Welch Financial Planning, LLC
CIK 0002085141 · BOULDER, CO · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$171.6M
2026 Q2
Positions
71
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
XLK
SELECT SECTOR SPDR TR
10.7%
DIVB
ISHARES TR
8.4%
BA
BOEING CO
7.4%
IDMO
INVESCO EXCH TRADED FD TR II
6.0%
LST
MANAGED PORTFOLIO SER
6.0%
PWB
INVESCO EXCHANGE TRADED FD T
5.2%
JTEK
J P MORGAN EXCHANGE TRADED F
5.1%
JGRO
J P MORGAN EXCHANGE TRADED F
4.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.