Welch Financial Planning, LLC
Filing Date
Global Rank
#6,963
/ 8,794
▼ 131
· as of Jun 2026
Top Industry
Asset Management
46.0%
3Y Alpha vs SPY
-4.4%
Period ended 3 months ago
Filed Jul 15, 2026 · 3mo
3 quarters · since Dec 2025
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
12.8%
−5.3 pts
Top 5
49.6%
−9.3 pts
Top 10
74.9%
−6.3 pts
HHI
678
Diversified−215
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 65.1% | $111,697,810 |
| Financial Services | 18.5% | $31,794,614 |
| Industrials | 7.9% | $13,498,352 |
| Technology | 5.1% | $8,804,752 |
| Communication Services | 1.2% | $2,102,403 |
| Healthcare | 1.0% | $1,752,850 |
| Consumer Cyclical | 0.6% | $1,113,097 |
| Consumer Defensive | 0.5% | $860,698 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | +69,146 | 110,981 | $2,056,477 | |
| IVZ | Invesco Ltd. | +64,140 | 170,302 | $10,267,507 | |
| KAMO | Kensington Credit Opportunities ETF | +13,714 | 218,880 | $10,228,262 | |
| AAPL | Apple Inc. | +10,133 | 19,497 | $5,641,651 | |
| BUFC | AB Conservative Buffer ETF | +6,608 | 32,683 | $1,645,262 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +4,328 | 96,704 | $18,424,046 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | +3,460 | 87,734 | $6,519,513 | |
| BLK | BlackRock, Inc. | +2,930 | 234,487 | $14,444,399 | |
| BAPR | Innovator U.S. Equity Buffer ETF - April | +2,782 | 41,038 | $1,864,836 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +2,104 | 4,135 | $2,687,495 | |
| AVGO | Broadcom Inc. | +1,127 | 2,022 | $763,810 | |
| NVDA | Nvidia Corp | +1,078 | 5,545 | $1,109,499 | |
| GOOGL | Alphabet Inc. | +443 | 5,916 | $2,102,403 | |
| JPM | Jpmorgan Chase & Co | +420 | 1,389 | $454,661 | |
| AMZN | Amazon Com Inc | +412 | 2,266 | $540,078 | |
| WMT | Walmart Inc. | +206 | 1,844 | $208,851 | |
| BRK-B | Berkshire Hathaway Inc | +75 | 6,641 | $3,323,089 | |
| COST | Costco Wholesale Corp /New | +52 | 425 | $397,574 | |
| BLDG | Cambria Global Real Estate ETF | +29 | 161,416 | $7,329,900 | |
| LLY | ELI LILLY & Co | +20 | 313 | $375,421 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPR | Innovator Equity Defined Protection ETF - 2 Yr to April 2028 | −72,211 | 824,181 | $21,928,352 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | −64,543 | 172,299 | $17,605,101 | |
| AIEQ | Amplify AI Powered Equity ETF | −25,483 | 53,408 | $2,440,745 | |
| AALG | Leverage Shares 2X Long AAL Daily ETF | −22,945 | 24,483 | $947,957 | |
| BPRE | Bluerock Private Real Estate Fund | −9,216 | 61,831 | $804,421 | |
| ADVE | Matthews Asia Dividend Active ETF | −8,409 | 78,715 | $2,271,400 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | −2,167 | 120,873 | $4,669,323 | |
| BA | Boeing Co | −579 | 58,924 | $12,755,278 | |
| MSFT | Microsoft Corp | −334 | 1,875 | $699,412 | |
| PG | PROCTER & GAMBLE Co | −231 | 1,734 | $254,273 | |
| ABBV | AbbVie Inc. | −83 | 2,243 | $564,428 | |
| AAAP | Pacer Barings CLO Market Flex ETF | −42 | 7,067 | $439,567 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 53,401 | $8,995,932 | |
| CAGE | Calamos Autocallable Growth ETF | 44,838 | $1,203,900 | |
| VB | Vanguard Morningstar Small-Cap ETF | 4,353 | $601,802 | |
| CAT | Caterpillar Inc | 403 | $429,154 | |
| BCHP | Principal Focused Blue Chip ETF | 4,614 | $323,552 | |
| INTC | Intel Corp | 2,152 | $300,483 | |
| LRCX | Lam Research Corp | 669 | $289,897 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 1,355 | $206,203 | |
| No positions match the current search. | ||||
48 tracked positions ·
$171,624,576 total
· filing declares
71 positions · $171,624,603
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPR |
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
|
Reduced | 824,181 | $21,928,352 | 12.78% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 96,704 | $18,424,046 | 10.74% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Reduced | 172,299 | $17,605,101 | 10.26% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 234,487 | $14,444,399 | 8.42% | |
| BA |
Boeing Co
Industrials
|
Reduced | 58,924 | $12,755,278 | 7.43% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Added | 170,302 | $10,267,507 | 5.98% | |
| KAMO |
Kensington Credit Opportunities ETF
|
Added | 218,880 | $10,228,262 | 5.96% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
NEW | 53,401 | $8,995,932 | 5.24% | |
| BLDG |
Cambria Global Real Estate ETF
|
Added | 161,416 | $7,329,900 | 4.27% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Added | 87,734 | $6,519,513 | 3.80% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,497 | $5,641,651 | 3.29% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Reduced | 120,873 | $4,669,323 | 2.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 6,641 | $3,323,089 | 1.94% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 4,135 | $2,687,495 | 1.57% | |
| AIEQ |
Amplify AI Powered Equity ETF
|
Reduced | 53,408 | $2,440,745 | 1.42% | |
| ADVE |
Matthews Asia Dividend Active ETF
|
Reduced | 78,715 | $2,271,400 | 1.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 5,916 | $2,102,403 | 1.23% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 110,981 | $2,056,477 | 1.20% | |
| BAPR |
Innovator U.S. Equity Buffer ETF - April
|
Added | 41,038 | $1,864,836 | 1.09% | |
| BUFC |
AB Conservative Buffer ETF
|
Added | 32,683 | $1,645,262 | 0.96% | |
| CAGE |
Calamos Autocallable Growth ETF
|
NEW | 44,838 | $1,203,900 | 0.70% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,545 | $1,109,499 | 0.65% | |
| AALG |
Leverage Shares 2X Long AAL Daily ETF
|
Reduced | 24,483 | $947,957 | 0.55% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
Reduced | 61,831 | $804,421 | 0.47% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,022 | $763,810 | 0.45% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,875 | $699,412 | 0.41% | |
| AFK |
VanEck Africa Index ETF
|
Held | 1,010 | $662,448 | 0.39% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
NEW | 4,353 | $601,802 | 0.35% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Held | 9,183 | $573,019 | 0.33% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,243 | $564,428 | 0.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,266 | $540,078 | 0.31% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,075 | $526,987 | 0.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,389 | $454,661 | 0.26% | |
| CAPE |
DoubleLine Shiller CAPE U.S. Equities ETF
|
Held | 9,209 | $452,069 | 0.26% | |
| USB |
US Bancorp De
Financial Services
|
Held | 7,352 | $444,060 | 0.26% | |
| AAAP |
Pacer Barings CLO Market Flex ETF
|
Reduced | 7,067 | $439,567 | 0.26% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 403 | $429,154 | 0.25% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 425 | $397,574 | 0.23% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 313 | $375,421 | 0.22% | |
| BCHP |
Principal Focused Blue Chip ETF
|
NEW | 4,614 | $323,552 | 0.19% | |
| WMS |
Advanced Drainage Systems, Inc.
Industrials
|
Held | 2,000 | $313,920 | 0.18% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,152 | $300,483 | 0.18% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 669 | $289,897 | 0.17% | |
| NVS |
Novartis AG
Healthcare
|
Held | 1,825 | $286,014 | 0.17% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,734 | $254,273 | 0.15% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Held | 7,392 | $250,145 | 0.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,844 | $208,851 | 0.12% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
NEW | 1,355 | $206,203 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.