Welch Financial Planning, LLC: 13F holdings
CIK 20851412026Q2
| Positions | 71 |
|---|
| Reported value | $171.6m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 71 (+4 vs prior quarter) |
|---|
| Reported value | $171.6m (+23.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XLK SELECT SECTOR SPDR TR | 96,704 | $18.4m | 10.7% |
| DIVB ISHARES TR | 234,487 | $14.4m | 8.4% |
| BA BOEING CO | 58,924 | $12.8m | 7.4% |
| IDMO INVESCO EXCH TRADED FD TR II | 170,302 | $10.3m | 6.0% |
| MANAGED PORTFOLIO SER | 218,880 | $10.2m | 6.0% |
| PWB INVESCO EXCHANGE TRADED FD T | 53,401 | $9.0m | 5.2% |
| JTEK J P MORGAN EXCHANGE TRADED F | 78,989 | $8.8m | 5.1% |
| JGRO J P MORGAN EXCHANGE TRADED F | 83,186 | $8.2m | 4.8% |
| EYLD CAMBRIA ETF TR | 161,416 | $7.3m | 4.3% |
| EWX SPDR INDEX SHS FDS | 87,734 | $6.5m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2085141")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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