | 1.3K | 0.2% | —Held | |
| 35 | Unitedhealth Group Inc COM | $366K | 880 | 0.2% | ▼−43% Reduced · −658 sh | |
| 36 | First TR Exchng Traded FD VI FT VEST US EQT | $363K | 6.0K | 0.2% | —Held | |
| 37 | Nvidia Corporation COM | $346K | 1.7K | 0.2% | ▼−14% Reduced · −270 sh | |
| 38 | First TR Exchng Traded FD VI FT VEST US EQT | $340K | 5.7K | 0.2% | ▼−0.9% Reduced · −54 sh | |
| 39 | Meta Platforms Inc CL A | $331K | 588 | 0.2% | ▲+0.3% Added · +2 sh | |
| 40 | Vanguard Index FDS MID CAP ETF | $298K | 3.7K | 0.2% | ▲+300% Added · +3K sh | |
| 41 | Alphabet Inc CAP STK CL C | $277K | 784 | 0.1% | ▲New New position | |
| 42 | 3M Co COM | $275K | 1.7K | 0.1% | —Held | |
| 43 | Alphabet Inc CAP STK CL A | $264K | 738 | 0.1% | ▲+3.6% Added · +26 sh | |
| 44 | Vanguard BD Index FDS INTERMED TERM | $259K | 3.4K | 0.1% | —Held | |
| 45 | First TR Exchng Traded FD VI FT VEST US EQT | $224K | 4.5K | 0.1% | —Held | |
| 46 | First TR Exchng Traded FD VI FT VEST US EQT | $223K | 5.0K | 0.1% | —Held | |
| 47 | Ishares TR 0-5 YR TIPS ETF | $216K | 2.1K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1846994/holdings"
Use Arkolith to show Echo Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 47 | $195.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 47 | $173.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 46 | $171.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 45 | $171.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 46 | $163.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 50 | $148.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 48 | $144.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 48 | $143.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.