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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002085141

Welch Financial Planning, LLC

BOULDER, CO · File #028-26046

Latest AUM
$137.3M
Positions
60
Top-10 Concentration
65.6%
Filings
1

Sector Allocation

Materials
18.6%$25.5M
Financials
6.9%$9.5M
Technology
3.2%$4.4M
Healthcare
0.6%$810,930

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BOEING COBA-PA59,678$13.0M9.61%
2J P MORGAN EXCHANGE TRADED F46654Q609134,424$12.5M9.25%
3SELECT SECTOR SPDR TR81369Y80385,633$12.3M9.14%
4ISHARES TR46435U861228,474$12.1M9.00%
5MANAGED PORTFOLIO SERIES56167R705197,395$7.9M5.88%
6J P MORGAN EXCHANGE TRADED F46654Q73285,334$7.7M5.70%
7INNOVATOR ETFS TRUSTINHD174,648$6.7M4.95%
8CAMBRIA ETF TR132061706155,915$6.0M4.43%
9SPDR INDEX SHS FDS78463X75682,135$5.4M4.00%
10INVESCO EXCH TRADED FD TR IIIVZ87,428$4.9M3.60%
11WISDOMTREE TRWT119,387$3.8M2.79%
12INNOVATOR ETFS TRUSTINHD162,011$3.4M2.54%
13AMPLIFY ETF TR03210840976,245$3.4M2.52%
14BERKSHIRE HATHAWAY INC DELBRK-A6,566$3.3M2.45%
15INNOVATOR ETFS TRUSTINHD82,692$3.3M2.42%
16INNOVATOR ETFS TRUSTINHD124,233$2.6M1.89%
17APPLE INCAAPL8,968$2.4M1.81%
18MATTHEWS ASIA FDS57712583479,924$2.3M1.67%
19INNOVATOR ETFS TRUSTINHD90,943$1.7M1.29%
20INNOVATOR ETFS TRUSTINHD45,304$1.5M1.12%