Franklin, Parlapiano, Turner & Welch, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 57 separate securities, with the total value of the portfolio estimated at approximately $4.48 billion.
The filing lists the firm's principal, Joseph Dyal, as the contact person for the Houston, Texas-based investment firm. The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs), with the Vanguard S&P 500 ETF being the largest holding at approximately $105.9 million. Other significant ETF positions include the Vanguard FTSE Developed Markets ETF ($66.6 million) and the iShares FTSE NAREIT Resid Plus CP IDX ETF ($46.9 million).
Among individual stocks, Microsoft is the largest holding with approximately $11.9 million in shares. Other notable individual stock positions include ExxonMobil Holdings Corp ($11.7 million), Johnson & Johnson ($10.7 million), and Expeditors Intl Wash Inc ($10.6 million). The filing also lists holdings in major technology and industrial companies such as Visa, Hubbell Inc, Novartis AG ADR, Canadian National Railway Co, and Air Products and Chemicals Inc.
The portfolio includes a diverse mix of ETFs tracking various indices, including the S&P 500, Russell 1000, Russell 2000, and MSCI EAFE and Emerging Markets indices. Smaller positions are held in companies such as Eli Lilly & Co, Abbvie Inc, Colgate Palmolive Co, Amazon.com Inc, Micron Technology, Caterpillar Inc, and Chevron Corporation.
