Welch Financial Planning

Welch Financial Planning as of Dec. 31, 2025

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