Q2 2026 13F · SEC CIK 1707856

Franklin, Parlapiano, Turner & Welch, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $442.2M
Reported positions: 55
Top holdings a year, 3 yrs: +13.0%
Assets under management: $811.5M

Franklin, Parlapiano, Turner & Welch, LLC is a wealth manager that reported 55 positions worth $442.2M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Vanguard Index Fds (VOO, 16.8%), Ishares Tr (REZ, 10.2%), Ishares Tr (IWB, 8.5%). A portfolio copying its top holdings returned 13.0% a year over the last 3 years, against 22.3% for the S&P 500.

Franklin, Parlapiano, Turner & Welch, LLC holdings largest 50 of 55 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Franklin, Parlapiano, Turner & Welch, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	16.8%	17.3%	108,290	-3.0%	$74.4M
REZIshares Tr	10.2%	10.1%	477,843	-0.1%	$45.2M
IWBIshares Tr	8.5%	8.6%	91,894	-1.3%	$37.6M
BIVVanguard Bd Index Fds	8.5%	9.1%	488,980	-0.8%	$37.5M
VEAVanguard Ftse Developed Markets Index Fu	8.2%	4.3%	508,061	+89.1%	$36.2M
HUBBHubbell Inc	2.5%	2.9%	21,032	-2.0%	$11.0M
JNJJohnson & Johnson	2.5%	2.5%	43,284	-3.5%	$11.0M
RTXRtx Corporation	2.4%	2.5%	56,711	-1.6%	$10.8M
NVSNovartis AG	2.2%	2.3%	63,414	-2.6%	$9.9M
EXPDExpeditors Intl Wash Inc	2.2%	2.2%	60,610	-2.2%	$9.9M
XOMExxonmobil Holdings Corp	2.2%	—	71,818	—	$9.8M
VVisa Inc	2.2%	2.1%	27,975	-0.4%	$9.6M
WECWec Energy Group Inc	2.1%	2.2%	80,089	-0.6%	$9.4M
CNICanadian Natl Ry Co	2.0%	2.0%	74,252	-0.3%	$8.9M
MSFTMicrosoft Corp	1.9%	2.3%	22,873	-0.1%	$8.5M
PSAPublic Storage	1.9%	2.0%	26,573	-0.7%	$8.5M
APDAir Products and Chemicals I	1.9%	2.1%	28,843	-0.4%	$8.5M
PGProcter & Gamble Co	1.7%	1.8%	51,677	+2.5%	$7.6M
SYKStryker Corporation	1.7%	—	23,776	—	$7.5M
HLIHoulihan Lokey Inc	1.6%	2.0%	53,484	+1.0%	$7.2M
PEPPepsico Inc	1.6%	1.9%	51,555	+0.0%	$7.0M
MRSHMarsh & Mclennan Cos	1.6%	1.7%	41,467	+4.1%	$6.9M
MDTMedtronic PLC	1.5%	1.7%	85,942	+1.3%	$6.7M
CHKPCheck Point Software Tech Lt	1.3%	1.3%	44,816	+10.6%	$5.9M
IVVIshares Tr	1.2%	1.2%	7,239	-1.7%	$5.4M
COPConocophillips	1.1%	1.2%	44,855	+8.9%	$4.7M
IWMIshares Tr	1.0%	1.0%	15,151	+0.0%	$4.6M
ACNAccenture PLC Ireland	1.0%	1.3%	34,191	+8.7%	$4.3M
PSXPhillips 66	0.9%	0.9%	24,155	+0.0%	$4.1M
AAPLApple Inc	0.7%	0.7%	10,568	+0.0%	$3.1M
VVVanguard Index Fds	0.7%	0.7%	8,770	+0.0%	$3.0M
IJRIshares Tr	0.6%	0.6%	17,801	-2.3%	$2.6M
IWFIshares Tr	0.4%	0.4%	15,931	+300.1%	$2.0M
EFAIshares Tr	0.3%	0.3%	14,369	+0.0%	$1.5M
WMTWalmart Inc	0.2%	0.3%	9,483	+0.0%	$1.1M
VBVanguard Index Fds	0.2%	0.2%	3,345	+0.0%	$1.0M
EEMIshares Tr	0.2%	0.2%	14,156	+0.0%	$968K
NVDANvidia Corporation	0.2%	0.2%	4,624	+0.0%	$925K
GOOGLAlphabet Inc	0.2%	0.2%	2,540	+0.0%	$908K
VNQVanguard Index Fds	0.2%	0.2%	8,595	+0.0%	$829K
LLYEli Lilly & Co	0.2%	0.1%	594	+0.0%	$712K
MUMicron Technology Inc	0.1%	—	503	—	$581K
CLColgate Palmolive Co	0.1%	0.1%	6,038	+0.0%	$554K
ABBVAbbvie Inc	0.1%	0.1%	2,151	+0.0%	$541K
CATCaterpillar Inc	0.1%	0.1%	500	+0.0%	$532K
AMZNAmazon Com Inc	0.1%	0.1%	1,763	+0.0%	$420K
GEGe Aerospace	0.1%	0.1%	1,124	+0.0%	$420K
VSSVanguard Intl Equity Index F	0.1%	0.1%	2,337	+0.0%	$361K
IWDIshares Tr	0.1%	0.1%	1,485	+0.0%	$360K
GEVGe Vernova Inc	0.1%	0.1%	280	+0.0%	$329K

