Welch Financial Planning

Welch Financial Planning as of March 31, 2026

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