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Welch Financial Planning

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

Top 5 stock holdings are XLK, DIVB, BA, IDMO, LST, and represent 38.53% of Welch Financial Planning's stock portfolio.
Added to shares of these 10 stocks: PWB (+$9.0M), IDMO, AAPL, DDFJ, DDFF, SOXX, ARCC, CAIQ, XLK, LST.
Started 10 new stock positions in CAIQ, PSC, LRCX, VUG, VTI, NJUL, INTC, CAT, SDY, PWB.
Reduced shares in these 10 stocks: JGRO (-$5.4M), XBJL (-$5.3M), DDFD, DDFS, DIVO, JTEK, DDFL, WISE, XTJA, QTJA.
Sold out of its positions in API, XOM, XTJA, QTJA, MEM, WISE.
Welch Financial Planning was a net buyer of stock by $12M.
Welch Financial Planning has $172M in assets under management (AUM), dropping by 23.41%.
Central Index Key (CIK): 0002085141

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Portfolio Holdings for Welch Financial Planning

Welch Financial Planning holds 71 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Select Sector Spdr Tr St Str Techn Etf (XLK)	10.7	$18M	+4%	97k	190.52	View chart
Ishares Tr Core Divid Etf (DIVB)	8.4	$14M		235k	61.60	View chart
Boeing Company (BA)	7.4	$13M		59k	216.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	6.0	$10M	+60%	170k	60.29	View chart
Managed Portfolio Ser Leuthold Select (LST)	6.0	$10M	+6%	219k	46.73	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	5.2	$9.0M	NEW	53k	168.46	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	5.1	$8.8M	-10%	79k	111.55	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	4.8	$8.2M	-39%	83k	98.59	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	4.3	$7.3M		161k	45.41	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	3.8	$6.5M	+4%	88k	74.31	View chart
Apple (AAPL)	3.3	$5.6M	+108%	20k	289.36	View chart
Wisdomtree Tr Emgring Mkts (EMMF)	2.7	$4.7M		121k	38.63	View chart
Innovator Etfs Trust Growt Accel Etf (XDQQ)	2.2	$3.8M	+10%	94k	40.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$3.3M		6.6k	500.39	View chart
Innovator Etfs Trust Equi Du Di Janu (DDFJ)	1.8	$3.0M	+901%	154k	19.77	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	1.6	$2.8M	+976%	139k	19.96	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.4	$2.4M	-32%	53k	45.70	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.4	$2.4M	+125%	3.8k	640.76	View chart
Matthews Asia Fds China Active Etf (MCH)	1.3	$2.3M		79k	28.86	View chart
Ares Capital Corporation (ARCC)	1.2	$2.1M	+165%	111k	18.53	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	1.1	$2.0M	-45%	90k	21.97	View chart
Innovator Etfs Trust Us Eqty Accelrtd (XTOC)	1.1	$1.9M	+14%	54k	36.13	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	1.1	$1.8M	-30%	86k	21.23	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	1.0	$1.7M	-75%	44k	39.98	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	1.0	$1.6M	+25%	33k	50.34	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.7	$1.2M	NEW	45k	26.85	View chart
NVIDIA Corporation (NVDA)	0.6	$1.1M	+24%	5.5k	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.1M	+12%	3.0k	357.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.0M	+3%	2.9k	353.33	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.6	$1.0M	+13%	24k	41.95	View chart
Themes Etf Tr Us Sm Cap Cash (SMCF)	0.6	$948k		25k	38.72	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.5	$932k		26k	35.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$882k		18k	48.81	View chart
Bluerock Pvt Real Estate (BPRE)	0.5	$804k	-12%	62k	13.01	View chart
Innovator Etfs Trust Growth Accelrtd (QTOC)	0.4	$767k		20k	37.99	View chart
Broadcom (AVGO)	0.4	$764k	+125%	2.0k	377.80	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	0.4	$736k		33k	22.51	View chart
Microsoft Corporation (MSFT)	0.4	$699k	-15%	1.9k	373.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$662k		1.0k	655.89	View chart
Ball Corporation (BALL)	0.3	$573k		9.2k	62.40	View chart
Abbvie (ABBV)	0.3	$564k	-3%	2.2k	251.60	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.3	$564k		17k	33.80	View chart
Amazon (AMZN)	0.3	$540k	+22%	2.3k	238.35	View chart
Johnson & Johnson (JNJ)	0.3	$527k		2.1k	253.96	View chart
JPMorgan Chase & Co. (JPM)	0.3	$455k	+43%	1.4k	327.33	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.3	$452k		9.2k	49.09	View chart
Us Bancorp Com New (USB)	0.3	$444k		7.4k	60.40	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.3	$440k	-4%	22k	20.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$440k		7.1k	62.20	View chart
Caterpillar (CAT)	0.3	$429k	NEW	403.00	1065.36	View chart
Costco Wholesale Corporation (COST)	0.2	$398k	+13%	425.00	936.53	View chart
Eli Lilly & Co. (LLY)	0.2	$375k	+6%	313.00	1199.04	View chart
Innovator Etfs Trust Equi Dua 15 Marc (DDFM)	0.2	$366k	-4%	19k	19.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$338k		6.0k	56.48	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.2	$324k	NEW	4.6k	70.12	View chart
Advanced Drain Sys Inc Del (WMS)	0.2	$314k		2.0k	156.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$306k	NEW	3.6k	86.13	View chart
Intel Corporation (INTC)	0.2	$301k	NEW	2.2k	139.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$298k		6.4k	46.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$296k	NEW	799.00	370.20	View chart
Lam Research Corp Com New (LRCX)	0.2	$290k	NEW	669.00	433.33	View chart
Novartis Sponsored Adr (NVS)	0.2	$286k		1.8k	156.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$263k		351.00	749.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$254k		4.1k	61.46	View chart
Procter & Gamble Company (PG)	0.1	$254k	-11%	1.7k	146.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$250k		7.4k	33.84	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$246k		6.7k	36.48	View chart
Innovator Etfs Trust Equi Dual 15 Dec (DDFD)	0.1	$240k	-87%	12k	19.98	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$217k	NEW	2.8k	77.43	View chart
Wal-Mart Stores (WMT)	0.1	$209k	+12%	1.8k	113.27	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$206k	NEW	1.4k	152.18	View chart

Past Filings by Welch Financial Planning

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

Welch Financial Planning 2026 Q2 filed July 15, 2026
Welch Financial Planning 2026 Q1 filed April 21, 2026
Welch Financial Planning 2025 Q4 filed Feb. 2, 2026

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