Welch Financial Planning, LLC

Est. AUM

$139.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE DIVID ETF	$12.5M	231557	8.98%	SOLE
2	SELECT SECTOR SPDR TR	STATE STREET TEC	$12.3M	92376	8.83%	SOLE
3	BOEING CO	COM	$11.8M	59503	8.52%	SOLE
4	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$11.7M	138201	8.40%	SOLE
5	MANAGED PORTFOLIO SERIES	LEUTHOLD SELECT	$8.3M	205166	5.97%	SOLE
6	J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$7.0M	88517	5.06%	SOLE
7	INNOVATOR ETFS TRUST	US EQT ACLRTD 9	$6.7M	176603	4.83%	SOLE
8	CAMBRIA ETF TR	EMRG SHAREHLDR	$6.7M	161387	4.81%	SOLE
9	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$5.8M	106162	4.19%	SOLE
10	SPDR INDEX SHS FDS	STATE STREET SPD	$5.6M	84274	4.01%	SOLE
11	WISDOMTREE TR	EMGRING MKTS	$4.1M	123040	2.93%	SOLE
12	AMPLIFY ETF TR	CWP ENHANCED DIV	$3.5M	78891	2.54%	SOLE
13	INNOVATOR ETFS TRUST	EQUITY DUAL DIRC	$3.4M	163144	2.48%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	6566	2.26%	SOLE
15	INNOVATOR ETFS TRUST	GROWTH ACCELERAT	$3.1M	84999	2.26%	SOLE
16	INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	$2.5M	123676	1.83%	SOLE
17	APPLE INC	COM	$2.4M	9364	1.71%	SOLE
18	MATTHEWS ASIA FDS	CHINA ACTIVE ETF	$2.1M	79924	1.51%	SOLE
19	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$1.8M	94533	1.29%	SOLE
20	INNOVATOR ETFS TRUST	US EQTY ACCELRTD	$1.5M	46990	1.09%	SOLE
21	AB ACTIVE ETFS INC	ULTRA SHORT INCM	$1.3M	26075	0.95%	SOLE
22	BLUEROCK PVT REAL ESTATE FD	COM	$1.2M	71047	0.85%	SOLE
23	INNOVATOR ETFS TRUST	US EQTY ACCELRT9	$869K	26411	0.62%	SOLE
24	THEMES ETF TR	US SM CAP CASH	$857K	24597	0.62%	SOLE
25	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$838K	18222	0.60%	SOLE
26	INNOVATOR ETFS TRUST	US EQUITY ACCELE	$827K	21137	0.59%	SOLE
27	MICROSOFT CORP	COM	$818K	2209	0.59%	SOLE
28	ALPHABET INC	CAP STK CL C	$807K	2813	0.58%	SOLE
29	NVIDIA CORPORATION	COM	$779K	4467	0.56%	SOLE
30	ALPHABET INC	CAP STK CL A	$765K	2660	0.55%	SOLE
31	ARES CAPITAL CORP	COM	$754K	41835	0.54%	SOLE
32	THEMES ETF TR	GENERATIVE ARTIF	$734K	22831	0.53%	SOLE
33	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$690K	32173	0.50%	SOLE
34	INNOVATOR ETFS TRUST	GROWTH ACCELRTD	$664K	20034	0.48%	SOLE
35	ISHARES TR	ISHARES SEMICDTR	$552K	1680	0.40%	SOLE
36	BALL CORP	COM	$543K	9183	0.39%	SOLE
37	INNOVATOR ETFS TRUST	US EQT ACC 9 BFR	$522K	16687	0.38%	SOLE
38	JOHNSON & JOHNSON	COM	$507K	2075	0.36%	SOLE
39	ABBVIE INC	COM	$506K	2326	0.36%	SOLE
40	DOUBLELINE ETF TRUST	MORTGAGE ETF	$455K	9209	0.33%	SOLE
41	PACER FDS TR	US CASH COWS 100	$445K	7109	0.32%	SOLE
42	INNOVATOR ETFS TRUST	EQUITY DUAL NOV	$435K	22903	0.31%	SOLE
43	INNOVATOR ETFS TRUST	US EQTY ACC PLUS	$391K	12832	0.28%	SOLE
44	VANECK ETF TRUST	SEMICONDUCTR ETF	$387K	1010	0.28%	SOLE
45	AMAZON COM INC	COM	$386K	1854	0.28%	SOLE
46	INNOVATOR ETFS TRUST	GRWT ACCLTD PLUS	$383K	13469	0.28%	SOLE
47	US BANCORP	COM NEW	$382K	7352	0.27%	SOLE
48	COSTCO WHOLESALE CORPORATION	COM	$372K	373	0.27%	SOLE
49	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$365K	19417	0.26%	SOLE
50	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$339K	5985	0.24%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.