Franklin, Parlapiano, Turner & Welch, LLC
CIK: 1707856SEC EDGAR →
Portfolio Value
$128.6B
Holdings
55
As of
Q2 2026
New Positions
55
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES FTSE NAREIT RESID PLUS CP IDX | 477,843 | $45.2B | 35.17% |
| 2 | VANGUARD INTERMEDIATE-TERM BOND ETF | 488,980 | $37.5B | 29.16% |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | 508,061 | $36.2B | 28.14% |
| 4 | MEDTRONIC PLC SHS | 85,942 | $6.7B | 5.23% |
| 5 | ISHARES MSCI EMERGING MARKETS ETF | 14,156 | $968.4M | 0.75% |
| 6 | VANGUARD REIT INDEX ETF | 8,595 | $828.8M | 0.64% |
| 7 | COLGATE PALMOLIVE CO COM | 6,038 | $553.6M | 0.43% |
| 8 | ISHARES MSCI ACWI EX US | 3,930 | $299.1M | 0.23% |
| 9 | VANGUARD S&P 500 ETF | 108,290 | $74.4M | 0.06% |
| 10 | ISHARES TR RUSSELL 1000 INDEX ETF | 91,894 | $37.6M | 0.03% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $121.2B | 94.2% |
| Healthcare | 5 | $6.7B | 5.2% |
| Consumer Defensive | 4 | $569.2M | 0.4% |
| Industrials | 5 | $32.6M | 0.0% |
| Technology | 7 | $23.5M | 0.0% |
| Unknown | 2 | $19.8M | 0.0% |
| Energy | 3 | $17.6M | 0.0% |
| Utilities | 2 | $9.7M | 0.0% |
| Real Estate | 1 | $8.5M | 0.0% |
| Basic Materials | 1 | $8.5M | 0.0% |
| Communication Services | 1 | $908K | 0.0% |
| Consumer Cyclical | 2 | $645K | 0.0% |