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EWM
Echo Wealth Management Portfolio holdings
AUM
$204M
Turnover
8%
1-Year Est. Return
7.55%
This Fund
S&P 500
This Quarter Est. Return
-1.14%
1 Year Est. Return
+7.55%
3 Year Est. Return
+42.9%
5 Year Est. Return
+35.53%
10 Year Est. Return
–
AUM
$204M
AUM Growth
+$7.94M
(+4.1%)
Cap. Flow
+$10.7M
Cap. Flow % of AUM
Cap. Flow %
5.22%
Top 10 Holdings %
Top 10 Hldgs %
78.22%
Holding
50
New
3
Increased
23
Reduced
14
Closed
1
Avg Time Held
3.2
years
Top 10 Avg Time Held
2.5
years
Top 20 Avg Time Held
3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis Core Fixed Income ETF
AVIG
|
+$2.93M |
| 2 |
Avantis International Equity ETF
AVDE
|
+$1.86M |
| 3 |
JPMorgan Income ETF
JPIE
|
+$1.43M |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$896K |
| 5 |
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
|
+$738K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
General Mills
GIS
|
+$283K |
| 2 |
The Honest Company
HNST
|
+$282K |
| 3 |
Microsoft
MSFT
|
+$271K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$216K |
| 5 |
Apple
AAPL
|
+$144K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 94.35% |
| 2 | Technology | 2.24% |
| 3 | Consumer Discretionary | 1.04% |
| 4 | Consumer Staples | 1.03% |
| 5 | Communication Services | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Avantis International Small Cap Value ETF
AVDV
$20B
| $829K | 0.41% |
7,581
+3,066
| +68% | +$332K |
2026 Q1
2 quarters
|
|
27
Aflac
AFL
$59.5B
| $786K | 0.39% |
7,029
| – | – |
2024 Q3
8 quarters
|
|
|
28
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$1.44B
| $744K | 0.36% |
+35,661
| New | +$738K |
2026 Q3
0 quarters
|
|
29
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
| $549K | 0.27% |
10,085
-2
| -0% | -$111 |
2020 Q4
23 quarters
|
|
30
FT Vest Laddered Autocallable Barrier & Resilient Income ETF
ACYS
$308M
| $494K | 0.24% |
+24,000
| New | +$491K |
2026 Q3
0 quarters
|
|
31
JPMorgan International Value ETF
JIVE
$4.15B
| $489K | 0.24% |
5,137
+656
| +15% | +$63.1K |
2025 Q4
3 quarters
|
|
32
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $472K | 0.23% |
5,123
-22
| -0.4% | -$2.03K |
2021 Q1
22 quarters
|
|
33
TSMC
TSM
$2.18T
| $430K | 0.21% |
942
| – | – |
2024 Q4
7 quarters
|
|
34
Meta Platforms (Facebook)
META
$1.8T
| $426K | 0.21% |
588
| – | – |
2020 Q4
23 quarters
|
|
35
Uber
UBER
$143B
| $398K | 0.2% |
5,816
-200
| -3% | -$14.6K |
2024 Q3
8 quarters
|
|
36
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.32B
| $386K | 0.19% |
3,344
-123
| -4% | -$14.8K |
2025 Q4
3 quarters
|
|
37
NVIDIA
NVDA
$5.24T
| $374K | 0.18% |
1,639
-90
| -5% | -$19.3K |
2024 Q2
9 quarters
|
|
38
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $372K | 0.18% |
5,950
| – | – |
2021 Q1
22 quarters
|
|
39
Ecolab
ECL
$80.2B
| $366K | 0.18% |
1,333
| – | – |
2020 Q4
23 quarters
|
|
40
FT Vest US Equity Buffer ETF June
FJUN
$1.43B
| $358K | 0.18% |
5,844
+171
| +3% | +$10.4K |
2024 Q1
10 quarters
|
|
41
UnitedHealth
UNH
$365B
| $325K | 0.16% |
885
+5
| +0.6% | +$2.01K |
2025 Q1
6 quarters
|
|
42
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $290K | 0.14% |
3,696
| – | – |
2020 Q4
23 quarters
|
|
43
Alphabet (Google) Class A
GOOGL
$4.21T
| $289K | 0.14% |
840
+102
| +14% | +$35.4K |
2025 Q4
3 quarters
|
|
44
3M
MMM
$83.6B
| $279K | 0.14% |
1,700
| – | – |
2024 Q3
8 quarters
|
|
45
Alphabet (Google) Class C
GOOG
$4.16T
| $255K | 0.13% |
749
-35
| -4% | -$12.1K |
2026 Q2
1 quarter
|
|
46
Innovator Laddered Allocation Power Buffer ETF
BUFF
$1.09B
| $247K | 0.12% |
+4,588
| New | +$245K |
2026 Q3
0 quarters
|
|
47
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
| $246K | 0.12% |
3,379
| – | – |
2020 Q4
23 quarters
|
|
48
FT Vest US Equity Deep Buffer ETF March
DMAR
$466M
| $228K | 0.11% |
4,989
-6
| -0.1% | -$272 |
2025 Q1
6 quarters
|
|
49
FT Vest US Equity Deep Buffer ETF June
DJUN
$367M
| $227K | 0.11% |
4,542
| – | – |
2024 Q3
8 quarters
|
|
|
50
iShares 0-5 Year TIPS Bond ETF
STIP
$16.7B
| – | – |
-2,119
| Closed | -$216K | – |
|
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Echo Wealth Management's Q3 2026 Portfolio in Review
As of Q3 2026, Echo Wealth Management held 50 positions worth $204M, up 4.1% from $196M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Echo Wealth Management deployed $10.7M of net new capital in Q3 2026, opening 3 new positions and adding to 23 existing holdings. Its largest new stake was FT Vest Laddered Autocallable Barrier & Income ETF: 35,661 shares worth $744K.
By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, up from 94% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was General Mills, an estimated $283K trimmed.
- Echo Wealth Management's largest Q3 2026 buy was FT Vest Laddered Autocallable Barrier & Income ETF: 35,661 shares worth $744K.
- Echo Wealth Management added most to Avantis Core Fixed Income ETF in Q3 2026, an estimated $2.93M increase.
- Echo Wealth Management's biggest Q3 2026 reduction was General Mills, cutting an estimated $283K.
- Echo Wealth Management fully exited iShares 0-5 Year TIPS Bond ETF in Q3 2026, selling an estimated $216K.
- Echo Wealth Management's ten largest holdings make up 78% of its $204M portfolio in Q3 2026.
- Echo Wealth Management opened 3 new positions and closed 1 in Q3 2026.
- Echo Wealth Management's portfolio value rose 4.1% quarter-over-quarter to $204M.
Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.