Institutional Fund
Welch Financial Planning, LLC
Boulder, COCIK 20851412 filings on record
Portfolio Value
$139.07M
Q1 2026
Holdings
67
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+1.3%
from $137.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.0%
- Select Sector Spdr Tr8.8%
- Boeing Co8.5%
- J P Morgan Exchange Traded F8.4%
- Managed Portfolio Series6.0%
- J P Morgan Exchange Traded F5.1%
- Other54.2%
Portfolio Holdings
67 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 231.6K | $12.49M | 9.0% | +3.1K | Added |
| 2 | Select Sector Spdr Tr | 92.4K | $12.28M | 8.8% | +6.7K | Added |
| 3 | Boeing Co | 59.5K | $11.84M | 8.5% | −175 | Reduced |
| 4 | J P Morgan Exchange Traded F | 138.2K | $11.68M | 8.4% | +3.8K | Added |
| 5 | Managed Portfolio Series | 205.2K | $8.30M | 6.0% | +7.8K | Added |
| 6 | J P Morgan Exchange Traded F | 88.5K | $7.04M | 5.1% | +3.2K | Added |
| 7 | Innovator Etfs Trust | 176.6K | $6.71M | 4.8% | +2.0K | Added |
| 8 | Cambria ETF Tr | 161.4K | $6.68M | 4.8% | +5.5K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 106.2K | $5.82M | 4.2% | +18.7K | Added |
| 10 | Spdr Index Shs Fds | 84.3K | $5.57M | 4.0% | +2.1K | Added |
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