Franklin, Parlapiano, Turner & Welch, LLC holds a focused book of 55 reported positions worth $442.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 17% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
+3 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Franklin, Parlapiano, Turner & Welch, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 55 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 7 / 55 | $4.4B |
| Swiss Re Ltd | 27 / 55 | $1.0B |
| Hoffman, Alan N Investment Management | 6 / 55 | $147.9M |
| Ramsey Quantitative Systems | 6 / 55 | $95.4M |
| Agave Capital Management Ltd | 5 / 55 | $738.3M |
| Dumac, Inc. | 5 / 55 | $882.3M |
| Outlook Capital Management, LLC | 13 / 55 | $248.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Franklin, Parlapiano, Turner & Welch, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF ETF | $74.4M | 108.3K | 16.8% | ▼−3.0% Reduced · −3K sh | |
| 2 | Ishares Ftse Nareit Resid Plus CP Idx ETF | $45.2M | 477.8K | 10.2% | ▼−0.1% Reduced · −490 sh | |
| 3 | Ishares TR Russell 1000 Index ETF ETF | $37.6M | 91.9K | 8.5% | ▼−1.3% Reduced · −1K sh | |
| 4 | Vanguard Intermediate-Term Bond ETF ETF | $37.5M | 489.0K | 8.5% | ▼−0.8% Reduced · −4K sh | |
| 5 | Vanguard Ftse Developed Markets ETF ETF | $36.2M | 508.1K | 8.2% | ▲+89% Added · +239K sh | |
| 6 | Hubbell Inc Com Stock | $11.0M | 21.0K | 2.5% | ▼−2.0% Reduced · −435 sh | |
| 7 | Johnson & Johnson Com Stock | $11.0M | 43.3K | 2.5% | ▼−3.5% Reduced · −2K sh | |
| 8 | RTX Corporation Com Stock | $10.8M | 56.7K | 2.4% | ▼−1.6% Reduced · −908 sh | |
| 9 | Novartis AG ADR ADR | $9.9M | 63.4K | 2.2% | ▼−2.6% Reduced · −2K sh | |
| 10 | Expeditors Intl Wash Inc Com Stock | $9.9M | 60.6K | 2.2% | ▼−2.2% Reduced · −1K sh | |
| 11 | ExxonMobil Holdings Corp Com SHS Stock | $9.8M | 71.8K | 2.2% | ▲New New position | |
| 12 | Visa Inc Stock | $9.6M | 28.0K | 2.2% | ▼−0.4% Reduced · −102 sh | |
| 13 | Wec Energy Group Inc Com Stock | $9.4M | 80.1K | 2.1% | ▼−0.6% Reduced · −488 sh | |
| 14 | Canadian National Railway Co Stock | $8.9M | 74.3K | 2.0% | ▼−0.3% Reduced · −251 sh | |
| 15 | Microsoft Stock | $8.5M | 22.9K | 1.9% | ▼−0.1% Reduced · −21 sh | |
| 16 | Public Storage Com REIT | $8.5M | 26.6K | 1.9% | ▼−0.7% Reduced · −186 sh | |
| 17 | Air Products And Chemicals Inc Com Stock | $8.5M | 28.8K | 1.9% | ▼−0.4% Reduced · −121 sh | |
| 18 | Procter & Gamble Co Com Stock | $7.6M | 51.7K | 1.7% | ▲+2.5% Added · +1K sh | |
| 19 | Stryker Corp Stock | $7.5M | 23.8K | 1.7% | ▲New New position | |
| 20 | Houlihan Lokey Inc CL A Stock | $7.2M | 53.5K | 1.6% | ▲+1.0% Added · +520 sh | |
| 21 | Pepsico Inc Com Stock | $7.0M | 51.6K | 1.6% | ▲~0% Added · +13 sh | |
| 22 | Marsh & McLennan Cos Inc Com Stock | $6.9M | 41.5K | 1.6% | ▲+4.1% Added · +2K sh | |
| 23 | Medtronic PLC SHS Stock | $6.7M | 85.9K | 1.5% | ▲+1.3% Added · +1K sh | |
| 24 | Check Point Software Technologies Ltd Stock | $5.9M | 44.8K | 1.3% | ▲+11% Added · +4K sh | |
| 25 | Ishares S&P 500 Index ETF | $5.4M | 7.2K | 1.2% | ▼−1.7% Reduced · −125 sh | |
| 26 | ConocoPhillips Com Stock | $4.7M | 44.9K | 1.1% | ▲+8.9% Added · +4K sh | |
| 27 | Ishares Russell 2000 ETF ETF | $4.6M | 15.2K | 1.0% | —Held | |
| 28 | Accenture Ltd Bermuda CL A Stock | $4.3M | 34.2K | 1.0% | ▲+8.7% Added · +3K sh | |
| 29 | Phillips 66 Stock | $4.1M | 24.2K | 0.9% | —Held | |
| 30 | Apple Inc Stock | $3.1M | 10.6K | 0.7% | —Held | |
| 31 | Vanguard Large Cap ETF | $3.0M | 8.8K | 0.7% | —Held | |
| 32 | Ishares S&P Smallcap 600 ETF ETF | $2.6M | 17.8K | 0.6% | ▼−2.3% Reduced · −410 sh | |
| 33 | Ishares Russell 1000 Growth ETF ETF | $2.0M | 15.9K | 0.4% | ▲+300% Added · +12K sh | |
| 34 | Ishares Msci Eafe ETF ETF | $1.5M | 14.4K | 0.3% | —Held | |
| 35 | Walmart Inc Com Stock | $1.1M | 9.5K | 0.2% | —Held | |
| 36 | Vanguard Small Cap ETF ETF | $1.0M | 3.3K | 0.2% | —Held | |
| 37 | Ishares Msci Emerging Markets ETF ETF | $968K | 14.2K | 0.2% | —Held | |
| 38 | Nvidia Corporation Com Stock | $925K | 4.6K | 0.2% | —Held | |
| 39 | Google Inc Stock | $908K | 2.5K | 0.2% | —Held | |
| 40 | Vanguard REIT Index ETF ETF | $829K | 8.6K | 0.2% | —Held | |
| 41 | Eli Lilly & Co Com Stock | $712K | 594 | 0.2% | —Held | |
| 42 | Micron Technology Stock | $581K | 503 | 0.1% | —Held | |
| 43 | Colgate Palmolive Co Com Stock | $554K | 6.0K | 0.1% | —Held | |
| 44 | Abbvie Inc Com Stock | $541K | 2.2K | 0.1% | —Held | |
| 45 | Caterpillar Inc Com Stock | $532K | 500 | 0.1% | —Held | |
| 46 | Amazon.com Inc Stock | $420K | 1.8K | 0.1% | —Held | |
| 47 | Ge Aerospace Com New Stock | $420K | 1.1K | 0.1% | —Held | |
| 48 | Vanguard Ftse All World Ex-US ETF ETF | $361K | 2.3K | 0.1% | —Held | |
| 49 | Ishares Russell 1000 Value ETF ETF | $360K | 1.5K | 0.1% | —Held | |
| 50 | Ge Vernova Inc Com Stock | $329K | 280 | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1707856/holdings"
Use Arkolith to show Franklin, Parlapiano, Turner & Welch, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 55 | $442.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 24d | 55 | $419.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 22d | 52 | $402.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 53 | $395.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 51 | $383.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 50 | $370.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 50 | $369.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 53 | $387.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.