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Portfolio (Quarterly) Guide ↗

Echo Wealth Management, LLC

· CIK 0001846994
13F Portfolio $196M AUM 47 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 28 Added 6 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DFAI DIMENSIONAL ETF TRUST 8,043 $313K 0.18% SOLD
2 VGSH VANGUARD SCOTTSDALE FDS 3,500 $205K 0.12% SOLD
Sector Allocation
Technology 39.2%
Consumer Cyclical 24.7%
Consumer Defensive 14.4%
Financial Services 7.4%
Communication Services 5.3%
Basic Materials 3.3%
Healthcare 3.3%
Industrials 2.5%