Grufity logo
Grufity logo

Latest Echo Wealth Management, LLC Stock Portfolio

$195Million | No. of Holdings #47

Echo Wealth Management, LLC Performance

2026 Q2+4.76%
YTD+4.29%
2025+9.01%

About Echo Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Echo Wealth Management, LLC is a hedge fund based in Plymouth, MN. On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Echo Wealth Management, LLC reported an equity portfolio of $195.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Echo Wealth Management, LLC are AEMB, AEMB, BBAX. The fund has invested 17.5% of it's portfolio in AMERICAN CENTY ETF TR and 14.6% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), NVIDIA CORPORATION (NVDA) and SPDR SERIES TRUST (BIL). Echo Wealth Management, LLC opened new stock positions in ALPHABET INC (GOOG) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (EDV), VANGUARD INDEX FDS (VB) and J P MORGAN EXCHANGE TRADED F.
Echo Wealth Management, LLC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$195Million
  as of Jul 24, 2026

Echo Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Echo Wealth Management, LLC made a return of 4.76% in the last quarter. In trailing 12 months, it's portfolio return was 10.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc277,012
ishares tr216,477
New stocks bought by Echo Wealth Management, LLC

Additions

Ticker% Inc.
vanguard world fd385
vanguard index fds300
j p morgan exchange traded f88.04
american centy etf tr57.76
honest co inc24.79
first tr exchng traded fd vi20.05
general mills inc16.82
pacer fds tr14.07
Additions to existing portfolio by Echo Wealth Management, LLC

Reductions

Ticker% Reduced
unitedhealth group inc-42.78
nvidia corporation-13.51
spdr series trust-4.12
invesco exchange traded fd t-3.36
spdr series trust-1.71
first tr exchng traded fd vi-0.94
first tr exchng traded fd vi-0.04
Echo Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-313,355
vanguard scottsdale fds-204,890
Echo Wealth Management, LLC got rid off the above stocks

Sector Distribution

Echo Wealth Management, LLC has about 94.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
Sector%
Others94.3
Technology2
Consumer Defensive1.2

Market Cap. Distribution

Echo Wealth Management, LLC has about 5.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED94.3
MEGA-CAP3.4
LARGE-CAP1.8

Stocks belong to which Index?

About 5% of the stocks held by Echo Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others94.9
S&P 5005
Top 5 Winners (%)%
UNH
unitedhealth group inc
42.1 %
TSM
taiwan semiconductor manufac
41.3 %
FMK
first tr exchange-traded alp
31.1 %
GOOG
alphabet inc
23.8 %
HNST
honest co inc
21.5 %
Top 5 Winners ($)$
AEMB
american centy etf tr
2.2 M
AEMB
american centy etf tr
1.3 M
ECLN
first tr exchange-traded fd
1.2 M
AEMB
american centy etf tr
1.2 M
AEMB
american centy etf tr
1.0 M
Top 5 Losers (%)%
EDV
vanguard world fd
-65.7 %
VB
vanguard index fds
-61.6 %
GIS
general mills inc
-6.1 %
META
meta platforms inc
-1.5 %
BIV
vanguard bd index fds
-0.6 %
Top 5 Losers ($)$
EDV
vanguard world fd
-2.6 M
VB
vanguard index fds
-0.5 M
AEMB
american centy etf tr
-0.1 M
GIS
general mills inc
-0.1 M
j p morgan exchange traded f
-0.1 M

Echo Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Echo Wealth Management, LLC

Echo Wealth Management, LLC has 47 stocks in it's portfolio. About 79.2% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Echo Wealth Management, LLC last quarter.

$195.93MTotal Value
49.00Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Echo Wealth Management, LLC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
Echo Wealth Management, LLC's holding in Ishares Tr over time
1.58%40,792
$3.09M
1.58%
increased 4.93 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
17.51%828,460
$34.31M
17.51%
increased 6.89 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
14.63%321,389
$28.67M
14.63%
increased 8.5 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
6.8%137,979
$13.31M
6.8%
increased 2.24 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
4.74%72,452
$9.28M
4.74%
increased 0.43 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
4.38%68,858
$8.59M
4.38%
increased 0.96 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
4.25%91,242
$8.32M
4.25%
increased 3.23 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
0.24%4,515
$465.3K
0.24%
increased 57.76 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Echo Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
1.9%72,423
$3.72M
1.9%
increased 3.06 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Echo Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.73%39,385
$1.44M
0.73%
increased 20.05 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Echo Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.18%5,950
$362.8K
0.18%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Echo Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.17%5,673
$340.1K
0.17%
decreased 0.94 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Echo Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.11%4,542
$223.8K
0.11%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Echo Wealth Management, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.11%4,995
$223.4K
0.11%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Echo Wealth Management, LLC's holding in Pacer Fds Tr over time
0.94%29,442
$1.83M
0.94%
increased 14.07 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Echo Wealth Management, LLC's holding in J P Morgan Exchange Traded F over time
10.96%466,277
$21.47M
10.96%
increased 5.58 percentadded