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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 2,243.0 $564K 0.33% -83.0 -3.6% $251.60 +1.5%
42 XBJA INNOVATOR ETFS TRUST 16,677.0 $564K 0.33% $33.80 +2.2%
43 AMZN AMAZON COM INC Consumer Cyclical 2,266.0 $540K 0.32% +412.0 +22.2% $238.35 +11.8%
44 JNJ JOHNSON & JOHNSON Healthcare 2,075.0 $527K 0.31% $253.96 +5.5%
45 JPM JPMORGAN CHASE & CO Financial Services 1,389.0 $455K 0.27% +420.0 +43.3% $327.33 +9.3%
46 DMBS DOUBLELINE ETF TRUST 9,209.0 $452K 0.26% $49.09 -1.9%
47 USB US BANCORP Financial Services 7,352.0 $444K 0.26% $60.40 +3.4%
48 DDFN INNOVATOR ETFS TRUST 21,898.0 $440K 0.26% -1K -4.4% $20.08 +1.7%
49 COWZ PACER FDS TR 7,067.0 $440K 0.26% -42.0 -0.6% $62.20 +16.4%
50 CAT CATERPILLAR INC Industrials 403.0 $429K 0.25% NEW $1065.36 -24.9%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 425.0 $398K 0.23% +52.0 +13.9% $936.53 +1.0%
52 LLY ELI LILLY & CO Healthcare 313.0 $375K 0.22% +20.0 +6.8% $1199.04 -2.2%
53 INNOVATOR ETFS TRUST 18,527.0 $366K 0.21% -890.0 -4.6% $19.75
54 JEPI J P MORGAN EXCHANGE TRADED F 5,985.0 $338K 0.20% $56.48 +2.3%
55 PSC PRINCIPAL EXCHANGE TRADED FD 4,614.0 $324K 0.19% NEW $70.12 -1.1%
56 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,000.0 $314K 0.18% $156.96 -12.7%
57 VUG VANGUARD INDEX FDS 3,554.0 $306K 0.18% NEW $86.13 +2.8%
58 INTC INTEL CORP Technology 2,152.0 $300K 0.17% NEW $139.63 -35.9%
59 POCT INNOVATOR ETFS TRUST 6,415.0 $298K 0.17% $46.41 +2.2%
60 VTI VANGUARD INDEX FDS 799.0 $296K 0.17% NEW $370.20 +2.5%
Page 3 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%