SEC Form 13F

Welch Financial Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$171,624,603
Positions71

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$18,424,06596,704
ISHARES TRDIVBCORE DIVID ETF$14,444,399234,487
BOEING COBACOM$12,755,27858,924
INVESCO EXCH TRADED FD TR IIIDMOS&P INTL MOMNT$10,267,508170,302
MANAGED PORTFOLIO SERLSTLEUTHOLD SELECT$10,228,262218,880
INVESCO EXCHANGE TRADED FD TPWBLARG CAP GRO ETF$8,995,93253,401
J P MORGAN EXCHANGE TRADED FJTEKU S TEC LEA ETF$8,811,34978,989
J P MORGAN EXCHANGE TRADED FJGROACTIVE GROWTH$8,201,30883,186
CAMBRIA ETF TREYLDEMRG SHAREHLDR$7,329,901161,416
SPDR INDEX SHS FDSEWXST MARKE CAP ETF$6,519,09287,734

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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