What does Welch Financial Planning, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Welch Financial Planning, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$12M232K9.0%

SELECT SECTOR SPDR TR

$12M92K8.8%

BOEING CO

$12M60K8.5%

J P MORGAN EXCHANGE TRADED F

$12M138K8.4%

MANAGED PORTFOLIO SERIES

$8M205K6.0%

J P MORGAN EXCHANGE TRADED F

$7M89K5.1%

INNOVATOR ETFS TRUST

$7M177K4.8%

CAMBRIA ETF TR

$7M161K4.8%

INVESCO EXCH TRADED FD TR II

$6M106K4.2%

SPDR INDEX SHS FDS

$6M84K4.0%

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