Welch Financial Planning, LLC
CIK
2085141
Location
BOULDER, CO
Portfolio Value
Micro
$26,268,526
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,523
/ 8,603
▲ 91
· as of Mar 2026
Top Industry
Aerospace & Defense
45.1%
3Y Alpha vs SPY
-35.2%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.7%
SPY
+10.0%
Annualised alpha
-28.7%
Max drawdown
−14.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
45.1%
−3.7 pts
Top 5
73.7%
−4.5 pts
Top 10
86.5%
−4.2 pts
HHI
2,339
Moderately concentrated−356
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 46.1% | $12,117,142 |
| Financial Services | 21.9% | $5,747,801 |
| Technology | 16.3% | $4,289,319 |
| Healthcare | 5.9% | $1,561,354 |
| Consumer Cyclical | 3.5% | $928,939 |
| Consumer Defensive | 3.3% | $859,062 |
| Communication Services | 2.9% | $764,909 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +689 | 1,854 | $386,132 | |
| NVDA | Nvidia Corp | +636 | 4,467 | $779,044 | |
| ABBV | AbbVie Inc. | +419 | 2,326 | $505,881 | |
| AAPL | Apple Inc. | +396 | 9,364 | $2,376,489 | |
| JNJ | Johnson & Johnson | +262 | 2,075 | $507,213 | |
| GOOGL | Alphabet Inc. | +230 | 2,660 | $764,909 | |
| MSFT | Microsoft Corp | +196 | 2,209 | $817,705 | |
| AVGO | Broadcom Inc. | +117 | 895 | $277,011 | |
| JPM | Jpmorgan Chase & Co | +66 | 969 | $285,041 | |
| COST | Costco Wholesale Corp /New | +40 | 373 | $371,668 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | −3,033 | 71,047 | $1,180,090 | |
| ARCC | Ares Capital Corp | −1,407 | 41,835 | $753,866 | |
| USB | US Bancorp De | −1,000 | 7,352 | $382,377 | |
| BALL | BALL Corp | −500 | 9,183 | $542,807 | |
| BA | Boeing Co | −175 | 59,503 | $11,842,882 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
22 positions ·
$26,268,526 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BA |
Boeing Co
Industrials
|
Reduced | 59,503 | $11,842,882 | 45.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 6,566 | $3,146,427 | 11.98% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,364 | $2,376,489 | 9.05% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
Reduced | 71,047 | $1,180,090 | 4.49% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,209 | $817,705 | 3.11% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,467 | $779,044 | 2.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,660 | $764,909 | 2.91% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Reduced | 41,835 | $753,866 | 2.87% | |
| BALL |
BALL Corp
Consumer Cyclical
|
Reduced | 9,183 | $542,807 | 2.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,075 | $507,213 | 1.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,326 | $505,881 | 1.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,854 | $386,132 | 1.47% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 7,352 | $382,377 | 1.46% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 373 | $371,668 | 1.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 969 | $285,041 | 1.09% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 1,965 | $283,824 | 1.08% | |
| NVS |
Novartis AG
Healthcare
|
Held | 1,825 | $278,768 | 1.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 895 | $277,011 | 1.05% | |
| WMS |
Advanced Drainage Systems, Inc.
Industrials
|
Held | 2,000 | $274,260 | 1.04% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 293 | $269,492 | 1.03% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,638 | $203,570 | 0.77% | |
| API |
Agora, Inc.
Technology
|
NEW | 11,037 | $39,070 | 0.15% |