Welch Financial Planning »

Managed Portfolio Series shares owned by Welch Financial Planning

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by Welch Financial Planning from 13F filings

Historical chart of Welch Financial Planning investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Welch Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Managed Portfolio Series by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.9M 197k 40.15

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
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 Managed Portfolio Series

Welch Financial Planning
Armis Advisers
Castleview Partners
Sigma Planning
LLBH Private Wealth Management
Ashton Thomas Private Wealth
Jacobi Capital Management
Leuthold Weeden Capital Management
Gts Securities
Jane Street
Citadel Advisors
Koshinski Asset Management
Westhampton Capital
LPL Financial
Cambridge Investment Research Advisors

View all funds holding Managed Portfolio Series