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Portfolio (Quarterly) Guide ↗

Welch Financial Planning, LLC

· CIK 0002085141
13F Portfolio $139M AUM 67 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 32 Added 9 Reduced
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JEPQ J P MORGAN EXCHANGE TRADED F 4,139.0 $230K 0.17% $55.52 +8.3%
62 IVV ISHARES TR 351.0 $229K 0.17% NEW $653.65 +18.3%
63 QFLR INNOVATOR ETFS TRUST 6,732.0 $224K 0.16% $33.30 +5.6%
64 SCHG SCHWAB STRATEGIC TR 7,392.0 $215K 0.15% $29.13 +22.8%
65 XOM EXXON MOBIL CORP Energy 1,251.0 $212K 0.15% NEW $169.72 -7.7%
66 WMT WALMART INC Consumer Defensive 1,638.0 $204K 0.15% NEW $124.28 -17.1%
67 API AGORA INC Technology 11,037.0 $39K 0.03% NEW $3.54 +15.8%
Page 4 of 4  ·  67 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 54.7%
Technology 19.4%
Healthcare 7.0%
Financial Services 6.4%
Consumer Cyclical 4.2%
Consumer Defensive 3.9%
Communication Services 3.5%
Energy 1.0%