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Portfolio (Quarterly) Guide ↗

Welch Financial Planning, LLC

· CIK 0002085141
13F Portfolio $172M AUM 71 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 26 Added 19 Reduced 6 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INNOVATOR ETFS TRUST 32,693.0 $736K 0.43% +520.0 +1.6% $22.51
22 AMZN AMAZON COM INC Consumer Cyclical 2,266.0 $540K 0.32% +412.0 +22.2% $238.35 +11.8%
23 JPM JPMORGAN CHASE & CO Financial Services 1,389.0 $455K 0.27% +420.0 +43.3% $327.33 +9.3%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 425.0 $398K 0.23% +52.0 +13.9% $936.53 +1.0%
25 LLY ELI LILLY & CO Healthcare 313.0 $375K 0.22% +20.0 +6.8% $1199.04 -2.2%
26 WMT WALMART INC Consumer Defensive 1,844.0 $209K 0.12% +206.0 +12.6% $113.27 -9.0%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 44.9%
Technology 29.3%
Financial Services 9.8%
Healthcare 5.8%
Consumer Cyclical 3.7%
Communication Services 3.6%
Consumer Defensive 2.9%