Welch Financial Planning, LLC reported 71 holdings worth US$172M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Welch Financial Planning, LLC reported 71 holdings worth US$172M as of Jun 30, 2026. Largest: Boeing Company (the), Apple Inc and Berkshire Hathaway Inc. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 71
- Value as reported
- US$172M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Boeing Company (the) | 58,924 | US$12.8M | 7.4% |
| Apple Inc | 19,497 | US$5.64M | 3.3% |
| Berkshire Hathaway Inc. | 6,641 | US$3.32M | 1.9% |
| Alphabet Inc (google) Class C | 5,883 | US$2.1M | 1.2% |
| Ares Capital Corporation | 111K | US$2.06M | 1.2% |
| Nvidia Corporation | 5,545 | US$1.11M | 0.65% |
| Broadcom Inc. | 2,022 | US$764K | 0.45% |
| Microsoft Corp. | 1,875 | US$699K | 0.41% |
| Ball Corporation | 9,183 | US$573K | 0.33% |
| Abbvie Inc. | 2,243 | US$564K | 0.33% |
| Amazon.com, Inc. | 2,266 | US$540K | 0.31% |
| Johnson & Johnson | 2,075 | US$527K | 0.31% |
| Jp Morgan Chase & Co. | 1,389 | US$455K | 0.26% |
| U.s. Bancorp | 7,352 | US$444K | 0.26% |
| Caterpillar, Inc. | 403 | US$429K | 0.25% |
| Costco Wholesale Corporation | 425 | US$398K | 0.23% |
| Eli Lilly And Company | 313 | US$375K | 0.22% |
| Advanced Drainage Systems, Inc. | 2,000 | US$314K | 0.18% |
| Intel Corporation | 2,152 | US$300K | 0.18% |
| Lam Research Corporation | 669 | US$290K | 0.17% |
| Novartis Ag | 1,825 | US$286K | 0.17% |
| Procter & Gamble Company (the) | 1,734 | US$254K | 0.15% |
| Walmart Inc. | 1,844 | US$209K | 0.12% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |