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Welch Financial Planning, LLC
Core
Concentrated trader
CIK: 0002085141 | BOULDER, CO
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
71
$171.6M
2026-07-15
SEC ↗
Q1 2026
13F-HR
67
$139.1M
2026-04-21
SEC ↗
Q4 2025
13F-HR
60
$137.3M
2026-02-02
SEC ↗