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Franklin, Parlapiano, Turner & Welch, LLC

Updated 6 days ago

Managed by Franklin, Parlapiano, Turner & Welch, Llc • Latest filing Q3 2026

Portfolio value
$447.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$402.7M
Q1 2026$419.7M
Q2 2026$442.2M
Q3 2026$447.5M

Top holdings

57 positions as of Q3 2026

View filing
V

VANGUARD S&P 500 ETF

Value
$74.3M
Shares
106.0K
% Port
16.60%
V

VANGUARD FTSE DEVELOPED MARKETS ETF

Value
$47M
Shares
666.0K
% Port
10.51%
E

ISHARES FTSE NAREIT RESID PLUS CP IDX

Value
$41.4M
Shares
468.6K
% Port
9.25%
E

ISHARES TR RUSSELL 1000 INDEX ETF

Value
$37.6M
Shares
90.2K
% Port
8.39%
V

VANGUARD INTERMEDIATE-TERM BOND ETF

Value
$36.3M
Shares
498.1K
% Port
8.11%
M

MICROSOFT

Value
$11.9M
Shares
23.1K
% Port
2.65%
X

EXXONMOBIL HOLDINGS CORP COM SHS

Value
$11.7M
Shares
71.8K
% Port
2.61%
J

JOHNSON & JOHNSON COM

Value
$10.7M
Shares
40.4K
% Port
2.39%
E

EXPEDITORS INTL WASH INC COM

Value
$10.6M
Shares
57.5K
% Port
2.37%
R

RTX CORPORATION COM

Value
$9.9M
Shares
53.5K
% Port
2.22%
V

VISA INC

Value
$9.8M
Shares
27.3K
% Port
2.19%
H

HUBBELL INC COM

Value
$9.3M
Shares
20.4K
% Port
2.07%
N

NOVARTIS AG ADR

Value
$8.8M
Shares
61.4K
% Port
1.96%
C

CANADIAN NATIONAL RAILWAY CO

Value
$8.4M
Shares
70.7K
% Port
1.88%
A

AIR PRODUCTS AND CHEMICALS INC COM

Value
$7.8M
Shares
28.2K
% Port
1.75%
W

WEC ENERGY GROUP INC COM

Value
$7.8M
Shares
77.7K
% Port
1.75%
P

PROCTER & GAMBLE CO COM

Value
$7.5M
Shares
51.5K
% Port
1.67%
M

MEDTRONIC PLC SHS

Value
$7.4M
Shares
85.6K
% Port
1.65%
P

PUBLIC STORAGE COM

Value
$7.3M
Shares
25.8K
% Port
1.63%
H

HOULIHAN LOKEY INC CL A

Value
$7.1M
Shares
56.3K
% Port
1.59%

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