Parisi Gray Wealth Management - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Parisi Gray Wealth Management held in its portfolio 134 assets valued at $440,496,648 (i.e. $440.50M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($43.32M), PROFESIONALLY MANAGED PORTFO ($35.97M), and INVESCO QQQ TR ($25.66M).

The chart below shows the top 10 valuable assets, and the table below shows the top 134 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Parisi Gray Wealth Management Portfolio
VANGUARD INDEX FDS
PROFESIONALLY MANAGED PORTFO
INVESCO QQQ TR
NVIDIA CORPORATION
VANGUARD INDEX FDS
PALANTIR TECHNOLOGIES INC
ISHARES TR
APPLE INC
WISDOMTREE TR
MICROSOFT CORP
Parisi Gray Wealth Management - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
VANGUARD INDEX FDS 69078 43320793 S&P 500 ETF SHS
PROFESIONALLY MANAGED PORTFO 549027 35966789 AKRE FOCUS ETF
INVESCO QQQ TR 41768 25658449 UNIT SER 1
NVIDIA CORPORATION 126858 23659088 COM
VANGUARD INDEX FDS 63814 21394920 TOTAL STK MKT
PALANTIR TECHNOLOGIES INC 119634 21265000 CL A
ISHARES TR 24215 16585794 CORE S&P500 ETF
APPLE INC 54817 14902663 COM
WISDOMTREE TR 256803 12922342 FLOATNG RAT TREA
MICROSOFT CORP 26072 12609150 COM
ALPHABET INC 38294 11986174 CAP STK CL A
JPMORGAN CHASE & CO. 28572 9206321 COM
MASTERCARD INCORPORATED 16036 9154782 CL A
ISHARES TR 108856 7184470 CORE S&P MCP ETF
ELI LILLY & CO 6452 6934052 COM
META PLATFORMS INC 10288 6791296 CL A
ISHARES TR 27414 6748275 RUSSELL 2000 ETF
ISHARES TR 62920 6042188 MSCI EAFE ETF
TESLA INC 12964 5830267 COM
BERKSHIRE HATHAWAY INC DEL 11595 5828406 CL B NEW
COSTCO WHSL CORP NEW 6621 5709815 COM
AMAZON COM INC 23477 5419012 COM
BROADCOM INC 15491 5361390 COM
GOLDMAN SACHS GROUP INC 6085 5348994 COM
INVESCO EXCH TRD SLF IDX FD 245745 5062340 INVSCO BLSH 28
HOME DEPOT INC 14196 4884832 COM
ALPHABET INC 15352 4817356 CAP STK CL C
SPDR S&P 500 ETF TR 5014 3419335 TR UNIT
ISHARES TR 51717 2829462 MSCI EMG MKT ETF
TAIWAN SEMICONDUCTOR MFG LTD 9166 2785566 SPONSORED ADS
DANAHER CORPORATION 12002 2747433 COM
INVESCO EXCH TRD SLF IDX FD 145041 2731845 BULETSHS 2029
INTERNATIONAL BUSINESS MACHS 8591 2544719 COM
CROWDSTRIKE HLDGS INC 5360 2512351 CL A
LOWES COS INC 10362 2498929 COM
ORACLE CORP 12666 2468751 COM
AMERICAN EXPRESS CO 6373 2357648 COM
QUALCOMM INC 12503 2138593 COM
GE AEROSPACE 6810 2097703 COM NEW
ISHARES TR 40908 2064228 TRS FLT RT BD
ADVANCED MICRO DEVICES INC 9419 2017256 COM
HONEYWELL INTL INC 10238 1997335 COM
INVESCO EXCHANGE TRADED FD T 10250 1963544 S&P500 EQL WGT
JOHNSON & JOHNSON 8565 1772462 COM
ISHARES TR 4722 1763329 RUS 1000 ETF
GE VERNOVA INC 2681 1752530 COM
BOOKING HOLDINGS INC 325 1742583 COM
CISCO SYS INC 21841 1682436 COM
ILLINOIS TOOL WKS INC 6612 1628562 COM
ISHARES TR 3340 1580925 RUS 1000 GRW ETF
LAM RESEARCH CORP 8908 1524833 COM NEW
MARVELL TECHNOLOGY INC 17378 1476820 COM
PUBLIC SVC ENTERPRISE GRP IN 18049 1449367 COM
SELECT SECTOR SPDR TR 9851 1418313 STATE STREET TEC
VISA INC 3999 1402599 COM CL A