What Franklin, Parlapiano, Turner & Welch, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Tr+300.1% shares
VEA Vanguard Ftse Developed Markets Index Fu+89.1% shares
CHKP Check Point Software Tech Lt+10.6% shares
COP Conocophillips+8.9% shares
ACN Accenture PLC Ireland+8.7% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.9% /yr; S&P 500 +11.7%
3 years: +13.0% /yr; S&P 500 +22.3%
5 years: +6.2% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$442.2M	55
Q1 2026	$419.7M	55
Q4 2025	$402.7M	52
Q3 2025	$395.7M	53
Q2 2025	$383.0M	51
Q1 2025	$370.8M	50
Q4 2024	$369.5M	50
Q3 2024	$387.0M	53
Q2 2024	$360.5M	50
Q1 2024	$363.7M	51
Q4 2023	$348.9M	51
Q3 2023	$322.2M	49

Questions about Franklin, Parlapiano, Turner & Welch, LLC's portfolio

What stocks does Franklin, Parlapiano, Turner & Welch, LLC own?

Franklin, Parlapiano, Turner & Welch, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 55 positions worth $442.2M. The largest are Vanguard Index Fds (VOO) at 16.8%, Ishares Tr (REZ) at 10.2%, Ishares Tr (IWB) at 8.5%, Vanguard Bd Index Fds (BIV) at 8.5% and Vanguard Ftse Developed Markets Index Fu (VEA) at 8.2%.

What did Franklin, Parlapiano, Turner & Welch, LLC buy last quarter?

In Q2 2026, Franklin, Parlapiano, Turner & Welch, LLC added Ishares Tr (IWF) (+300.1% shares), Vanguard Ftse Developed Markets Index Fu (VEA) (+89.1% shares) and Check Point Software Tech Lt (CHKP) (+10.6% shares), compared with its Q1 2026 filing.

What did Franklin, Parlapiano, Turner & Welch, LLC sell last quarter?

In Q2 2026, Franklin, Parlapiano, Turner & Welch, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Becton Dickinson & Co (BDX) and cut from its top 50 Ishares Tr (ACWX), compared with its Q1 2026 filing.

How has Franklin, Parlapiano, Turner & Welch, LLC's portfolio performed?

A portfolio copying Franklin, Parlapiano, Turner & Welch, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.0% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +8.9% against +11.7%. Over 5 years: +6.2% a year against +10.6%.

When is Franklin, Parlapiano, Turner & Welch, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Franklin, Parlapiano, Turner & Welch, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Franklin, Parlapiano, Turner & Welch, LLC manage?

Franklin, Parlapiano, Turner & Welch, LLC reported $811.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $442.2M.