Franklin, Parlapiano, Turner & Welch, LLC has filed its latest 13F-HR report with the SEC, revealing a total value of $447.5 million in holdings as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and portfolio allocations in a competitive asset management landscape.

Founded in Houston, Texas, Franklin, Parlapiano, Turner & Welch, LLC specializes in managing investments for clients, focusing on various asset classes, including equities and fixed income. The firm operates under the SEC’s 1934 Act and has been filing regularly, with its most recent submission dated October 30, 2026. The firm’s SEC Central Index Key (CIK) is 0001707856.

What the Filing Says

The 13F-HR filing indicates that the firm holds a total of 57 positions, with a combined value of $447,544,519. The report includes a diverse array of investments, highlighting the firm’s focus on exchange-traded funds (ETFs) and large-cap stocks. Notably, the filing lists significant holdings such as:

  • Vanguard S&P 500 ETF: $74,286,150
  • Vanguard FTSE Developed Markets ETF: $47,024,266
  • Microsoft: $11,859,224
  • Apple Inc: $3,585,959

These figures reflect the firm’s strategic emphasis on established companies and diversified investment vehicles.

Impact

This filing could have implications for both investors and the broader asset management industry. The total value of holdings indicates a robust investment strategy that may influence market perceptions of stability and growth potential in the sectors represented. Additionally, the focus on ETFs aligns with current trends in investment management, where many firms are shifting towards passive investment strategies.

What's Next

The filing does not specify what happens next for Franklin, Parlapiano, Turner & Welch, LLC. However, continued monitoring of their investment strategies and future filings will be essential for understanding their market positioning and performance.

For further details, the filing can be accessed through the SEC's EDGAR database under accession number 0001707856-26-000005.