ISHARES TR 15506 1387147 CORE MSCI EAFE
ARISTA NETWORKS INC 10479 1373042 COM SHS
MARKEL GROUP INC 612 1316592 COM
AMGEN INC 4009 1312234 COM
PIMCO DYNAMIC INCOME FD 72457 1283211 SHS
ROSS STORES INC 6723 1211064 COM
ISHARES TR 5506 1158169 RUS 1000 VAL ETF
BANK AMERICA CORP 20576 1131697 COM
F N B CORP 65656 1122718 COM
M & T BK CORP 5324 1072680 COM
ABBVIE INC 4429 1012026 COM
FIFTH THIRD BANCORP 21050 985350 COM
BOEING CO 4367 948217 COM
SNOWFLAKE INC 3797 832911 COM SHS
PALO ALTO NETWORKS INC 4516 831893 COM
BERKSHIRE HATHAWAY INC DEL 1 754800 CL A
BLACKROCK INC 698 746718 COM
MARSH & MCLENNAN COS INC 3882 720202 COM
ASML HOLDING N V 616 658853 N Y REGISTRY SHS
UNITEDHEALTH GROUP INC 1920 633658 COM
VERTIV HOLDINGS CO 3907 632902 COM CL A
ONDAS HLDGS INC 64403 628569 COM NEW
AGNC INVT CORP 56903 610004 COM
SPDR GOLD TR 1539 609744 GOLD SHS
LABCORP HOLDINGS INC 2402 602614 COM SHS
GUGGENHEIM STRATEGIC OPPORTU 45001 579617 COM SBI
DISNEY WALT CO 4868 553832 COM
CONSTELLATION ENERGY CORP 1536 542637 COM
ROCKET LAB CORP 7722 538721 COM
PROCTER AND GAMBLE CO 3656 523951 COM
EMCOR GROUP INC 840 513904 COM
COMCAST CORP NEW 15955 476891 CL A
DELL TECHNOLOGIES INC 3634 457452 CL C
MARRIOTT INTL INC NEW 1458 452188 CL A
SPDR SERIES TRUST 4780 442165 STATE STREET SPD
CATERPILLAR INC 767 439341 COM
VANGUARD WORLD FD 568 428306 INF TECH ETF
MERCK & CO INC 3979 418800 COM
CAPITAL ONE FINL CORP 1718 416461 COM
BLACKROCK ETF TRUST II 8312 404628 ISHARES HIGH YIE
EAGLE POINT CREDIT COMPANY I 68724 395850 COM
ROBINHOOD MKTS INC 3383 382639 COM CL A
SERVICENOW INC 2498 382610 COM
SPDR DOW JONES INDL AVERAGE 782 375672 UT SER 1
COCA COLA CO 5342 373463 COM
RTX CORPORATION 2027 371744 COM
CHEVRON CORP NEW 2288 348741 COM
BLOOM ENERGY CORP 3908 339585 COM CL A
VALERO ENERGY CORP 2037 331681 COM
KRATOS DEFENSE & SEC SOLUTIO 4324 328213 COM NEW
ISHARES INC 2711 321931 MSCI GBL MIN VOL
MCKESSON CORP 390 319550 COM
SELECT SECTOR SPDR TR 2562 305879 STATE STREET CON
ARMOUR RESIDENTIAL REIT INC 16153 285739 COM SHS
BLACKROCK ETF TRUST II 5525 280541 ISHARES TOTAL RE
SOFI TECHNOLOGIES INC 10545 276064 COM
EXXON MOBIL CORP 2272 273455 COM
D-WAVE QUANTUM INC 10410 272233 COM
AEROVIRONMENT INC 1086 262610 COM
ISHARES TR 5148 261850 FLTG RATE NT ETF
MICRON TECHNOLOGY INC 906 258611 COM
TARGA RES CORP 1399 258177 COM
WALMART INC 2284 254496 COM
CADENCE DESIGN SYSTEM INC 806 252061 COM
PHILIP MORRIS INTL INC 1568 251506 COM
ARM HOLDINGS PLC 2284 249710 SPONSORED ADS
ISHARES TR 6393 243250 MSCI INTL VLU FT
BITMINE IMMERSION TECNOLOGIE 8956 243151 COM NEW
VANGUARD INDEX FDS 740 233102 LARGE CAP ETF
PROSHARES TR 2462 225993 ULTRA FNCLS NEW
WOODWARD INC 746 225419 COM
NETFLIX INC 2401 225146 COM
VANGUARD INTL EQUITY INDEX F 4058 218146 FTSE EMR MKT ETF
TRAVELERS COMPANIES INC 744 215790 COM
CONOCOPHILLIPS 2201 206042 COM
GLOBALSTAR INC 3333 203446 COM NEW
3M CO 1262 202075 COM
BIGBEAR AI HLDGS INC 30325 163753 COM
OXFORD LANE CAP CORP 10000 146400 COM