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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, IDMO, PWB, LST, and represent 37.45% of Welch Financial Planning's stock portfolio.
Added to shares of these 10 stocks: DDFL, PWB, PSC, JFLX, IDMO, DDFJ, EYLD, XLK, EMMF, NVDA.
Started 14 new stock positions in TEKX, BBRE, AMD, APH, META, TSLA, XOM, IJR, DELL, PANW. V, JFLX, GE, QTJA.
Reduced shares in these 10 stocks: BA, ARCC, YEAR, JGRO, JTEK, Themes Etf Tr, DDFS, DIVB, JEPI, PJUL.
Sold out of its positions in NJUL, JEPI, SDY, Themes Etf Tr.
Welch Financial Planning was a net buyer of stock by $7.2M.
Welch Financial Planning has $178M in assets under management (AUM), dropping by 3.83%.
Central Index Key (CIK): 0002085141

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Portfolio Holdings for Welch Financial Planning

Welch Financial Planning holds 81 positions in its portfolio as reported in the September 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)	11.0	$20M	+3%	100k	195.75	View chart
Ishares Tr Core Divid Etf (DIVB)	8.2	$15M	-2%	228k	64.51	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	6.4	$12M	+10%	188k	61.04	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	5.9	$11M	+21%	65k	162.15	View chart
Managed Portfolio Ser Leuthold Select (LST)	5.8	$10M		222k	46.73	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	4.8	$8.6M	+11%	180k	47.60	View chart
Boeing Company (BA)	4.7	$8.4M	-23%	45k	186.05	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	4.0	$7.2M	-13%	68k	105.19	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	3.8	$6.8M	-15%	70k	96.58	View chart
Apple (AAPL)	3.7	$6.7M	+2%	20k	333.02	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	3.5	$6.2M		88k	71.10	View chart
Wisdomtree Tr Emgring Mkts (EMMF)	2.9	$5.2M	+14%	138k	37.74	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	2.8	$5.1M	+172%	234k	21.64	View chart
Innovator Etfs Trust Equi Du Di Janu (DDFJ)	2.3	$4.1M	+30%	201k	20.14	View chart
Innovator Etfs Trust Growt Accel Etf (XDQQ)	2.1	$3.8M		92k	41.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.9	$3.3M		6.6k	497.95	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	1.6	$2.8M		139k	20.35	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.4	$2.4M	+12%	4.3k	568.64	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.2	$2.2M	-10%	48k	46.49	View chart
Matthews Asia Fds China Active Etf (MCH)	1.1	$2.0M	-4%	75k	27.09	View chart
Innovator Etfs Trust Us Eqty Accelrtd (XTOC)	1.1	$2.0M		53k	37.25	View chart
NVIDIA Corporation (NVDA)	1.1	$1.9M	+50%	8.4k	228.38	View chart
Principal Exchange Traded Prin U S Small (PSC)	1.1	$1.9M	+518%	29k	66.73	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.9	$1.7M	-7%	41k	40.98	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.9	$1.6M	+34%	60k	26.19	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.8	$1.5M	+42%	34k	43.01	View chart
Microsoft Corporation (MSFT)	0.7	$1.3M	+35%	2.5k	512.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.3M	+23%	3.7k	344.08	View chart
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)	0.7	$1.2M	NEW	24k	48.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.1M	+9%	3.2k	340.74	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.6	$1.1M	-47%	47k	22.31	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.5	$961k		26k	36.41	View chart
Broadcom (AVGO)	0.5	$959k	+35%	2.7k	351.24	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$949k	+54%	1.6k	609.00	View chart
Innovator Etfs Trust Growth Accelrtd (QTOC)	0.5	$808k	+2%	21k	39.23	View chart
Amazon (AMZN)	0.4	$782k	+38%	3.1k	249.15	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	0.4	$780k	+3%	34k	22.97	View chart
Bluerock Pvt Real Estate (BPRE)	0.4	$678k	-12%	54k	12.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$606k	-32%	12k	49.68	View chart
Abbvie (ABBV)	0.3	$589k		2.3k	261.59	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.3	$555k	NEW	5.6k	99.65	View chart
Johnson & Johnson (JNJ)	0.3	$549k		2.1k	264.73	View chart
Eli Lilly & Co. (LLY)	0.3	$532k	+46%	460.00	1156.82	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.3	$516k	-10%	15k	34.71	View chart
Ball Corporation (BALL)	0.3	$515k		9.2k	56.03	View chart
JPMorgan Chase & Co. (JPM)	0.3	$501k	+8%	1.5k	330.83	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$456k	-3%	6.8k	66.76	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.3	$449k		22k	20.52	View chart
Caterpillar (CAT)	0.2	$437k	+33%	538.00	811.49	View chart
Costco Wholesale Corporation (COST)	0.2	$427k	+10%	469.00	911.27	View chart
Us Bancorp Com New (USB)	0.2	$425k		7.4k	57.76	View chart
Ares Capital Corporation (ARCC)	0.2	$399k	-81%	21k	19.10	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.2	$362k	-77%	7.2k	50.08	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$320k		3.6k	90.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$319k	+18%	416.00	766.29	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.2	$302k	-29%	6.5k	46.31	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$299k		799.00	374.42	View chart
Meta Platforms Cl A (META)	0.2	$280k	NEW	386.00	725.18	View chart
Dell Technologies CL C (DELL)	0.2	$275k	NEW	512.00	537.95	View chart
Tesla Motors (TSLA)	0.2	$275k	NEW	775.00	354.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$266k		7.4k	35.93	View chart
Novartis Sponsored Adr (NVS)	0.1	$260k		1.8k	142.57	View chart
Intel Corporation (INTC)	0.1	$259k		2.2k	120.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$254k		4.1k	61.26	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$253k		2.0k	126.71	View chart
Innovator Etfs Trust Equi Dua 15 Marc (DDFM)	0.1	$249k	-33%	12k	20.13	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$247k	NEW	1.5k	162.80	View chart
Procter & Gamble Company (PG)	0.1	$245k	-2%	1.7k	145.28	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$243k		6.7k	36.09	View chart
Lam Research Corp Com New (LRCX)	0.1	$242k	+10%	738.00	328.51	View chart
Visa Com Cl A (V)	0.1	$242k	NEW	674.00	359.33	View chart
Amphenol Corp Cl A (APH)	0.1	$239k	NEW	2.8k	84.30	View chart
Wal-Mart Stores (WMT)	0.1	$233k	+21%	2.2k	103.93	View chart
Advanced Micro Devices (AMD)	0.1	$227k	NEW	371.00	611.76	View chart
Ge Aerospace Com New (GE)	0.1	$223k	NEW	713.00	312.29	View chart
Ssga Active Tr St Str Tech Etf (TEKX)	0.1	$220k	NEW	3.5k	63.16	View chart
Palo Alto Networks (PANW)	0.1	$220k	NEW	554.00	397.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$218k	-29%	4.6k	47.89	View chart
Innovator Etfs Trust Equi Dual 15 Dec (DDFD)	0.1	$217k	-11%	11k	20.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$211k	NEW	1.6k	136.04	View chart
Innovator Etfs Trust Grwt Accltd Plus (QTJA)	0.1	$202k	NEW	5.9k	34.40	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 Q3 filed Nov. 6, 2026
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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