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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 DIVB, XLK, BA, JGRO, LST, and represent 40.69% of Welch Financial Planning's stock portfolio.
Added to shares of these 10 stocks: IDMO, XLK, QTJA, DDFM, JGRO, LST, DDFJ, PG, LLY, JTEK.
Started 10 new stock positions in DDFM, DDFF, QTJA, DDFJ, IVV, LLY, PG, API, WMT, XOM.
Reduced shares in these 10 stocks: Comerica Incorporated, QTAP, NJUL, XBAP, DMBS, COWZ, USB, BPRE, PJUL, BA.
Sold out of its positions in Comerica Incorporated, NJUL, QTAP.
Welch Financial Planning was a net buyer of stock by $6.1M.
Welch Financial Planning has $139M in assets under management (AUM), dropping by 1.29%.
Central Index Key (CIK): 0002085141

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Portfolio Holdings for Welch Financial Planning

Welch Financial Planning holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Divid Etf (DIVB)	9.0	$13M		232k	53.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	8.8	$12M	+7%	92k	132.90	View chart
Boeing Company (BA)	8.5	$12M		60k	199.03	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	8.4	$12M	+2%	138k	84.52	View chart
Managed Portfolio Series Leuthold Select (LST)	6.0	$8.3M	+3%	205k	40.45	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	5.1	$7.0M	+3%	89k	79.54	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	4.8	$6.7M		177k	38.02	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	4.8	$6.7M	+3%	161k	41.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	4.2	$5.8M	+21%	106k	54.84	View chart
Spdr Index Shs Fds State Street Spd (EWX)	4.0	$5.6M	+2%	84k	66.12	View chart
Wisdomtree Tr Emgring Mkts (EMMF)	2.9	$4.1M	+3%	123k	33.11	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.5	$3.5M	+3%	79k	44.85	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	2.5	$3.4M		163k	21.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.3	$3.1M		6.6k	479.20	View chart
Innovator Etfs Trust Growth Accelerat (XDQQ)	2.3	$3.1M	+2%	85k	36.99	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	1.8	$2.5M		124k	20.54	View chart
Apple (AAPL)	1.7	$2.4M	+4%	9.4k	253.80	View chart
Matthews Asia Fds China Active Etf (MCH)	1.5	$2.1M		80k	26.32	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	1.3	$1.8M	+3%	95k	18.93	View chart
Innovator Etfs Trust Us Eqty Accelrtd (XTOC)	1.1	$1.5M	+3%	47k	32.38	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.9	$1.3M		26k	50.48	View chart
Bluerock Pvt Real Estate (BPRE)	0.8	$1.2M	-4%	71k	16.61	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.6	$869k		26k	32.89	View chart
Themes Etf Tr Us Sm Cap Cash (SMCF)	0.6	$857k		25k	34.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.6	$838k	-4%	18k	45.97	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.6	$827k	-12%	21k	39.14	View chart
Microsoft Corporation (MSFT)	0.6	$818k	+9%	2.2k	370.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$807k		2.8k	286.86	View chart
NVIDIA Corporation (NVDA)	0.6	$779k	+16%	4.5k	174.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$765k	+9%	2.7k	287.56	View chart
Ares Capital Corporation (ARCC)	0.5	$754k	-3%	42k	18.02	View chart
Themes Etf Tr Generative Artif (WISE)	0.5	$734k		23k	32.16	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.5	$690k	+6%	32k	21.45	View chart
Innovator Etfs Trust Growth Accelrtd (QTOC)	0.5	$664k	+5%	20k	33.15	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$552k	+2%	1.7k	328.66	View chart
Ball Corporation (BALL)	0.4	$543k	-5%	9.2k	59.11	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.4	$522k	+8%	17k	31.28	View chart
Johnson & Johnson (JNJ)	0.4	$507k	+14%	2.1k	244.43	View chart
Abbvie (ABBV)	0.4	$506k	+21%	2.3k	217.49	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.3	$455k	-17%	9.2k	49.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$445k	-12%	7.1k	62.56	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.3	$435k		23k	19.00	View chart
Innovator Etfs Trust Us Eqty Acc Plus (XTJA)	0.3	$391k		13k	30.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$387k		1.0k	383.40	View chart
Amazon (AMZN)	0.3	$386k	+59%	1.9k	208.28	View chart
Innovator Etfs Trust Grwt Accltd Plus (QTJA)	0.3	$383k	NEW	14k	28.43	View chart
Us Bancorp Com New (USB)	0.3	$382k	-11%	7.4k	52.01	View chart
Costco Wholesale Corporation (COST)	0.3	$372k	+12%	373.00	996.43	View chart
Innovator Etfs Trust Equity Dual Dire (DDFM)	0.3	$365k	NEW	19k	18.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$339k		6.0k	56.68	View chart
Innovator Etfs Trust Equity Dual Dire (DDFJ)	0.2	$288k	NEW	15k	18.76	View chart
JPMorgan Chase & Co. (JPM)	0.2	$285k	+7%	969.00	294.16	View chart
Procter & Gamble Company (PG)	0.2	$284k	NEW	2.0k	144.44	View chart
Novartis Sponsored Adr (NVS)	0.2	$279k		1.8k	152.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$277k		6.4k	43.11	View chart
Broadcom (AVGO)	0.2	$277k	+15%	895.00	309.51	View chart
Advanced Drain Sys Inc Del (WMS)	0.2	$274k		2.0k	137.13	View chart
Eli Lilly & Co. (LLY)	0.2	$269k	NEW	293.00	919.45	View chart
Matthews Asia Fds Emer Mkts Equity (MEM)	0.2	$267k		7.2k	37.14	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	0.2	$244k	NEW	13k	18.93	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$230k		4.1k	55.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$229k	NEW	351.00	653.65	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$224k		6.7k	33.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$215k		7.4k	29.13	View chart
Exxon Mobil Corporation (XOM)	0.2	$212k	NEW	1.3k	169.72	View chart
Wal-Mart Stores (WMT)	0.1	$204k	NEW	1.6k	124.28	View chart
Agora Ads (API)	0.0	$39k	NEW	11k	3.54	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 Q1 filed April 21, 2026
Welch Financial Planning 2025 Q4 filed Feb. 2, 2026

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