DOSSIER · 13F-HR · Q1 2026

Echo Wealth Management, LLC

Echo Wealth's holding co. based in London, UK — $174M in tracked AUM across 47 positions as of Q1 2026.

EW

Echo Wealth·London, UK·Holding Co.

CIK 0001846994 · last filed Mar 31, 2026

Total AUM

$174M

▲ 2.2%

vs prior

Holdings

47

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

14% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Echo Wealth Management LLC 13F Filing

Portfolio Overview

Echo Wealth Management LLC has reported a substantial expansion in its portfolio assets under management (AUM), increasing the total portfolio value by 128.8% from approximately $74.86 million to $171.27 million quarter-over-quarter. This significant growth suggests either substantial capital inflows from new or existing clients or strong performance from underlying assets during the period. The ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

AMERICAN CENTY ETF TR

$32M775K18.5%

02

AMERICAN CENTY ETF TR

$25M296K14.5%

03

J P MORGAN EXCHANGE TRADED F

$20M442K11.7%

04

J P MORGAN EXCHANGE TRADED F

$14M269K8.3%

05

AMERICAN CENTY ETF TR

$11M135K6.3%

06

AMERICAN CENTY ETF TR

$8M72K4.6%

07

FIRST TR EXCHANGE-TRADED FD

$8M307K4.5%

08

AMERICAN CENTY ETF TR

$8M68K4.3%

09

AMERICAN CENTY ETF TR

$7M88K4.1%

10

J P MORGAN EXCHANGE TRADED F

$5M57K2.8%

Filing history

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