BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Echo Wealth Management, LLC

· CIK 0001846994
13F Portfolio $174M AUM 47 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 10 Added 28 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SPEM SPDR INDEX SHS FDS 59,221 $2.8M 1.62% SOLD
2 JGLO J P MORGAN EXCHANGE TRADED F 3,003 $203K 0.12% SOLD
Sector Allocation
Technology 38.4%
Consumer Cyclical 22.6%
Consumer Defensive 15.2%
Financial Services 7.9%
Communication Services 5.6%
Healthcare 4.3%
Basic Materials 3.6%
Industrials 2.5%