Echo Wealth Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMERICAN CENTY ETF TR | 622,214 | 775,059 | +152,845 | 26,085,066 | 32,195,971 | 18.54% | +6,110,905 |
| J P MORGAN EXCHANGE TRADED F | 164,419 | 269,004 | +104,585 | 8,890,125 | 14,464,354 | 8.33% | +5,574,229 |
| AMERICAN CENTY ETF TR | 262,526 | 296,220 | +33,694 | 21,611,126 | 25,131,324 | 14.47% | +3,520,198 |
| AMERICAN CENTY ETF TR | 102,188 | 134,959 | +32,771 | 7,870,550 | 10,874,962 | 6.26% | +3,004,412 |
| FIRST TR EXCHNG TRADED FD VI | 42,346 | 70,275 | +27,929 | 2,068,090 | 3,366,552 | 1.94% | +1,298,462 |
| J P MORGAN EXCHANGE TRADED F | 417,704 | 441,628 | +23,924 | 19,335,539 | 20,345,809 | 11.71% | +1,010,270 |
| DIMENSIONAL ETF TRUST | 0 | 8,043 | +8,043 | 0 | 313,355 | 0.18% | +313,355 |
| AMERICAN CENTY ETF TR | 0 | 2,862 | +2,862 | 0 | 285,799 | 0.16% | +285,799 |
| VANGUARD SCOTTSDALE FDS | 0 | 3,500 | +3,500 | 0 | 204,890 | 0.12% | +204,890 |
| FIRST TR EXCHNG TRADED FD VI | 26,491 | 32,808 | +6,317 | 907,582 | 1,107,926 | 0.64% | +200,344 |
| HONEST CO INC | 178,761 | 181,182 | +2,421 | 461,203 | 532,675 | 0.31% | +71,472 |
| UBER TECHNOLOGIES INC(UBER) | 4,472 | 5,716 | +1,244 | 365,407 | 411,152 | 0.24% | +45,745 |
| FIRST TR EXCHNG TRADED FD VI | 4,542 | 4,542 | 0 | 215,026 | 213,650 | 0.12% | -1,376 |
| VANGUARD BD INDEX FDS | 3,379 | 3,379 | 0 | 263,157 | 260,791 | 0.15% | -2,366 |
| AFLAC INC(AFL) | 7,029 | 7,029 | 0 | 775,088 | 771,152 | 0.44% | -3,936 |
| FIRST TR EXCHNG TRADED FD VI | 5,950 | 5,950 | 0 | 336,889 | 332,308 | 0.19% | -4,581 |
| ECOLAB INC(ECL) | 1,398 | 1,333 | -65 | 367,003 | 354,605 | 0.20% | -12,398 |
| ALPHABET INC(GOOG) | 710 | 712 | +2 | 222,230 | 204,743 | 0.12% | -17,487 |
| 3M CO(MMM) | 1,700 | 1,700 | 0 | 272,170 | 246,891 | 0.14% | -25,279 |
| NVIDIA CORPORATION(NVDA) | 2,021 | 1,999 | -22 | 376,917 | 348,626 | 0.20% | -28,291 |
| VANGUARD INDEX FDS | 1,016 | 924 | -92 | 294,864 | 265,354 | 0.15% | -29,510 |
| FIRST TR EXCHNG TRADED FD VI | 5,995 | 4,995 | -1,000 | 249,720 | 211,788 | 0.12% | -37,932 |
| J P MORGAN EXCHANGE TRADED F | 3,037 | 2,383 | -654 | 243,806 | 204,079 | 0.12% | -39,727 |
| FIRST TR EXCHNG TRADED FD VI | 49,532 | 47,660 | -1,872 | 1,398,784 | 1,334,480 | 0.77% | -64,304 |
| INVESCO EXCHANGE TRADED FD T | 12,271 | 10,438 | -1,833 | 575,755 | 496,118 | 0.29% | -79,637 |
| META PLATFORMS INC(META) | 637 | 586 | -51 | 420,477 | 335,268 | 0.19% | -85,209 |
| FIRST TR EXCHNG TRADED FD VI | 7,309 | 5,727 | -1,582 | 417,052 | 323,593 | 0.19% | -93,459 |
| FIRST TR EXCHANGE-TRADED ALP | 4,489 | 3,440 | -1,049 | 431,476 | 333,611 | 0.19% | -97,865 |
| UNITEDHEALTH GROUP INC(UNH) | 1,669 | 1,538 | -131 | 550,954 | 416,167 | 0.24% | -134,787 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 1,529 | 942 | -587 | 464,648 | 318,349 | 0.18% | -146,299 |
| VANGUARD INDEX FDS | 5,964 | 5,768 | -196 | 1,999,550 | 1,850,432 | 1.07% | -149,118 |
| SPDR SERIES TRUST | 7,219 | 5,366 | -1,853 | 595,568 | 424,236 | 0.24% | -171,332 |
| J P MORGAN EXCHANGE TRADED F | 3,003 | 0 | -3,003 | 203,213 | 0 | — | -203,213 |
| GENERAL MILLS INC(GIS) | 36,080 | 39,611 | +3,531 | 1,677,720 | 1,474,321 | 0.85% | -203,399 |
| AMAZON COM INC(AMZN) | 8,319 | 7,982 | -337 | 1,920,192 | 1,662,411 | 0.96% | -257,781 |
| VANGUARD WORLD FD | 3,554 | 3,138 | -416 | 1,466,985 | 1,153,027 | 0.66% | -313,958 |
| MICROSOFT CORP(MSFT) | 2,764 | 2,143 | -621 | 1,336,726 | 793,274 | 0.46% | -543,452 |
| SPDR SERIES TRUST | 49,439 | 30,499 | -18,940 | 1,493,058 | 917,105 | 0.53% | -575,953 |
| FIRST TR EXCHANGE-TRADED FD | 335,205 | 307,166 | -28,039 | 8,795,786 | 7,848,096 | 4.52% | -947,690 |
| AMERICAN CENTY ETF TR | 80,561 | 72,143 | -8,418 | 9,005,106 | 8,020,807 | 4.62% | -984,299 |
| APPLE INC(AAPL) | 10,753 | 7,330 | -3,423 | 2,923,311 | 1,860,281 | 1.07% | -1,063,030 |
| AMERICAN CENTY ETF TR | 84,421 | 68,206 | -16,215 | 8,609,222 | 7,534,717 | 4.34% | -1,074,505 |
| ISHARES TR | 56,281 | 38,874 | -17,407 | 3,907,027 | 2,728,177 | 1.57% | -1,178,850 |
| J P MORGAN EXCHANGE TRADED F | 71,319 | 55,343 | -15,976 | 4,737,734 | 3,536,942 | 2.04% | -1,200,792 |
| PACER FDS TR | 49,469 | 25,811 | -23,658 | 2,976,574 | 1,614,731 | 0.93% | -1,361,843 |
| J P MORGAN EXCHANGE TRADED F | 66,977 | 56,694 | -10,283 | 6,215,422 | 4,791,737 | 2.76% | -1,423,685 |
| SPDR SERIES TRUST | 55,289 | 42,209 | -13,080 | 5,899,348 | 4,132,720 | 2.38% | -1,766,628 |
| AMERICAN CENTY ETF TR | 122,311 | 88,389 | -33,922 | 9,267,504 | 7,125,037 | 4.10% | -2,142,467 |
| SPDR INDEX SHS FDS | 59,221 | 0 | -59,221 | 2,772,135 | 0 | — | -2,772,135 |