Franklin, Parlapiano, Turner & Welch
Latest statistics and disclosures from Franklin, Parlapiano, Turner & Welch's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, REZ, IWB, BIV, VEA, and represent 52.22% of Franklin, Parlapiano, Turner & Welch's stock portfolio.
- Added to shares of these 10 stocks: VEA (+$17M), Exxon Mobil Corp (+$9.8M), SYK (+$7.5M), IWF, CHKP, COP, ACN, MRSH, AMD, PG.
- Started 3 new stock positions in AMD, Exxon Mobil Corp, SYK.
- Reduced shares in these 10 stocks: , BDX (-$7.3M), VOO, IWB, JNJ, BIV, NVS, HUBB, EXPD, CVX.
- Sold out of its positions in BDX, CVX, XOM.
- Franklin, Parlapiano, Turner & Welch was a net buyer of stock by $15M.
- Franklin, Parlapiano, Turner & Welch has $442M in assets under management (AUM), dropping by 5.37%.
- Central Index Key (CIK): 0001707856
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Portfolio Holdings for Franklin, Parlapiano, Turner & Welch
Franklin, Parlapiano, Turner & Welch holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 16.8 | $74M | -2% | 108k | 686.81 |
|
| Ishares Ftse Nareit Resid Plus Cp Idx Etf (REZ) | 10.2 | $45M | 478k | 94.69 |
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| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 8.5 | $38M | 92k | 409.51 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 8.5 | $38M | 489k | 76.70 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 8.2 | $36M | +89% | 508k | 71.25 |
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| Hubbell Stock (HUBB) | 2.5 | $11M | -2% | 21k | 523.22 |
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| Johnson & Johnson Stock (JNJ) | 2.5 | $11M | -3% | 43k | 253.98 |
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| Rtx Corporation Stock (RTX) | 2.4 | $11M | 57k | 189.74 |
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| Novartis Adr (NVS) | 2.2 | $9.9M | -2% | 63k | 156.72 |
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| Expeditors Intl Wash Stock (EXPD) | 2.2 | $9.9M | -2% | 61k | 162.98 |
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| Exxonmobil Holdings Corp Stock | 2.2 | $9.8M | NEW | 72k | 136.72 |
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| Visa Stock (V) | 2.2 | $9.6M | 28k | 343.11 |
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| Wec Energy Group Stock (WEC) | 2.1 | $9.4M | 80k | 116.77 |
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| Canadian National Railway Stock (CNI) | 2.0 | $8.9M | 74k | 119.24 |
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| Microsoft Stock (MSFT) | 1.9 | $8.5M | 23k | 373.04 |
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| Public Storage Reit (PSA) | 1.9 | $8.5M | 27k | 318.33 |
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| Air Products And Chemicals Stock (APD) | 1.9 | $8.5M | 29k | 293.19 |
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| Procter & Gamble Stock (PG) | 1.7 | $7.6M | +2% | 52k | 146.64 |
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| Stryker Corp Stock (SYK) | 1.7 | $7.5M | NEW | 24k | 314.84 |
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| Houlihan Lokey Inc Cl A Stock (HLI) | 1.6 | $7.2M | 54k | 134.13 |
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| Pepsico Stock (PEP) | 1.6 | $7.0M | 52k | 135.40 |
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| Marsh & Mclennan Cos Stock (MRSH) | 1.6 | $6.9M | +4% | 42k | 166.67 |
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| Medtronic Stock (MDT) | 1.5 | $6.7M | 86k | 78.23 |
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| Check Point Software Technologies Stock (CHKP) | 1.3 | $5.9M | +10% | 45k | 131.43 |
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| Ishares S&p 500 Index Etf (IVV) | 1.2 | $5.4M | 7.2k | 748.94 |
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| Conocophillips Stock (COP) | 1.1 | $4.7M | +8% | 45k | 103.96 |
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| Ishares Russell 2000 Etf Etf (IWM) | 1.0 | $4.6M | 15k | 300.45 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 1.0 | $4.3M | +8% | 34k | 124.44 |
