EW
Echo Wealth Management, LLC
13F filer · CIK 0001846994Reported Jul 24, 2026
Net buyer this quarter
13F portfolio value$196MU.S. long equity reported on 13F
Positions161 new · 0 closed
Net flow last quarter+$841KBuys minus sells
Top 10 positions weight5.1%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 24, 202616 positions | |||||
| $2.3M | 1.17% | 0.00% | +8.5% | Q4 2020 | |
| $1.94M | 0.99% | 0.00% | +2.0% | Q4 2020 | |
| $1.61M | 0.82% | 0.01% | +16.8% | Q4 2020 | |
| $852K | 0.43% | 0.00% | +6.5% | Q4 2020 | |
| $828K | 0.42% | 0.20% | +24.8% | Q1 2024 | |
| $824K | 0.42% | 0.00% | Not reported | Q3 2024 | |
| $450K | 0.23% | 0.00% | Not reported | Q4 2024 | |
| $434K | 0.22% | 0.00% | +5.3% | Q3 2024 | |
| $412K | 0.21% | 0.01% | +88.0% | Q4 2025 | |
| $371K | 0.19% | 0.00% | Not reported | Q4 2020 | |
| $366K | 0.19% | 0.00% | -42.8% | Q2 2022 | |
| $346K | 0.18% | 0.00% | -13.5% | Q2 2024 | |
| $331K | 0.17% | Not reported | +0.3% | Q4 2020 | |
| $277K | 0.14% | Not reported | New | Q2 2026 | |
| $275K | 0.14% | 0.00% | Not reported | Q4 2020 | |
| $264K | 0.13% | 0.00% | +3.7% | Q1 2021 | |
| Q1 2026Reported Apr 21, 202615 positions | |||||
| $1.86M | 1.07% | 0.00% | -31.8% | Q4 2020 | |
| $1.66M | 0.96% | 0.00% | -4.1% | Q4 2020 | |
| $1.47M | 0.85% | 0.01% | +9.8% | Q4 2020 | |
| $793K | 0.46% | 0.00% | -22.5% | Q4 2020 | |
| $771K | 0.44% | 0.00% | Not reported | Q3 2024 | |
| $533K | 0.31% | 0.16% | +1.4% | Q1 2024 | |
| $416K | 0.24% | 0.00% | -7.9% | Q2 2022 | |
| $411K | 0.24% | 0.00% | +27.8% | Q3 2024 | |
| $355K | 0.20% | 0.00% | -4.7% | Q4 2020 | |
| $349K | 0.20% | 0.00% | -1.1% | Q2 2024 | |
| $335K | 0.19% | Not reported | -8.0% | Q4 2020 | |
| $318K | 0.18% | 0.00% | -38.4% | Q4 2024 | |
| $247K | 0.14% | 0.00% | Not reported | Q4 2020 | |
| $205K | 0.12% | 0.00% | +0.3% | Q1 2021 | |
| $204K | 0.12% | 0.00% | -21.5% | Q4 2025 | |
| Q4 2025Reported Jan 22, 202615 positions | |||||
| $2.92M | 1.71% | 0.00% | -5.2% | Q4 2020 | |
| $1.92M | 1.12% | 0.00% | -7.4% | Q4 2020 | |
| $1.68M | 0.98% | 0.01% | +5.1% | Q4 2020 | |
| $1.34M | 0.78% | 0.00% | -10.7% | Q4 2020 | |
| $775K | 0.45% | 0.00% | Not reported | Q3 2024 | |
| $551K | 0.32% | 0.00% | -18.4% | Q2 2022 | |
| $465K | 0.27% | 0.00% | -6.7% | Q4 2024 | |
| $461K | 0.27% | 0.16% | +28.9% | Q1 2024 | |
| $420K | 0.25% | Not reported | -1.2% | Q4 2020 | |
| $377K | 0.22% | 0.00% | +1.5% | Q2 2024 | |
| $367K | 0.21% | 0.00% | -17.1% | Q4 2020 | |
| $365K | 0.21% | 0.00% | +4.7% | Q3 2024 | |
| $272K | 0.16% | 0.00% | Not reported | Q4 2020 | |
| $244K | 0.14% | 0.00% | New | Q4 2025 | |
| $222K | 0.13% | 0.00% | Not reported | Q1 2021 | |
| Q3 2025Reported Oct 22, 202513 positions | |||||
| $2.89M | 1.69% | 0.00% | -52.6% | Q4 2020 | |
| $1.97M | 1.15% | 0.00% | -2.0% | Q4 2020 | |
| $1.73M | 1.01% | 0.01% | +9.2% | Q4 2020 | |
| $1.6M | 0.94% | 0.00% | -1.6% | Q4 2020 | |
| $785K | 0.46% | 0.00% | Not reported | Q3 2024 | |
| $706K | 0.41% | 0.00% | -7.7% | Q2 2022 | |
| $510K | 0.30% | 0.12% | +1.4% | Q1 2024 | |
| $474K | 0.28% | Not reported | -1.4% | Q4 2020 | |
| $462K | 0.27% | 0.00% | Not reported | Q4 2020 | |
| $458K | 0.27% | 0.00% | -21.4% | Q4 2024 | |
| $419K | 0.24% | 0.00% | -40.0% | Q3 2024 | |
| $371K | 0.22% | 0.00% | -6.5% | Q2 2024 | |
| $264K | 0.15% | 0.00% | Not reported | Q4 2020 | |
Premium opens every quarter this fund has filed