Welch Financial Planning, LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
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
Q2 2026
71
171,624
XLK, DIVB, BA, IDMO
13F-HR
7/14/2026
000208514126000003
Q1 2026
67
139,070
DIVB, XLK, BA, JGRO
13F-HR
4/21/2026
000208514126000002
Q4 2025
60
137,304
BA, JGRO, XLK, DIVB
13F-HR
2/2/2026
000208514126000001