Portfolio (Quarterly) Guide ↗

Welch Financial Planning, LLC

· CIK 0002085141

13F Portfolio $139M AUM 67 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 10 New 32 Added 9 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	COMERICA INC	—	2,607	$227K	0.17%	SOLD
2	QTAP	INNOVATOR ETFS TRUST	—	4,935	$221K	0.16%	SOLD
3	NJUL	INNOVATOR ETFS TRUST	—	2,799	$203K	0.15%	SOLD

Sector Allocation

Industrials 52.8%

Technology 18.7%

Healthcare 6.8%

Communication Services 6.8%

Financial Services 6.2%

Consumer Cyclical 4.0%

Consumer Defensive 3.7%

Energy 0.9%