§ 13F · FUND PROFILE
Welch Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 60Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$137.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BA | BOEING CO | 60K | $13.0T | 9.4% | NEW |
| 2 | JGRO | J P MORGAN EXCHANGE TRADED F | 134K | $12.5T | 9.1% | NEW |
| 3 | XLK | SELECT SECTOR SPDR TR | 86K | $12.3T | 9.0% | NEW |
| 4 | DIVB | ISHARES TR | 228K | $12.1T | 8.8% | NEW |
| 5 | LST | MANAGED PORTFOLIO SERIES | 197K | $7.9T | 5.8% | NEW |
| 6 | JTEK | J P MORGAN EXCHANGE TRADED F | 85K | $7.7T | 5.6% | NEW |
| 7 | XBJL | INNOVATOR ETFS TRUST | 175K | $6.7T | 4.9% | NEW |
| 8 | EYLD | CAMBRIA ETF TR | 156K | $6.0T | 4.4% | NEW |
| 9 | EWX | SPDR INDEX SHS FDS | 82K | $5.4T | 3.9% | NEW |
| 10 | IDMO | INVESCO EXCH TRADED FD TR II | 87K | $4.9T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELCH SIGNAL
AC read
Welch Financial Planning, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed