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WFP
Welch Financial Planning Portfolio holdings
AUM
$172M
This Fund
S&P 500
This Quarter
Est. Return
+1.34%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
99.21%
Top 10 Holdings %
Top 10 Hldgs %
64.4%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Active Growth ETF
JGRO
|
+$12.6M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$12.4M |
| 3 |
Boeing
BA
|
+$12.3M |
| 4 |
iShares Core Dividend ETF
DIVB
|
+$12M |
| 5 |
LST
Leuthold Select Industries ETF
LST
|
+$7.85M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 9.65% |
| 2 | Financials | 4.55% |
| 3 | Technology | 3.2% |
| 4 | Communication Services | 1.19% |
| 5 | Healthcare | 0.77% |
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Welch Financial Planning's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Welch Financial Planning, which disclosed 60 positions worth $137M. Its ten largest holdings account for 64% of the portfolio.
Its largest position is JPMorgan Active Growth ETF: 134,424 shares worth $12.5M.
By sector, the portfolio is most concentrated in Industrials at 9.6% of assets, followed by Financials and Technology.
- Welch Financial Planning's largest Q4 2025 buy was JPMorgan Active Growth ETF: 134,424 shares worth $12.5M.
- Welch Financial Planning's ten largest holdings make up 64% of its $137M portfolio in Q4 2025.
- Welch Financial Planning disclosed 60 positions in Q4 2025, its first 13F filing on record.
Based on Welch Financial Planning's 13F filing for Q4 2025, filed 2 Feb 2026.