Welch Group, LLC ETF holdings
Birmingham, AL
Reported $100.1M in 64 ETFs in its Form 13F for June 30, 2026.
ETF value
$100.1M
ETFs held
64
Change from prior quarter
+13.8%
With price moves
ETFs as a share of its 13F
3.4%
of $2.9B
Top 10 of 64 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $24.2M | 913,614 | +154,736 shares |
| IVV | iShares Core S&P 500 ETF | $13.7M | 18,233 | −19 shares |
| VOO | Vanguard S&P 500 ETF | $5.8M | 8,492 | −283 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.5M | 7,346 | +2,049 shares |
| GLDM | SPDR Gold MiniShares | $4.5M | 56,867 | +7,346 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $3.8M | 65,275 | −1,060 shares |
| QQQ | Invesco QQQ Trust | $3.3M | 4,432 | +6 shares |
| GLD | SPDR Gold Shares | $3.2M | 8,625 | −445 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $2.4M | 28,930 | −533 shares |
| SMH | VanEck Semiconductor ETF | $1.8M | 2,722 | +3 shares |
54 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) 0001443095. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Welch Group, LLC own?
Welch Group, LLC reported 64 ETF positions worth $100.1M in its Form 13F for June 30, 2026. The largest was PYLD, at $24.2M.
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.