§ 13F · FUND PROFILE
Welch Financial Planning, LLC.
AUM · $172M (13F)Positions · 71Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 97K | $18M | 10.7% | +5% |
| 2 | DIVB | ISHARES TR | 234K | $14M | 8.4% | +1% |
| 3 | BA | BOEING CO | 59K | $13M | 7.4% | −1% |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | 170K | $10M | 6.0% | +60% |
| 5 | LST | MANAGED PORTFOLIO SER | 219K | $10M | 6.0% | +7% |
| 6 | PWB | INVESCO EXCHANGE TRADED FD T | 53K | $9M | 5.2% | NEW |
| 7 | JTEK | J P MORGAN EXCHANGE TRADED F | 79K | $9M | 5.1% | −11% |
| 8 | JGRO | J P MORGAN EXCHANGE TRADED F | 83K | $8M | 4.8% | −40% |
| 9 | EYLD | CAMBRIA ETF TR | 161K | $7M | 4.3% | ±0% |
| 10 | EWX | SPDR INDEX SHS FDS | 88K | $7M | 3.8% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELCH SIGNAL
AC read
Welch Financial Planning, LLC is a Other fund managing $172 million in assets. The fund runs a portfolio of 71 positions.
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