13F Insight
DOSSIER · 13F-HR · Q2 2026

Franklin, Parlapiano, Turner & Welch, LLC

$442M in tracked AUM across 55 positions as of Q2 2026.

FP
CIK 0001707856 · last filed Jun 30, 2026
Total AUM
$442M
as of Q2 2026
Holdings
55
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Franklin, Parlapiano, Turner & Welch, LLC reported a significant transformation in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 447.2%, growing from $73.58 million to $402.68 million. This dramatic increase suggests a substantial capital inflow or a strategic shift in asset allocation rather than mere market appreciation. The number of holdings expanded to 52 securities, indicating a move toward broa...

Key Holdings

The portfolio is dominated by large, liquid passive investment vehicles. The top holding is VOO (Vanguard S&P 500 ETF), representing 17.85% of the total portfolio value ($71.88M). This is followed closely by a residential real estate ETF and a bond ETF, BIV (Vanguard Intermediate-Term Bond ETF), which commands 9.35% of the portfolio. The prominence of BIV is particularly noteworthy as it introduces fixed-income exposure, likely serving as a stabilizer against equity volatility.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$74M108K16.8%02
REZ
ISHARES FTSE NAREIT RESID PLUS CP IDX
$45M478K10.2%03
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
$38M92K8.5%04
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
$38M489K8.5%05
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$36M508K8.2%06
HUBB
HUBBELL INC COM
$11M21K2.5%07
JNJ
JOHNSON & JOHNSON COM
$11M43K2.5%08
RTX
RTX CORPORATION COM
$11M57K2.4%09
NVS
NOVARTIS AG ADR
$10M63K2.2%10
EXPD
EXPEDITORS INTL WASH INC COM
$10M61K2.2%

Filing history

2026Q2Jun 30
$442M▲ 5.4%
55 positionsView →2026Q1Mar 31
$420M▲ 4.2%
55 positionsView →2025Q4Dec 31
$403M▲ 1.8%
52 positionsView →2025Q3Sep 30
$396M▲ 3.3%
53 positionsView →2025Q2Jun 30
$383M▲ 3.3%
51 positionsLocked2025Q1Mar 31
$371M▲ 0.3%
50 positionsLocked2024Q4Dec 31
$370M▼ 4.5%
50 positionsLocked2024Q3Sep 30
$387M▲ 7.4%
53 positionsLocked2024Q2Jun 30
$360M▼ 0.9%
50 positionsLocked2024Q1Mar 31
$364M▲ 4.3%
51 positionsLocked2023Q4Dec 31
$349M▲ 8.3%
51 positionsLocked2023Q3Sep 30
$322M▼ 4.4%
49 positionsLocked
Showing 12 of 53