Welch Financial Planning, LLC 13F Holdings · Q2 2026
Welch Financial Planning, LLC reported 71 securities worth $171.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: XLK (10.74%), DIVB (8.42%), BA (7.43%). Among its top 25 positions this quarter: 1 new, 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $18.4M | 10.74% | 96,704 | Added |
| 2 | DIVB | ISHARES TR | $14.4M | 8.42% | 234,487 | Added |
| 3 | BA | BOEING CO | $12.8M | 7.43% | 58,924 | Trimmed |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | $10.3M | 5.98% | 170,302 | Added |
| 5 | LST | MANAGED PORTFOLIO SER | $10.2M | 5.96% | 218,880 | Added |
| 6 | PWB | INVESCO EXCHANGE TRADED FD T | $9.0M | 5.24% | 53,401 | New |
| 7 | JTEK | J P MORGAN EXCHANGE TRADED F | $8.8M | 5.13% | 78,989 | Trimmed |
| 8 | JGRO | J P MORGAN EXCHANGE TRADED F | $8.2M | 4.78% | 83,186 | Trimmed |
| 9 | EYLD | CAMBRIA ETF TR | $7.3M | 4.27% | 161,416 | Added |
| 10 | EWX | SPDR INDEX SHS FDS | $6.5M | 3.80% | 87,734 | Added |
| 11 | AAPL | APPLE INC | $5.6M | 3.29% | 19,497 | Added |
| 12 | EMMF | WISDOMTREE TR | $4.7M | 2.72% | 120,873 | Trimmed |
| 13 | XDQQ | INNOVATOR ETFS TRUST | $3.8M | 2.22% | 93,752 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.3M | 1.94% | 6,641 | Added |
| 15 | DDFJ | INNOVATOR ETFS TRUST | $3.0M | 1.77% | 153,661 | Added |
| 16 | DDFF | INNOVATOR ETFS TRUST | $2.8M | 1.62% | 138,955 | Added |
| 17 | DIVO | AMPLIFY ETF TR | $2.4M | 1.42% | 53,408 | Trimmed |
| 18 | SOXX | ISHARES TR | $2.4M | 1.41% | 3,784 | Added |
| 19 | MCH | MATTHEWS ASIA FDS | $2.3M | 1.32% | 78,715 | Trimmed |
| 20 | ARCC | ARES CAPITAL CORP | $2.1M | 1.20% | 110,981 | Added |
| 21 | DDFS | INNOVATOR ETFS TRUST | $2.0M | 1.15% | 89,586 | Trimmed |
| 22 | XTOC | INNOVATOR ETFS TRUST | $1.9M | 1.13% | 53,644 | Added |
| 23 | DDFL | INNOVATOR ETFS TRUST | $1.8M | 1.06% | 85,711 | Trimmed |
| 24 | XBJL | INNOVATOR ETFS TRUST | $1.7M | 1.02% | 43,752 | Trimmed |
| 25 | YEAR | AB ACTIVE ETFS INC | $1.6M | 0.96% | 32,683 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR