Welch Financial Planning, LLC
All 13F Filings
- Location
- Boulder, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 171,625
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 71 | 171,625 | 13F-HR | Welch Financial Planning, LLC |
| Q1 2026 | 4/21/2026 | 67 | 139,071 | 13F-HR | Welch Financial Planning, LLC |
| Q4 2025 | 2/2/2026 | 60 | 137,304 | 13F-HR | Welch Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.17 K | 42.1% | 4.31 K | 0 | 4.31 K |
| ETFs | 99.45 K | 57.9% | 28.24 K | 0 | 28.24 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
171,625
Holdings
71
QoQ value change ($000)
32,554
(23.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.