Franklin, Parlapiano, Turner & Welch, LLC
•CIK: 1707856•Filing: Q4 2025
**Franklin, Parlapiano, Turner & Welch, LLC** manages $403M across a diversified portfolio of 52 positions. The fund exhibits significant concentration in core market indices and sector plays, notably holding VOO at $71.9M and REZ at $41.0M. Further substantial allocations include BIV ($37.6M) and IWB ($36.0M), indicating a tactical focus on specific market segments. The top ten holdings represent a strategic mix across technology, energy, and defensive sectors.
Total AUM
$402.7M
QoQ Performance
+1.8%
Positions
52
Top 10 Concentration
62.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
REZ
BIV
IWB
VOO17.8%
REZ10.2%
BIV9.3%
IWB8.9%
RTX3.1%
XOM2.8%
HUBB2.7%
EXPD2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.8%
ETF19.1%
Technology5.7%
Healthcare5.0%
Energy3.6%
Industrial3.2%
Financial2.3%
Materials1.9%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑9 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023