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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BA BOEING CO Industrials 58,924.0 $12.8M 7.43% -579.0 -1.0% $216.47 -3.1%
2 JTEK J P MORGAN EXCHANGE TRADED F 78,989.0 $8.8M 5.13% -10K -10.8% $111.55 -9.6%
3 JGRO J P MORGAN EXCHANGE TRADED F 83,186.0 $8.2M 4.78% -55K -39.8% $98.59 -4.4%
4 EMMF WISDOMTREE TR 120,873.0 $4.7M 2.72% -2K -1.8% $38.63 -0.7%
5 DIVO AMPLIFY ETF TR 53,408.0 $2.4M 1.42% -25K -32.3% $45.70 +6.0%
6 MCH MATTHEWS ASIA FDS 78,715.0 $2.3M 1.32% -1K -1.5% $28.86 -1.1%
7 INNOVATOR ETFS TRUST 89,586.0 $2.0M 1.15% -74K -45.1% $21.97
8 INNOVATOR ETFS TRUST 85,711.0 $1.8M 1.06% -38K -30.7% $21.23
9 XBJL INNOVATOR ETFS TRUST 43,752.0 $1.7M 1.02% -133K -75.2% $39.98 +2.3%
10 XBOC INNOVATOR ETFS TRUST 26,229.0 $932K 0.54% -182.0 -0.7% $35.52 +2.0%
11 PJUL INNOVATOR ETFS TRUST 18,062.0 $882K 0.51% -160.0 -0.9% $48.81 +1.9%
12 BLUEROCK PVT REAL ESTATE FD 61,831.0 $804K 0.47% -9K -13.0% $13.01
13 MSFT MICROSOFT CORP Technology 1,875.0 $699K 0.41% -334.0 -15.1% $373.00 +37.7%
14 ABBV ABBVIE INC Healthcare 2,243.0 $564K 0.33% -83.0 -3.6% $251.60 +1.5%
15 DDFN INNOVATOR ETFS TRUST 21,898.0 $440K 0.26% -1K -4.4% $20.08 +1.7%
16 COWZ PACER FDS TR 7,067.0 $440K 0.26% -42.0 -0.6% $62.20 +16.4%
17 INNOVATOR ETFS TRUST 18,527.0 $366K 0.21% -890.0 -4.6% $19.75
18 PG PROCTER & GAMBLE CO Consumer Defensive 1,734.0 $254K 0.15% -231.0 -11.8% $146.64 -2.0%
19 DDFD INNOVATOR ETFS TRUST 12,010.0 $240K 0.14% -83K -87.3% $19.98 +1.5%

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%