Portfolio (Quarterly) Guide ↗

Welch Group, LLC

· CIK 0001443095

13F Portfolio $2.7B AUM 310 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 24 New 69 Added 84 Reduced 23 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	4,224	$210K	0.01%	SOLD
22	VNQ	VANGUARD INDEX FDS	—	2,315	$205K	0.01%	SOLD
23	OPEN	OPENDOOR TECHNOLOGIES INC	Real Estate	10,000	$58K	0.00%	SOLD

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Sector Allocation

Technology 20.3%

Financial Services 16.8%

Industrials 13.9%

Utilities 10.5%

Healthcare 10.2%

Consumer Defensive 9.7%

Energy 7.3%

Consumer Cyclical 6.6%

Communication Services 3.8%

Basic Materials 0.8%