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Lisa Cowan

Welch Financial Planning, Llc

Assets Managed
$171.625M
Holdings
71
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
23.41%(2Q avg: 12.35%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Welch Financial Planning, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 71 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 171.625M in assets, with a quarterly growth rate of 23.41% and a 2-quarter average growth rate of 12.35%. The portfolio is managed by Lisa Cowan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLK
Technology Select Sect Spdr
Recent Activity
Increased 4.69%
10.74%
$18.424M
96,704 shares@ $190.53 avg price
DIVB
Ishares Core Dividend Etf
Recent Activity
Increased 1.27%
8.42%
$14.444M
234,487 shares@ $61.6 avg price
BA
Boeing Co The
Recent Activity
Decreased -0.97%
7.44%
$12.755M
58,924 shares@ $216.47 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 60.42%
5.99%
$10.268M
170,302 shares@ $60.3 avg price
LST
Leuthold Sel Ind
Recent Activity
Increased 6.69%
5.96%
$10.228M
218,880 shares@ $46.73 avg price
PWB
Invesco Large Cap Growth Etf
Recent Activity
New Position
5.25%
$8.996M
53,401 shares@ $168.46 avg price
JTEK
Jpmorgan Us Tech Leaders
Recent Activity
Decreased -10.76%
5.14%
$8.811M
78,989 shares@ $111.56 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Decreased -39.8%
4.78%
$8.201M
83,186 shares@ $98.6 avg price
EYLD
Cambria Emerg Shrhldr Yield
Recent Activity
Increased 0.02%
4.28%
$7.33M
161,416 shares@ $45.42 avg price
EWX
Spdr S&p Emerging Mkts Small
Recent Activity
Increased 4.11%
3.8%
$6.519M
87,734 shares@ $74.31 avg price

1-10 of 71