Welch Capital Partners Llc/ny
Welch Capital Partners Llc/ny reported 26 stocks worth $510K in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VOO (45.9%), SPY (30.4%) and GOOG (6.3%). Compared with Q1 2026, the fund opened new positions in XOM, JPM and KWR, added to VGT, trimmed VOO, BX and SPYM and sold out of XOM and COP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $234K | 45.9% | 341K | −992 (−0%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $155K | 30.4% | 207K | No change | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $32K | 6.3% | 91K | No change | 8 of 8 | |
| 4 |  VGT Vanguard World FD | $26K | 5.1% | 218K | +191K (+700%) | 8 of 8 | |
| 5 |  BX Blackstone Inc | $20K | 3.8% | 166K | −2,389 (−1%) | 8 of 8 | |
| 6 |  SPYM Spdr Series Trust | $10K | 2.0% | 118K | −2,172 (−2%) | 8 of 8 | |
| 7 |  STE Steris PLC | $7K | 1.4% | 34K | −555 (−2%) | 8 of 8 | |
| 8 |  BA Boeing Co | $6K | 1.2% | 28K | −1,439 (−5%) | 4 of 8 | |
| 9 |  HSIC Henry Schein Inc | $5K | 0.9% | 57K | −6,651 (−10%) | 4 of 8 | |
| 10 |  RSP Invesco Exchange Traded FD T | $3K | 0.5% | 12K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Welch Capital Partners Llc/ny 13F FAQ
What does Welch Capital Partners Llc/ny own?
Welch Capital Partners Llc/ny reported 26 stocks worth $510K in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VOO (45.9%), SPY (30.4%) and GOOG (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Welch Capital Partners Llc/ny buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 1 added to, 7 trimmed and 3 sold out. New positions include XOM, JPM and KWR. It sold all of XOM and COP.
When will Welch Capital Partners Llc/ny file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Welch Capital Partners Llc/ny's portfolio worth?
The Q2 2026 filing reports $510K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.