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Disclosed positions
WELCH CAPITAL PARTNERS LLC/NY: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $234,261,000
- Reported amount
- 341,085
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001042063-26-000009Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 26 rows, 7 columns
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| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $234,261,000 | 341,085 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $154,877,000 | 207,396 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL A | $32,189,000 | 91,102 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $26,113,000 | 218,480 | SH | None |
| BLACKSTONE GROUP INC | BX | COM | $19,585,000 | 166,437 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $10,349,000 | 117,765 | SH | None |
| STERIS PLC | STE | SHS USD | $7,112,000 | 33,777 | SH | None |
| BOEING CO | BA | COM | $6,144,000 | 28,384 | SH | None |
| SCHEIN HENRY INC | HSIC | COM | $4,781,000 | 57,246 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $2,657,000 | 12,488 | SH | None |
| APPLE INC | AAPL | COM | $1,621,000 | 5,601 | SH | None |
| INNOVAGE HLDG CORP | INNV | COM | $1,616,000 | 136,408 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,501,000 | 4,200 | SH | None |
| BUILDERS FIRSTSOURCE INC | BLDR | COM | $1,459,000 | 16,301 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,170,000 | 3,137 | SH | None |
| CORNING INC | GLW | COM | $1,071,000 | 4,194 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $911,000 | 4,780 | SH | None |
| BANK OF NY MELLON CORP | BNY | COM | $535,000 | 3,701 | SH | None |
| THE CIGNA GROUP | CI | COM | $462,000 | 1,676 | SH | None |
| ROCKWELL AUTOMATION INC | ROK | COM | $345,000 | 696 | SH | None |
| HOME DEPOT INC | HD | COM | $301,000 | 854 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $277,000 | 1,090 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $256,000 | 3,096 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $248,000 | 1,813 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $210,000 | 642 | SH | None |
| QUAKER HOUGHTON | KWR | COM | $206,000 | 1,296 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.