Welch Financial Planning, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Welch Financial Planning, LLC reported 60 stock positions worth $137.3 million. Its top holding was Boeing (BA) at 9.4% of the portfolio, followed by JPMorgan Active Growth ETF (JGRO, 9.1%) and SS Technology Select Sector (XLK, 9.0%).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0002085141
- Portfolio Value
- $137.3M (Q4 2025)
- SEC Filing
- 0002085141-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 60 stocks · $137.3M
| BA The Boeing Co. | 9.44% | 59,678 | $13.0M | — |
| JGRO JPMorgan Active Growth ETF | 9.09% | 134,424 | $12.5M | — |
| XLK SS Technology Select Sector | 8.98% | 85,633 | $12.3M | — |
| DIVB iShares Core Dividend ETF | 8.84% | 228,474 | $12.1M | — |
| LST Leuthold Sel Ind filed as MANAGED PORTFOLIO SERIES | 5.77% | 197,395 | $7.9M | — |
| JTEK JPMorgan US Tech Leaders | 5.60% | 85,334 | $7.7M | — |
| XBJL Inn US Eq Acc 9 Buff July | 4.87% | 174,648 | $6.7M | — |
| EYLD Cambria Emerg Shrhldr Yield | 4.35% | 155,915 | $6.0M | — |
| EWX State Street SPDR S&P Emergi | 3.93% | 82,135 | $5.4M | — |
| IDMO Invesco S&P International DE | 3.54% | 87,428 | $4.9M | — |
| EMMF Wisdomtree Emerging Markets | 2.74% | 119,387 | $3.8M | — |
| DDFS Innovato Equ Du Di 15 Bu ETF | 2.50% | 162,011 | $3.4M | — |
| DIVO Amplify CWP Enhan Divid ETF | 2.47% | 76,245 | $3.4M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.40% | 6,566 | $3.3M | — |
| XDQQ Innovator GRW 100 Accel QTR | 2.38% | 82,692 | $3.3M | — |
| DDFL Invtr Eq D Di 15 B ETF - Jul | 1.86% | 124,233 | $2.6M | — |
| AAPL Apple Inc. | 1.78% | 8,968 | $2.4M | — |
| MCH Matthews China Active ETF | 1.64% | 79,924 | $2.3M | — |
| DDFD Inno Eqt DD 15 Buff ETF Dec | 1.27% | 90,943 | $1.7M | — |
| XTOC Innovator US Eqy Accel PL-Oc | 1.10% | 45,304 | $1.5M | — |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.95% | 25,892 | $1.3M | — |
| BPRE Bluerock Private Real Estate | 0.81% | 74,080 | $1.1M | — |
| MSFT Microsoft Corp. | 0.71% | 2,013 | $974K | — |
| XBAP Innovator US Eqy Accel 9 Buf | 0.68% | 24,189 | $935K | — |
| WISE Themes Generat Artif Intel | 0.65% | 23,061 | $899K | — |
| PJUL Innovator U.S. Equity Power | 0.65% | 19,116 | $888K | — |
| XBOC Innovator US Eqy Acc 9 Buff | 0.64% | 26,351 | $884K | — |
| ARCC Ares Capital Corp. | 0.64% | 43,242 | $875K | — |
| GOOG Alphabet Inc. Class C | 0.63% | 2,763 | $867K | — |
| SMCF Themes US S/C CSH FLW Champ | 0.58% | 24,195 | $792K | — |
| GOOGL Alphabet Inc. Class A | 0.55% | 2,430 | $761K | — |
| NVDA Nvidia Corp. | 0.52% | 3,831 | $714K | — |
| DDFO Innov Eq DD 15 Buf ETF - Oct | 0.48% | 30,235 | $654K | — |
| QTOC Innovator Growth Accel PL-Oc | 0.47% | 18,986 | $649K | — |
| DMBS Doubleline Mortgage ETF | 0.40% | 11,103 | $551K | — |
| BALL Ball Corp. | 0.37% | 9,683 | $513K | — |
| SOXX iShares Semiconductor ETF | 0.36% | 1,639 | $494K | — |
| XBJA Innovator US Eq Ac 9 Buff-J | 0.36% | 15,335 | $490K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.36% | 8,129 | $489K | — |
| USB US Bancorp | 0.32% | 8,352 | $446K | — |
| DDFN Innov Eq DD 15 Buf ETF - Nov | 0.32% | 22,903 | $439K | — |
| ABBV Abbvie Inc. | 0.32% | 1,907 | $436K | — |
| XTJA Innovator US Eq Acc Plus - J | 0.30% | 12,832 | $406K | — |
| JNJ Johnson & Johnson | 0.27% | 1,813 | $375K | — |
| SMH Vaneck Semiconductor ETF | 0.26% | 1,010 | $364K | — |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 5,985 | $343K | — |
| JPM JPMorgan Chase & Co. | 0.21% | 903 | $291K | — |
| WMS Advanced Drainage Systems Inc. | 0.21% | 2,000 | $290K | — |
| COST Costco Wholesale Corp. | 0.21% | 333 | $287K | — |
| POCT Innovator U.S. Equity Power | 0.21% | 6,433 | $283K | — |
| AVGO Broadcom Inc. | 0.20% | 778 | $269K | — |
| AMZN Amazon.com Inc. | 0.20% | 1,165 | $269K | — |
| MEM Matthews Em MKT Eqty Active | 0.19% | 7,200 | $258K | — |
| NVS Novartis AG-Sponsored ADR | 0.18% | 1,825 | $252K | — |
| SCHG Schwab US Large-Cap Growth | 0.18% | 7,392 | $241K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.18% | 4,139 | $241K | — |
| QFLR Innovator Nasdaq-100 MF ETF | 0.17% | 6,732 | $231K | — |
| CMA Comerica Inc. | 0.17% | 2,607 | $227K | — |
| QTAP Innovator GRW 100 Accl Plus | 0.16% | 4,935 | $221K | — |
| NJUL Innovator Growth 100 Power B | 0.15% | 2,799 | $203K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.