Welch Financial Planning
$172M 13F equity value
77 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Welch Financial Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 96,704 | $18M | 10.7% |
| DIVB | ISHARES TR | 234,487 | $14M | 8.4% |
| BA | BOEING CO | 58,924 | $13M | 7.4% |
| IDMO | INVESCO EXCH TRADED FD TR II | 170,302 | $10M | 6.0% |
| LST | MANAGED PORTFOLIO SER | 218,880 | $10M | 6.0% |
| PWB | INVESCO EXCHANGE TRADED FD T | 53,401 | $9M | 5.2% |
| JTEK | J P MORGAN EXCHANGE TRADED F | 78,989 | $9M | 5.1% |
| JGRO | J P MORGAN EXCHANGE TRADED F | 83,186 | $8M | 4.8% |
| EYLD | CAMBRIA ETF TR | 161,416 | $7M | 4.3% |
| EWX | SPDR INDEX SHS FDS | 87,734 | $7M | 3.8% |
Track Welch Financial Planning's 13F portfolio: $172M in reported holdings, 77 positions. Top holdings and quarterly changes on SentiSense.
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