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Parisi Gray Wealth Management Top Holdings and 13F Report (2026)

About Parisi Gray Wealth Management

Investment Activity

  • Parisi Gray Wealth Management has $487.15 million in total holdings as of June 30, 2026.
  • Parisi Gray Wealth Management owns shares of 155 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 3.52% of the portfolio was purchased this quarter.
  • About 2.47% of the portfolio was sold this quarter.
  • This quarter, Parisi Gray Wealth Management has purchased 137 new stocks and bought additional shares in 57 stocks.
  • Parisi Gray Wealth Management sold shares of 63 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Invesco QQQ
$27,968,072
NVIDIA
$24,427,364
PROFESIONALLY MANAGED PORTFO
$21,407,582

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP
$1,250,838 Holding
438516205 - HONEYWELL INTL INC
$1,152,189 Holding
43849R105 - HONEYWELL AEROSPACE INC
$1,137,678 Holding
80004C200 - SANDISK CORP
$372,892 Holding
52567D107 - Lemonade
$324,468 Holding

Largest Purchases this Quarter

WisdomTree Floating Rate Treasury Fund
65,702 shares (about $3.31M)
Booking
7,815 shares (about $1.39M)
SPACE EXPLORATION TECHN CORP
7,321 shares (about $1.25M)
iShares Russell 1000 Growth ETF
9,582 shares (about $1.19M)
HONEYWELL INTL INC
5,146 shares (about $1.15M)

