Institutions / Parisi Gray Wealth Management

Parisi Gray Wealth Management

CIK 1716659 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$440.50M
Positions
135
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Vanguard Index Fdsโ€”$43.32M69,0789.8%
Profesionally Managed Portfoโ€”$35.97M549,0278.2%
Invesco Qqq Trโ€”$25.66M41,7685.8%
NVIDIA Corpโ€”$23.66M126,8585.4%
Vanguard Index Fdsโ€”$21.39M63,8144.9%
Palantir Technologies Incโ€”$21.27M119,6344.8%
iShares Trโ€”$16.59M24,2153.8%
Apple Inc.โ€”$14.90M54,8173.4%
WisdomTree Trโ€”$12.92M256,8032.9%
Microsoft Corpโ€”$12.61M26,0722.9%
Alphabet Inc.โ€”$11.99M38,2942.7%
JPMorgan Chase & Coโ€”$9.21M28,5722.1%
Mastercard Incโ€”$9.15M16,0362.1%
iShares Trโ€”$7.18M108,8561.6%
ELI LILLY & Coโ€”$6.93M6,4521.6%
Meta Platforms Incโ€”$6.79M10,2881.5%
iShares Trโ€”$6.75M27,4141.5%
iShares Trโ€”$6.04M62,9201.4%
Tesla Incโ€”$5.83M12,9641.3%
Warren E. Buffettโ€”$5.83M11,5951.3%
Costco Wholesale Corp /Newโ€”$5.71M6,6211.3%
Amazon.com Incโ€”$5.42M23,4771.2%
Broadcom Inc.โ€”$5.36M15,4911.2%
The Goldman Sachs Group, Inc.โ€”$5.35M6,0851.2%
Invesco Exch Trd Slf Idx Fdโ€”$5.06M245,7451.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.