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Echo Wealth Management, LLC - Portfolio Stock Holdings

Echo Wealth Management, LLC disclosed 49 stock positions in a recent SEC 13F filing. $195,934,117 of stock holdings were filed, with the largest holdings including AVIG, AVDE, and JPIE. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $288,189,706 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

49

Est. Stock Holding Value:

$195,934,117

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Echo Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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