Echo Wealth Management, LLC: 13F holdings
CIK 18469942026Q2
| Positions | 47 |
|---|
| Reported value | $195.9m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 47 (+0 vs prior quarter) |
|---|
| Reported value | $195.9m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVIG AMERICAN CENTY ETF TR | 828,460 | $34.3m | 17.5% |
| AVDE AMERICAN CENTY ETF TR | 321,389 | $28.7m | 14.6% |
| JPIE J P MORGAN EXCHANGE TRADED F | 466,277 | $21.5m | 11.0% |
| JBND J P MORGAN EXCHANGE TRADED F | 291,117 | $15.6m | 7.9% |
| AVEM AMERICAN CENTY ETF TR | 137,979 | $13.3m | 6.8% |
| RDVI FIRST TR EXCHANGE-TRADED FD | 330,875 | $9.7m | 5.0% |
| AVUS AMERICAN CENTY ETF TR | 72,452 | $9.3m | 4.7% |
| AVUV AMERICAN CENTY ETF TR | 68,858 | $8.6m | 4.4% |
| AVLV AMERICAN CENTY ETF TR | 91,242 | $8.3m | 4.2% |
| JGRO J P MORGAN EXCHANGE TRADED F | 60,403 | $6.0m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846994")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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