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Portfolio (Quarterly) Guide ↗

Welch Financial Planning, LLC

· CIK 0002085141
13F Portfolio $137M AUM 60 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DDFN INNOVATOR ETFS TRUST 22,903.0 $439K 0.32% NEW $19.17 +3.9%
42 ABBV ABBVIE INC Healthcare 1,907.0 $436K 0.32% NEW $228.49 -6.1%
43 XTJA INNOVATOR ETFS TRUST 12,832.0 $406K 0.30% NEW $31.62 +6.1%
44 JNJ JOHNSON & JOHNSON Healthcare 1,813.0 $375K 0.27% NEW $206.95 +12.0%
45 SMH VANECK ETF TRUST 1,010.0 $364K 0.27% NEW $360.13 +57.6%
46 JEPI J P MORGAN EXCHANGE TRADED F 5,985.0 $343K 0.25% NEW $57.24 -2.0%
47 JPM JPMORGAN CHASE & CO. Financial Services 903.0 $291K 0.21% NEW $322.22 -6.0%
48 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,000.0 $290K 0.21% NEW $144.83 -5.5%
49 COST COSTCO WHSL CORP NEW Consumer Defensive 333.0 $287K 0.21% NEW $862.34 +21.8%
50 POCT INNOVATOR ETFS TRUST 6,433.0 $283K 0.21% NEW $43.92 +4.7%
51 AVGO BROADCOM INC Technology 778.0 $269K 0.20% NEW $346.10 +19.8%
52 AMZN AMAZON COM INC Consumer Cyclical 1,165.0 $269K 0.20% NEW $230.83 +16.3%
53 MEM MATTHEWS ASIA FDS 7,200.0 $258K 0.19% NEW $35.81 +22.4%
54 NVS NOVARTIS AG Healthcare 1,825.0 $252K 0.18% NEW $137.87 +10.1%
55 SCHG SCHWAB STRATEGIC TR 7,392.0 $241K 0.18% NEW $32.62 +5.2%
56 JEPQ J P MORGAN EXCHANGE TRADED F 4,139.0 $241K 0.17% NEW $58.12 +3.4%
57 QFLR INNOVATOR ETFS TRUST 6,732.0 $231K 0.17% NEW $34.28 +5.0%
58 COMERICA INC 2,607.0 $227K 0.17% NEW $86.93
59 QTAP INNOVATOR ETFS TRUST 4,935.0 $221K 0.16% NEW $44.79 +13.6%
60 NJUL INNOVATOR ETFS TRUST 2,799.0 $203K 0.15% NEW $72.62 +5.7%
Page 3 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 57.6%
Technology 19.1%
Communication Services 7.1%
Financial Services 7.0%
Healthcare 4.6%
Consumer Cyclical 3.4%
Consumer Defensive 1.2%