Welch Capital Partners LLC/Ny Top Holdings and 13F Report (2026) About Welch Capital Partners LLC/NyInvestment ActivityWelch Capital Partners LLC/Ny has $510.26 thousand in total holdings as of June 30, 2026.Welch Capital Partners LLC/Ny owns shares of 26 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 4.61% of the portfolio was purchased this quarter.About 0.69% of the portfolio was sold this quarter.This quarter, Welch Capital Partners LLC/Ny has purchased 26 new stocks and bought additional shares in 1 stock.Welch Capital Partners LLC/Ny sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $234,261SPDR S&P 500 ETF Trust $154,877Alphabet $32,189Vanguard Information Technology ETF $26,113Blackstone $19,585 Largest New Holdings this Quarter 30233Q108 - EXXON MOBIL CORP $248 Holding46625H100 - JPMorgan Chase & Co. $210 Holding747316107 - Quaker Houghton $206 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 191,170 shares (about $22.85K)EXXON MOBIL CORP 1,813 shares (about $248.00)JPMorgan Chase & Co. 642 shares (about $210.00)Quaker Houghton 1,296 shares (about $206.00) Largest Sales this Quarter InnovAge 64,093 shares (about $759.30)Vanguard S&P 500 ETF 992 shares (about $681.32)Henry Schein 6,651 shares (about $555.47)Boeing 1,439 shares (about $311.49)Blackstone 2,389 shares (about $281.12) Sector Allocation Over TimeMap of 500 Largest Holdings ofWelch Capital Partners LLC/Ny Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$234,261$681 â–¼-0.3%341,08545.9%ETFSPYSPDR S&P 500 ETF Trust$154,877$3 â–¼0.0%207,39630.4%ETFGOOGAlphabet$32,1890.0%91,1026.3%Communication ServicesVGTVanguard Information Technology ETF$26,113$22,849 â–²700.0%218,4805.1%ETFBXBlackstone$19,585$281 â–¼-1.4%166,4373.8%FinanceSPLGSPDR Portfolio S&P 500 ETF$10,349$191 â–¼-1.8%117,7652.0%ETFSTESTERIS$7,112$117 â–¼-1.6%33,7771.4%HealthcareBABoeing$6,144$311 â–¼-4.8%28,3841.2%IndustrialsHSICHenry Schein$4,781$555 â–¼-10.4%57,2460.9%HealthcareRSPInvesco S&P 500 Equal Weight ETF$2,6570.0%12,4880.5%ETFAAPLApple$1,6210.0%5,6010.3%TechnologyINNVInnovAge$1,616$759 â–¼-32.0%136,4080.3%HealthcareGOOGLAlphabet$1,5010.0%4,2000.3%Communication ServicesBLDRBuilders FirstSource$1,4590.0%16,3010.3%IndustrialsMSFTMicrosoft$1,1700.0%3,1370.2%TechnologyGLWCorning$1,0710.0%4,1940.2%TechnologyXLKTechnology Select Sector SPDR Fund$9110.0%4,7800.2%ETFBANK OF NY MELLON CORP$5350.0%3,7010.1%COMCICigna Group$4620.0%1,6760.1%HealthcareROKRockwell Automation$3450.0%6960.1%IndustrialsHDHome Depot$3010.0%8540.1%Consumer DiscretionaryJNJJohnson & Johnson$2770.0%1,0900.1%HealthcareIEMGiShares Core MSCI Emerging Markets ETF$2560.0%3,0960.1%ETFEXXON MOBIL CORP$248$248 â–²New Holding1,8130.0%COMJPMJPMorgan Chase & Co.$210$210 â–²New Holding6420.0%FinanceKWRQuaker Houghton$206$206 â–²New Holding1,2960.0%MaterialsXOMExxonMobil$0$308 â–¼-100.0%00.0%EnergyCOPConocoPhillips$0$248 â–¼-100.0%00.0%EnergyBITCOIN DEPOT INC$0$76 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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