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Joseph Dyal

Franklin, Parlapiano, Turner & Welch, Llc

Assets Managed
$419.697M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
4.23%(2Q avg: 3%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Franklin, Parlapiano, Turner & Welch, Llc's 2026 - Q1 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 419.697M in assets, with a quarterly growth rate of 4.23% and a 2-quarter average growth rate of 3%. The portfolio is managed by Joseph Dyal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.22%
17.32%
$72.69M
111,614 shares@ $651.27 avg price
REZ
Ishars Res And Multi Reales
Recent Activity
Increased 0.83%
10.06%
$42.194M
478,333 shares@ $88.22 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 1.81%
9.08%
$38.089M
492,744 shares@ $77.31 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -1.97%
8.61%
$36.114M
93,093 shares@ $387.94 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
New Position
4.34%
$18.182M
268,606 shares@ $67.7 avg price
HUBB
Hubbell Inc
Recent Activity
Decreased -3.63%
2.86%
$11.976M
21,467 shares@ $557.88 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -17.01%
2.6%
$10.888M
72,329 shares@ $150.54 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -6.86%
2.47%
$10.343M
44,843 shares@ $230.66 avg price
RTX
Rtx Corp
Recent Activity
Decreased -5.74%
2.47%
$10.331M
57,619 shares@ $179.31 avg price
NVS
Novartis Ag-sponsored Adr
Recent Activity
Decreased -7.68%
2.29%
$9.6M
65,092 shares@ $147.49 avg price

1-10 of 55