Grufity logo
Grufity logo

Latest Echo Wealth Management, LLC Stock Portfolio

$203Million | No. of Holdings #49

Echo Wealth Management, LLC Performance

2026 Q3-1.30%
YTD+2.93%
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 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Echo Wealth Management, LLC reported an equity portfolio of $203.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Echo Wealth Management, LLC are AEMB, AEMB, BBAX. The fund has invested 17.4% of it's portfolio in AMERICAN CENTY ETF TR and 15.1% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in HONEST CO INC (HNST), MICROSOFT CORP (MSFT) and GENERAL MILLS INC (GIS). Echo Wealth Management, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD) and INNOVATOR ETFS TRUST (BALT). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), FIRST TR EXCHNG TRADED FD VI (AFLG) and SPDR SERIES TRUST (BIL).
Echo Wealth Management, LLC Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$203Million
  as of Oct 15, 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 -1.3% in the last quarter. In trailing 12 months, it's portfolio return was 4.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchange-traded fd743,888
first tr exchange-traded fd493,920
innovator etfs trust247,201
New stocks bought by Echo Wealth Management, LLC

Additions

Ticker% Inc.
american centy etf tr67.91
first tr exchng traded fd vi35.93
spdr series trust25.18
j p morgan exchange traded f14.64
alphabet inc13.82
first tr exchng traded fd vi10.7
american centy etf tr8.72
american centy etf tr6.98
Additions to existing portfolio by Echo Wealth Management, LLC

Reductions

Ticker% Reduced
honest co inc-26.15
microsoft corp-25.71
general mills inc-16.42
apple inc-5.64
nvidia corporation-5.21
alphabet inc-4.46
first tr exchange-traded alp-3.55
uber technologies inc-3.32
Echo Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-216,477
Echo Wealth Management, LLC got rid off the above stocks

Sector Distribution

Echo Wealth Management, LLC has about 94.6% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others94.6
Technology2

Market Cap. Distribution

Echo Wealth Management, LLC has about 5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED94.6
MEGA-CAP3.5
LARGE-CAP1.5

Stocks belong to which Index?

About 4.8% of the stocks held by Echo Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others95.2
S&P 5004.8
Top 5 Winners (%)%
HNST
honest co inc
34.9 %
MSFT
microsoft corp
32.7 %
META
meta platforms inc
28.7 %
AAPL
apple inc
14.7 %
NVDA
nvidia corporation
13.8 %
Top 5 Winners ($)$
AAPL
apple inc
0.3 M
AEMB
american centy etf tr
0.3 M
HNST
honest co inc
0.3 M
MSFT
microsoft corp
0.3 M
BIL
spdr series trust
0.2 M
Top 5 Losers (%)%
UNH
unitedhealth group inc
-11.7 %
FMK
first tr exchange-traded alp
-9.3 %
GIS
general mills inc
-7.0 %
AEMB
american centy etf tr
-5.6 %
ECLN
first tr exchange-traded fd
-5.1 %
Top 5 Losers ($)$
AEMB
american centy etf tr
-1.7 M
j p morgan exchange traded f
-0.7 M
BBAX
j p morgan exchange traded f
-0.6 M
ECLN
first tr exchange-traded fd
-0.5 M
AEMB
american centy etf tr
-0.5 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 49 stocks in it's portfolio. About 78.2% of the portfolio is in top 10 stocks. AEMB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Echo Wealth Management, LLC last quarter.

$203.88MTotal Value
50.00Positions
15 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Echo Wealth Management, LLC, last reported on 15 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
Echo Wealth Management, LLC's holding in Ishares Tr over time
1.57%42,519
$3.21M
1.57%
increased 4.23 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
17.4%900,669
$35.48M
17.4%
increased 8.72 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
15.1%341,572
$30.78M
15.1%
increased 6.28 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
6.81%147,614
$13.88M
6.81%
increased 6.98 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
4.71%74,998
$9.61M
4.71%
increased 3.51 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
4.21%94,976
$8.59M
4.21%
increased 4.09 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
4.03%69,825
$8.22M
4.03%
increased 1.4 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Echo Wealth Management, LLC's holding in American Centy Etf Tr over time
0.41%7,581
$829.2K
0.41%
increased 67.91 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
1.89%73,140
$3.85M
1.89%
increased 0.99 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
0.98%53,537
$2.01M
0.98%
increased 35.93 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
$372.4K
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%5,844
$357.6K
0.17%
increased 3.01 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
0.11%4,989
$228.1K
0.11%
decreased 0.12 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
$227.4K
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
1%30,631
$2.04M
1%
increased 4.04 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Echo Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.12%4,588
$247.2K
0.12%
new position