Largest Sales this Quarter

PROFESIONALLY MANAGED PORTFO
68,333 shares (about $3.63M)
NVIDIA
4,520 shares (about $904.41K)
Vanguard Short-Term Bond ETF
6,119 shares (about $476.74K)
PALANTIR TECHNOLOGIES INC
3,591 shares (about $419.03K)
Capital One Financial
2,024 shares (about $406.14K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofParisi Gray Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$44,919,647$144,231 â–¼-0.3%65,4039.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$27,968,072$156,119 â–¼-0.6%37,9795.7%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$24,427,364$904,406 â–¼-3.6%122,0825.0%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$23,514,761$33,303 â–²0.1%63,5474.8%ETF
PROFESIONALLY MANAGED PORTFO
$21,407,582$3,634,631 â–¼-14.5%402,4744.4%AKRE FOCUS ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$18,074,726$57,665 â–¼-0.3%24,1353.7%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$16,604,029$3,308,097 â–²24.9%329,7723.4%Finance
Apple Inc. stock logo
AAPL
Apple
$15,651,805$234,382 â–¼-1.5%54,0913.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,546,542$148,667 â–¼-1.1%37,9062.8%Computer and Technology
PALANTIR TECHNOLOGIES INC
$13,487,110$419,025 â–¼-3.0%115,5832.8%CL A
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$10,442,838$74,897 â–¼-0.7%100,5282.1%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$9,953,367$8,413 â–²0.1%33,1282.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$9,628,195$132,425 â–¼-1.4%25,8112.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,315,488$105,073 â–¼-1.1%28,4591.9%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$8,163,440$102,203 â–¼-1.2%15,8951.7%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$7,525,208$219,495 â–¼-2.8%6,2741.5%Medical
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$7,113,849$48,777 â–¼-0.7%103,9881.5%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,685,298$171,373 â–¼-2.5%11,5081.4%Computer and Technology
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$6,636,418$21,668 â–²0.3%325,8741.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,225,080$15,171 â–²0.2%6,1551.3%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$6,142,096$77,264 â–²1.3%79,6541.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$6,138,182$63,608 â–¼-1.0%6,5621.3%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,880,858$37,741 â–²0.6%10,4401.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,830,459$45,284 â–²0.8%24,4631.2%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$5,680,761$213,812 â–¼-3.6%15,0381.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$5,408,919$80,335 â–¼-1.5%12,8601.1%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOG
Alphabet
$5,355,693$74,198 â–¼-1.4%15,1581.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,186,045$76,560 â–¼-1.5%10,3641.1%Finance
LAM RESEARCH CORP
$5,150,491$194,996 â–¼-3.6%11,8861.1%COM NEW
The Home Depot, Inc. stock logo
HD
Home Depot
$5,102,672$32,800 â–²0.6%14,4681.0%Retail/Wholesale
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$4,713,687$90,854 â–¼-1.9%15,8241.0%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,340,175$83,098 â–¼-1.9%9,0880.9%Computer and Technology
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$4,186,956$39,379 â–²0.9%225,4080.9%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$4,046,324$106,844 â–¼-2.6%5,3020.8%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,756,411$28,860 â–²0.8%3,2540.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,670,974$13,441 â–¼-0.4%4,9160.8%Finance
GE VERNOVA INC
$3,462,032$7,049 â–¼-0.2%2,9470.7%COM
Bloom Energy Corporation stock logo
BE
Bloom Energy
$3,178,578$38,745 â–²1.2%10,5010.7%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,851,275$21,841 â–²0.8%11,2270.6%Medical
Vertiv Holdings Co. stock logo
VRT
Vertiv
$2,645,679$3,348 â–¼-0.1%7,9020.5%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,645,387$270,007 â–²11.4%12,4330.5%ETF
GE Aerospace stock logo
GE
GE Aerospace
$2,601,424$20,181 â–²0.8%6,9610.5%Aerospace
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,593,996$14,095 â–¼-0.5%22,0840.5%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,484,044$16,311 â–²0.7%8,8330.5%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,276,962$8,378 â–¼-0.4%10,3270.5%Retail/Wholesale
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$2,273,976$3,511 â–¼-0.2%12,3060.5%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,185,403$457,955 â–²26.5%2,0520.4%Industrials
Danaher Corporation stock logo
DHR
Danaher
$2,181,138$47,428 â–¼-2.1%11,4510.4%Medical
American Express Company stock logo
AXP
American Express
$2,166,381$1,353 â–²0.1%6,4050.4%Finance
ASML Holding N.V. stock logo
ASML
ASML
$2,088,082$775,573 â–²59.1%1,0500.4%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,892,260$42,587 â–¼-2.2%4,6210.4%ETF
Oracle Corporation stock logo
ORCL
Oracle
$1,854,486$8,207 â–¼-0.4%12,6540.4%Computer and Technology
ARISTA NETWORKS INC
$1,838,980$6,286 â–¼-0.3%10,8250.4%COM SHS
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,778,552$1,352 â–¼-0.1%6,5760.4%Industrials
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,737,258$381 â–²0.0%9,1190.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,600,341$1,189,825 â–²289.8%12,8880.3%ETF
ROCKET LAB CORP
$1,596,844$1,423 â–²0.1%15,7090.3%COM
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,592,417$17,257 â–²1.1%3,6910.3%Computer and Technology
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$1,505,576$17,974 â–¼-1.2%29,7370.3%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,486,804$11,976 â–²0.8%15,3950.3%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,478,960$81,501 â–¼-5.2%4,3370.3%Computer and Technology
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$1,470,591$3,165 â–²0.2%18,1200.3%Utilities
Booking Holdings Inc. stock logo
BKNG
Booking
$1,451,030$1,392,925 â–²2,397.2%8,1410.3%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$1,438,396$9,053 â–¼-0.6%3,9720.3%Medical
Ross Stores, Inc. stock logo
ROST
Ross Stores
$1,428,679$3,619 â–¼-0.3%6,7120.3%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,352,920$24,018 â–¼-1.7%3,9430.3%Business Services
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,292,803$25,454 â–¼-1.9%5,3330.3%ETF
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$1,269,294$17,284 â–²1.4%76,0060.3%Financial Services
M&T Bank Corporation stock logo
MTB
M&T Bank
$1,267,165$18,089 â–¼-1.4%5,3240.3%Finance
F.N.B. Corporation stock logo
FNB
F.N.B.
$1,252,7160.0%65,6560.3%Finance
SPACE EXPLORATION TECHN CORP
$1,250,838$1,250,838 â–²New Holding7,3210.3%CLASS A COM STK
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$1,192,8460.0%21,1610.2%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$1,190,495$11,710 â–¼-1.0%6100.2%Multi-Sector Conglomerates
Bank of America Corporation stock logo
BAC
Bank of America
$1,184,190$741 â–²0.1%20,7830.2%Finance
HONEYWELL INTL INC
$1,152,189$1,152,189 â–²New Holding5,1460.2%COM
HONEYWELL AEROSPACE INC
$1,137,678$1,137,678 â–²New Holding5,1460.2%COM
AbbVie Inc. stock logo
ABBV
AbbVie
$1,132,058$8,052 â–²0.7%4,4990.2%Medical
ARM HOLDINGS PLC
$1,023,510$169,462 â–²19.8%2,8870.2%SPONSORED ADS
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,019,240$476,741 â–¼-31.9%13,0820.2%ETF
ARK Autonomous Technology & Robotics ETF stock logo
ARKQ
ARK Autonomous Technology & Robotics ETF
$981,485$27,106 â–²2.8%7,4230.2%ETF
The Boeing Company stock logo
BA
Boeing
$977,661$4,546 â–²0.5%4,5160.2%Aerospace
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$917,685$216,560 â–²30.9%1,1060.2%Construction
Snowflake Inc. stock logo
SNOW
Snowflake
$910,843$42,246 â–¼-4.4%3,5790.2%Computer and Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$864,214$435,918 â–²101.8%8,6180.2%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$786,371$1,247 â–²0.2%1,8920.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$748,8500.0%10.2%Finance
BLACKROCK INC
$682,712$3,846 â–¼-0.6%7100.1%COM
LABCORP HOLDINGS INC
$672,5600.0%2,4020.1%COM SHS
MARSH & MCLENNAN COS INC
$647,123$167 â–²0.0%3,8830.1%COM
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$567,2060.0%1,5400.1%Finance
Ondas Holdings Inc. stock logo
ONDS
Ondas
$559,969$10,226 â–¼-1.8%67,9570.1%Computer and Technology
Guggenheim Strategic Opportunities Fund stock logo
GOF
Guggenheim Strategic Opportunities Fund
$556,9670.0%51,0040.1%Financial Services
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
$549,673$153 â–²0.0%50,4290.1%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$540,521$1,466 â–²0.3%3,6860.1%Consumer Staples
Valero Energy Corporation stock logo
VLO
Valero Energy
$531,203$2,604 â–²0.5%2,0400.1%Energy
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$523,419$458,036 â–²700.5%4,3790.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$520,641$9,894 â–¼-1.9%4,0520.1%Medical
Marriott International, Inc. stock logo
MAR
Marriott International
$497,833$49,301 â–¼-9.0%1,3430.1%Consumer Discretionary
ARMOUR RESIDENTIAL REIT INC
$461,5970.0%26,4530.1%COM SHS
The Walt Disney Company stock logo
DIS
Walt Disney
$460,217$3,273 â–¼-0.7%4,7810.1%Consumer Discretionary

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