Welch Financial Planning, LLC holds a focused book of 71 stocks worth $171.6M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Invesco Large Cap Growth ETF and trimmed Boeing Co. Their largest long position is SS Technology Select Sector at 11% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2085141/holdings"
Use Arkolith to show Welch Financial Planning, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Select Sector SPDR TR ST STR TECHN ETF | $18.4M | 96.7K | 10.7% | ▲+4.7% Added · +4K sh | |
| 2 | Ishares TR CORE DIVID ETF | $14.4M | 234.5K | 8.4% | ▲+1.3% Added · +3K sh | |
| 3 | Boeing Co COM | $12.8M | 58.9K | 7.4% | ▼−1.0% Reduced · −579 sh | |
| 4 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $10.3M | 170.3K | 6.0% | ▲+60% Added · +64K sh | |
| 5 | Managed Portfolio Ser LEUTHOLD SELECT | $10.2M | 218.9K | 6.0% | ▲+6.7% Added · +14K sh | |
| 6 | Invesco Exchange Traded FD T LARG CAP GRO ETF | $9.0M | 53.4K | 5.2% | ▲New New position | |
| 7 | J P Morgan Exchange Traded F U S TEC LEA ETF | $8.8M | 79.0K | 5.1% | ▼−11% Reduced · −10K sh | |
| 8 | J P Morgan Exchange Traded F ACTIVE GROWTH | $8.2M | 83.2K | 4.8% | ▼−40% Reduced · −55K sh | |
| 9 | Cambria ETF TR EMRG SHAREHLDR | $7.3M | 161.4K | 4.3% | ▲~0% Added · +29 sh | |
| 10 | SPDR Index SHS FDS ST MARKE CAP ETF | $6.5M | 87.7K | 3.8% | ▲+4.1% Added · +3K sh | |
| 11 | Apple Inc COM | $5.6M | 19.5K | 3.3% | ▲+108% Added · +10K sh | |
| 12 | Wisdomtree TR EMGRING MKTS | $4.7M | 120.9K | 2.7% | ▼−1.8% Reduced · −2K sh | |
| 13 | Innovator Etfs Trust GROWT ACCEL ETF | $3.8M | 93.8K | 2.2% | ▲+10% Added · +9K sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $3.3M | 6.6K | 1.9% | ▲+1.1% Added · +75 sh | |
| 15 | Innovator Etfs Trust EQUI DU DI JANU | $3.0M | 153.7K | 1.8% | ▲10× Added · +138K sh | |
| 16 | Innovator Etfs Trust EQUTY DUL DIRCT | $2.8M | 139.0K | 1.6% | ▲11× Added · +126K sh | |
| 17 | Amplify ETF TR CWP ENHANCED DIV | $2.4M | 53.4K | 1.4% | ▼−32% Reduced · −25K sh | |
| 18 | Ishares TR ISHARES SEMICDTR | $2.4M | 3.8K | 1.4% | ▲+125% Added · +2K sh | |
| 19 | Matthews Asia FDS CHINA ACTIVE ETF | $2.3M | 78.7K | 1.3% | ▼−1.5% Reduced · −1K sh | |
| 20 | Ares Capital Corp COM | $2.1M | 111.0K | 1.2% | ▲+165% Added · +69K sh | |
| 21 | Innovator Etfs Trust EQUITY DUAL DIRC | $2.0M | 89.6K | 1.1% | ▼−45% Reduced · −74K sh | |
| 22 | Innovator Etfs Trust US EQTY ACCELRTD | $1.9M | 53.6K | 1.1% | ▲+14% Added · +7K sh | |
| 23 | Innovator Etfs Trust EQUITY DUAL DIRT | $1.8M | 85.7K | 1.1% | ▼−31% Reduced · −38K sh | |
| 24 | Innovator Etfs Trust US EQT ACLRTD 9 | $1.7M | 43.8K | 1.0% | ▼−75% Reduced · −133K sh | |
| 25 | AB Active Etfs Inc ULTRA SHORT INCM | $1.6M | 32.7K | 1.0% | ▲+25% Added · +7K sh | |
| 26 | Calamos ETF TR NASDAQ AUTOCALLL | $1.2M | 44.8K | 0.7% | ▲New New position | |
| 27 | Nvidia Corporation COM | $1.1M | 5.5K | 0.6% | ▲+24% Added · +1K sh | |
| 28 | Alphabet Inc CAP STK CL A | $1.1M | 3.0K | 0.6% | ▲+13% Added · +336 sh | |
| 29 | Alphabet Inc CAP STK CL C | $1.0M | 2.9K | 0.6% | ▲+3.8% Added · +107 sh | |
| 30 | Innovator Etfs Trust US EQUITY ACCELE | $1.0M | 23.9K | 0.6% | ▲+13% Added · +3K sh | |
| 31 | Themes ETF TR US SM CAP CASH | $948K | 24.5K | 0.6% | ▼−0.5% Reduced · −114 sh | |
| 32 | Innovator Etfs Trust US EQTY ACCELRT9 | $932K | 26.2K | 0.5% | ▼−0.7% Reduced · −182 sh | |
| 33 | Innovator Etfs Trust US EQTY PWR BUF | $882K | 18.1K | 0.5% | ▼−0.9% Reduced · −160 sh | |
| 34 | Bluerock PVT Real Estate FD COM | $804K | 61.8K | 0.5% | ▼−13% Reduced · −9K sh | |
| 35 | Innovator Etfs Trust GROWTH ACCELRTD | $766K | 20.2K | 0.4% | ▲+0.7% Added · +143 sh | |
| 36 | Broadcom Inc COM | $764K | 2.0K | 0.4% | ▲+126% Added · +1K sh | |
| 37 | Innovator Etfs Trust EQUI DU DI OCTO | $736K | 32.7K | 0.4% | ▲+1.6% Added · +520 sh | |
| 38 | Microsoft Corp COM | $699K | 1.9K | 0.4% | ▼−15% Reduced · −334 sh | |
| 39 | Vaneck ETF Trust SEMICONDUCTR ETF | $662K | 1.0K | 0.4% | —Held | |
| 40 | Ball Corp COM | $573K | 9.2K | 0.3% | —Held | |
| 41 | Abbvie Inc COM | $564K | 2.2K | 0.3% | ▼−3.6% Reduced · −83 sh | |
| 42 | Innovator Etfs Trust US EQT ACC 9 BFR | $564K | 16.7K | 0.3% | ▼−0.1% Reduced · −10 sh | |
| 43 | Amazon Com Inc COM | $540K | 2.3K | 0.3% | ▲+22% Added · +412 sh | |
| 44 | Johnson & Johnson COM | $527K | 2.1K | 0.3% | —Held | |
| 45 | JPMorgan Chase & Co COM | $455K | 1.4K | 0.3% | ▲+43% Added · +420 sh | |
| 46 | Doubleline ETF Trust MORTGAGE ETF | $452K | 9.2K | 0.3% | —Held | |
| 47 | US Bancorp COM NEW | $444K | 7.4K | 0.3% | —Held | |
| 48 | Innovator Etfs Trust EQUITY DUAL NOV | $440K | 21.9K | 0.3% | ▼−4.4% Reduced · −1K sh | |
| 49 | Pacer FDS TR US CASH COWS 100 | $440K | 7.1K | 0.3% | ▼−0.6% Reduced · −42 sh | |
| 50 | Caterpillar Inc COM | $429K | 403 | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.