Welch Financial Planning, LLC
•CIK: 2085141•Filing: Q4 2025
**Welch Financial Planning, LLC** manages $137M across a diverse portfolio of 60 positions. The fund exhibits notable concentration in technology and dividend-focused assets, with top holdings including BA ($13.0M), JGRO ($12.5M), and XLK ($12.3M). Significant allocations are also directed toward income generation via DIVB ($12.1M) and LST ($7.9M). This positioning suggests a strategy balancing growth exposure with reliable yield components.
Total AUM
$137.3M
QoQ Performance
N/A
Positions
36
Top 10 Concentration
64.4%
Latest Filing
Q4 2025
Top Holdings Allocation
BA
JGRO
XLK
DIVB
LST
JTEK
BA9.4%
JGRO9.1%
XLK9.0%
DIVB8.8%
LST5.8%
JTEK5.6%
XBJL4.9%
EYLD4.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other82.6%
Industrial9.4%
Technology4.4%
Financial2.6%
Healthcare0.6%
Consumer0.4%