Welch Financial Planning, LLC - Portfolio overview

Welch Financial Planning, LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. DIVB - ISHARES TR, 9.01%
2. XLK - SELECT SECTOR SPDR TR, 8.85%
3. BA - BOEING CO, 8.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.