Echo Wealth Management
Echo Wealth Management reported 49 stocks worth $204M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AVIG (17.4%), AVDE (15.1%) and JPIE (11.0%). Compared with Q2 2026, the fund opened new positions in ACYN, ACYS and BUFF, added to AVIG, AVDE and JPIE, trimmed JGRO, SPYG and AAPL and sold out of STIP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVIG American Centy ETF TR | $35.5M | 17.4% | 901K | +72K (+9%) | 7 of 8 | |
| 2 |  AVDE American Centy ETF TR | $30.8M | 15.1% | 342K | +20K (+6%) | 8 of 8 | |
| 3 |  JPIE J P Morgan Exchange Traded F | $22.3M | 11.0% | 498K | +31K (+7%) | 8 of 8 | |
| 4 |  JBND J P Morgan Exchange Traded F | $15.3M | 7.5% | 299K | +7,530 (+3%) | 4 of 8 | |
| 5 |  AVEM American Centy ETF TR | $13.9M | 6.8% | 148K | +9,635 (+7%) | 8 of 8 | |
| 6 |  RDVI FT Vest Rising Dividend Achievers Target Income ETF | $9.6M | 4.7% | 346K | +15K (+4%) | 8 of 8 | |
| 7 |  AVUS Avantis U.s. Equity ETF | $9.6M | 4.7% | 75K | +2,546 (+4%) | 8 of 8 | |
| 8 |  AVLV American Centy ETF TR | $8.6M | 4.2% | 95K | +3,734 (+4%) | 8 of 8 | |
| 9 |  AVUV American Centy ETF TR | $8.2M | 4.0% | 70K | +967 (+1%) | 8 of 8 | |
| 10 |  JGRO J P Morgan Exchange Traded F | $5.7M | 2.8% | 59K | −1,490 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 STIP Ishares 0-5 | $216K | 2,119 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Echo Wealth Management 13F FAQ
What does Echo Wealth Management own?
Echo Wealth Management reported 49 stocks worth $204M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AVIG (17.4%), AVDE (15.1%) and JPIE (11.0%). The table above lists every position in the filing (the top 10 without an account).
What did Echo Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 23 added to, 13 trimmed and 1 sold out. New positions include ACYN, ACYS and BUFF. It sold all of STIP.
When will Echo Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Echo Wealth Management's portfolio worth?
The Q3 2026 filing reports $204M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.