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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
AFL icon
26
Aflac
AFL
$58.9B
$824K 0.42%
7,029
– –
PRF icon
27
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$545K 0.28%
10,087
-351
-3% -$18.3K
SPTM icon
28
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$467K 0.24%
5,145
-221
-4% -$19.4K
AVDV icon
29
Avantis International Small Cap Value ETF
AVDV
$20.8B
$465K 0.24%
4,515
+1,653
+58% +$176K
TSM icon
30
TSMC
TSM
$2.22T
$450K 0.23%
942
– –
FYC icon
31
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.41B
$442K 0.23%
3,467
+27
+0.8% +$3.05K
UBER icon
32
Uber
UBER
$156B
$434K 0.22%
6,016
+300
+5% +$22K
JIVE icon
33
JPMorgan International Value ETF
JIVE
$3.92B
$412K 0.21%
4,481
+2,098
+88% +$191K
ECL icon
34
Ecolab
ECL
$78.4B
$371K 0.19%
1,333
– –
UNH icon
35
UnitedHealth
UNH
$357B
$366K 0.19%
880
-658
-43% -$244K
FFEB icon
36
FT Vest US Equity Buffer ETF February
FFEB
$1.43B
$363K 0.19%
5,950
– –
NVDA icon
37
NVIDIA
NVDA
$5.56T
$346K 0.18%
1,729
-270
-14% -$55.5K
FJUN icon
38
FT Vest US Equity Buffer ETF June
FJUN
$1.41B
$340K 0.17%
5,673
-54
-0.9% -$3.19K
META icon
39
Meta Platforms (Facebook)
META
$1.55T
$331K 0.17%
588
+2
+0.3% +$1.22K
VO icon
40
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$298K 0.15%
3,696
– –
GOOG icon
41
Alphabet (Google) Class C
GOOG
$4.1T
$277K 0.14%
+784
New +$280K
MMM icon
42
3M
MMM
$86.8B
$275K 0.14%
1,700
– –
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.14T
$264K 0.13%
738
+26
+4% +$9.36K
BIV icon
44
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$259K 0.13%
3,379
– –
DJUN icon
45
FT Vest US Equity Deep Buffer ETF June
DJUN
$356M
$224K 0.11%
4,542
– –
DMAR icon
46
FT Vest US Equity Deep Buffer ETF March
DMAR
$465M
$223K 0.11%
4,995
– –
STIP icon
47
iShares 0-5 Year TIPS Bond ETF
STIP
$16.1B
$216K 0.11%
+2,119
New +$219K
DFAI
48
Dimensional International Core Equity Market ETF
DFAI
$18.4B
– –
-8,043
Closed -$313K
VGSH icon
49
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
– –
-3,500
Closed -$205K
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.