Welch Financial Planning LLC Investment Activity Analysis: Q2 2026 Portfolio Shifts

Welch Financial Planning, Llc has released its investment activity report for the quarter ending June 30th, 2026. This filing provides valuable insights into how the firm managed its portfolio during this period.

Prominent Purchases Observed

The investor demonstrated a clear preference for substantial growth in specific holdings within their portfolio. Welch Financial Planning LLC significantly increased exposure to several key assets:

• INVESCO EXCH TRADED FD TR II (IDMO) experienced a remarkable 60.42% increase in its portfolio weighting, indicating strong confidence in this fund.
• The position in INVESCO EXCHANGE TRADED FD T (PWB) was newly added to the portfolio at a quarter-weight level of approximately 5.24%, suggesting it was not previously held or had been reduced significantly prior.
• APPLE INC (AAPL) saw its weighting rise by nearly 108% in this quarter, making it one of the most significant additions to Welch Financial Planning's holdings.

Notable Reductions and Exits

In contrast to these large inflows, there were also substantial reductions observed:

• Welch Financial Planning LLC significantly decreased its position in the Innovator ETFS Trust ETF (XBJL) by over 75% of its previous holding, representing one of the largest reductions for the quarter.
• The JPMorgan Exchange Traded Fund (JGRO) weighting was reduced by nearly 40%, showing a clear exit from this specific fund.

Additional Changes and Context

Beyond these headline moves, Welch Financial Planning also adjusted other positions:

• The firm increased its stake in several funds including INVESCO EXCH TRADED FD TR II (IDMO), JPMorgan ETFs (JTEK, JGRO, PWB), and others like SOXX.
• Conversely, they reduced positions in other areas such as CAMBRIA ETF TR (EYLD) by a small margin of just over 1% weighting.

The portfolio now includes holdings across various sectors including Technology and Industrials. Welch Financial Planning's investment strategy appears focused on capitalizing on specific market opportunities, particularly within the fixed income space via ETFs, while also maintaining exposure to high-growth companies like Apple Inc (AAPL).