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Doubleline Etf Trust shares owned by Welch Financial Planning

Quarter-by-quarter ownership of Doubleline Etf Trust (DMBS) shares owned by Welch Financial Planning from 13F filings

Historical chart of Welch Financial Planning investment in Doubleline Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Etf Trust held by Welch Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $551k 11k 49.66

More positions owned by Welch Financial Planning

Boeing Company (BA)
J P Morgan Exchange Traded F Active Growth (JGRO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Divid Etf (DIVB)
Managed Portfolio Series Leuthold Select (LST)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Wisdomtree Tr Emgring Mkts (EMMF)
Innovator Etfs Trust Equity Dual Dirc (DDFS)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Growth Accelerat (XDQQ)

View all positions for Welch Financial Planning

Top funds holding Doubleline Etf Trust

Gradient Investments
Advocacy Wealth Management Services
Cobblestone Capital Advisors
Captrust Financial Advisors
Advisor Group Holdings
Bank of New York Mellon
Evergreen Capital Management
Foundations Investment Advisors
Envestnet Asset Management
Tortoise Investment Management
Cambridge Associates
Legacy CG
Astoria Portfolio Advisors
Park Avenue Securities
TPG Financial Advisors

View all funds holding Doubleline Etf Trust