☆Echo Wealth Management, LLC
Quality Q
0.757
AUM ($M)
196
Positions
47
Turnover
0.03
Top-10 wt
79%
Herfindahl
0.087
History (qtrs)
6
Excess Return
not eligible
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Holdings · 49 positions · portfolio value $196M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AVIG funds › | AMERICAN CENTY ETF TR | ADD | — | 17.5% | -1.0% | 34.3 | 828,460 | +53,401 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | ADD | — | 14.6% | +0.2% | 28.7 | 321,389 | +25,169 | 5 | — |
| ☆JPIE funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 11.0% | -0.8% | 21.5 | 466,277 | +24,649 | 5 | — |
| ☆JBND funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 7.9% | -0.4% | 15.6 | 291,117 | +22,113 | 3 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | ADD | — | 6.8% | +0.5% | 13.3 | 137,979 | +3,020 | 5 | — |
| ☆RDVI funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 5.0% | +0.4% | 9.7 | 330,875 | +23,709 | 5 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | ADD | — | 4.7% | +0.1% | 9.3 | 72,452 | +309 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 4.4% | +0.0% | 8.6 | 68,858 | +652 | 5 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | ADD | — | 4.2% | +0.1% | 8.3 | 91,242 | +2,853 | 5 | — |
| ☆JGRO funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 3.0% | +0.3% | 6.0 | 60,403 | +3,709 | 5 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | ADD | — | 2.6% | +0.2% | 5.1 | 43,155 | +946 | 5 | — |
| ☆HELO funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 2.0% | -0.0% | 3.9 | 58,315 | +2,972 | 5 | — |
| ☆CUSIP:33740F839 funds › | FIRST TR EXCHNG TRADED FD VI | ADD | — | 1.9% | -0.0% | 3.7 | 72,423 | +2,148 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 1.6% | +0.0% | 3.1 | 40,792 | +1,918 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.2% | +0.1% | 2.3 | 7,954 | +624 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 1.1% | +0.1% | 2.2 | 5,914 | +146 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 1.0% | +0.0% | 1.9 | 8,141 | +159 | 5 | — |
| ☆COWZ funds › | PACER FDS TR | ADD | — | 0.9% | +0.0% | 1.8 | 29,442 | +3,631 | 5 | — |
| ☆GIS funds › | GENERAL MILLS INC | ADD | — | 0.8% | -0.0% | 1.6 | 46,275 | +6,664 | 5 | — |
| ☆BUFR funds › | FIRST TR EXCHNG TRADED FD VI | ADD | — | 0.7% | +0.1% | 1.4 | 39,385 | +6,577 | 5 | — |
| ☆BUFD funds › | FIRST TR EXCHNG TRADED FD VI | TRIM | — | 0.7% | -0.0% | 1.4 | 47,643 | -17 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 0.7% | +0.0% | 1.3 | 15,231 | +12,093 | 5 | — |
| ☆SPSB funds › | SPDR SERIES TRUST | TRIM | — | 0.5% | -0.1% | 0.9 | 29,978 | -521 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.4% | -0.0% | 0.9 | 2,283 | +140 | 5 | — |
| ☆HNST funds › | HONEST CO INC | ADD | — | 0.4% | +0.1% | 0.8 | 226,099 | +44,917 | 5 | — |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.4% | -0.0% | 0.8 | 7,029 | +0 | 5 | — |
| ☆PRF funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.3% | -0.0% | 0.5 | 10,087 | -351 | 5 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 0.5 | 5,145 | -221 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.2% | +0.1% | 0.5 | 4,515 | +1,653 | 2 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 0.2% | +0.0% | 0.4 | 942 | +0 | 5 | — |
| ☆FYC funds › | FIRST TR EXCHANGE-TRADED ALP | ADD | — | 0.2% | +0.0% | 0.4 | 3,467 | +27 | 3 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.2% | -0.0% | 0.4 | 6,016 | +300 | 5 | — |
| ☆JIVE funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.2% | +0.1% | 0.4 | 4,481 | +2,098 | 3 | — |
| ☆ECL funds › | ECOLAB INC | HOLD | — | 0.2% | -0.0% | 0.4 | 1,333 | +0 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.2% | -0.1% | 0.4 | 880 | -658 | 5 | — |
| ☆FFEB funds › | FIRST TR EXCHNG TRADED FD VI | HOLD | — | 0.2% | -0.0% | 0.4 | 5,950 | +0 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.2% | -0.0% | 0.3 | 1,729 | -270 | 5 | — |
| ☆FJUN funds › | FIRST TR EXCHNG TRADED FD VI | TRIM | — | 0.2% | -0.0% | 0.3 | 5,673 | -54 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.2% | -0.0% | 0.3 | 588 | +2 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.3 | 3,696 | +2,772 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | NEW | — | 0.1% | +0.1% | 0.3 | 784 | +784 | 1 | — |
| ☆MMM funds › | 3M CO | HOLD | — | 0.1% | -0.0% | 0.3 | 1,700 | +0 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.1% | +0.0% | 0.3 | 738 | +26 | 3 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 3,379 | +0 | 5 | — |
| ☆DJUN funds › | FIRST TR EXCHNG TRADED FD VI | HOLD | — | 0.1% | -0.0% | 0.2 | 4,542 | +0 | 5 | — |
| ☆CUSIP:33740F615 funds › | FIRST TR EXCHNG TRADED FD VI | HOLD | — | 0.1% | -0.0% | 0.2 | 4,995 | +0 | 5 | — |
| ☆STIP funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 2,119 | +2,119 | 1 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,500 | 0 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -8,043 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 196 | 47 | 0.03 | 79% | 0.087 | 0.756 | — | in |
| 2026Q1 | 174 | 47 | 0.12 | 80% | 0.091 | 0.588 | — | in |
| 2025Q4 | 171 | 46 | 0.12 | 73% | 0.073 | 0.472 | — | in |
| 2025Q3 | 171 | 45 | 0.03 | 74% | 0.073 | 0.669 | — | in |
| 2025Q2 | 163 | 46 | 0.07 | 73% | 0.071 | 0.612 | — | entered |
| 2025Q1 | 148 | 50 | 0.00 | 71% | 0.065 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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