Franklin, Parlapiano, Turner & Welch Llc
- Regulatory AUM
- $811M
- Discretionary
- $811M
- Clients
- 104
- Avg AUM / client
- $7.8M
- Accounts
- 105
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Investments (13F portfolio — 55 positions, $442,248,929)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 Etf | ETF | $74,374,941 | 108,290 | 16.8% | 9.17% |
| 2 | Ishares Ftse Nareit Resid Plus Cp Idx | ETF | $45,246,481 | 477,843 | 10.2% | 5.58% |
| 3 | Ishares Tr Russell 1000 Index Etf | ETF | $37,631,224 | 91,894 | 8.51% | 4.64% |
| 4 | Vanguard Intermediate Term Bond Etf | ETF | $37,504,840 | 488,980 | 8.48% | 4.62% |
| 5 | Vanguard Ftse Developed Markets Etf | ETF | $36,199,414 | 508,061 | 8.19% | 4.46% |
| 6 | Hubbell Inc Com | Stock | $11,004,327 | 21,032 | 2.49% | 1.36% |
| 7 | Johnson & Johnson Com | Stock | $10,993,252 | 43,284 | 2.49% | 1.35% |
| 8 | Rtx Corporation Com | Stock | $10,760,105 | 56,711 | 2.43% | 1.33% |
| 9 | Novartis Ag Adr | ADR | $9,938,353 | 63,414 | 2.25% | 1.22% |
| 10 | Expeditors Intl Wash Inc Com | Stock | $9,878,320 | 60,610 | 2.23% | 1.22% |
| 11 | Exxonmobil Holdings Corp Com Shs | Stock | $9,819,079 | 71,818 | 2.22% | 1.21% |
| 12 | Visa Inc | Stock | $9,598,413 | 27,975 | 2.17% | 1.18% |
| 13 | Wec Energy Group Inc Com | Stock | $9,351,993 | 80,089 | 2.11% | 1.15% |
| 14 | Canadian National Railway Co | Stock | $8,853,950 | 74,252 | 2.0% | 1.09% |
| 15 | Microsoft | Stock | $8,532,450 | 22,873 | 1.93% | 1.05% |
| 16 | Public Storage Com | REIT | $8,458,882 | 26,573 | 1.91% | 1.04% |
| 17 | Air Products And Chemicals Inc Com | Stock | $8,456,400 | 28,843 | 1.91% | 1.04% |
| 18 | Procter & Gamble Co Com | Stock | $7,578,116 | 51,677 | 1.71% | 0.93% |
| 19 | Stryker Corp | Stock | $7,485,636 | 23,776 | 1.69% | 0.92% |
| 20 | Houlihan Lokey Inc Cl A | Stock | $7,173,840 | 53,484 | 1.62% | 0.88% |
| 21 | Pepsico Inc Com | Stock | $6,980,686 | 51,555 | 1.58% | 0.86% |
| 22 | Marsh & Mclennan Cos Inc Com | Stock | $6,911,322 | 41,467 | 1.56% | 0.85% |
| 23 | Medtronic Plc Shs | Stock | $6,723,350 | 85,942 | 1.52% | 0.83% |
| 24 | Check Point Software Technologies Ltd | Stock | $5,890,167 | 44,816 | 1.33% | 0.73% |
| 25 | Ishares S&P 500 Index | ETF | $5,421,541 | 7,239 | 1.23% | 0.67% |
Top 25 of 55 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 | $824K | 0.1% |
| High net worth individuals | 104 | $811M | 99.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Parlapiano | Principal | CFP | May 2008 (18y) | 25% – 50% |
| Paul David Troyer | Principal | CFP | Jan 2011 (16y) | 10% – 25% |
| Peter John Parlapiano | Principal | Dec 2013 (13y) | 10% – 25% | |
| Joseph Warren Dyal | Principal, Chief Compliance Officer | CFP | Jun 2014 (12y) | 10% – 25% |
| Sheldon J Black | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $811M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