Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| XLKSelect Sector Spdr Tr | $18.4M | 10.7% | +4.7% |
| DIVBIshares Tr | $14.4M | 8.4% | +1.3% |
| BABoeing Co | $12.8M | 7.4% | |
| IDMOInvesco Exch Traded Fd Tr II | $10.3M | 6.0% | +60.4% |
| LSTManaged Portfolio Ser | $10.2M | 6.0% | +6.7% |
| PWBInvesco Exchange Traded Fd T | $9.0M | 5.2% | New |
| JTEKJ P Morgan Exchange Traded F | $8.8M | 5.1% | −10.8% |
| JGROJ P Morgan Exchange Traded F | $8.2M | 4.8% | −39.8% |
| EYLDCambria Etf Tr | $7.3M | 4.3% | |
| EWXSpdr Index Shs Fds | $6.5M | 3.8% | +4.1% |
| AAPLApple Inc | $5.6M | 3.3% | +108.2% |
| EMMFWisdomtree Tr | $4.7M | 2.7% | −1.8% |
| XDQQInnovator Etfs Trust | $3.8M | 2.2% | +10.3% |
| BRK/BBerkshire Hathaway Inc Del | $3.3M | 1.9% | +1.1% |
| DDFJInnovator Etfs Trust | $3.0M | 1.8% | +901.3% |
| DDFFInnovator Etfs Trust | $2.8M | 1.6% | +976.6% |
| DIVOAmplify Etf Tr | $2.4M | 1.4% | −32.3% |
| SOXXIshares Tr | $2.4M | 1.4% | +125.2% |
| MCHMatthews Asia Fds | $2.3M | 1.3% | −1.5% |
| ARCCAres Capital Corp | $2.1M | 1.2% | +165.3% |
| DDFSInnovator Etfs Trust | $2.0M | 1.1% | −45.1% |
| XTOCInnovator Etfs Trust | $1.9M | 1.1% | +14.2% |
| DDFLInnovator Etfs Trust | $1.8M | 1.1% | −30.7% |
| XBJLInnovator Etfs Trust | $1.7M | 1.0% | −75.2% |
| YEARAb Active Etfs Inc | $1.6M | 1.0% | +25.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SOXXIshares Tr | December 31, 2025 | +112.8% | $2.4M |
| SMHVaneck Etf Trust | December 31, 2025 | +82.1% | $662K |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $18.4M |
| JTEKJ P Morgan Exchange Traded F | December 31, 2025 | +23.8% | $8.8M |
| EMMFWisdomtree Tr | December 31, 2025 | +22.5% | $4.7M |
| EYLDCambria Etf Tr | December 31, 2025 | +18.5% | $7.3M |
| Themes Etf TrCUSIP 882927866 | December 31, 2025 | +18.2% | $948K |
| BALLBall Corp | December 31, 2025 | +17.8% | $573K |
| LSTManaged Portfolio Ser | December 31, 2025 | +16.4% | $10.2M |
| DIVBIshares Tr | December 31, 2025 | +15.9% | $14.4M |
Sold off last quarter
- WISEThemes Etf Tr was $734K
- XTJAInnovator Etfs Trust was $391K
- QTJAInnovator Etfs Trust was $383K
- MEMMatthews Asia Fds was $267K
- Exxon Mobil CorpCUSIP 30231G102 was $212K
- APIAgora Inc was $39K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.2% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Welch Financial Planning, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2085141&type=13F-HR&dateb=&owner=include&count=40CIK 2085141
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2085141/000208514126000003/Filed July 15, 2026 · accession 0002085141-26-000003