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| Phillips 66 Stock (PSX) | 0.9 | $4.1M | 24k | 169.05 |
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| Apple Stock (AAPL) | 0.7 | $3.1M | 11k | 289.36 |
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| Vanguard Large Cap Etf (VV) | 0.7 | $3.0M | 8.8k | 343.91 |
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| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.6 | $2.6M | -2% | 18k | 148.32 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.4 | $2.0M | +300% | 16k | 124.17 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $1.5M | 14k | 103.88 |
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| Walmart Stock (WMT) | 0.2 | $1.1M | 9.5k | 113.26 |
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| Vanguard Small Cap Etf Etf (VB) | 0.2 | $1.0M | 3.3k | 303.12 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.2 | $968k | 14k | 68.41 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $925k | 4.6k | 200.09 |
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| Google Stock (GOOGL) | 0.2 | $908k | 2.5k | 357.37 |
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| Vanguard Reit Index Etf Etf (VNQ) | 0.2 | $829k | 8.6k | 96.43 |
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| Eli Lilly & Co Stock (LLY) | 0.2 | $713k | 594.00 | 1199.43 |
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| Micron Technology Stock (MU) | 0.1 | $581k | 503.00 | 1154.29 |
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| Colgate Palmolive Stock (CL) | 0.1 | $554k | 6.0k | 91.68 |
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| Abbvie Stock (ABBV) | 0.1 | $541k | 2.2k | 251.64 |
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| Caterpillar Stock (CAT) | 0.1 | $533k | 500.00 | 1064.90 |
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| Amazon.com Stock (AMZN) | 0.1 | $420k | 1.8k | 238.34 |
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| Ge Aerospace Stock (GE) | 0.1 | $420k | 1.1k | 373.73 |
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| Vanguard Ftse All World Ex-us Etf Etf (VSS) | 0.1 | $361k | 2.3k | 154.29 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $360k | 1.5k | 242.43 |
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| Ge Vernova Stock (GEV) | 0.1 | $329k | 280.00 | 1174.86 |
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| Ishares Msci Acwi Ex Us Etf (ACWX) | 0.1 | $299k | 3.9k | 76.11 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $243k | 741.00 | 327.33 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $232k | NEW | 400.00 | 580.91 |
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| Mcdonalds Corp Stock (MCD) | 0.1 | $225k | 832.00 | 270.31 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.0 | $216k | 289.00 | 746.77 |
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Past Filings by Franklin, Parlapiano, Turner & Welch
SEC 13F filings are viewable for Franklin, Parlapiano, Turner & Welch going back to 2016
- Franklin, Parlapiano, Turner & Welch 2026 Q2 filed July 9, 2026
- Franklin, Parlapiano, Turner & Welch 2026 Q1 filed April 24, 2026
- Franklin, Parlapiano, Turner & Welch 2025 Q4 filed Jan. 22, 2026
- Franklin, Parlapiano, Turner & Welch 2025 Q3 filed Oct. 23, 2025
- Franklin, Parlapiano, Turner & Welch 2025 Q2 filed July 25, 2025
- Franklin, Parlapiano, Turner & Welch 2025 Q1 filed April 25, 2025
- Franklin, Parlapiano, Turner & Welch 2024 Q4 filed Jan. 23, 2025
- Franklin, Parlapiano, Turner & Welch 2024 Q3 filed Oct. 22, 2024
- Franklin, Parlapiano, Turner & Welch 2024 Q2 filed July 31, 2024
- Franklin, Parlapiano, Turner & Welch 2024 Q1 filed May 2, 2024
- Franklin, Parlapiano, Turner & Welch 2023 Q4 filed Jan. 26, 2024
- Franklin, Parlapiano, Turner & Welch 2023 Q3 filed Oct. 31, 2023
- Franklin, Parlapiano, Turner & Welch 2023 Q2 filed July 21, 2023
- Franklin, Parlapiano, Turner & Welch 2023 Q1 filed May 2, 2023
- Franklin, Parlapiano, Turner & Welch 2022 Q4 filed Jan. 31, 2023
- Franklin, Parlapiano, Turner & Welch 2022 Q3 filed Nov. 3, 2022