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Joseph Dyal

Franklin, Parlapiano, Turner & Welch, Llc

Assets Managed
$442.249M
Holdings
55
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
5.38%(2Q avg: 4.8%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Franklin, Parlapiano, Turner & Welch, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Franklin, Parlapiano, Turner & Welch, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 442.249M in assets, with a quarterly growth rate of 5.38% and a 2-quarter average growth rate of 4.8%. The portfolio is managed by Joseph Dyal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.97%
16.82%
$74.375M
108,290 shares@ $686.82 avg price
REZ
Ishars Res And Multi Reales
Recent Activity
Decreased -0.1%
10.24%
$45.246M
477,843 shares@ $94.69 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -1.28%
8.51%
$37.631M
91,894 shares@ $409.51 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Decreased -0.76%
8.49%
$37.505M
488,980 shares@ $76.71 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 89.15%
8.19%
$36.199M
508,061 shares@ $71.26 avg price
HUBB
Hubbell Inc
Recent Activity
Decreased -2.02%
2.49%
$11.004M
21,032 shares@ $523.22 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -3.47%
2.49%
$10.993M
43,284 shares@ $253.98 avg price
RTX
Rtx Corp
Recent Activity
Decreased -1.57%
2.44%
$10.76M
56,711 shares@ $189.74 avg price
NVS
Novartis Ag-sponsored Adr
Recent Activity
Decreased -2.57%
2.25%
$9.938M
63,414 shares@ $156.73 avg price
EXPD
Expeditors Intl Wash Inc
Recent Activity
Decreased -2.2%
2.24%
$9.878M
60,610 shares@ $162.99 avg price

1-10 of 55