Welch Financial Planning, LLC

Q1 2026 13F-HR Holdings

Location
Boulder, CO
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$139,071
Net value change ($000)
+1,767 (1.3%)
New positions
10
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IDMO 964 19.8%
EYLD 707 11.8%
QTJA 383 NEW
LST 374 4.7%
INNOVATOR EDD 15 BUF ETF-MAR 365 NEW
DIVB 349 2.9%
EMMF 309 8.2%
INNOVATOR ED D15 BUFF JAN 288 NEW
PG 284 NEW
LLY 269 NEW
Top Reduces (Value $000, Stocks/ETFs)
BA -1,114 -8.6%
JGRO -794 -6.4%
JTEK -645 -8.4%
CMA -227 -100.0%
QTAP -221 -100.0%
NJUL -203 -100.0%
WISE -165 -18.4%
MSFT -156 -16.0%
BRK-B -154 -4.7%
MCH -150 -6.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type