Welch Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Welch Financial Planning, LLC held in its portfolio 58 assets valued at $137,304,415 (i.e. $137.30M).
The most valuable assets in the portfolio included: BOEING CO ($12.96M), J P MORGAN EXCHANGE TRADED F ($12.48M), and SELECT SECTOR SPDR TR ($12.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Welch Financial Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BOEING CO | 59678 | 12957202 | COM |
| J P MORGAN EXCHANGE TRADED F | 134424 | 12474582 | ACTIVE GROWTH |
| SELECT SECTOR SPDR TR | 85633 | 12328597 | STATE STREET TEC |
| ISHARES TR | 228474 | 12143385 | CORE DIVID ETF |
| MANAGED PORTFOLIO SERIES | 197395 | 7925409 | LEUTHOLD SELECT |
| J P MORGAN EXCHANGE TRADED F | 85334 | 7686297 | U S TECH LEADERS |
| INNOVATOR ETFS TRUST | 174648 | 6681212 | US EQT ACLRTD 9 |
| CAMBRIA ETF TR | 155915 | 5976222 | EMRG SHAREHLDR |
| SPDR INDEX SHS FDS | 82135 | 5392672 | S&P EMKTSC ETF |
| INVESCO EXCH TRADED FD TR II | 87428 | 4858374 | S&P INTL MOMNT |
| WISDOMTREE TR | 119387 | 3765468 | EMGRING MKTS |
| INNOVATOR ETFS TRUST | 162011 | 3433013 | EQUITY DUAL DIRC |
| AMPLIFY ETF TR | 76245 | 3392903 | CWP ENHANCED DIV |
| BERKSHIRE HATHAWAY INC DEL | 6566 | 3300400 | CL B NEW |
| INNOVATOR ETFS TRUST | 82692 | 3269642 | GROWTH ACCELERAT |
| INNOVATOR ETFS TRUST | 124233 | 2552814 | EQUITY DUAL DIRT |
| APPLE INC | 8968 | 2438120 | COM |
| INNOVATOR ETFS TRUST | 121178 | 2395091 | EQUITY DUAL DIRE |
| MATTHEWS ASIA FDS | 79924 | 2254336 | CHINA ACTIVE ETF |
| INNOVATOR ETFS TRUST | 45304 | 1516642 | US EQTY ACCELRTD |
| AB ACTIVE ETFS INC | 25892 | 1307028 | ULTRA SHORT INCM |
| INNOVATOR ETFS TRUST | 25549 | 1170093 | US EQTY PWR BUF |
| BLUEROCK PVT REAL ESTATE FD | 74080 | 1111200 | COM |
| MICROSOFT CORP | 2013 | 973527 | COM |
| INNOVATOR ETFS TRUST | 24189 | 935374 | US EQUITY ACCELE |
| THEMES ETF TR | 23061 | 898572 | GENERATIVE ARTIF |
| INNOVATOR ETFS TRUST | 26351 | 884200 | US EQTY ACCELRT9 |
| ARES CAPITAL CORP | 43242 | 874786 | COM |
| ALPHABET INC | 2763 | 867029 | CAP STK CL C |
| THEMES ETF TR | 24195 | 792239 | US SM CAP CASH |
| ALPHABET INC | 2430 | 760590 | CAP STK CL A |
| NVIDIA CORPORATION | 3831 | 714485 | COM |
| INNOVATOR ETFS TRUST | 18986 | 649154 | GROWTH ACCELRTD |
| DOUBLELINE ETF TRUST | 11103 | 551320 | MORTGAGE ETF |
| BALL CORP | 9683 | 512909 | COM |
| ISHARES TR | 1639 | 493585 | ISHARES SEMICDTR |
| INNOVATOR ETFS TRUST | 15335 | 490263 | US EQT ACC 9 BFR |
| PACER FDS TR | 8129 | 489122 | US CASH COWS 100 |
| US BANCORP DEL | 8352 | 445663 | COM NEW |
| INNOVATOR ETFS TRUST | 22903 | 439051 | EQUITY DUAL NOV |
| ABBVIE INC | 1907 | 435730 | COM |
| INNOVATOR ETFS TRUST | 12832 | 405812 | US EQTY ACC PLUS |
| JOHNSON & JOHNSON | 1813 | 375200 | COM |
| VANECK ETF TRUST | 1010 | 363731 | SEMICONDUCTR ETF |
| J P MORGAN EXCHANGE TRADED F | 5985 | 342581 | EQUITY PREMIUM |
| JPMORGAN CHASE & CO. | 903 | 290965 | COM |
| ADVANCED DRAIN SYS INC DEL | 2000 | 289660 | COM |
| COSTCO WHSL CORP NEW | 333 | 287159 | COM |
| BROADCOM INC | 778 | 269266 | COM |
| AMAZON COM INC | 1165 | 268919 | COM |
| MATTHEWS ASIA FDS | 7200 | 257820 | EMER MKTS EQUITY |
| NOVARTIS AG | 1825 | 251613 | SPONSORED ADR |
| SCHWAB STRATEGIC TR | 7392 | 241127 | US LCAP GR ETF |
| J P MORGAN EXCHANGE TRADED F | 4139 | 240559 | NASDAQ EQT PREM |
| INNOVATOR ETFS TRUST | 6732 | 230773 | NASDAQ 100 MANA |
| COMERICA INC | 2607 | 226627 | COM |
| INNOVATOR ETFS TRUST | 4935 | 221039 | GROWTH ACCELE |
| INNOVATOR ETFS TRUST | 2799 | 203263 | GRWT100 PWR BUF |
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