Welch Capital Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Welch Capital Partners LLC reported 21 stock positions worth $449.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 45.0% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 28.6%) and Blackstone (BX, 5.6%). Compared with Q1 2025, it opened 2 new positions, sold out of 4, added to 3 and reduced 9. The biggest buy was Bitcoin Depot (shares +33%) and the biggest sale an exit from Humana (HUM).
- Most Recent 13F
- Q2 2026
- Location
- HARRISON, NY
- CIK
- 0001042063
- Portfolio Value
- $449.2M (Q2 2025)
- SEC Filing
- 0001042063-25-000010 ↗ filed Aug 14, 2025
Holdings Value
Holdings 21 stocks · $449.2M
| VOO Vanguard S&P 500 ETF | 45.04% | 356,169 | $202.3M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 28.64% | 208,177 | $128.6M | Reduce -2.7% |
| BX Blackstone Inc. | 5.62% | 168,826 | $25.3M | Add +2.7% |
| GOOG Alphabet Inc. Class C | 4.38% | 110,856 | $19.7M | Reduce -2.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.34% | 268,485 | $19.5M | Reduce -20.7% |
| VGT Vanguard Info Tech ETF | 4.03% | 27,310 | $18.1M | Reduce -2.4% |
| XLV SS Health Care Select Sector | 1.86% | 62,041 | $8.4M | Reduce -2.3% |
| BITCOIN DEPOT INC | 1.45% | 1,285,190 | $6.5M | Add +33.0% |
| STE Steris PLC | 1.44% | 26,975 | $6.5M | Reduce -2.4% |
| PYPL PayPal Holdings Inc. | 1.03% | 62,463 | $4.6M | Reduce -3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.51% | 12,488 | $2.3M | No change |
| INNV Innovage Holding Corp. | 0.37% | 448,775 | $1.7M | Add +22.6% |
| MSFT Microsoft Corp. | 0.35% | 3,137 | $1.6M | No change |
| AAPL Apple Inc. | 0.26% | 5,601 | $1.1M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 0.16% | 4,200 | $740K | No change |
| XLK SS Technology Select Sector | 0.13% | 2,390 | $605K | No change |
| CI The Cigna Group | 0.13% | 1,785 | $590K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 3,701 | $337K | No change |
| HD Home Depot Inc. | 0.07% | 854 | $313K | No change |
| ROK Rockwell Automation Inc. | 0.05% | 696 | $231K | New |
| GLW Corning Inc. | 0.05% | 4,194 | $221K | New |
Portfolio Sells Q1 2025 → Q2 2025
| HUM Humana Inc. | Sold out | 0.00% | −1.34 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -20.7% | 4.34% | −0.95 |
| XLV SS Health Care Select Sector | Reduce -2.3% | 1.86% | −0.34 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.05 |
| STE Steris PLC | Reduce -2.4% | 1.44% | −0.05 |
| COP Conocophillips | Sold out | 0.00% | −0.05 |
| AAPL Apple Inc. | Reduce -1.5% | 0.26% | −0.04 |
| PIII P3 Health Partners Inc. | Sold out | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -3.1% | 1.03% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -2.7% | 4.38% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 28.64% | +0.14 |
| VGT Vanguard Info Tech ETF | Reduce -2.4% | 4.03% | +0.42 |
| VOO Vanguard S&P 500 ETF | Reduce -2.1% | 45.04% | +0.55 |
Portfolio Buys Q1 2025 → Q2 2025
| BITCOIN DEPOT INC | Add +33.0% | 1.45% | +1.10 |
| BX Blackstone Inc. | Add +2.7% | 5.62% | +0.16 |
| INNV Innovage Holding Corp. | Add +22.6% | 0.37% | +0.11 |
| ROK Rockwell Automation Inc. | New | 0.05% | +0.05 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 26 | $510.3M | VOO, SPY, GOOG, VGT, BX |
| Q1 2026 | 26 | $444.2M | VOO, SPY, GOOG, BX, VGT |
| Q4 2025 | 26 | $498.9M | VOO, SPY, GOOG, BX, VGT |
| Q3 2025 | 26 | $485.5M | VOO, SPY, BX, GOOG, VGT |
| Q2 2025 | 21 | $449.2M | VOO, SPY, BX, GOOG, SPYM |
| Q1 2025 | 23 | $420.2M | VOO, SPY, BX, SPYM, GOOG |
| Q4 2024 | 21 | $463.1M | VOO, SPY, BX, GOOG, VGT |
| Q3 2024 | 25 | $447.4M | VOO, SPY, BX, GOOG, VGT |
| Q2 2024 | 22 | $422.4M | VOO, SPY, BX, GOOG, VGT |
| Q1 2024 | 21 | $402.0M | VOO, SPY, BX, GOOG, VGT |