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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WISE	THEMES ETF TR	—	22,831	$734K	0.53%	SOLD
2	XTJA	INNOVATOR ETFS TRUST	—	12,832	$391K	0.28%	SOLD
3	QTJA	INNOVATOR ETFS TRUST	—	13,469	$383K	0.28%	SOLD
4	MEM	MATTHEWS ASIA FDS	—	7,200	$267K	0.19%	SOLD
5	XOM	EXXON MOBIL CORP	Energy	1,251	$212K	0.15%	SOLD
6	API	AGORA INC	Technology	11,037	$39K	0.03%	SOLD

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%