Franklin, Parlapiano, Turner & Welch, LLC

CIK 0001707856 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Franklin, Parlapiano, Turner & Welch, LLC reported 55 positions worth $442.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VOO (16.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$442.2M
2026 Q2
Positions
55
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.1%
Est. Net Flow (Q)
2026 Q2
10 / 55 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD S&P 500 ETFSH$74.4M16.82%108,290
2REZISHARES FTSE NAREIT RESID PLUS CP IDXSH$45.2M10.23%477,843
3IWBISHARES TR RUSSELL 1000 INDEX ETFSH$37.6M8.51%91,894
4BIVVANGUARD INTERMEDIATE-TERM BOND ETFSH$37.5M8.48%488,980
5VEAVANGUARD FTSE DEVELOPED MARKETS ETFSH$36.2M8.19%508,061
6HUBBHUBBELL INC COMSH$11.0M2.49%21,032
7JNJJOHNSON & JOHNSON COMSH$11.0M2.49%43,284
8RTXRTX CORPORATION COMSH$10.8M2.43%56,711
9NVSNOVARTIS AG ADRSH$9.9M2.25%63,414
10EXPDEXPEDITORS INTL WASH INC COMSH$9.9M2.23%60,610

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Franklin, Parlapiano, Turner & Welch, LLC hold as of Q2 2026?

Franklin, Parlapiano, Turner & Welch, LLC reported 55 positions worth $442.2M in its Q2 2026 13F filing. Largest positions: VOO (16.8%), REZ (10.2%), IWB (8.5%), BIV (8.5%) and VEA (8.2%).

What did Franklin, Parlapiano, Turner & Welch, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Franklin, Parlapiano, Turner & Welch, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.