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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 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INNOVATOR ETFS TRUST 89,586.0 $2.0M 1.15% -74K -45.1% $21.97
22 XTOC INNOVATOR ETFS TRUST 53,644.0 $1.9M 1.13% +7K +14.2% $36.13 +2.5%
23 INNOVATOR ETFS TRUST 85,711.0 $1.8M 1.06% -38K -30.7% $21.23
24 XBJL INNOVATOR ETFS TRUST 43,752.0 $1.7M 1.02% -133K -75.2% $39.98 +2.3%
25 YEAR AB ACTIVE ETFS INC 32,683.0 $1.6M 0.96% +7K +25.3% $50.34 -0.1%
26 CAIQ CALAMOS ETF TR 44,838.0 $1.2M 0.70% NEW $26.85 -3.9%
27 NVDA NVIDIA CORPORATION Technology 5,545.0 $1.1M 0.65% +1K +24.1% $200.09 +8.7%
28 GOOGL ALPHABET INC Communication Services 2,996.0 $1.1M 0.62% +336.0 +12.6% $357.37 -3.0%
29 GOOG ALPHABET INC 2,920.0 $1.0M 0.60% +107.0 +3.8% $353.33
30 XBAP INNOVATOR ETFS TRUST 23,939.0 $1.0M 0.58% +3K +13.3% $41.95 +1.9%
31 SMCF THEMES ETF TR 24,483.0 $948K 0.55% $38.72 +3.3%
32 XBOC INNOVATOR ETFS TRUST 26,229.0 $932K 0.54% -182.0 -0.7% $35.52 +2.0%
33 PJUL INNOVATOR ETFS TRUST 18,062.0 $882K 0.51% -160.0 -0.9% $48.81 +1.9%
34 BLUEROCK PVT REAL ESTATE FD 61,831.0 $804K 0.47% -9K -13.0% $13.01
35 QTOC INNOVATOR ETFS TRUST 20,177.0 $766K 0.45% +143.0 +0.7% $37.99 +2.6%
36 AVGO BROADCOM INC Technology 2,022.0 $764K 0.45% +1K +125.9% $377.80 -2.4%
37 INNOVATOR ETFS TRUST 32,693.0 $736K 0.43% +520.0 +1.6% $22.51
38 MSFT MICROSOFT CORP Technology 1,875.0 $699K 0.41% -334.0 -15.1% $373.00 +37.7%
39 SMH VANECK ETF TRUST 1,010.0 $662K 0.39% $655.89 -15.7%
40 BALL BALL CORP Consumer Cyclical 9,183.0 $573K 0.33% $62.40 +2.2%
Page 2 of 4  ·  71 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%