Welch Financial Planning, LLC
SEC Form 13F institutional filer · CIK 0002085141
13F-HR · 24 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
91.1%
Welch Financial Planning, LLC — $56.3M AUM allocation strategy
Welch Financial Planning, LLC files SEC Form 13F and reports $56.3M of long US equity value across 24 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 21.1%, followed by Financials 18.1% and Information Technology 7.6%.
The top 10 holdings account for 91% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Welch Financial Planning, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$56.3M
total across 24 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
91% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +18.7K sh · +$964K+$XLK +6.74K sh · −$51.8K+$IVV +3.43K sh · +$579K
Biggest trims (shares)
−$USB −1K sh · −$63.3K−$BALL −500 sh · +$29.9K−$BA −175 sh · −$1.11M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense21.1%—
- Asset Management & Custody Banks11.3%—
- Multi-Sector Holdings5.6%—
- Technology Hardware, Storage & Peripherals4.2%—
- Interactive Media & Services2.8%—
- Semiconductors1.9%—
- Systems Software1.5%—
- Diversified Banks1.2%—
- Other holdings50.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BA | Boeing Company | 59.5K | $11.8M | -175 | 21.0% |
| $IVZ | Invesco Ltd | 106K | $5.82M | +18.7K | 10.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.57K | $3.15M | +0 | 5.6% |
| $AAPL | Apple Inc | 9.36K | $2.38M | +396 | 4.2% |
| $MSFT | Microsoft Corporation | 2.21K | $818K | +196 | 1.5% |
| $GOOGL | Alphabet Inc | 2.81K | $807K | +50 | 1.4% |
| $NVDA | NVIDIA Corporation | 4.47K | $779K | +636 | 1.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 2.66K | $765K | +230 | 1.4% |
…and 16 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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