Welch Financial Planning, LLC
CIK: 0002085141SEC EDGAR →
Portfolio Value
$137.3M
Holdings
60
As of
Q4 2025
New Positions
60
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BOEING CO | 59,678 | $13.0M | 9.44% |
| 2 | J P MORGAN EXCHANGE TRADED F | 134,424 | $12.5M | 9.08% |
| 3 | SELECT SECTOR SPDR TR | 85,633 | $12.3M | 8.98% |
| 4 | ISHARES TR | 228,474 | $12.1M | 8.84% |
| 5 | MANAGED PORTFOLIO SERIES | 197,395 | $7.9M | 5.77% |
| 6 | J P MORGAN EXCHANGE TRADED F | 85,334 | $7.7M | 5.60% |
| 7 | INNOVATOR ETFS TRUST | 174,648 | $6.7M | 4.87% |
| 8 | CAMBRIA ETF TR | 155,915 | $6.0M | 4.35% |
| 9 | SPDR INDEX SHS FDS | 82,135 | $5.4M | 3.93% |
| 10 | INVESCO EXCH TRADED FD TR II | 87,428 | $4.9M | 3.54% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $96.7M | 70.4% |
| Unknown | 8 | $18.3M | 13.4% |
| Industrials | 2 | $13.2M | 9.6% |
| Technology | 5 | $5.5M | 4.0% |
| Communication Services | 2 | $1.6M | 1.2% |
| Healthcare | 2 | $810K | 0.6% |
| Consumer Cyclical | 2 | $780K | 0.6% |
| Consumer Defensive | 1 | $287K | 0.2% |