13F Insight
Viewing historical filing for 2026Q1. View latest →
DOSSIER · 13F-HR · Q2 2026

Welch Financial Planning, LLC

$172M in tracked AUM across 71 positions as of Q2 2026.

WF
CIK 0002085141 · last filed Jun 30, 2026
Total AUM
$172M
as of Q2 2026
Holdings
71
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…