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Manager record

Welch Financial Planning, LLC

Boulder, CO · CIK 2085141 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$171.62MReported 13F valueQ2 2026 · as filed
71Holdings listed
+23.4%vs prior quartervalue change includes market moves
3Quarters on record
Jul 15Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $137.3M$137.3MQ4 202560 holdingsQ1 2026: $139.1M$139.1MQ1 202667 holdingsQ2 2026: $171.6M$171.6MQ2 202671 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 15 2026 13F-HR · period Q2 2026

$171.62M · 71 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$139.07M · 67 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$137.30M · 60 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 15, 2026 · Change methodology