Welch Financial Planning, LLC holds a focused book of 71 stocks worth $171.6M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-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.
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
Other tracked managers holding the same core names as Welch Financial Planning, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 71 / 71 | $14.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 70 / 71 | $15.4B |
| IFP Advisors, Inc | 66 / 71 | $1.0B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 65 / 71 | $11.4B |
| Cetera Investment Advisers | 64 / 71 | $17.7B |
| HARBOUR INVESTMENTS, INC. | 64 / 71 | $909.9M |
| Kestra Advisory Services, LLC | 62 / 71 | $6.7B |
| Farther Finance Advisors, LLC | 62 / 71 | $2.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Welch Financial Planning, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.