Echo Wealth Management, LLC - Portfolio overview

Echo Wealth Management, LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. AVIG - AMERICAN CENTY ETF TR, 18.10%
2. AVDE - AMERICAN CENTY ETF TR, 14.13%
3. JPIE - J P MORGAN EXCHANGE TRADED F, 11.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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