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Filers›Family Office›Franklin, Parlapiano, Turner & Welch, LLC
DOSSIER · 13F-HR · Q1 2026

Franklin, Parlapiano, Turner & Welch, LLC

Franklin, Parlapiano, Turner & Welch's family office based in Greenwich, CT — $420M in tracked AUM across 55 positions as of Q1 2026.

FP
Franklin, Parlapiano, Turner & Welch·Greenwich, CT·Family Office
CIK 0001707856 · last filed Mar 31, 2026
Total AUM
$420M
▲ 4.9%
vs prior
Holdings
55
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$73M112K17.3%
02
REZ
ISHARES FTSE NAREIT RESID PLUS CP IDX
$42M478K10.1%
03
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
$38M493K9.1%
04
IWB
ISHARES TR RUSSELL 1000 INDEX ETF
$36M93K8.6%
05
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$18M269K4.3%
06
HUBB
HUBBELL INC COM
$12M21K2.9%
07
XOM
EXXON MOBIL CORP COM
$11M72K2.6%
08
JNJ
JOHNSON & JOHNSON COM
$10M45K2.5%
09
RTX
RTX CORPORATION COM
$10M58K2.5%
10
NVS
NOVARTIS AG ADR
$10M65K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Franklin,
haiku-4-5 · 55 positions indexed
Sector mix
  • Tech9%
  • Health Care42%
  • Cons. Disc.13%
  • Industrials6%
  • Energy8%
  • Other22%
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