Welch Financial Planning, LLC Top Holdings and 13F Report (2026)

About Welch Financial Planning, LLC

Investment Activity

Welch Financial Planning, LLC has $139.07 million in total holdings as of March 31, 2026.
Welch Financial Planning, LLC owns shares of 67 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 5.27% of the portfolio was purchased this quarter.
About 0.85% of the portfolio was sold this quarter.
This quarter, Welch Financial Planning, LLC has purchased 60 new stocks and bought additional shares in 33 stocks.
Welch Financial Planning, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares Core Dividend ETF: $12,492,492
Technology Select Sector SPDR Fund: $12,276,784
Boeing: $11,842,804
JPMorgan Active Growth ETF: $11,680,780
MANAGED PORTFOLIO SERIES: $8,298,965

Largest New Holdings this Quarter

45783Y798 - Innovator Growth Accelerated Plus ETF - January: $382,856 Holding
45784N379 - INNOVATOR ETFS TRUST: $364,510 Holding
45784N544 - INNOVATOR ETFS TRUST: $287,891 Holding
742718109 - Procter & Gamble: $283,831 Holding
532457108 - Eli Lilly and Company: $269,398 Holding

Largest Purchases this Quarter

Invesco S&P International Developed Momentum ETF: 18,734 shares (about $1.03M)
Technology Select Sector SPDR Fund: 6,743 shares (about $896.15K)
Innovator Growth Accelerated Plus ETF - January: 13,469 shares (about $382.86K)
INNOVATOR ETFS TRUST: 19,417 shares (about $364.51K)
JPMorgan Active Growth ETF: 3,777 shares (about $319.23K)

