Welch Financial Planning, LLC Top Holdings and 13F Report (2026) About Welch Financial Planning, LLCInvestment ActivityWelch Financial Planning, LLC has $171.62 million in total holdings as of June 30, 2026.Welch Financial Planning, LLC owns shares of 71 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 18.29% of the portfolio was purchased this quarter.About 11.46% of the portfolio was sold this quarter.This quarter, Welch Financial Planning, LLC has purchased 67 new stocks and bought additional shares in 27 stocks.Welch Financial Planning, LLC sold shares of 22 stocks and completely divested from 6 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $18,424,065iShares Core Dividend ETF $14,444,399Boeing $12,755,278Invesco S&P International Developed Momentum ETF $10,267,508MANAGED PORTFOLIO SER $10,228,262 Largest New Holdings this Quarter 46137V746 - Invesco Large Cap Growth ETF $8,995,932 Holding12811T530 - CALAMOS ETF TR $1,203,900 Holding149123101 - Caterpillar $429,339 Holding74255Y607 - Principal U.S. Small-Cap Multi-Factor ETF $323,553 Holding922908736 - Vanguard Growth ETF $306,113 Holding Largest Purchases this Quarter Invesco Large Cap Growth ETF 53,401 shares (about $9.00M)Invesco S&P International Developed Momentum ETF 64,140 shares (about $3.87M)Apple 10,133 shares (about $2.93M)INNOVATOR ETFS TRUST 138,315 shares (about $2.73M)INNOVATOR ETFS TRUST 126,048 shares (about $2.52M) Largest Sales this Quarter JPMorgan Active Growth ETF 55,015 shares (about $5.42M)Innovator U.S. Equity Accelerated 9 Buffer ETF - July 132,851 shares (about $5.31M)INNOVATOR ETFS TRUST 82,523 shares (about $1.65M)INNOVATOR ETFS TRUST 73,558 shares (about $1.62M)Amplify CWP Enhanced Dividend Income ETF 25,483 shares (about $1.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWelch Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$18,424,065$824,571 â–²4.7%96,70410.7%ETFDIVBiShares Core Dividend ETF$14,444,399$180,488 â–²1.3%234,4878.4%ETFBABoeing$12,755,278$125,336 â–¼-1.0%58,9247.4%AerospaceIDMOInvesco S&P International Developed Momentum ETF$10,267,508$3,867,001 â–²60.4%170,3026.0%ETFMANAGED PORTFOLIO SER$10,228,262$640,855 â–²6.7%218,8806.0%LEUTHOLD SELECTPWBInvesco Large Cap Growth ETF$8,995,932$8,995,932 â–²New Holding53,4015.2%ETFJ P MORGAN EXCHANGE TRADED F$8,811,349$1,062,864 â–¼-10.8%78,9895.1%U S TEC LEA ETFJGROJPMorgan Active Growth ETF$8,201,308$5,423,929 â–¼-39.8%83,1864.8%ETFEYLDCambria Emerging Shareholder Yield ETF$7,329,901$1,317 â–²0.0%161,4164.3%ETFEWXSPDR S&P Emerging Markets SmallCap ETF$6,519,092$257,096 â–²4.1%87,7343.8%ETFAAPLApple$5,641,601$2,932,058 â–²108.2%19,4973.3%Computer and TechnologyEMMFWisdomTree Emerging Markets Multifactor Fund$4,669,409$83,713 â–¼-1.8%120,8732.7%ManufacturingXDQQInnovator Growth Accelerated ETF - Quarterly$3,817,581$356,422 â–²10.3%93,7522.2%ETFBRK.BBerkshire Hathaway$3,323,090$37,529 â–²1.1%6,6411.9%FinanceINNOVATOR ETFS TRUST$3,037,878$2,734,488 â–²901.3%153,6611.8%EQUI DU DI JANUINNOVATOR ETFS TRUST$2,773,125$2,515,540 â–²976.6%138,9551.6%EQUTY DUL DIRCTDIVOAmplify CWP Enhanced Dividend Income ETF$2,440,746$1,164,573 â–¼-32.3%53,4081.4%ETFSOXXiShares Semiconductor ETF$2,424,636$1,348,159 â–²125.2%3,7841.4%ETFMCHMatthews China Active ETF$2,271,408$34,887 â–¼-1.5%78,7151.3%ETFARCCAres Capital$2,056,478$1,281,275 â–²165.3%110,9811.2%FinanceINNOVATOR ETFS TRUST$1,968,204$1,616,069 â–¼-45.1%89,5861.1%EQUITY DUAL DIRCXTOCInnovator U.S. Equity Accelerated Plus ETF - October$1,938,158$240,409 â–²14.2%53,6441.1%ETFINNOVATOR ETFS TRUST$1,819,645$805,997 â–¼-30.7%85,7111.1%EQUITY DUAL DIRTXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$1,748,986$5,310,718 â–¼-75.2%43,7521.0%ETFYEARAB Ultra Short Income ETF$1,645,262$332,647 â–²25.3%32,6831.0%ETFCALAMOS ETF TR$1,203,900$1,203,900 â–²New Holding44,8380.7%NASDAQ AUTOCALLLNVDANVIDIA$1,109,507$215,699 â–²24.1%5,5450.6%Computer and TechnologyGOOGLAlphabet$1,070,681$120,076 â–²12.6%2,9960.6%Computer and TechnologyGOOGAlphabet$1,031,724$37,806 â–²3.8%2,9200.6%Computer and TechnologyXBAPInnovator U.S. Equity Accelerated 9 Buffer ETF - April$1,004,155$117,534 â–²13.3%23,9390.6%ETFTHEMES ETF TR$947,950$4,414 â–¼-0.5%24,4830.6%US SM CAP CASHXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$931,786$6,466 â–¼-0.7%26,2290.5%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$881,606$7,810 â–¼-0.9%18,0620.5%ETFBLUEROCK PVT REAL ESTATE FD$804,421$119,900 â–¼-13.0%61,8310.5%COMQTOCInnovator Growth Accelerated Plus ETF - October$766,496$5,432 â–²0.7%20,1770.4%ETFAVGOBroadcom$763,920$425,785 â–²125.9%2,0220.4%Computer and TechnologyINNOVATOR ETFS TRUST$735,919$11,705 â–²1.6%32,6930.4%EQUI DU DI OCTOMSFTMicrosoft$699,374$124,582 â–¼-15.1%1,8750.4%Computer and TechnologySMHVanEck Semiconductor ETF$662,4490.0%1,0100.4%ManufacturingBALLBall$573,0190.0%9,1830.3%IndustrialsABBVAbbVie$564,344$20,883 â–¼-3.6%2,2430.3%MedicalXBJAInnovator U.S. Equity Accelerated 9 Buffer ETF - January$563,766$338 â–¼-0.1%16,6770.3%ETFAMZNAmazon.com$540,093$98,199 â–²22.2%2,2660.3%Retail/WholesaleJNJJohnson & Johnson$526,9720.0%2,0750.3%MedicalJPMJPMorgan Chase & Co.$454,661$137,478 â–²43.3%1,3890.3%FinanceDMBSDoubleLine Mortgage ETF$452,0650.0%9,2090.3%ETFUSBU.S. Bancorp$444,0610.0%7,3520.3%FinanceINNOVATOR ETFS TRUST$439,607$20,176 â–¼-4.4%21,8980.3%EQUITY DUAL NOVCOWZPacer US Cash Cows 100 ETF$439,567$2,612 â–¼-0.6%7,0670.3%ETFCATCaterpillar$429,339$429,339 â–²New Holding4030.3%IndustrialsCOSTCostco Wholesale$398,024$48,699 â–²13.9%4250.2%Retail/WholesaleLLYEli Lilly and Company$375,299$23,981 â–²6.8%3130.2%MedicalINNOVATOR ETFS TRUST$365,897$17,577 â–¼-4.6%18,5270.2%EQUI DUA 15 MARCJEPIJPMorgan Equity Premium Income ETF$338,0330.0%5,9850.2%ETFPSCPrincipal U.S. Small-Cap Multi-Factor ETF$323,553$323,553 â–²New Holding4,6140.2%ManufacturingWMSAdvanced Drainage Systems$313,9200.0%2,0000.2%ConstructionVUGVanguard Growth ETF$306,113$306,113 â–²New Holding3,5540.2%ETFINTCIntel$300,491$300,491 â–²New Holding2,1520.2%Computer and TechnologyPOCTInnovator U.S. Equity Power Buffer ETF - October$297,720$835 â–¼-0.3%6,4150.2%ETFVTIVanguard Total Stock Market ETF$295,789$295,789 â–²New Holding7990.2%ETFLAM RESEARCH CORP$289,898$289,898 â–²New Holding6690.2%COM NEWNVSNovartis$286,0140.0%1,8250.2%MedicalIVViShares Core S&P 500 ETF$263,0380.0%3510.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$254,3830.0%4,1390.1%ETFPGProcter & Gamble$254,280$33,875 â–¼-11.8%1,7340.1%Consumer StaplesSCHGSchwab U.S. Large-Cap Growth ETF$250,1450.0%7,3920.1%ETFINNOVATOR ETFS TRUST$245,5830.0%6,7320.1%NASDAQ 100 MANAINNOVATOR ETFS TRUST$239,930$1,648,605 â–¼-87.3%12,0100.1%EQUI DUAL 15 DECNJULInnovator Growth-100 Power Buffer ETF - July$216,727$216,727 â–²New Holding2,7990.1%ETFWALMART INC$208,879$23,335 â–²12.6%1,8440.1%COMSDYSPDR S&P Dividend ETF$206,204$206,204 â–²New Holding1,3550.1%ETFTHEMES ETF TR$0$734,245 â–¼-100.0%00.0%GENERATIVE ARTIFXTJAInnovator U.S. Equity Accelerated Plus ETF - January$0$390,991 â–¼-100.0%00.0%ETFQTJAInnovator Growth Accelerated Plus ETF - January$0$382,856 â–¼-100.0%00.0%ETFMEMMatthews Emerging Markets Equity Active ETF$0$267,422 â–¼-100.0%00.0%ETFXOMExxonMobil$0$212,316 â–¼-100.0%00.0%EnergyAPIAgora$0$39,071 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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