account_balance
Investment manager · 13F filer · SEC CIK 1042063
Welch Capital Partners LLC
Reported value$510Mas of Jun 30, 2026
Positions26 2 new, 2 sold out
Top 10 weight97.6%VOO alone is 46%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
45.9%
SPYSPDR S&P 500 ETF Trust
30.4%
GOOGAlphabet Inc.
6.3%
VGTVanguard World Fd
5.1%
BXBlackstone Inc.
3.8%
SPYM2.0%
STE1.4%BA1.2%RSP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 45.9% Held
SPY SPDR S&P 500 ETF Trust 30.4% HeldGOOG Alphabet Inc. 6.3% HeldVGT Vanguard World Fd 5.1% Held
BX Blackstone Inc. 3.8% HeldSPYM SPDR Series Trust 2.0% Held
STE Steris PLC 1.4% HeldBA Boeing Co 1.2% Trimmed −5%HSIC Henry Schein Inc 0.9% Trimmed −10%RSP Invesco Exchange Traded Fd T 0.5% Held
AAPL Apple Inc. 0.3% HeldINNV InnovAge Holding Corp. 0.3% Trimmed −32%What changed
Biggest moves since Mar 31, 2026
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