Holdings
Welch Financial Planning, LLC
As of Jun 30, 2026, Welch Financial Planning, LLC reported 23 positions worth US$34.4M. Largest: Boeing Company (the), Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Boeing Company (the) | 58,924 | US$12.8M | −579 | Jun 30, 2026 |
| Apple Inc | 19,497 | US$5.64M | +10,133 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 6,641 | US$3.32M | +75 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,883 | US$2.1M | +417 | Jun 30, 2026 |
| Ares Capital Corporation | 111K | US$2.06M | +69,146 | Jun 30, 2026 |
| Nvidia Corporation | 5,545 | US$1.11M | +1,078 | Jun 30, 2026 |
| Broadcom Inc. | 2,022 | US$764K | +1,127 | Jun 30, 2026 |
| Microsoft Corp. | 1,875 | US$699K | −334 | Jun 30, 2026 |
| Ball Corporation | 9,183 | US$573K | no change | Jun 30, 2026 |
| Abbvie Inc. | 2,243 | US$564K | −83 | Jun 30, 2026 |