Welch Financial Planning, LLC - Portfolio Stock Holdings

Welch Financial Planning, LLC disclosed 84 stock positions in a recent SEC 13F filing. $176,581,149 of stock holdings were filed, with the largest holdings including XLK, DIVB, and IDMO. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $198,095,637 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.