Welch Financial Planning, LLC ETF holdings
Boulder, CO
Reported $135.5M in 45 ETFs in its Form 13F for June 30, 2026.
ETF value
$135.5M
ETFs held
45
Change from prior quarter
+22.1%
With price moves
ETFs as a share of its 13F
78.9%
of $171.6M
Top 10 of 45 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XLK | State Street Technology Select Sector SPDR ETF | $18.4M | 96,704 | +4,328 shares |
| DIVB | iShares Core Dividend ETF | $14.4M | 234,487 | +2,930 shares |
| IDMO | Invesco S&P International Developed Momentum ETF | $10.3M | 170,302 | +64,140 shares |
| LST | Leuthold Select Industries ETF | $10.2M | 218,880 | +13,714 shares |
| PWB | Invesco Large Cap Growth ETF | $9.0M | 53,401 | New position |
| JTEK | JPMorgan U.S. Tech Leaders ETF | $8.8M | 78,989 | −9,528 shares |
| JGRO | JPMorgan Active Growth ETF | $8.2M | 83,186 | −55,015 shares |
| EYLD | Cambria Emerging Shareholder Yield ETF | $7.3M | 161,416 | +29 shares |
| EWX | State Street SPDR S&P Emerging Markets Small Cap ETF | $6.5M | 87,734 | +3,460 shares |
| EMMF | WisdomTree Emerging Markets Multifactor Fund | $4.7M | 120,873 | −2,167 shares |
35 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002085141. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Welch Financial Planning, LLC own?
Welch Financial Planning, LLC reported 45 ETF positions worth $135.5M in its Form 13F for June 30, 2026. The largest was XLK, at $18.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.