§ 13F · FUND PROFILE
Franklin, Parlapiano, Turner & Welch, LLC.
AUM · $442M (13F)Positions · 55Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 108K | $74M | 16.8% | −3% |
| 2 | REZ | ISHARES FTSE NAREIT RESID PLUS CP IDX | 478K | $45M | 10.2% | ±0% |
| 3 | IWB | ISHARES TR RUSSELL 1000 INDEX ETF | 92K | $38M | 8.5% | −1% |
| 4 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 489K | $38M | 8.5% | −1% |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 508K | $36M | 8.2% | +89% |
| 6 | HUBB | HUBBELL INC COM | 21K | $11M | 2.5% | −2% |
| 7 | JNJ | JOHNSON & JOHNSON COM | 43K | $11M | 2.5% | −3% |
| 8 | RTX | RTX CORPORATION COM | 57K | $11M | 2.4% | −2% |
| 9 | NVS | NOVARTIS AG ADR | 63K | $10M | 2.2% | −3% |
| 10 | EXPD | EXPEDITORS INTL WASH INC COM | 61K | $10M | 2.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FRANKLIN, SIGNAL
AC read
Franklin, Parlapiano, Turner & Welch, LLC is a Other fund managing $442 million in assets. The fund runs a portfolio of 55 positions.
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