WELCH CAPITAL PARTNERS LLC/NY
•CIK: 1042063•Filing: Q4 2025
**WELCH CAPITAL PARTNERS LLC/NY** manages $499M across a concentrated portfolio of 26 positions. The fund exhibits a significant overweight to broad market indices, with VOO anchoring the top holdings at $222.8M and SPY at $141.6M. Further concentration is evident in technology and sector ETFs, notably VGT ($20.6M) and SPYM ($11.9M). This structure suggests a core mandate focused on large-cap equity exposure within established market leaders.
Total AUM
$498.9M
QoQ Performance
+2.8%
Positions
25
Top 10 Concentration
97.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
SPY
GOOGL
BX
VOO44.7%
SPY28.4%
GOOGL7.0%
BX5.2%
VGT4.1%
SPYM2.4%
HSIC2.3%
STE1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
ETF73.0%
Other17.6%
Technology7.8%
Industrial1.3%
Healthcare0.1%
Consumer0.1%
Energy0.0%
Financial0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑3 increased
↓6 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022