Long-term investor
Welch Financial Planning, LLC @welchfinancialplanningll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002085141).
Record
- Tracked since 2025-12-31 (261 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +11.0%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- XLK · 10.7% · long · since 2025-12-31
- DIVB · 8.4% · long · since 2025-12-31
- 097023105 · 7.4% · long · since 2025-12-31
- IDMO · 6.0% · long · since 2025-12-31
- LST · 6.0% · long · since 2025-12-31
- PWB · 5.2% · long · since 2026-06-30
- JTEK · 5.1% · long · since 2025-12-31
- JGRO · 4.8% · long · since 2025-12-31
- EYLD · 4.3% · long · since 2025-12-31
- EWX · 3.8% · long · since 2025-12-31
- AAPL · 3.3% · long · since 2025-12-31
- EMMF · 2.7% · long · since 2025-12-31