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CIK: 0002085141
Total reported value
$171.6M
$171.6M
67 檔
33.0%
In Q1 2026, Welch Financial Planning, LLC's U.S. equity holdings reached a combined market value of $171.6M, distributed across 67 disclosed stock positions.
In Q1 2026, Welch Financial Planning, LLC displayed an active expansion posture, initiating 10 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DIVB | Ishares Core Dividend ETF | ETF-Other | 8.98% | -0.56% | +1.35% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 8.83% | +1.91% | +7.87% | |
| 3 | BA | Boeing Co/the | Stock-Industrials | 8.52% | -1.09% | -0.29% | |
| 4 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 8.40% | -3.62% | +2.81% | |
| 5 | LST | Leuthold Sel Ind | ETF-Other | 5.97% | -0.01% | +3.94% | |
| 6 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 5.06% | +0.07% | +3.73% | |
| 7 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 4.83% | -3.81% | +1.12% | |
| 8 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 4.81% | -0.54% | +3.51% | |
| 9 | IDMO | Invesco S&p International De | ETF-Other | 4.19% | +1.79% | +21.43% | |
| 10 | EWX | State Street Spdr S&p Emergi | ETF-Other | 4.01% | -0.21% | +2.60% | |
| 11 | EMMF | Wisdomtree Emerging Markets | ETF-Emerging Markets | 2.93% | -0.21% | +3.06% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.54% | -1.12% | +3.47% | |
| 13 | DDFS | Innovato Equ Du Di 15 Bu ETF | ETF-Other | 2.48% | -1.33% | +0.70% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.26% | -0.32% | — | |
| 15 | XDQQ | Innovator Grw 100 Accel Qtr | ETF-Other | 2.26% | -0.04% | +2.79% | |
| 16 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-Other | 1.83% | -0.77% | -0.45% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.71% | +1.58% | +4.42% | |
| 18 | MCH | Matthews China Active ETF | ETF-Emerging Markets | 1.51% | -0.19% | — | |
| 19 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | ETF-Other | 1.29% | -1.15% | +3.95% | |
| 20 | XTOC | Innovator US Eqy Accel Pl-oc | ETF-Other | 1.09% | +0.04% | +3.72% | |
| 21 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.95% | +0.01% | +0.71% | |
| 22 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.85% | -0.38% | -4.09% | |
| 23 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 0.62% | -0.08% | +0.23% | |
| 24 | SMCF | Themes US S/c Csh Flw Champ | ETF-Other | 0.62% | -0.07% | +1.66% | |
| 25 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.60% | -0.09% | -4.68% | |
| 26 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 0.59% | — | -12.62% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.18% | +9.74% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.02% | +1.81% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.09% | +16.60% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.07% | +9.46% | |
| 31 | ARCC | Ares Capital CORP | Stock-Financials | 0.54% | +0.66% | -3.25% | |
| 32 | WISE | Themes Generat Artif Intel | ETF-Other | 0.53% | -0.53% | EXIT | |
| 33 | DDFO | Innov Eq Dd 15 Buf ETF - Oct | ETF-Other | 0.50% | -0.07% | +6.41% | |
| 34 | QTOC | Innovator Growth Accel Pl-oc | ETF-Other | 0.48% | -0.03% | +5.52% | |
| 35 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.40% | +1.01% | +2.50% | |
| 36 | BALL | Ball CORP | Stock-Consumer Disc | 0.39% | -0.06% | -5.16% | |
| 37 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 0.38% | -0.05% | +8.82% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.05% | +14.45% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | -0.03% | +21.97% | |
| 40 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.33% | -0.07% | -17.06% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.32% | -0.06% | -12.55% | |
| 42 | DDFN | Innov Eq Dd 15 Buf ETF - Nov | ETF-Other | 0.31% | -0.05% | — | |
| 43 | XTJA | Innovator US Eq Acc Plus - J | ETF-Other | 0.28% | -0.28% | EXIT | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.28% | +0.11% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.03% | +59.14% | |
| 46 | QTJA | Innovator Growth Acc Plus-j | ETF-Other | 0.28% | -0.28% | EXIT | |
| 47 | USB | US Bancorp | Stock-Financials | 0.27% | -0.02% | -11.97% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.04% | +12.01% | |
| 49 | DDFM | Innovator Edd 15 Buf Etf-mar | ETF-Other | 0.26% | -0.05% | — | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.24% | -0.04% | — |
According to official SEC Form 13F filings, Welch Financial Planning, LLC reported a total U.S. public equity portfolio value of $171.6M across 67 disclosed positions in Q1 2026.
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 DIVB, XLK, BA) accounted for 33.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
QTJA
市值: $382.9K
Top Position Liquidated / Trimmed
CMA
前期市值: $226.6K
During Q1 2026, Welch Financial Planning, LLC's top holdings by market value included DIVB (9.0%)、XLK (8.8%)、BA (8.5%). The largest single position, DIVB, represented 9.0% of total portfolio value.
In Q1 2026, Welch Financial Planning, LLC made 57 total portfolio adjustments, initiating 10 new buys, adding to 33 positions, trimming 11 holdings, and fully liquidating 3 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.
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