Largest Sales this Quarter

Innovator U.S. Equity Accelerated 9 Buffer ETF - April: 3,052 shares (about $119.47K)
DoubleLine Mortgage ETF: 1,894 shares (about $93.53K)
Pacer US Cash Cows 100 ETF: 1,020 shares (about $63.81K)
U.S. Bancorp: 1,000 shares (about $52.01K)
BLUEROCK PVT REAL ESTATE FD: 3,033 shares (about $50.38K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DIVB iShares Core Dividend ETF	$12,492,492	$166,328 ▲	1.3%	231,557	9.0%	ETF
XLK Technology Select Sector SPDR Fund	$12,276,784	$896,146 ▲	7.9%	92,376	8.8%	ETF
BA Boeing	$11,842,804	$34,830 ▼	-0.3%	59,503	8.5%	Aerospace
JGRO JPMorgan Active Growth ETF	$11,680,780	$319,233 ▲	2.8%	138,201	8.4%	ETF
MANAGED PORTFOLIO SERIES	$8,298,965	$314,337 ▲	3.9%	205,166	6.0%	LEUTHOLD SELECT
J P MORGAN EXCHANGE TRADED F	$7,040,671	$253,177 ▲	3.7%	88,517	5.1%	U S TECH LEADERS
XBJL Innovator U.S. Equity Accelerated 9 Buffer ETF - July	$6,713,934	$74,323 ▲	1.1%	176,603	4.8%	ETF
EYLD Cambria Emerging Shareholder Yield ETF	$6,683,036	$226,596 ▲	3.5%	161,387	4.8%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$5,821,924	$1,027,373 ▲	21.4%	106,162	4.2%	ETF
EWX SPDR S&P Emerging Markets SmallCap ETF	$5,572,197	$141,431 ▲	2.6%	84,274	4.0%	ETF
EMMF WisdomTree Emerging Markets Multifactor Fund	$4,073,845	$120,951 ▲	3.1%	123,040	2.9%	Manufacturing
DIVO Amplify CWP Enhanced Dividend Income ETF	$3,538,261	$118,673 ▲	3.5%	78,891	2.5%	ETF
INNOVATOR ETFS TRUST	$3,444,965	$23,925 ▲	0.7%	163,144	2.5%	EQUITY DUAL DIRC
BRK.B Berkshire Hathaway	$3,146,427		0.0%	6,566	2.3%	Finance
XDQQ Innovator Growth Accelerated ETF - Quarterly	$3,144,529	$85,347 ▲	2.8%	84,999	2.3%	ETF
INNOVATOR ETFS TRUST	$2,540,763	$11,443 ▼	-0.4%	123,676	1.8%	EQUITY DUAL DIRT
AAPL Apple	$2,376,588	$100,505 ▲	4.4%	9,364	1.7%	Computer and Technology
MCH Matthews China Active ETF	$2,103,991		0.0%	79,924	1.5%	ETF
INNOVATOR ETFS TRUST	$1,789,737	$67,967 ▲	3.9%	94,533	1.3%	EQUITY DUAL DIRE
XTOC Innovator U.S. Equity Accelerated Plus ETF - October	$1,521,654	$54,597 ▲	3.7%	46,990	1.1%	ETF
YEAR AB Ultra Short Income ETF	$1,316,136	$9,237 ▲	0.7%	26,075	0.9%	ETF
BLUEROCK PVT REAL ESTATE FD	$1,180,091	$50,378 ▼	-4.1%	71,047	0.8%	COM
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF - October	$868,586	$1,973 ▲	0.2%	26,411	0.6%	ETF
THEMES ETF TR	$857,119	$14,008 ▲	1.7%	24,597	0.6%	US SM CAP CASH
PJUL Innovator U.S. Equity Power Buffer ETF - July	$837,620	$41,095 ▼	-4.7%	18,222	0.6%	ETF
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April	$827,380	$119,467 ▼	-12.6%	21,137	0.6%	ETF
MSFT Microsoft	$817,706	$72,553 ▲	9.7%	2,209	0.6%	Computer and Technology
GOOG Alphabet	$806,937	$14,343 ▲	1.8%	2,813	0.6%	Computer and Technology
NVDA NVIDIA	$779,052	$110,919 ▲	16.6%	4,467	0.6%	Computer and Technology
GOOGL Alphabet	$764,910	$66,139 ▲	9.5%	2,660	0.6%	Computer and Technology
ARCC Ares Capital	$753,867	$25,354 ▼	-3.3%	41,835	0.5%	Finance
THEMES ETF TR	$734,245	$7,397 ▼	-1.0%	22,831	0.5%	GENERATIVE ARTIF
INNOVATOR ETFS TRUST	$690,162	$41,573 ▲	6.4%	32,173	0.5%	EQUITY DUAL DIRE
QTOC Innovator Growth Accelerated Plus ETF - October	$664,033	$34,736 ▲	5.5%	20,034	0.5%	ETF
SOXX iShares Semiconductor ETF	$552,149	$13,475 ▲	2.5%	1,680	0.4%	ETF
BALL Ball	$542,807	$29,555 ▼	-5.2%	9,183	0.4%	Industrials
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January	$521,969	$42,291 ▲	8.8%	16,687	0.4%	ETF
JNJ Johnson & Johnson	$507,197	$64,041 ▲	14.5%	2,075	0.4%	Medical
ABBV AbbVie	$505,882	$91,128 ▲	22.0%	2,326	0.4%	Medical
DMBS DoubleLine Mortgage ETF	$454,740	$93,526 ▼	-17.1%	9,209	0.3%	ETF
COWZ Pacer US Cash Cows 100 ETF	$444,739	$63,811 ▼	-12.5%	7,109	0.3%	ETF
INNOVATOR ETFS TRUST	$435,162		0.0%	22,903	0.3%	EQUITY DUAL NOV
XTJA Innovator U.S. Equity Accelerated Plus ETF - January	$390,991		0.0%	12,832	0.3%	ETF
SMH VanEck Semiconductor ETF	$387,234		0.0%	1,010	0.3%	Manufacturing
AMZN Amazon.com	$386,145	$143,503 ▲	59.1%	1,854	0.3%	Retail/Wholesale
QTJA Innovator Growth Accelerated Plus ETF - January	$382,856	$382,856 ▲	New Holding	13,469	0.3%	ETF
USB U.S. Bancorp	$382,378	$52,010 ▼	-12.0%	7,352	0.3%	Finance
COST Costco Wholesale	$371,668	$39,857 ▲	12.0%	373	0.3%	Retail/Wholesale
INNOVATOR ETFS TRUST	$364,510	$364,510 ▲	New Holding	19,417	0.3%	EQUITY DUAL DIRE
JEPI JPMorgan Equity Premium Income ETF	$339,230		0.0%	5,985	0.2%	ETF
INNOVATOR ETFS TRUST	$287,891	$287,891 ▲	New Holding	15,346	0.2%	EQUITY DUAL DIRE
JPM JPMorgan Chase & Co.	$285,041	$19,415 ▲	7.3%	969	0.2%	Finance
PG Procter & Gamble	$283,831	$283,831 ▲	New Holding	1,965	0.2%	Consumer Staples
NVS Novartis	$278,769		0.0%	1,825	0.2%	Medical
POCT Innovator U.S. Equity Power Buffer ETF - October	$277,327		0.0%	6,433	0.2%	ETF
AVGO Broadcom	$277,011	$36,213 ▲	15.0%	895	0.2%	Computer and Technology
WMS Advanced Drainage Systems	$274,260		0.0%	2,000	0.2%	Construction
LLY Eli Lilly and Company	$269,398	$269,398 ▲	New Holding	293	0.2%	Medical
MEM Matthews Emerging Markets Equity Active ETF	$267,422		0.0%	7,200	0.2%	ETF
INNOVATOR ETFS TRUST	$244,292	$244,292 ▲	New Holding	12,907	0.2%	EQUTY DUL DIRCT
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$229,797		0.0%	4,139	0.2%	ETF
IVV iShares Core S&P 500 ETF	$229,431	$229,431 ▲	New Holding	351	0.2%	ETF
INNOVATOR ETFS TRUST	$224,176		0.0%	6,732	0.2%	NASDAQ 100 MANA
SCHG Schwab U.S. Large-Cap Growth ETF	$215,329		0.0%	7,392	0.2%	ETF
XOM ExxonMobil	$212,316	$212,316 ▲	New Holding	1,251	0.2%	Energy
WALMART INC	$203,571	$203,571 ▲	New Holding	1,638	0.1%	COM
API Agora	$39,071	$39,071 ▲	New Holding	11,037	0.0%	Business Services
CMA Comerica	$0	$226,627 ▼	-100.0%	0	0.0%	Finance
QTAP Innovator Growth Accelerated Plus ETF - April	$0	$221,039 ▼	-100.0%	0	0.0%	ETF
NJUL Innovator Growth-100 Power Buffer ETF - July	$0	$203,263 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Welch Financial Planning, LLC Top Holdings and 13F Report (2026)

About Welch Financial Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Welch Financial Planning, LLC Top Holdings and 13F Report (2026)

About Welch Financial Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWelch Financial Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools