Welch Capital Partners LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Welch Capital Partners LLC disclosed 26 US equity positions worth $498.9m in its Q4 2025 13F filing. The largest position was VOO at 44.7% of the reported book, followed by SPY and GOOG. Against the Q3 2025 filing, it opened 1 new position, added to 3 and reduced 3 among the top 26 holdings.
What did Welch Capital Partners LLC own in Q4 2025? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VOO VANGUARD INDEX FDS | 44.7% | $222.8m | 355,231 | -0% | held | |
| 2 | SPY SPDR S&P 500 ETF TR | 28.4% | $141.6m | 207,589 | -0% | held | |
| 3 | GOOG ALPHABET INC | Communication Services | 7.0% | $34.7m | 110,594 | -0% | held |
| 4 | BX BLACKSTONE GROUP INC | Financial Services | 5.2% | $26.0m | 168,826 | 0% | held |
| 5 | VGT VANGUARD WORLD FD | 4.1% | $20.6m | 27,310 | 0% | held | |
| 6 | SPYM SPDR SERIES TRUST | 2.4% | $11.9m | 148,207 | -1% | reduced | |
| 7 | HSIC HENRY SCHEIN INC | Healthcare | 2.3% | $11.2m | 148,829 | 0% | held |
| 8 | STE STERIS PLC | Healthcare | 1.7% | $8.7m | 34,407 | 0% | held |
| 9 | BA BOEING CO | Industrials | 1.3% | $6.5m | 29,823 | 40% | added |
| 10 | RSP INVESCO EXCHANGE TRADED FD T | 0.5% | $2.4m | 12,488 | 0% | held | |
| 11 | BTMCQ BITCOIN DEPOT INC | 0.4% | $2.1m | 1,627,423 | 11% | added | |
| 12 | INNV INNOVAGE HLDG CORP | 0.4% | $2.1m | 404,101 | -10% | reduced | |
| 13 | AAPL APPLE INC | Technology | 0.3% | $1.5m | 5,601 | 0% | held |
| 14 | MSFT MICROSOFT CORP | Technology | 0.3% | $1.5m | 3,137 | 0% | held |
| 15 | GOOGL ALPHABET INC | Communication Services | 0.3% | $1.3m | 4,200 | 0% | held |
| 16 | XLK SELECT SECTOR SPDR TR | 0.1% | $688.0k | 4,780 | 100% | added | |
| 17 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 0.1% | $630.0k | 6,125 | – | new |
| 18 | CI CIGNA CORP NEW | Healthcare | 0.1% | $461.0k | 1,676 | -6% | reduced |
| 19 | BNY BANK NEW YORK MELLON CORP | Financial Services | 0.1% | $430.0k | 3,701 | 0% | held |
| 20 | GLW CORNING INC | Technology | 0.1% | $367.0k | 4,194 | 0% | held |
| 21 | HD HOME DEPOT INC | Consumer Cyclical | 0.1% | $294.0k | 854 | 0% | held |
| 22 | ROK ROCKWELL AUTOMATION INC | Industrials | 0.1% | $271.0k | 696 | 0% | held |
| 23 | JNJ JOHNSON & JOHNSON | Healthcare | 0.0% | $226.0k | 1,090 | 0% | held |
| 24 | EXMOC EXXON MOBIL CORP | 0.0% | $218.0k | 1,813 | 0% | held | |
| 25 | IEMG ISHARES TR | 0.0% | $208.0k | 3,096 | 0% | held | |
| 26 | JPM JPMORGAN CHASE & CO | Financial Services | 0.0% | $207.0k | 642 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.