Echo Wealth Management, LLC
CIK 1846994 · Holdings on Jun 30, 2026 · First reported Jul 24, 2026
Top ten holdings
Q2 2026- AVIG17.51%
- AVDE14.63%
- JPIE10.96%
- JBND7.95%
- AVEM6.79%
- RDVI4.96%
- AVUS4.74%
- AVUV4.38%
- AVLV4.25%
- JGRO3.04%
Share classes counted separately79.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVIGWeight decreased · -1.03 pp18.54% → 17.51%Shares +53.40K (+6.89%)
- JPIEWeight decreased · -0.75 pp11.71% → 10.96%Shares +24.65K (+5.58%)
- AVEMWeight increased · +0.53 pp6.26% → 6.79%Shares +3.02K (+2.24%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVIGAVANTIS CORE FIXED INCOMEAVANTIS CORE FI View history and evidence | $34.31M | 17.51% | 828.46K shares | 18.54% → 17.51%-1.03 pp +53.40K (+6.89%) | Added | ↗▾ |
| 02 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $28.67M | 14.63% | 321.39K shares | 14.47% → 14.63%+0.16 pp +25.17K (+8.50%) | Added | ↗▾ |
| 03 | JPIEJPMORGAN INCOME ETFINCOME ETF View history and evidence | $21.47M | 10.96% | 466.28K shares | 11.71% → 10.96%-0.75 pp +24.65K (+5.58%) | Added | ↗▾ |
| 04 | JBNDJPMORGAN ACTIVE BOND ETFACTIVE BOND ETF View history and evidence | $15.57M | 7.95% | 291.12K shares | 8.33% → 7.95%-0.38 pp +22.11K (+8.22%) | Added | ↗▾ |
| 05 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $13.31M | 6.79% | 137.98K shares | 6.26% → 6.79%+0.53 pp +3.02K (+2.24%) | Added | ↗▾ |
| 06 | RDVIFT VEST RISING DIVIDEND ACHIFT VEST RIS View history and evidence | $9.73M | 4.96% | 330.88K shares | 4.52% → 4.96%+0.44 pp +23.71K (+7.72%) | Added | ↗▾ |
| 07 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $9.28M | 4.74% | 72.45K shares | 4.62% → 4.74%+0.12 pp +309 (+0.43%) | Added | ↗▾ |
| 08 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $8.59M | 4.38% | 68.86K shares | 4.34% → 4.38%+0.04 pp +652 (+0.96%) | Added | ↗▾ |
| 09 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $8.32M | 4.25% | 91.24K shares | 4.10% → 4.25%+0.15 pp +2.85K (+3.23%) | Added | ↗▾ |
| 10 | JGROJPMORGAN ACTIVE GROWTH ETFACTIVE GROWTH View history and evidence | $5.96M | 3.04% | 60.40K shares | 2.76% → 3.04%+0.28 pp +3.71K (+6.54%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFAI DIMENSIONAL INTERNATIONAL CO | Non-derivative | -8,043 | -$313.36K | SEC filing ↗ | SEC filing ↗ |
| VGSH VANGUARD SHORT-TERM TREASURY | Non-derivative | -3,500 | -$204.89K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1846994 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 195934109
}Research all 47 reported holdings.
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