§ 13F · FUND PROFILE
Welch Financial Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 67Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DIVB | ISHARES TR | 232K | $12M | 9.0% | +1% |
| 2 | XLK | SELECT SECTOR SPDR TR | 92K | $12M | 8.8% | +8% |
| 3 | BA | BOEING CO | 60K | $12M | 8.5% | ±0% |
| 4 | JGRO | J P MORGAN EXCHANGE TRADED F | 138K | $12M | 8.4% | +3% |
| 5 | LST | MANAGED PORTFOLIO SERIES | 205K | $8M | 6.0% | +4% |
| 6 | JTEK | J P MORGAN EXCHANGE TRADED F | 89K | $7M | 5.1% | +4% |
| 7 | XBJL | INNOVATOR ETFS TRUST | 177K | $7M | 4.8% | +1% |
| 8 | EYLD | CAMBRIA ETF TR | 161K | $7M | 4.8% | +4% |
| 9 | IDMO | INVESCO EXCH TRADED FD TR II | 106K | $6M | 4.2% | +21% |
| 10 | EWX | SPDR INDEX SHS FDS | 84K | $6M | 4.0% | +3% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed