WELCH CAPITAL PARTNERS LLC/NY — 13F holdings

WELCH CAPITAL PARTNERS LLC/NY reported 26 holdings worth $510M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. VOO VANGUARD INDEX FDS — $234M (45.9%)
2. SPY SPDR S&P 500 ETF TR — $155M (30.4%)
3. GOOG ALPHABET INC — $32.2M (6.3%)
4. VGT VANGUARD WORLD FD — $26.1M (5.1%)
5. BX BLACKSTONE INC — $19.6M (3.8%)
6. SPYM SPDR SERIES TRUST — $10.3M (2.0%)
7. STE STERIS PLC — $7.11M (1.4%)
8. BA BOEING CO — $6.14M (1.2%)
9. HSIC HENRY SCHEIN INC — $4.78M (0.9%)
10. RSP INVESCO EXCHANGE TRADED FD T — $2.66M (0.5%)