13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001707856
Total reported value
$442.2M
$442.2M
53 檔
44.8%
The Q3 2025 SEC filing reveals that Franklin, Parlapiano, Turner & Welch, LLC held a total portfolio value of $442.2M, covering 53 public equity positions.
Franklin, Parlapiano, Turner & Welch, LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 1 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.26% | -0.50% | -2.34% | |
| 2 | REZ | Ishars Res And Multi Reales | ETF-Other | 10.07% | +0.18% | -1.20% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.72% | -0.60% | +1.67% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.90% | -0.09% | -4.47% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.34% | -5.70% | |
| 6 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.81% | -0.38% | -2.74% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 2.81% | -0.03% | -7.45% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.52% | -2.59% | EXIT | |
| 9 | HUBB | Hubbell Inc | Stock-Industrials | 2.49% | -0.36% | -1.85% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.46% | +0.10% | -3.49% | |
| 11 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.40% | -0.11% | -3.03% | |
| 12 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.40% | -0.04% | -2.46% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.31% | +0.03% | -2.23% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 2.09% | -0.17% | -1.98% | |
| 15 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.06% | +0.02% | -2.00% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.96% | -0.04% | -0.96% | |
| 17 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.95% | -0.19% | -1.01% | |
| 18 | PSA | Public Storage | Stock-Real Estate | 1.88% | -0.07% | -1.47% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.82% | -0.33% | +0.47% | |
| 20 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.80% | +0.04% | -0.50% | |
| 21 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.77% | -1.75% | EXIT | |
| 22 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.76% | -0.09% | -0.87% | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.74% | -0.02% | +0.38% | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.61% | -0.38% | +6.26% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.02% | — | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.12% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.95% | +0.04% | — | |
| 28 | COP | Conocophillips | Stock-Energy | 0.78% | -0.17% | +15.74% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.68% | — | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.68% | — | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.01% | -0.01% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | — | -0.03% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.01% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.06% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | -0.01% | — | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | — | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | -0.01% | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.19% | +0.01% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | — | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | +0.02% | — | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.12% | +0.01% | — | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.03% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.09% | +0.02% | — | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.08% | -0.01% | — | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.07% | — | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.06% | — | — | |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.06% | — | — | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.06% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.9% | -2.34% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | -5.70% | Trim |
| 3 | HUBB | Hubbell Inc | +0.4% | -1.85% | Trim |
| 4 | HLI | Houlihan Lokey Inc | +0.4% | -2.74% | Trim |
| 5 | IWB | Ishares Russell 1000 ETF | +0.3% | -4.47% | Trim |
| 6 | RTX | Rtx CORP | +0.2% | -7.45% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 8 | NVS | Novartis Ag-sponsored Adr | +0.1% | -2.46% | Trim |
| 9 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 10 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 11 | JNJ | Johnson & Johnson | +0.1% | -2.23% | Trim |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.03% | Trim |
| 13 | VV | Vanguard Large-cap ETF | +0.1% | — | Unchanged |
| 14 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 16 | PSX | Phillips 66 | 0% | — | Unchanged |
| 17 | IJR | Ishares Core S&p Small-cap E | 0% | -0.01% | Trim |
| 18 | GE | General Electric | 0% | — | Unchanged |
| 19 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 20 | WMT | Walmart Inc | 0% | — | Unchanged |
| 21 | EEM | Ishares Msci Emerging Market | 0% | — | Trim |
| 22 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | — | Unchanged |
| 24 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 25 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | — | — | Unchanged |
| 27 | COP | Conocophillips | 0% | +15.74% | Add |
| 28 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 29 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 30 | MDT | Medtronic plc | -0.1% | -1.98% | Trim |
| 31 | CNI | Canadian Natl Railway Co | -0.1% | +0.38% | Add |
| 32 | PEP | Pepsico Inc | -0.1% | +0.47% | Add |
| 33 | EXPD | Expeditors Intl Wash Inc | -0.1% | -2.00% | Trim |
| 34 | PSA | Public Storage | -0.2% | -1.47% | Trim |
| 35 | BDX | Becton Dickinson And Co | -0.2% | +3.55% | Add |
| 36 | BIV | Vanguard Intermediate-term B | -0.2% | +1.67% | Add |
| 37 | WEC | Wec Energy Group Inc | -0.3% | -3.03% | Trim |
| 38 | CHKP | Check Point Software Technologies Ltd. | -0.3% | -0.50% | Add |
| 39 | APD | Air Products & Chemicals Inc | -0.3% | -1.01% | Add |
| 40 | XOM | Exxon Mobil CORP | -0.3% | -0.57% | Add |
| 41 | PG | Procter & Gamble Co/the | -0.4% | -0.96% | Trim |
| 42 | ACN | Accenture plc | -0.4% | +6.26% | Add |
| 43 | V | Visa Inc-class A Shares | -0.5% | -3.49% | Trim |
| 44 | MRSH | Marsh & Mclennan Cos | -0.5% | -0.87% | Add |
| 45 | REZ | Ishars Res And Multi Reales | -0.9% | -1.20% | Trim |
| 46 | NFLX | Netflix Inc | — | NEW | New buy |
| 47 | CVX | Chevron CORP | — | EXIT | Sold out |
| 48 | CAT | Caterpillar Inc | — | NEW | New buy |
| 49 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 50 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
According to official SEC Form 13F filings, Franklin, Parlapiano, Turner & Welch, LLC reported a total U.S. public equity portfolio value of $442.2M across 53 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, REZ, BIV) accounted for 44.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
NFLX
市值: $256.6K
Top Position Liquidated / Trimmed
CVX
前期市值: $251.4K
During Q3 2025, Franklin, Parlapiano, Turner & Welch, LLC's top holdings by market value included VOO (18.3%)、REZ (10.1%)、BIV (9.7%). The largest single position, VOO, represented 18.3% of total portfolio value.
In Q3 2025, Franklin, Parlapiano, Turner & Welch, LLC made 33 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 18 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.