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Franklin, Parlapiano, Turner & Welch, LLC Top Holdings and 13F Report (2026)

About Franklin, Parlapiano, Turner & Welch, LLC

Investment Activity

  • Franklin, Parlapiano, Turner & Welch, LLC has $447.54 million in total holdings as of September 30, 2026.
  • Franklin, Parlapiano, Turner & Welch, LLC owns shares of 57 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 3.18% of the portfolio was purchased this quarter.
  • About 2.55% of the portfolio was sold this quarter.
  • This quarter, Franklin, Parlapiano, Turner & Welch, LLC has purchased 55 new stocks and bought additional shares in 10 stocks.
  • Franklin, Parlapiano, Turner & Welch, LLC sold shares of 23 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

166764100 - Chevron
$248,114 Holding
921932828 - Vanguard S&P Small-Cap 600 ETF
$221,537 Holding
002824100 - Abbott Laboratories
$209,322 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
157,911 shares (about $11.15M)
Vanguard Intermediate-Term Bond ETF
9,070 shares (about $660.84K)
Accenture
3,064 shares (about $561.85K)
Check Point Software Technologies
4,282 shares (about $549.59K)
Houlihan Lokey
2,827 shares (about $357.16K)

Largest Sales this Quarter

Phillips 66
10,119 shares (about $2.58M)
Vanguard S&P 500 ETF
2,297 shares (about $1.61M)
Johnson & Johnson
2,899 shares (about $767.47K)
iShares Russell 1000 ETF
1,656 shares (about $689.11K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFranklin, Parlapiano, Turner & Welch, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$74,286,150$1,609,873 ▼-2.1%105,99316.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$47,024,266$11,150,092 ▲31.1%665,97210.5%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$41,396,631$815,996 ▼-1.9%468,6069.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$37,550,548$689,108 ▼-1.8%90,2388.4%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$36,287,920$660,840 ▲1.9%498,0508.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$11,859,224$127,712 ▲1.1%23,1222.6%Technology
EXXONMOBIL HOLDINGS CORP COM SHS
$11,688,525$163 ▲0.0%71,8192.6%Stock
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,691,428$767,474 ▼-6.7%40,3852.4%Healthcare
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$10,607,684$583,274 ▼-5.2%57,4512.4%Industrials
RTX Corporation stock logo
RTX
RTX
$9,932,223$596,119 ▼-5.7%53,5002.2%Industrials
Visa Inc. stock logo
V
Visa
$9,803,734$248,660 ▼-2.5%27,2832.2%Finance
Hubbell Inc stock logo
HUBB
Hubbell
$9,255,282$284,862 ▼-3.0%20,4042.1%Industrials
Novartis AG stock logo
NVS
Novartis
$8,759,459$281,432 ▼-3.1%61,4402.0%Healthcare
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$8,410,889$417,697 ▼-4.7%70,7391.9%Industrials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$7,836,825$188,082 ▼-2.3%28,1671.8%Materials
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$7,832,319$239,050 ▼-3.0%77,7171.8%Utilities
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$7,475,872$31,817 ▼-0.4%51,4581.7%Consumer Staples
Medtronic PLC stock logo
MDT
Medtronic
$7,384,643$31,323 ▼-0.4%85,5791.7%Healthcare
Public Storage stock logo
PSA
Public Storage
$7,303,028$212,981 ▼-2.8%25,8201.6%Real Estate
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$7,114,361$357,165 ▲5.3%56,3111.6%Finance
Accenture PLC stock logo
ACN
Accenture
$6,831,492$561,849 ▲9.0%37,2551.5%Technology
MARSH & MCLENNAN COS INC COM
$6,823,754$255,925 ▼-3.6%39,9681.5%Stock
PepsiCo, Inc. stock logo
PEP
PepsiCo
$6,556,876$23,823 ▲0.4%51,7431.5%Consumer Staples
Stryker Corporation stock logo
SYK
Stryker
$6,463,679$83,994 ▼-1.3%23,4711.4%Healthcare
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$6,301,728$549,595 ▲9.6%49,0981.4%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,544,3220.0%7,2391.2%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$5,152,999$460,547 ▼-8.2%41,1751.2%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,080,598$129,777 ▼-3.1%14,6840.9%ETF
Apple Inc. stock logo
AAPL
Apple
$3,585,959$66,604 ▲1.9%10,7680.8%Technology
Phillips 66 stock logo
PSX
Phillips 66
$3,583,611$2,583,539 ▼-41.9%14,0360.8%Energy
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,085,7250.0%8,7700.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,027,554$394,111 ▼-16.3%14,9040.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,995,5620.0%15,9310.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,492,7950.0%14,3690.3%ETF
WALMART INC COM
$985,4730.0%9,4830.2%Stock
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$951,6190.0%3,3450.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$945,4790.0%14,1560.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$874,695$181,334 ▼-17.2%3,8300.2%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$873,9630.0%2,5400.2%Communication Services
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$770,3700.0%8,5950.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$687,3060.0%5940.2%Healthcare
AbbVie Inc. stock logo
ABBV
AbbVie
$614,998$52,318 ▲9.3%2,3510.1%Healthcare
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$515,1620.0%6,0380.1%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$439,2510.0%1,7630.1%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$418,588$117,162 ▼-21.9%3930.1%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$405,3950.0%5000.1%Industrials
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$368,1760.0%1,4850.1%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$362,8190.0%2,3370.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$351,0140.0%1,1240.1%Industrials
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$297,1870.0%3,9300.1%ETF
GE VERNOVA INC COM
$266,1370.0%2800.1%Stock
Chevron Corporation stock logo
CVX
Chevron
$248,114$248,114 ▲New Holding1,2150.1%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$245,1450.0%7410.1%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$244,7040.0%4000.1%Technology
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$221,537$221,537 ▲New Holding1,7510.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$220,4000.0%2890.0%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$209,322$209,322 ▲New Holding2,1180.0%Healthcare
McDonald's Corporation stock logo
MCD
McDonald's
$0$224,898 ▼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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