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EWM

Echo Wealth Management Portfolio holdings

AUM $196M
1-Year Est. Return 14.33%
This Fund
S&P 500
This Quarter Est. Return
+7.36%
1 Year Est. Return
+14.33%
3 Year Est. Return
+41.04%
5 Year Est. Return
+35.44%
10 Year Est. Return
–
AUM
$196M
AUM Growth
+$22.3M
Cap. Flow
+$10.2M
Cap. Flow %
5.18%
Top 10 Hldgs %
79.22%
Holding
49
New
2
Increased
28
Reduced
8
Closed
2

Top Buys

Rank Stock Value
1
AVDE icon
Avantis International Equity ETF
AVDE
+$2.26M
2
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$2.21M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.18M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$1.13M
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$655K

Top Sells

Rank Stock Value
1
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$313K
2
UNH icon
UnitedHealth
UNH
+$244K
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$205K
4
NVDA icon
NVIDIA
NVDA
+$55.5K
5
MGK icon
Vanguard Morningstar Mega Cap Growth ETF
MGK
+$39.2K

Sector Composition

Rank Sector Weight
1 Miscellaneous 94.15%
2 Technology 2.24%
3 Consumer Staples 1.24%
4 Consumer Discretionary 0.99%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVIG icon
1
Avantis Core Fixed Income ETF
AVIG
$1.99B
$34.3M 17.51%
828,460
+53,401
+7% +$2.21M
AVDE icon
2
Avantis International Equity ETF
AVDE
$19.2B
$28.7M 14.63%
321,389
+25,169
+8% +$2.26M
JPIE icon
3
JPMorgan Income ETF
JPIE
$10.6B
$21.5M 10.96%
466,277
+24,649
+6% +$1.13M
JBND icon
4
JPMorgan Active Bond ETF
JBND
$8.61B
$15.6M 7.95%
291,117
+22,113
+8% +$1.18M
AVEM icon
5
Avantis Emerging Markets Equity ETF
AVEM
$28.7B
$13.3M 6.79%
137,979
+3,020
+2% +$279K
RDVI icon
6
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.75B
$9.73M 4.96%
330,875
+23,709
+8% +$655K
AVUS icon
7
Avantis US Equity ETF
AVUS
$14.5B
$9.28M 4.74%
72,452
+309
+0.4% +$38.1K
AVUV icon
8
Avantis US Small Cap Value ETF
AVUV
$31.7B
$8.59M 4.38%
68,858
+652
+1% +$77.8K
AVLV icon
9
Avantis US Large Cap Value ETF
AVLV
$21.6B
$8.32M 4.25%
91,242
+2,853
+3% +$251K
JGRO icon
10
JPMorgan Active Growth ETF
JGRO
$9.95B
$5.96M 3.04%
60,403
+3,709
+7% +$351K
SPYG icon
11
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$5.13M 2.62%
43,155
+946
+2% +$108K
HELO icon
12
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.81B
$3.94M 2.01%
58,315
+2,972
+5% +$200K
DNOV icon
13
FT Vest US Equity Deep Buffer ETF November
DNOV
$403M
$3.72M 1.9%
72,423
+2,148
+3% +$108K
DGRO icon
14
iShares Core Dividend Growth ETF
DGRO
$43.5B
$3.09M 1.58%
40,792
+1,918
+5% +$141K
AAPL icon
15
Apple
AAPL
$4.67T
$2.3M 1.17%
7,954
+624
+9% +$178K
VTI icon
16
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$2.19M 1.12%
5,914
+146
+3% +$52.2K
AMZN icon
17
Amazon
AMZN
$2.79T
$1.94M 0.99%
8,141
+159
+2% +$39.9K
COWZ icon
18
Pacer US Cash Cows 100 ETF
COWZ
$19.9B
$1.83M 0.93%
29,442
+3,631
+14% +$229K
GIS icon
19
General Mills
GIS
$20.5B
$1.61M 0.82%
46,275
+6,664
+17% +$230K
BUFR icon
20
FT Vest Fund of Buffer ETFs
BUFR
$10.5B
$1.44M 0.73%
39,385
+6,577
+20% +$236K
BUFD icon
21
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.05B
$1.42M 0.72%
47,643
-17
-0% -$498
MGK icon
22
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$1.34M 0.68%
15,231
-459
-3% -$39.2K
SPSB icon
23
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$900K 0.46%
29,978
-521
-2% -$15.6K
MSFT icon
24
Microsoft
MSFT
$3.71T
$852K 0.43%
2,283
+140
+7% +$56.6K
HNST icon
25
The Honest Company
HNST
$638M
$828K 0.42%
226,099
+44,917
+25% +$151K
1
2

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Echo Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Echo Wealth Management held 49 positions worth $196M, up 13% from $174M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Echo Wealth Management deployed $10.2M of net new capital in Q2 2026, opening 2 new positions and adding to 28 existing holdings. Its largest new stake was Alphabet (Google) Class C: 784 shares worth $277K.

By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, down from 94% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was UnitedHealth, an estimated $244K trimmed.

  • Echo Wealth Management's largest Q2 2026 buy was Alphabet (Google) Class C: 784 shares worth $277K.
  • Echo Wealth Management added most to Avantis International Equity ETF in Q2 2026, an estimated $2.26M increase.
  • Echo Wealth Management's biggest Q2 2026 reduction was UnitedHealth, cutting an estimated $244K.
  • Echo Wealth Management fully exited Dimensional International Core Equity Market ETF in Q2 2026, selling an estimated $313K.
  • Echo Wealth Management's ten largest holdings make up 79% of its $196M portfolio in Q2 2026.
  • Echo Wealth Management opened 2 new positions and closed 2 in Q2 2026.
  • Echo Wealth Management's portfolio value rose 13% quarter-over-quarter to $196M.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.