WELCH CAPITAL PARTNERS LLC/NY - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, WELCH CAPITAL PARTNERS LLC/NY held in its portfolio 26 assets valued at $498,926 (i.e. $498.93K).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($222.78K), SPDR S&P 500 ETF TR ($141.56K), and ALPHABET INC ($34.70K).

The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in WELCH CAPITAL PARTNERS LLC/NY Portfolio

VANGUARD INDEX FDS

SPDR S&P 500 ETF TR

ALPHABET INC

BLACKSTONE GROUP INC

VANGUARD WORLD FD

SPDR SERIES TRUST

HENRY SCHEIN INC

STERIS PLC

BOEING CO

INVESCO EXCHANGE TRADED FD T

WELCH CAPITAL PARTNERS LLC/NY - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	355231	222776	S&P 500 ETF SHS
SPDR S&P 500 ETF TR	207589	141559	TR UNIT
ALPHABET INC	110594	34704	CAP STK CL C
BLACKSTONE GROUP INC	168826	26023	COM CL A
VANGUARD WORLD FD	27310	20586	INF TECH ETF
SPDR SERIES TRUST	148207	11889	STATE STREET SPD
HENRY SCHEIN INC	148829	11248	COM
STERIS PLC	34407	8723	SHS USD
BOEING CO	29823	6475	COM
INVESCO EXCHANGE TRADED FD T	12488	2392	S&P500 EQL WGT
BITCOIN DEPOT INC	1627423	2099	COM
INNOVAGE HLDG CORP	404101	2097	COM
APPLE INC	5601	1523	COM
MICROSOFT CORP	3137	1517	COM
ALPHABET INC	4200	1315	CAP STK CL A
SELECT SECTOR SPDR TR	4780	688	TECHNOLOGY
BUILDERS FIRSTSOURCE INC	6125	630	COM
CIGNA CORP NEW	1676	461	COM
BANK NEW YORK MELLON CORP	3701	430	COM
CORNING INC	4194	367	COM
HOME DEPOT INC	854	294	COM
ROCKWELL AUTOMATION INC	696	271	COM
JOHNSON & JOHNSON	1090	226	COM
EXXON MOBIL CORP	1813	218	COM
ISHARES TR	3096	208	CORE MSCI EMKT
JPMORGAN CHASE & CO	642	207	COM