13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002085141
Total reported value
$171.6M
$171.6M
60 檔
33.7%
The Q4 2025 SEC filing reveals that Welch Financial Planning, LLC held a total portfolio value of $171.6M, covering 60 public equity positions.
During Q4 2025, Welch Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | Stock-Industrials | 9.44% | -1.09% | — | |
| 2 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 9.09% | -3.62% | — | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 8.98% | +1.91% | — | |
| 4 | DIVB | Ishares Core Dividend ETF | ETF-Other | 8.84% | -0.56% | — | |
| 5 | LST | Leuthold Sel Ind | ETF-Other | 5.77% | -0.01% | — | |
| 6 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 5.60% | +0.07% | — | |
| 7 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 4.87% | -3.81% | — | |
| 8 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 4.35% | -0.54% | — | |
| 9 | EWX | State Street Spdr S&p Emergi | ETF-Other | 3.93% | -0.21% | — | |
| 10 | IDMO | Invesco S&p International De | ETF-Other | 3.54% | +1.79% | — | |
| 11 | EMMF | Wisdomtree Emerging Markets | ETF-Emerging Markets | 2.74% | -0.21% | — | |
| 12 | DDFS | Innovato Equ Du Di 15 Bu ETF | ETF-Other | 2.50% | -1.33% | — | |
| 13 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.47% | -1.12% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.40% | -0.32% | — | |
| 15 | XDQQ | Innovator Grw 100 Accel Qtr | ETF-Other | 2.38% | -0.04% | — | |
| 16 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-Other | 1.86% | -0.77% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.78% | +1.58% | — | |
| 18 | MCH | Matthews China Active ETF | ETF-Emerging Markets | 1.64% | -0.19% | — | |
| 19 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | ETF-Other | 1.27% | -1.15% | — | |
| 20 | XTOC | Innovator US Eqy Accel Pl-oc | ETF-Other | 1.10% | +0.04% | — | |
| 21 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.95% | +0.01% | — | |
| 22 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.81% | -0.38% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.18% | — | |
| 24 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 0.68% | — | — | |
| 25 | WISE | Themes Generat Artif Intel | ETF-Other | 0.65% | -0.53% | EXIT | |
| 26 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.09% | — | |
| 27 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 0.64% | -0.08% | — | |
| 28 | ARCC | Ares Capital CORP | Stock-Financials | 0.64% | +0.66% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.02% | — | |
| 30 | SMCF | Themes US S/c Csh Flw Champ | ETF-Other | 0.58% | -0.07% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.07% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.09% | — | |
| 33 | DDFO | Innov Eq Dd 15 Buf ETF - Oct | ETF-Other | 0.48% | -0.07% | — | |
| 34 | QTOC | Innovator Growth Accel Pl-oc | ETF-Other | 0.47% | -0.03% | — | |
| 35 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.40% | -0.07% | — | |
| 36 | BALL | Ball CORP | Stock-Consumer Disc | 0.37% | -0.06% | — | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.36% | +1.01% | — | |
| 38 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 0.36% | -0.05% | — | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.36% | -0.06% | — | |
| 40 | USB | US Bancorp | Stock-Financials | 0.32% | -0.02% | — | |
| 41 | DDFN | Innov Eq Dd 15 Buf ETF - Nov | ETF-Other | 0.32% | -0.05% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | -0.03% | — | |
| 43 | XTJA | Innovator US Eq Acc Plus - J | ETF-Other | 0.30% | -0.28% | EXIT | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.05% | — | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.26% | +0.11% | — | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.25% | -0.04% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | +0.06% | — | |
| 48 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.21% | -0.02% | — | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.04% | — | |
| 50 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.21% | -0.03% | — |
According to official SEC Form 13F filings, Welch Financial Planning, LLC reported a total U.S. public equity portfolio value of $171.6M across 60 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BA, JGRO, XLK) accounted for 33.7% of total reported equity market value during Q4 2025.
During Q4 2025, Welch Financial Planning, LLC's top holdings by market value included BA (9.4%)、JGRO (9.1%)、XLK (9.0%). The largest single position, BA, represented 9.4% of total portfolio value.
In Q4 2025, Welch Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.