Welch Financial Planning, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Boulder, CO
CIK: 0002085141
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	60	137,304	BA, JGRO, XLK, DIVB	13F-HR	2/2/2026	000208514126000001