StockDriftsStockDriftsTop 50 Welch Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 10.74% | 96.7K | $18.4M | +4.69%(+4.33K) | $142.91(+30.68%) | 2026-06-30 | |
| DIVB | ISHARES TR | 8.42% | 234.5K | $14.4M | +1.27%(+2.93K) | $52.77(+28.19%) | 2026-06-30 | |
| BA | BOEING CO | 7.43% | 58.9K | $12.8M | -0.97%(-579) | $216.47(+9.02%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 5.98% | 170.3K | $10.3M | +60.42%(+64.14K) | $55.51(+13.12%) | 2026-06-30 | |
| LST | MANAGED PORTFOLIO SER | 5.96% | 218.9K | $10.2M | +6.68%(+13.71K) | $40.21(+19.96%) | 2026-06-30 | |
| PWB | INVESCO EXCHANGE TRADED FD T | 5.24% | 53.4K | $9.0M | new | $144.79(+9.96%) | 2026-06-30 | |
| JTEK | J P MORGAN EXCHANGE TRADED F | 5.13% | 79.0K | $8.8M | -10.76%(-9.53K) | $90.80(+11.79%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 4.78% | 83.2K | $8.2M | -39.81%(-55.02K) | $93.15(+2.69%) | 2026-06-30 | |
| EYLD | CAMBRIA ETF TR | 4.27% | 161.4K | $7.3M | +0.02%(+29) | $37.84(+24.96%) | 2026-06-30 | |
| EWX | SPDR INDEX SHS FDS | 3.8% | 87.7K | $6.5M | +4.11%(+3.46K) | $66.58(+7.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.97% |
Welch Financial Planning, LLC reports $171.62M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are XLK (10.7%), DIVB (8.4%) and BA (7.4%). The top 20 holdings account for 80.66% of reported assets. Its disclosed equity book has returned +12.17% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Welch Financial Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2085141). View Welch Financial Planning, LLC’s 13F filings on SEC