StockDriftsStockDriftsTop 50 Franklin, Parlapiano, Turner & Welch, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 16.82% | 108.3K | $74.4M | -2.98%(-3.32K) | $368.05(+93.64%) | 2026-06-30 | |
| REZ | ISHARES FTSE NAREIT RESID PLUS CP IDX | 10.23% | 477.8K | $45.2M | -0.10%(-490) | $62.40(+52.91%) | 2026-06-30 | |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | 8.51% | 91.9K | $37.6M | -1.29%(-1.20K) | $113.80(+273.28%) | 2026-06-30 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 8.48% | 489.0K | $37.5M | -0.76%(-3.76K) | $85.43(-11.58%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 8.19% | 508.1K | $36.2M | +89.15%(+239.46K) | $64.86(+14.11%) | 2026-06-30 | |
| HUBB | HUBBELL INC COM | 2.49% | 21.0K | $11.0M | -2.03%(-435) | $133.48(+283.14%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON COM | 2.49% | 43.3K | $11.0M | -3.48%(-1.56K) | $100.17(+160.02%) | 2026-06-30 | |
| RTX | RTX CORPORATION COM | 2.43% | 56.7K | $10.8M | -1.58%(-908) | $66.06(+238.42%) | 2026-06-30 | |
| NVS | NOVARTIS AG ADR | 2.25% | 63.4K | $9.9M | -2.58%(-1.68K) | $68.49(+122.33%) | 2026-06-30 | |
| EXPD | EXPEDITORS INTL WASH INC COM | 2.23% | 60.6K | $9.9M | -2.21%(-1.37K) | $102.46(+81.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.19% | +33.80% | +7.23% | +41.79% |
| Top 20 Holdings Unweighted | +7.84% | +25.39% | +7.16% | +41.32% |
Franklin, Parlapiano, Turner & Welch, LLC reports $442.25M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are VOO (16.8%), REZ (10.2%) and IWB (8.5%). The top 20 holdings account for 82.75% of reported assets. Its disclosed equity book has returned +33.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Franklin, Parlapiano, Turner & Welch, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1707856). View Franklin, Parlapiano, Turner & Welch, LLC’s 13F filings on SEC