Latest Echo Wealth Management, LLC Stock Portfolio

Echo Wealth Management, LLC Performance:

2026 Q1: -0.45%YTD: -0.45%2025: 9.01%

Performance for 2026 Q1 is -0.45%, and YTD is -0.45%, and 2025 is 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 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Echo Wealth Management, LLC reported an equity portfolio of $173.7 Millions as of 31 Mar, 2026.

The top stock holdings of Echo Wealth Management, LLC are AEMB, AEMB, BBAX. The fund has invested 18.5% of it's portfolio in AMERICAN CENTY ETF TR and 14.5% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off SPDR INDEX SHS FDS (CWI) and J P MORGAN EXCHANGE TRADED F stocks. They significantly reduced their stock positions in PACER FDS TR (AFTY), TAIWAN SEMICONDUCTOR MANUFAC (TSM) and SPDR SERIES TRUST (BIL). Echo Wealth Management, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHNG TRADED FD VI (AFLG), J P MORGAN EXCHANGE TRADED F and AMERICAN CENTY ETF TR (AEMB).

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

Our best estimate is that Echo Wealth Management, LLC made a return of -0.45% in the last quarter. In trailing 12 months, it's portfolio return was 10.92%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional etf trust	313,355
american centy etf tr	285,799
vanguard scottsdale fds	204,890

New stocks bought by Echo Wealth Management, LLC

Additions

Ticker	% Inc.
first tr exchng traded fd vi	65.95
j p morgan exchange traded f	63.61
american centy etf tr	32.07
uber technologies inc	27.82
american centy etf tr	24.56
first tr exchng traded fd vi	23.85
american centy etf tr	12.83
general mills inc	9.79

Additions to existing portfolio by Echo Wealth Management, LLC

Reductions

Ticker	% Reduced
pacer fds tr	-47.82
taiwan semiconductor manufac	-38.39
spdr series trust	-38.31
apple inc	-31.83
ishares tr	-30.93
american centy etf tr	-27.73
spdr series trust	-25.67
spdr series trust	-23.66

Echo Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr index shs fds	-2,772,140
j p morgan exchange traded f	-203,213

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.

Sector	%
Others	94.6
Technology	2
Consumer Defensive	1.2

Market Cap. Distribution

Echo Wealth Management, LLC has about 5.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.6
MEGA-CAP	3.2
LARGE-CAP	1.9

Stocks belong to which Index?

About 4.9% of the stocks held by Echo Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.1
S&P 500	4.9

Top 5 Winners (%)		%
HNST	honest co inc	13.8 %
TSM	taiwan semiconductor manufac	9.1 %
AEMB	american centy etf tr	7.5 %
	j p morgan exchange traded f	6.0 %
AEMB	american centy etf tr	5.5 %

Top 5 Winners ($)		$
AEMB	american centy etf tr	0.7 M
AEMB	american centy etf tr	0.6 M
AEMB	american centy etf tr	0.5 M
AEMB	american centy etf tr	0.4 M
AFTY	pacer fds tr	0.1 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-20.8 %
GIS	general mills inc	-19.2 %
UNH	unitedhealth group inc	-17.3 %
META	meta platforms inc	-12.8 %
UBER	uber technologies inc	-10.8 %

Top 5 Losers ($)		$
	j p morgan exchange traded f	-0.5 M
BIL	spdr series trust	-0.4 M
GIS	general mills inc	-0.4 M
MSFT	microsoft corp	-0.3 M
AEMB	american centy etf tr	-0.3 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 79.7% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Echo Wealth Management, LLC last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.07	7,330	1,860,280	reduced	-31.83

ACWF	ishares tr	1.57	38,874	2,728,180	reduced	-30.93

AEMB	american centy etf tr	18.54	775,059	32,196,000	added	24.56

AEMB	american centy etf tr	14.47	296,220	25,131,300	added	12.83

AEMB	american centy etf tr	6.26	134,959	10,875,000	added	32.07

AEMB	american centy etf tr	4.62	72,143	8,020,810	reduced	-10.45

AEMB	american centy etf tr	4.34	68,206	7,534,720	reduced	-19.21

AEMB	american centy etf tr	4.10	88,389	7,125,040	reduced	-27.73

AEMB	american centy etf tr	0.16	2,862	285,799	new

AFL	aflac inc	0.44	7,029	771,152	unchanged	0.00

AFLG	first tr exchng traded fd vi	1.94	70,275	3,366,550	added	65.95

AFLG	first tr exchng traded fd vi	0.64	32,808	1,107,930	added	23.85

AFLG	first tr exchng traded fd vi	0.19	5,950	332,308	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.19	5,727	323,593	reduced	-21.64

AFLG	first tr exchng traded fd vi	0.12	4,542	213,650	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.12	4,995	211,788	reduced	-16.68

AFTY	pacer fds tr	0.93	25,811	1,614,730	reduced	-47.82

AMZN	amazon com inc	0.96	7,982	1,662,410	reduced	-4.05

BBAX	j p morgan exchange traded f	11.71	441,628	20,345,800	added	5.73

BIL	spdr series trust	2.38	42,209	4,132,720	reduced	-23.66