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The Analysis of Echo Wealth Management, LLC's Holdings & P&L

Currently, Echo Wealth Management, LLC holds 47 types of securities in its portfolio with a total value $173.7M. In the most recent quarter, they have increased their positions in AVIG (+152.8K shares, valued at $6.3M), JBND (+104.6K shares, valued at $5.6M), AVDE (+33.7K shares, valued at $2.9M); decreased their positions in AVLV (-33.9K shares, valued at $2.7M), AVUV (-16.2K shares, valued at $1.8M), COWZ (-23.7K shares, valued at $1.5M); initiated new positions in DFAI (+8.0K shares, valued at $313.4K), AVDV (+2.9K shares, valued at $285.8K), VGSH (+3.5K shares, valued at $204.9K).

1M P&L

+2.9M+1.58%

3M P&L

-3.0M-1.60%

HY P&L

+6.4M+3.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A163.4M

94.5%

2Consumer Electronics1.9M

1.1%

3Internet Retail1.7M

1.0%

Top Industries by Stock Count

1N/A32 stocks

71.1%

2Semiconductors2 stocks

4.4%

3Conglomerates1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVIG AMERICAN CENTY ETF TR775.1K shares24.56%2026-03-312026-04-21

AVDE AMERICAN CENTY ETF TR296.2K shares12.83%2026-03-312026-04-21

JPIE J P MORGAN EXCHANGE TRADED F441.6K shares5.73%2026-03-312026-04-21

JBND J P MORGAN EXCHANGE TRADED F269.0K shares63.61%2026-03-312026-04-21

AVEM AMERICAN CENTY ETF TR135.0K shares32.07%2026-03-312026-04-21

AVUS AMERICAN CENTY ETF TR72.1K shares-10.45%2026-03-312026-04-21

RDVI FIRST TR EXCHANGE-TRADED FD307.2K shares-8.36%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR68.2K shares-19.21%2026-03-312026-04-21

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AVLV AMERICAN CENTY ETF TR88.4K shares-27.73%2026-03-312026-04-21

JGRO J P MORGAN EXCHANGE TRADED F56.7K shares-15.35%2026-03-312026-04-21

SPYG SPDR SERIES TRUST42.2K shares-23.66%2026-03-312026-04-21

HELO J P MORGAN EXCHANGE TRADED F55.3K shares-22.40%2026-03-312026-04-21

DNOV FIRST TR EXCHNG TRADED FD VI70.3K shares65.95%2026-03-312026-04-21

DGRO ISHARES TR38.9K shares-30.93%2026-03-312026-04-21

AAPL APPLE INC7.3K shares-31.83%2026-03-312026-04-21

VTI VANGUARD INDEX FDS5.8K shares-3.29%2026-03-312026-04-21

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AMZN AMAZON COM INC8.0K shares-4.05%2026-03-312026-04-21

COWZ PACER FDS TR25.8K shares-47.82%2026-03-312026-04-21

GIS GENERAL MILLS INC39.6K shares9.79%2026-03-312026-04-21

BUFD FIRST TR EXCHNG TRADED FD VI47.7K shares-3.78%2026-03-312026-04-21

MGK VANGUARD WORLD FD3.1K shares-11.71%2026-03-312026-04-21

BUFR FIRST TR EXCHNG TRADED FD VI32.8K shares23.85%2026-03-312026-04-21

SPSB SPDR SERIES TRUST30.5K shares-38.31%2026-03-312026-04-21

MSFT MICROSOFT CORP2.1K shares-22.47%2026-03-312026-04-21

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AFL AFLAC INC7.0K shares0.00%2026-03-312026-04-21

HNST HONEST CO INC181.2K shares1.35%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.4K shares-14.94%2026-03-312026-04-21

SPTM SPDR SERIES TRUST5.4K shares-25.67%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.5K shares-7.85%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC5.7K shares27.82%2026-03-312026-04-21

ECL ECOLAB INC1.3K shares-4.65%2026-03-312026-04-21

NVDA NVIDIA CORPORATION2.0K shares-1.09%2026-03-312026-04-21

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META META PLATFORMS INC586 shares-8.01%2026-03-312026-04-21

