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The Welch Group, LLC
Stewart H. Welch III · Investment Advisor · Growth
The Welch Group, LLC is a Birmingham, Alabama-based fee-only wealth management firm founded in 1984 by Stewart H. Welch III. Over its forty-year history, the institution has grown into a prominent registered investment advisor serving high-net-worth individuals, families, and businesses nationwide. The firm specializes in comprehensive financial planning and investment management, providing a holistic suite of services that include retirement analysis, estate coordination, and tax planning. With a focus on capital preservation and long-term growth, The Welch Group employs a team-based approach to deliver customized portfolio solutions. The firm is recognized for its commitment to fiduciary excellence and its proprietary investment strategies designed to help clients achieve financial independence and peace of mind.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.0% |
| YTD return | +7.9% |
| Sharpe ratio | 3.79 |
| Win rate | 51% |
| AUM | $1.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.welchgroup.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 7.2% | +30.0% |
| MSFT | Microsoft Corporation | 6.6% | +0.7% |
| CSCO | Cisco Systems Inc | 6.0% | +51.2% |
| JPM | JPMorgan Chase & Co | 5.9% | +10.3% |
| JNJ | Johnson & Johnson | 5.9% | +40.5% |
| ABBV | AbbVie Inc | 5.7% | +11.8% |
| RTX | Raytheon Technologies Corp | 5.6% | +10.9% |
| CVX | Chevron Corp | 5.4% | +26.3% |
| XOM | Exxon Mobil Corp | 5.0% | +33.2% |
| SFBS | ServisFirst Bancshares Inc | 5.0% | +3.6% |
| NEE | Nextera Energy Inc | 4.3% | -1.2% |
| EMR | Emerson Electric Company | 4.3% | +16.3% |
| IBM | International Business Machines | 4.3% | +7.5% |
| QCOM | Qualcomm Incorporated | 4.2% | +21.3% |
| AJG | Arthur J Gallagher & Co | 4.2% | -12.6% |
| SO | Southern Company | 4.2% | -8.9% |
| TFC | Truist Financial Corp | 4.2% | +6.3% |
| LMT | Lockheed Martin Corporation | 4.1% | +1.0% |
| CINF | Cincinnati Financial Corporation | 4.1% | +3.6% |
| TXN | Texas Instruments Incorporated | 4.0% | +5.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | SFBS | 5.0% → 5.0% |
| Sep 7, 2026 | BUY | QCOM | 4.0% → 4.2% |
| Sep 7, 2026 | BUY | CINF | 4.1% → 4.1% |
| Sep 7, 2026 | SELL | ABBV | 5.7% → 5.7% |
| Sep 7, 2026 | SELL | TFC | 4.0% → 4.2% |
Investment Style Analysis
The Welch Group, LLC is widely recognized for employing a Growth strategy. As of Sep 22, 2026, the firm oversees approximately $1.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Drug Manufacturers - General and Oil & Gas Integrated sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, The Welch Group, LLC made a significant move by reducing the position in SFBS. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The Welch Group’s investment philosophy is centered on its proprietary "Growth Strategy with a Safety Net™," which seeks to capture market upside while proactively managing downside risk through a deep understanding of market cycles. The firm’s Investment Committee utilizes fundamental, technical, and cyclical analysis to construct diversified portfolios, often emphasizing dividend-paying stocks and core equity holdings. As a fee-only fiduciary, the institution aligns its strategies with the specific long-term cash flow needs and risk tolerances of its clients. The core objective is to serve as a "Chief Financial Officer" for families, integrating rigorous portfolio management with comprehensive financial planning to ensure sustainable wealth preservation and legacy growth.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with The Welch Group, LLC.
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Frequently asked questions
How is the simulated portfolio for The Welch Group, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is The Welch Group, LLC's largest holding?
As of the latest filing, The Welch Group, LLC's top position is Apple Inc (AAPL), representing 7.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is The Welch Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of +10.0% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 3.79, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does The Welch Group, LLC primarily invest in?
The Welch Group, LLC has a strong preference for the Drug Manufacturers - General sector, which makes up 11.6% of their disclosed assets. The portfolio also has exposure to Oil & Gas Integrated, indicating a specific thematic focus.
Is The Welch Group, LLC's portfolio concentrated or diversified?
The Welch Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 19.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has The Welch Group, LLC performed in 2026?
Our AI-simulated model portfolio for The Welch Group, LLC tracks a Year-to-Date (YTD) return of +7.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Stewart H. Welch III manage The Welch Group, LLC directly?
Yes, Stewart H. Welch III serves as the key portfolio manager for The Welch Group, LLC, overseeing the investment strategy and final capital allocation decisions.