Welch Financial Planning, LLC
Net buyer this quarter
$172M
26
+$5.44M
17.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BA | $12.8M | 7.43% | 0.01% | -1.0% | Q4 2025 |
 AAPL | $5.64M | 3.29% | 0.00% | +108.2% | Q4 2025 |
 BRK.B | $3.32M | 1.94% | Not reported | +1.1% | Q4 2025 |
 ARCC | $2.06M | 1.20% | 0.02% | +165.3% | Q4 2025 |
 NVDA | $1.11M | 0.65% | 0.00% | +24.1% | Q4 2025 |
 GOOGL | $1.07M | 0.62% | 0.00% | +12.6% | Q4 2025 |
| GOOG | $1.03M | 0.60% | Not reported | +3.8% | Q4 2025 |
 BPRE | $804K | 0.47% | Not reported | -13.0% | Q4 2025 |
 AVGO | $764K | 0.45% | 0.00% | +125.9% | Q4 2025 |
 MSFT | $699K | 0.41% | 0.00% | -15.1% | Q4 2025 |
 SMH | $662K | 0.39% | Not reported | Not reported | Q4 2025 |
 BALL | $573K | 0.33% | 0.00% | Not reported | Q4 2025 |
 ABBV | $564K | 0.33% | 0.00% | -3.6% | Q4 2025 |
 AMZN | $540K | 0.31% | 0.00% | +22.2% | Q4 2025 |
 JNJ | $527K | 0.31% | 0.00% | Not reported | Q4 2025 |
 JPM | $455K | 0.26% | 0.00% | +43.3% | Q4 2025 |
 USB | $444K | 0.26% | 0.00% | Not reported | Q4 2025 |
 CAT | $429K | 0.25% | 0.00% | New | Q2 2026 |
 COST | $398K | 0.23% | 0.00% | +13.9% | Q4 2025 |
 LLY | $375K | 0.22% | 0.00% | +6.8% | Q1 2026 |
 WMS | $314K | 0.18% | 0.00% | Not reported | Q4 2025 |
 INTC | $300K | 0.18% | 0.00% | New | Q2 2026 |
 LRCX | $290K | 0.17% | 0.00% | New | Q2 2026 |
 NVS | $286K | 0.17% | 0.00% | Not reported | Q4 2025 |
 PG | $254K | 0.15% | 0.00% | -11.8% | Q1 2026 |
 WMT | $209K | 0.12% | 0.00% | +12.6% | Q1 2026 |
| Q1 2026 | |||||
| BA | $11.8M | 8.52% | 0.01% | -0.3% | Q4 2025 |
| BRK.B | $3.15M | 2.26% | Not reported | Not reported | Q4 2025 |
| AAPL | $2.38M | 1.71% | 0.00% | +4.4% | Q4 2025 |
| BPRE | $1.18M | 0.85% | Not reported | -4.1% | Q4 2025 |
| MSFT | $818K | 0.59% | 0.00% | +9.7% | Q4 2025 |
| GOOG | $807K | 0.58% | Not reported | +1.8% | Q4 2025 |
| NVDA | $779K | 0.56% | 0.00% | +16.6% | Q4 2025 |
| GOOGL | $765K | 0.55% | 0.00% | +9.5% | Q4 2025 |
| ARCC | $754K | 0.54% | 0.01% | -3.3% | Q4 2025 |
| BALL | $543K | 0.39% | 0.00% | -5.2% | Q4 2025 |
| JNJ | $507K | 0.36% | 0.00% | +14.5% | Q4 2025 |
| ABBV | $506K | 0.36% | 0.00% | +22.0% | Q4 2025 |
| SMH | $387K | 0.28% | Not reported | Not reported | Q4 2025 |
| AMZN | $386K | 0.28% | 0.00% | +59.1% | Q4 2025 |
| USB | $382K | 0.27% | 0.00% | -12.0% | Q4 2025 |
| COST | $372K | 0.27% | 0.00% | +12.0% | Q4 2025 |
| JPM | $285K | 0.20% | 0.00% | +7.3% | Q4 2025 |
| PG | $284K | 0.20% | 0.00% | New | Q1 2026 |
| NVS | $279K | 0.20% | 0.00% | Not reported | Q4 2025 |
| AVGO | $277K | 0.20% | 0.00% | +15.0% | Q4 2025 |
| WMS | $274K | 0.20% | 0.00% | Not reported | Q4 2025 |
| LLY | $269K | 0.19% | 0.00% | New | Q1 2026 |
 MEM | $267K | 0.19% | 0.16% | Not reported | Q4 2025 |
 XOM | $212K | 0.15% | 0.00% | New | Q1 2026 |
| WMT | $204K | 0.15% | 0.00% | New | Q1 2026 |
 API | $39.1K | 0.03% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| BA | $13M | 9.44% | 0.01% | New | Q4 2025 |
| BRK.B | $3.3M | 2.40% | Not reported | New | Q4 2025 |
| AAPL | $2.44M | 1.78% | 0.00% | New | Q4 2025 |
| BPRE | $1.11M | 0.81% | Not reported | New | Q4 2025 |
| MSFT | $974K | 0.71% | 0.00% | New | Q4 2025 |
| ARCC | $875K | 0.64% | 0.01% | New | Q4 2025 |
| GOOG | $867K | 0.63% | Not reported | New | Q4 2025 |
| GOOGL | $761K | 0.55% | 0.00% | New | Q4 2025 |
| NVDA | $714K | 0.52% | 0.00% | New | Q4 2025 |
| BALL | $513K | 0.37% | 0.00% | New | Q4 2025 |
| USB | $446K | 0.32% | 0.00% | New | Q4 2025 |
| ABBV | $436K | 0.32% | 0.00% | New | Q4 2025 |
| JNJ | $375K | 0.27% | 0.00% | New | Q4 2025 |
| SMH | $364K | 0.26% | Not reported | New | Q4 2025 |
| JPM | $291K | 0.21% | 0.00% | New | Q4 2025 |
| WMS | $290K | 0.21% | 0.00% | New | Q4 2025 |
| COST | $287K | 0.21% | 0.00% | New | Q4 2025 |
| AVGO | $269K | 0.20% | 0.00% | New | Q4 2025 |
| AMZN | $269K | 0.20% | 0.00% | New | Q4 2025 |
| MEM | $258K | 0.19% | 0.16% | New | Q4 2025 |
| NVS | $252K | 0.18% | 0.00% | New | Q4 2025 |
| CMA | $227K | 0.17% | 0.00% | New | Q4 2025 |