13F Filings History of Welch Financial Planning, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$137,304,415
Signature - Title
Lisa Cowan - Financial Advisor
Location
Boulder, CO
Summary
This page shows a list of all the recent 13F filings made by Welch Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Welch Financial Planning, LLC reported 60 stock holdings with total value $137,304,415 as of Q4 2025. Top holdings included BA, JGRO, XLK, DIVB, and LST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 60 $137,304,415 $0 $0 $0 BA, JGRO, XLK, DIVB, LST 13F-HR 02 Feb 2026, 15:48