Institutional Fund
Echo Wealth Management, LLC
Plymouth, MNCIK 18469945 filings on record
Portfolio Value
$173.67M
Q1 2026
Holdings
47
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+1.4%
from $171.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr18.5%
- American Centy ETF Tr14.5%
- J P Morgan Exchange Traded F11.7%
- J P Morgan Exchange Traded F8.3%
- American Centy ETF Tr6.3%
- American Centy ETF Tr4.6%
- Other36.1%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 775.1K | $32.20M | 18.5% | +152.8K | Added |
| 2 | American Centy ETF Tr | 296.2K | $25.13M | 14.5% | +33.7K | Added |
| 3 | J P Morgan Exchange Traded F | 441.6K | $20.35M | 11.7% | +23.9K | Added |
| 4 | J P Morgan Exchange Traded F | 269.0K | $14.46M | 8.3% | +104.6K | Added |
| 5 | American Centy ETF Tr | 135.0K | $10.87M | 6.3% | +32.8K | Added |
| 6 | American Centy ETF Tr | 72.1K | $8.02M | 4.6% | −8.4K | Reduced |
| 7 | First Tr Exchange-Traded Fd | 307.2K | $7.85M | 4.5% | −28.0K | Reduced |
| 8 | American Centy ETF Tr | 68.2K | $7.53M | 4.3% | −16.2K | Reduced |
| 9 | American Centy ETF Tr | 88.4K | $7.13M | 4.1% | −33.9K | Reduced |
| 10 | J P Morgan Exchange Traded F | 56.7K | $4.79M | 2.8% | −10.3K | Reduced |
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