Titelia

Holdings of Echo Wealth Management, LLC

45 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 80.4 % of the equity sleeve

Sector breakdown

  • Funds 2.6 %
  • Technology 1.9 %
  • Consumer discretionary 1.0 %
  • Consumer staples 0.9 %
  • Financials 0.4 %
  • Industrials 0.4 %
  • Communication 0.3 %
  • Health care 0.2 %
  • Materials 0.2 %
  • Unattributed 92.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US44171.7M $99.81 %
2TW1318.3K $0.19 %

Positions

RankCompanySharesValueWeight
1Avantis Core Fixed Income ETF 775,05932.2M $
2Avantis International Equity ETF 296,22025.1M $
3JPMorgan Income ETF 441,62820.3M $
4J P Morgan Exchange Traded Fund Trust 269,00414.5M $
5Avantis Emerging Markets Equity ETF 134,95910.9M $
6Avantis US Equity ETF 72,1438M $
7First Trust Exchange-Traded Fund IV 307,1667.8M $
8American Century ETF Trust 68,2067.5M $
9Avantis US Large Cap Value ETF 88,3897.1M $
10JPMorgan Active Growth ETF 56,6944.8M $
11SPDR Series Trust 42,2094.1M $
12J P Morgan Exchange Traded Fund Trust 55,3433.5M $
13First Trust Exchange-Traded Fund VIII 70,2753.4M $
14iShares Core Dividend Growth ETF 38,8742.7M $
15Apple Inc 7,3301.9M $
16Vanguard Total Stock Market ETF 5,7681.9M $
17Amazon.com Inc 7,9821.7M $
18Pacer Funds Trust 25,8111.6M $
19General Mills, Inc. 39,6111.5M $
20Vanguard Mega Cap Growth ETF 3,1381.2M $
21FT Vest Laddered Buffer ETF 32,8081.1M $
22SPDR Series Trust 30,499917.1K $
23Microsoft Corp 2,143793.3K $
24Aflac Inc 7,029771.2K $
25Honest Co Inc/The 181,182532.7K $
26Invesco RAFI US 1000 ETF 10,438496.1K $
27State Street SPDR Portfolio S& 5,366424.2K $
28UnitedHealth Group Inc 1,538416.2K $
29Uber Technologies Inc 5,716411.2K $
30Ecolab Inc 1,333354.6K $
31NVIDIA Corp 1,999348.6K $
32Meta Platforms Inc 586335.3K $
33First Trust Exchange-Traded Fund VIII 5,950332.3K $
34First Trust Exchange-Traded Fund VIII 5,727323.6K $
35Taiwan Semiconductor Manufacturing Co Ltd 942318.3K $
36Dimensional ETF Trust 8,043313.4K $
37Avantis International Small Cap Value ETF 2,862285.8K $
38Vanguard Mid-Cap ETF 924265.4K $
39Vanguard Bond Index Funds 3,379260.8K $
403M Co 1,700246.9K $
41First Trust Exchange-Traded Fund VIII 4,542213.7K $
42First Trust Exchange-Traded Fund VIII 4,995211.8K $
43Vanguard Scottsdale Funds 3,500204.9K $
44Alphabet Inc 712204.7K $
45J.P. MORGAN EXCHANGE-TRADED FUND TRUST 2,383204.1K $