FYC FIRST TR EXCHANGE-TRADED ALP3.4K shares-23.37%2026-03-312026-04-21

FFEB FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-03-312026-04-21

FJUN FIRST TR EXCHNG TRADED FD VI5.7K shares-21.64%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC942 shares-38.39%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST8.0K sharesnew addition2026-03-312026-04-21

AVDV AMERICAN CENTY ETF TR2.9K sharesnew addition2026-03-312026-04-21

VO VANGUARD INDEX FDS924 shares-9.06%2026-03-312026-04-21

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BIV VANGUARD BD INDEX FDS3.4K shares0.00%2026-03-312026-04-21

MMM 3M CO1.7K shares0.00%2026-03-312026-04-21

DJUN FIRST TR EXCHNG TRADED FD VI4.5K shares0.00%2026-03-312026-04-21

DMAR FIRST TR EXCHNG TRADED FD VI5.0K shares-16.68%2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS3.5K sharesnew addition2026-03-312026-04-21

ALPHABET INC ALPHABET INC712 shares0.28%2026-03-312026-04-21

JIVE J P MORGAN EXCHANGE TRADED F2.4K shares-21.53%2026-03-312026-04-21

AVIG

AMERICAN CENTY ETF TR

24.56%

Shares775.1K

Event2026-03-31

Filed2026-04-21

AVDE

AMERICAN CENTY ETF TR

12.83%

Shares296.2K

Event2026-03-31

Filed2026-04-21

JPIE

J P MORGAN EXCHANGE TRADED F

5.73%

Shares441.6K

Event2026-03-31

Filed2026-04-21

JBND

J P MORGAN EXCHANGE TRADED F

63.61%

Shares269.0K

Event2026-03-31

Filed2026-04-21

AVEM

AMERICAN CENTY ETF TR

32.07%

Shares135.0K

Event2026-03-31

Filed2026-04-21

AVUS

AMERICAN CENTY ETF TR

-10.45%

Shares72.1K

Event2026-03-31

Filed2026-04-21

RDVI

FIRST TR EXCHANGE-TRADED FD

-8.36%

Shares307.2K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

-19.21%

Shares68.2K

Event2026-03-31

Filed2026-04-21

AVLV

AMERICAN CENTY ETF TR

-27.73%

Shares88.4K

Event2026-03-31

Filed2026-04-21

JGRO

J P MORGAN EXCHANGE TRADED F

-15.35%

Shares56.7K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

-23.66%

Shares42.2K

Event2026-03-31

Filed2026-04-21

HELO

J P MORGAN EXCHANGE TRADED F

-22.40%

Shares55.3K

Event2026-03-31

Filed2026-04-21

DNOV

FIRST TR EXCHNG TRADED FD VI

65.95%

Shares70.3K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

-30.93%

Shares38.9K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-31.83%

Shares7.3K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

-3.29%

Shares5.8K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-4.05%

Shares8.0K

Event2026-03-31

Filed2026-04-21

COWZ

PACER FDS TR

-47.82%

Shares25.8K

Event2026-03-31

Filed2026-04-21

GIS

GENERAL MILLS INC

9.79%

Shares39.6K

Event2026-03-31

Filed2026-04-21

BUFD

FIRST TR EXCHNG TRADED FD VI

-3.78%

Shares47.7K

Event2026-03-31

Filed2026-04-21

MGK

VANGUARD WORLD FD

-11.71%

Shares3.1K

Event2026-03-31

Filed2026-04-21

BUFR

FIRST TR EXCHNG TRADED FD VI

23.85%

Shares32.8K

Event2026-03-31

Filed2026-04-21

SPSB

SPDR SERIES TRUST

-38.31%

Shares30.5K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-22.47%

Shares2.1K

Event2026-03-31

Filed2026-04-21

AFL

AFLAC INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

HNST

HONEST CO INC

1.35%

Shares181.2K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

-14.94%

Shares10.4K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

-25.67%

Shares5.4K

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC

-7.85%

Shares1.5K

Event2026-03-31

Filed2026-04-21

UBER

UBER TECHNOLOGIES INC

27.82%

Shares5.7K

Event2026-03-31

Filed2026-04-21

ECL

ECOLAB INC

-4.65%

Shares1.3K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-1.09%

Shares2.0K

Event2026-03-31

Filed2026-04-21