Echo Wealth Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR SERIES TRUST | 0 | 43,155 | +43,155 | 0 | 5,134,971 | 2.62% | +5,134,971 |
| J P MORGAN EXCHANGE TRADED F | 0 | 58,315 | +58,315 | 0 | 3,940,919 | 2.01% | +3,940,919 |
| AMERICAN CENTY ETF TR | 296,220 | 321,389 | +25,169 | 25,131,324 | 28,667,876 | 14.63% | +3,536,552 |
| AMERICAN CENTY ETF TR | 134,959 | 137,979 | +3,020 | 10,874,962 | 13,313,602 | 6.79% | +2,438,640 |
| AMERICAN CENTY ETF TR | 775,059 | 828,460 | +53,401 | 32,195,971 | 34,306,523 | 17.51% | +2,110,552 |
| FIRST TR EXCHANGE-TRADED FD | 307,166 | 330,875 | +23,709 | 7,848,096 | 9,727,725 | 4.96% | +1,879,629 |
| FIRST TR EXCHNG TRADED FD VI | 0 | 39,385 | +39,385 | 0 | 1,438,734 | 0.73% | +1,438,734 |
| FIRST TR EXCHNG TRADED FD VI | 0 | 47,643 | +47,643 | 0 | 1,415,950 | 0.72% | +1,415,950 |
| AMERICAN CENTY ETF TR | 72,143 | 72,452 | +309 | 8,020,807 | 9,279,682 | 4.74% | +1,258,875 |
| AMERICAN CENTY ETF TR | 88,389 | 91,242 | +2,853 | 7,125,037 | 8,322,183 | 4.25% | +1,197,146 |
| J P MORGAN EXCHANGE TRADED F | 56,694 | 60,403 | +3,709 | 4,791,737 | 5,955,085 | 3.04% | +1,163,348 |
| J P MORGAN EXCHANGE TRADED F | 441,628 | 466,277 | +24,649 | 20,345,809 | 21,472,060 | 10.96% | +1,126,251 |
| J P MORGAN EXCHANGE TRADED F | 269,004 | 291,117 | +22,113 | 14,464,354 | 15,574,756 | 7.95% | +1,110,402 |
| AMERICAN CENTY ETF TR | 68,206 | 68,858 | +652 | 7,534,717 | 8,590,780 | 4.38% | +1,056,063 |
| SPDR SERIES TRUST | 0 | 29,978 | +29,978 | 0 | 899,640 | 0.46% | +899,640 |
| SPDR SERIES TRUST | 0 | 5,145 | +5,145 | 0 | 467,115 | 0.24% | +467,115 |
| APPLE INC(AAPL) | 7,330 | 7,954 | +624 | 1,860,281 | 2,301,569 | 1.17% | +441,288 |
| ISHARES TR | 38,874 | 40,792 | +1,918 | 2,728,177 | 3,091,626 | 1.58% | +363,449 |
| FIRST TR EXCHNG TRADED FD VI | 70,275 | 72,423 | +2,148 | 3,366,552 | 3,718,921 | 1.90% | +352,369 |
| VANGUARD INDEX FDS | 5,768 | 5,914 | +146 | 1,850,432 | 2,188,417 | 1.12% | +337,985 |
| HONEST CO INC | 181,182 | 226,099 | +44,917 | 532,675 | 827,522 | 0.42% | +294,847 |
| AMAZON COM INC(AMZN) | 7,982 | 8,141 | +159 | 1,662,411 | 1,940,326 | 0.99% | +277,915 |
| ALPHABET INC(GOOG) | 0 | 784 | +784 | 0 | 277,012 | 0.14% | +277,012 |
| PACER FDS TR | 25,811 | 29,442 | +3,631 | 1,614,731 | 1,831,292 | 0.93% | +216,561 |
| ISHARES TR | 0 | 2,119 | +2,119 | 0 | 216,477 | 0.11% | +216,477 |
| J P MORGAN EXCHANGE TRADED F | 2,383 | 4,481 | +2,098 | 204,079 | 412,047 | 0.21% | +207,968 |
