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Lisa Cowan

Welch Financial Planning, Llc

Assets Managed
$139.071M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
1.29%(2Q avg: 0.65%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Welch Financial Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Welch Financial Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 139.071M in assets, with a quarterly growth rate of 1.29% and a 2-quarter average growth rate of 0.65%. The portfolio is managed by Lisa Cowan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DIVB
Ishares Core Dividend Etf
Recent Activity
Increased 1.35%
8.99%
$12.492M
231,557 shares@ $53.95 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 7.88%
8.83%
$12.277M
92,376 shares@ $132.91 avg price
BA
Boeing Co The
Recent Activity
Decreased -0.29%
8.52%
$11.843M
59,503 shares@ $199.03 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 2.81%
8.4%
$11.681M
138,201 shares@ $84.53 avg price
LST
Leuthold Sel Ind
Recent Activity
Increased 3.94%
5.97%
$8.299M
205,166 shares@ $40.46 avg price
JTEK
Jpmorgan Us Tech Leaders
Recent Activity
Increased 3.74%
5.07%
$7.041M
88,517 shares@ $79.55 avg price
XBJL
Inn Us Eq Acc 9 Buff July
Recent Activity
Increased 1.12%
4.83%
$6.714M
176,603 shares@ $38.02 avg price
EYLD
Cambria Emerg Shrhldr Yield
Recent Activity
Increased 3.51%
4.81%
$6.683M
161,387 shares@ $41.42 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 21.43%
4.19%
$5.822M
106,162 shares@ $54.84 avg price
EWX
Spdr S&p Emerging Mkts Small
Recent Activity
Increased 2.61%
4.01%
$5.572M
84,274 shares@ $66.13 avg price

1-10 of 67