account_balance
Investment manager · 13F filer · SEC CIK 2085141
Welch Financial Planning, LLC
Reported value$178Mas of Sep 30, 2026
Positions81 14 new, 4 sold out
Top 10 weight58.6%XLK alone is 11%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLKSelect Sector SPDR Tr
11.0%Added +4%
DIVBiShares Tr
8.2%Trimmed −3%
IDMOInvesco Exch Traded Fd Tr II
6.4%Added +11%
PWBInvesco Exchange Traded Fd T
5.9%Added +22%
LSTManaged Portfolio Ser
5.8%
EYLDCambria ETF Tr
4.8%Added +11%
BABoeing Co
4.7%Trimmed −23%
JTEKJ P Morgan Exchange Traded F
4.0%Trimmed −14%
JGROJ P Morgan Exchange Traded F
3.8%Trimmed −15%
AAPLApple Inc.
3.7%Added +3%
EWXSPDR Index SHS FDS
3.5%
EMMFWisdomtree Tr
2.9%Added +15%
XLKSelect Sector SPDR Tr
11.0%Added +4%
DIVBiShares Tr
8.2%Trimmed −3%
IDMOInvesco Exch Traded Fd Tr II
6.4%+11%
PWBInvesco Exchange Traded Fd T
5.9%+22%
LSTManaged Portfolio Ser
5.8%
EYLDCambria ETF Tr
4.8%
BABoeing Co
4.7%
JTEKJ P Morgan Exchange Traded F
4.0%
JGROJ P Morgan Exchange Traded F
3.8%
EWX3.5%
EMMF
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
XLK Select Sector SPDR Tr 11.0% Added +4%
DIVB iShares Tr 8.2% Trimmed −3%
IDMO Invesco Exch Traded Fd Tr II 6.4% Added +11%
PWB Invesco Exchange Traded Fd T 5.9% Added +22%
LST Managed Portfolio Ser 5.8% Held
EYLD Cambria ETF Tr 4.8% Added +11%
BA Boeing Co 4.7% Trimmed −23%JTEK J P Morgan Exchange Traded F 4.0% Trimmed −14%
JGRO J P Morgan Exchange Traded F 3.8% Trimmed −15%
AAPL Apple Inc. 3.7% Added +3%EWX SPDR Index SHS FDS 3.5% Held
EMMF Wisdomtree Tr 2.9% Added +15%
What changed
Biggest moves since Jun 30, 2026
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