Welch Financial Planning, LLC - Q12026 Holdings

Welch Financial Planning, LLC holds 67 stocks with a total portfolio value of $ 139.07M as of Q12026. In Q12026, Welch Financial Planning, LLC added 10 new positions, increased stakes in 33 stocks, reduced 11 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (DIVB), representing 8.98% of the total portfolio.