Welch Capital Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Welch Capital Partners LLC reported 26 stock positions worth $498.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 44.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 28.4%) and Alphabet Class C (GOOG, 7.0%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 6. The biggest buy was Boeing (BA, shares +40%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISON, NY
- CIK
- 0001042063
- Portfolio Value
- $498.9M (Q4 2025)
- SEC Filing
- 0001042063-26-000003 ↗ filed Feb 12, 2026
Holdings Value
Holdings 26 stocks · $498.9M
| VOO Vanguard S&P 500 ETF | 44.65% | 355,231 | $222.8M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 28.37% | 207,589 | $141.6M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 6.96% | 110,594 | $34.7M | Reduce -0.2% |
| BX Blackstone Inc. | 5.22% | 168,826 | $26.0M | No change |
| VGT Vanguard Info Tech ETF | 4.13% | 27,310 | $20.6M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.38% | 148,207 | $11.9M | Reduce -1.5% |
| HSIC Henry Schein Inc. | 2.25% | 148,829 | $11.2M | No change |
| STE Steris PLC | 1.75% | 34,407 | $8.7M | No change |
| BA The Boeing Co. | 1.30% | 29,823 | $6.5M | Add +40.1% |
| RSP Invesco S&P 500 Equal Weight | 0.48% | 12,488 | $2.4M | No change |
| BITCOIN DEPOT INC | 0.42% | 1,627,423 | $2.1M | Add +10.8% |
| INNV Innovage Holding Corp. | 0.42% | 404,101 | $2.1M | Reduce -9.6% |
| AAPL Apple Inc. | 0.31% | 5,601 | $1.5M | No change |
| MSFT Microsoft Corp. | 0.30% | 3,137 | $1.5M | No change |
| GOOGL Alphabet Inc. Class A | 0.26% | 4,200 | $1.3M | No change |
| XLK SS Technology Select Sector | 0.14% | 4,780 | $688K | No change |
| BLDR Builders Firstsource Inc. | 0.13% | 6,125 | $630K | New |
| CI The Cigna Group | 0.09% | 1,676 | $461K | Reduce -6.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 3,701 | $430K | No change |
| GLW Corning Inc. | 0.07% | 4,194 | $367K | No change |
| HD Home Depot Inc. | 0.06% | 854 | $294K | No change |
| ROK Rockwell Automation Inc. | 0.05% | 696 | $271K | No change |
| JNJ Johnson & Johnson | 0.05% | 1,090 | $226K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 1,813 | $218K | No change |
| IEMG iShares Core MSCI Emerging | 0.04% | 3,096 | $208K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 642 | $207K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 44.65% | −0.22 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 28.37% | −0.19 |
| INNV Innovage Holding Corp. | Reduce -9.6% | 0.42% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.5% | 2.38% | −0.04 |
| CI The Cigna Group | Reduce -6.1% | 0.09% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 6.96% | +1.39 |
Portfolio Buys Q3 2025 → Q4 2025
| BA The Boeing Co. | Add +40.1% | 1.30% | +0.35 |
| BLDR Builders Firstsource Inc. | New | 0.13% | +0.13 |
| BITCOIN DEPOT INC | Add +10.8% | 0.42% | −0.60 |
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 |