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Welch Financial Planning

Latest statistics and disclosures from Welch Financial Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002085141

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Positions held by Welch Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Welch Financial Planning

Welch Financial Planning holds 60 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Boeing Company (BA)	9.4	$13M	60k	217.12	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	9.1	$13M	134k	92.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	9.0	$12M	86k	143.97	View chart
Ishares Tr Core Divid Etf (DIVB)	8.8	$12M	229k	53.15	View chart
Managed Portfolio Series Leuthold Select (LST)	5.8	$7.9M	197k	40.15	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	5.6	$7.7M	85k	90.07	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	4.9	$6.7M	175k	38.26	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	4.4	$6.0M	156k	38.33	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	3.9	$5.4M	82k	65.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	3.5	$4.9M	87k	55.57	View chart
Wisdomtree Tr Emgring Mkts (EMMF)	2.7	$3.8M	119k	31.54	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	2.5	$3.4M	162k	21.19	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.5	$3.4M	76k	44.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$3.3M	6.6k	502.65	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	2.4	$3.3M	83k	39.54	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	1.9	$2.6M	124k	20.55	View chart
Apple (AAPL)	1.8	$2.4M	9.0k	271.87	View chart
Matthews Asia Fds China Active Etf (MCH)	1.6	$2.3M	80k	28.21	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	1.3	$1.7M	91k	19.15	View chart
Innovator Etfs Trust Us Eqty Accelrtd (XTOC)	1.1	$1.5M	45k	33.48	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	1.0	$1.3M	26k	50.48	View chart
Bluerock Pvt Real Estate (BPRE)	0.8	$1.1M	74k	15.00	View chart
Microsoft Corporation (MSFT)	0.7	$974k	2.0k	483.62	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.7	$935k	24k	38.67	View chart
Themes Etf Tr Generative Artif (WISE)	0.7	$899k	23k	38.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.6	$888k	19k	46.43	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.6	$884k	26k	33.55	View chart
Ares Capital Corporation (ARCC)	0.6	$875k	43k	20.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$867k	2.8k	313.80	View chart
Themes Etf Tr Us Sm Cap Cash (SMCF)	0.6	$792k	24k	32.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$761k	2.4k	313.00	View chart
NVIDIA Corporation (NVDA)	0.5	$715k	3.8k	186.50	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.5	$654k	30k	21.62	View chart
Innovator Etfs Trust Growth Accelrtd (QTOC)	0.5	$649k	19k	34.19	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.4	$551k	11k	49.66	View chart
Ball Corporation (BALL)	0.4	$513k	9.7k	52.97	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$494k	1.6k	301.15	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.4	$490k	15k	31.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$489k	8.1k	60.17	View chart
Us Bancorp Del Com New (USB)	0.3	$446k	8.4k	53.36	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.3	$439k	23k	19.17	View chart
Abbvie (ABBV)	0.3	$436k	1.9k	228.49	View chart
Innovator Etfs Trust Us Eqty Acc Plus (XTJA)	0.3	$406k	13k	31.62	View chart
Johnson & Johnson (JNJ)	0.3	$375k	1.8k	206.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$364k	1.0k	360.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$343k	6.0k	57.24	View chart
JPMorgan Chase & Co. (JPM)	0.2	$291k	903.00	322.22	View chart
Advanced Drain Sys Inc Del (WMS)	0.2	$290k	2.0k	144.83	View chart
Costco Wholesale Corporation (COST)	0.2	$287k	333.00	862.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$283k	6.4k	43.92	View chart
Broadcom (AVGO)	0.2	$269k	778.00	346.10	View chart
Amazon (AMZN)	0.2	$269k	1.2k	230.83	View chart
Matthews Asia Fds Emer Mkts Equity (MEM)	0.2	$258k	7.2k	35.81	View chart
Novartis Sponsored Adr (NVS)	0.2	$252k	1.8k	137.87	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$241k	7.4k	32.62	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$241k	4.1k	58.12	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$231k	6.7k	34.28	View chart
Comerica Incorporated	0.2	$227k	2.6k	86.93	View chart
Innovator Etfs Trust Growth Accele (QTAP)	0.2	$221k	4.9k	44.79	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$203k	2.8k	72.62	View chart

Past Filings by Welch Financial Planning

SEC 13F filings are viewable for Welch Financial Planning going back to 2025

Welch Financial Planning 2025 Q4 filed Feb. 2, 2026

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