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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 $419.70 million in total holdings as of March 31, 2026.
  • Franklin, Parlapiano, Turner & Welch, LLC owns shares of 55 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 5.97% of the portfolio was purchased this quarter.
  • About 1.83% of the portfolio was sold this quarter.
  • This quarter, Franklin, Parlapiano, Turner & Welch, LLC has purchased 52 new stocks and bought additional shares in 14 stocks.
  • Franklin, Parlapiano, Turner & Welch, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

921943858 - Vanguard FTSE Developed Markets ETF
$18,181,974 Holding
36828A101 - GE VERNOVA INC COM
$321,868 Holding
595112103 - Micron Technology
$242,305 Holding
78462F103 - SPDR S&P 500 ETF Trust
$204,742 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
268,606 shares (about $18.18M)
Becton, Dickinson and Company
9,137 shares (about $1.41M)
ConocoPhillips
9,305 shares (about $1.16M)
Vanguard Intermediate-Term Bond ETF
8,728 shares (about $674.68K)
Check Point Software Technologies
4,977 shares (about $666.02K)

Largest Sales this Quarter

ExxonMobil
14,827 shares (about $2.23M)
Vanguard S&P 500 ETF
1,380 shares (about $898.75K)
Novartis
5,419 shares (about $799.20K)
Johnson & Johnson
3,306 shares (about $762.56K)
iShares Russell 1000 ETF
1,871 shares (about $725.83K)

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
$72,690,387$898,747 -1.2%111,61417.3%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$42,193,855$344,284 0.8%478,33310.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$38,089,147$674,675 1.8%492,7449.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$36,114,030$725,826 -2.0%93,0938.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$18,181,974$18,181,974 New Holding268,6064.3%ETF
Hubbell Inc stock logo
HUBB
Hubbell
$11,975,962$451,881 -3.6%21,4672.9%Industrials
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$10,887,818$2,231,936 -17.0%72,3292.6%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,343,415$762,557 -6.9%44,8432.5%Medical
RTX Corporation stock logo
RTX
RTX
$10,331,336$629,179 -5.7%57,6192.5%Aerospace
Novartis AG stock logo
NVS
Novartis
$9,599,873$799,203 -7.7%65,0922.3%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$9,518,586$98,121 1.0%22,8942.3%Computer and Technology
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$9,312,284$105,053 -1.1%80,5772.2%Utilities
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$9,281,350$559,325 -5.7%61,9782.2%Transportation
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$8,795,035$62,553 0.7%28,9642.1%Basic Materials
Visa Inc. stock logo
V
Visa
$8,672,796$41,701 0.5%28,0772.1%Business Services
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$8,497,202$68,659 -0.8%74,5032.0%Transportation
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$8,382,781$132,158 1.6%52,9642.0%Finance
Public Storage stock logo
PSA
Public Storage
$8,317,445$142,981 1.7%26,7592.0%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$8,025,275$77,229 -1.0%51,5421.9%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$7,343,571$25,354 0.3%50,3971.7%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$7,328,233$1,414,886 23.9%47,3241.7%Medical
Medtronic PLC stock logo
MDT
Medtronic
$7,109,221$23,210 -0.3%84,8441.7%Medical
MARSH & MCLENNAN COS INC COM
$6,929,792$636,008 10.1%39,8241.7%Stock
Accenture PLC stock logo
ACN
Accenture
$5,607,697$654,118 13.2%31,4541.3%Computer and Technology
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$5,421,048$666,022 14.0%40,5101.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,241,5630.0%7,3641.2%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$5,121,132$1,157,279 29.2%41,1761.2%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,174,464$74,391 -1.8%15,1511.0%Finance
Phillips 66 stock logo
PSX
Phillips 66
$3,853,526$65,728 1.7%24,1550.9%Energy
Apple Inc. stock logo
AAPL
Apple
$2,889,6080.0%10,5680.7%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$2,856,7400.0%8,7700.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,469,0140.0%18,2110.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,884,0820.0%3,9820.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,454,7180.0%14,3690.3%Finance
WALMART INC COM
$1,252,0400.0%9,4830.3%Stock
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$947,4710.0%3,3450.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$923,1350.0%4,6240.2%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$882,6270.0%14,1560.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$860,7810.0%2,5400.2%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$820,7370.0%8,5950.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$545,0840.0%5940.1%Medical
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$505,5010.0%6,0380.1%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$449,7060.0%1,7630.1%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$432,2430.0%2,1510.1%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$417,6200.0%5000.1%Industrials
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$364,1510.0%2,3370.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$337,8230.0%1,4850.1%ETF
GE VERNOVA INC COM
$321,868$321,868 New Holding2800.1%Stock
GE Aerospace stock logo
GE
GE Aerospace
$317,3500.0%1,1240.1%Aerospace
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$285,1610.0%3,9300.1%Manufacturing
McDonald's Corporation stock logo
MCD
McDonald's
$251,7050.0%8320.1%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$242,305$242,305 New Holding5030.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$230,9620.0%7410.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$209,173$32,108 -13.3%1,1140.0%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$204,742$204,742 New Holding2890.0%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$257,888 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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