Franklin, Parlapiano, Turner & Welch, LLC holds a focused book of 55 stocks worth $442.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 17% of the equity book.
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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.
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.
40% mapped to company sectors
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 55 | $442.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 55 | $419.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 52 | $402.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 53 | $395.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 51 | $383.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 50 | $370.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 50 | $369.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 53 | $387.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.