Welch Financial Planning, LLC
68 holdingsFiling period: 2026-03-31Current AUM: $156.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DIVB | ISHARES TR | 231.6K | $12.5M | $15.2M | 9.76% | +3.1K | 2026-03-31 |
| 2 | XLK | SELECT SECTOR SPDR TR | 92.4K | $12.3M | $16.2M | 10.36% | +6.7K | 2026-03-31 |
| 3 | BA | BOEING CO | 59.5K | $11.8M | $12.9M | 8.23% | -175 | 2026-03-31 |
| 4 | JGRO | J P MORGAN EXCHANGE TRADED F | 138.2K | $11.7M | $12.7M | 8.11% | +3.8K | 2026-03-31 |
| 5 | LST | MANAGED PORTFOLIO SERIES | 205.2K | $8.3M | $9.5M | 6.05% | +7.8K | 2026-03-31 |
| 6 | JTEK | J P MORGAN EXCHANGE TRADED F | 88.5K | $7.0M | $8.4M | 5.35% | +3.2K | 2026-03-31 |
| 7 | XBJL | INNOVATOR ETFS TRUST | 176.6K | $6.7M | $7.1M | 4.53% | +2.0K | 2026-03-31 |
| 8 | EYLD | CAMBRIA ETF TR | 161.4K | $6.7M | $7.3M | 4.68% | +5.5K | 2026-03-31 |
| 9 | IDMO | INVESCO EXCH TRADED FD TR II | 106.2K | $5.8M | $6.4M | 4.12% | +18.7K | 2026-03-31 |
| 10 | EWX | SPDR INDEX SHS FDS | 84.3K | $5.6M | $5.7M | 3.63% | +2.1K | 2026-03-31 |
| 11 | EMMF | WISDOMTREE TR | 123.0K | $4.1M | $4.5M | 2.85% | +3.7K | 2026-03-31 |
| 12 | DIVO | AMPLIFY ETF TR | 78.9K | $3.5M | $3.7M | 2.37% | +2.6K | 2026-03-31 |
| 13 | DDFS | INNOVATOR ETFS TRUST | 163.1K | $3.4M | $3.6M | 2.31% | +1.1K | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.6K | $3.1M | $3.1M | 2.01% | -- | 2026-03-31 |
| 15 | XDQQ | INNOVATOR ETFS TRUST | 85.0K | $3.1M | $3.2M | 2.08% | +2.3K | 2026-03-31 |
| 16 | DDFL | INNOVATOR ETFS TRUST | 123.7K | $2.5M | $2.6M | 1.68% | -557 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 9.4K | $2.4M | $2.9M | 1.85% | +396 | 2026-03-31 |
| 18 | MCH | MATTHEWS ASIA FDS | 79.9K | $2.1M | $2.2M | 1.43% | -- | 2026-03-31 |
| 19 | DDFD | INNOVATOR ETFS TRUST | 94.5K | $1.8M | $1.9M | 1.21% | +3.6K | 2026-03-31 |
| 20 | XTOC | INNOVATOR ETFS TRUST | 47.0K | $1.5M | $1.7M | 1.10% | +1.7K | 2026-03-31 |
| 21 | YEAR | AB ACTIVE ETFS INC | 26.1K | $1.3M | $1.3M | 0.84% | +183 | 2026-03-31 |
| 22 | BPRE | BLUEROCK PVT REAL ESTATE FD | 71.0K | $1.2M | $857K | 0.55% | -3,033 | 2026-03-31 |
| 23 | XBOC | INNOVATOR ETFS TRUST | 26.4K | $868K | $946K | 0.61% | +60 | 2026-03-31 |
| 24 | SMCF | THEMES ETF TR | 24.6K | $857K | $992K | 0.63% | +402 | 2026-03-31 |
| 25 | PJUL | INNOVATOR ETFS TRUST | 18.2K | $837K | $891K | 0.57% | -894 | 2026-03-31 |
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