Franklin, Parlapiano, Turner & Welch, LLC - Portfolio overview

Franklin, Parlapiano, Turner & Welch, LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

  1. VOO - VANGUARD S&P 500 ETF, 17.01%
  2. REZ - ISHARES FTSE NAREIT RESID PLUS CP IDX, 9.87%
  3. BIV - VANGUARD INTERMEDIATE-TERM BOND ETF, 8.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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