| VANGUARD WORLD FD | 3,138 | 15,231 | +12,093 | 1,153,027 | 1,338,957 | 0.68% | +185,930 |
| AMERICAN CENTY ETF TR | 2,862 | 4,515 | +1,653 | 285,799 | 465,271 | 0.24% | +179,472 |
| GENERAL MILLS INC(GIS) | 39,611 | 46,275 | +6,664 | 1,474,321 | 1,610,370 | 0.82% | +136,049 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 942 | 942 | 0 | 318,349 | 449,871 | 0.23% | +131,522 |
| FIRST TR EXCHANGE-TRADED ALP | 3,440 | 3,467 | +27 | 333,611 | 441,509 | 0.23% | +107,898 |
| ALPHABET INC(GOOG) | 712 | 738 | +26 | 204,743 | 263,739 | 0.13% | +58,996 |
| MICROSOFT CORP(MSFT) | 2,143 | 2,283 | +140 | 793,274 | 851,605 | 0.43% | +58,331 |
| AFLAC INC(AFL) | 7,029 | 7,029 | 0 | 771,152 | 824,150 | 0.42% | +52,998 |
| INVESCO EXCHANGE TRADED FD T | 10,438 | 10,087 | -351 | 496,118 | 545,001 | 0.28% | +48,883 |
| VANGUARD INDEX FDS | 924 | 3,696 | +2,772 | 265,354 | 297,787 | 0.15% | +32,433 |
| FIRST TR EXCHNG TRADED FD VI | 5,950 | 5,950 | 0 | 332,308 | 362,831 | 0.19% | +30,523 |
| 3M CO(MMM) | 1,700 | 1,700 | 0 | 246,891 | 275,247 | 0.14% | +28,356 |
| UBER TECHNOLOGIES INC(UBER) | 5,716 | 6,016 | +300 | 411,152 | 434,115 | 0.22% | +22,963 |
| ECOLAB INC(ECL) | 1,333 | 1,333 | 0 | 354,605 | 371,387 | 0.19% | +16,782 |
| FIRST TR EXCHNG TRADED FD VI | 5,727 | 5,673 | -54 | 323,593 | 340,096 | 0.17% | +16,503 |
| FIRST TR EXCHNG TRADED FD VI | 4,995 | 4,995 | 0 | 211,788 | 223,439 | 0.11% | +11,651 |
| FIRST TR EXCHNG TRADED FD VI | 4,542 | 4,542 | 0 | 213,650 | 223,830 | 0.11% | +10,180 |
| VANGUARD BD INDEX FDS | 3,379 | 3,379 | 0 | 260,791 | 259,169 | 0.13% | -1,622 |
| NVIDIA CORPORATION(NVDA) | 1,999 | 1,729 | -270 | 348,626 | 345,956 | 0.18% | -2,670 |
| META PLATFORMS INC(META) | 586 | 588 | +2 | 335,268 | 331,215 | 0.17% | -4,053 |
| UNITEDHEALTH GROUP INC(UNH) | 1,538 | 880 | -658 | 416,167 | 365,754 | 0.19% | -50,413 |
| VANGUARD SCOTTSDALE FDS | 3,500 | 0 | -3,500 | 204,890 | 0 | — | -204,890 |
| DIMENSIONAL ETF TRUST | 8,043 | 0 | -8,043 | 313,355 | 0 | — | -313,355 |
| SPDR SERIES TRUST | 5,366 | 0 | -5,366 | 424,236 | 0 | — | -424,236 |
| SPDR SERIES TRUST | 30,499 | 0 | -30,499 | 917,105 | 0 | — | -917,105 |
| FIRST TR EXCHNG TRADED FD VI | 32,808 | 0 | -32,808 | 1,107,926 | 0 | — | -1,107,926 |
| FIRST TR EXCHNG TRADED FD VI | 47,660 | 0 | -47,660 | 1,334,480 | 0 | — | -1,334,480 |
| J P MORGAN EXCHANGE TRADED F | 55,343 | 0 | -55,343 | 3,536,942 | 0 | — | -3,536,942 |
| SPDR SERIES TRUST | 42,209 | 0 | -42,209 | 4,132,720 | 0 | — | -4,132,720 |