Parisi Gray Wealth Management Top Holdings and 13F Report (2026) About Parisi Gray Wealth ManagementInvestment ActivityParisi Gray Wealth Management has $419.75 million in total holdings as of March 31, 2026.Parisi Gray Wealth Management owns shares of 137 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.63% of the portfolio was purchased this quarter.About 3.37% of the portfolio was sold this quarter.This quarter, Parisi Gray Wealth Management has purchased 135 new stocks and bought additional shares in 89 stocks.Parisi Gray Wealth Management sold shares of 31 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $39,207,056PROFESIONALLY MANAGED PORTFO $24,882,132NVIDIA $22,079,314Invesco QQQ $22,043,197Vanguard Total Stock Market ETF $20,357,714 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $1,505,543 Holding00214Q203 - ARK Autonomous Technology & Robotics ETF $811,699 Holding00217D100 - AST SpaceMobile $321,504 Holding72703X106 - Planet Labs PBC $282,418 Holding718546104 - Phillips 66 $249,715 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 38,329 shares (about $3.72M)iShares MSCI Emerging Markets ETF 52,984 shares (about $3.01M)Invesco BulletShares 2028 Corporate Bond ETF 79,065 shares (about $1.61M)Vanguard Short-Term Bond ETF 19,201 shares (about $1.51M)Invesco BulletShares 2029 Corporate Bond ETF 78,247 shares (about $1.46M) Largest Sales this Quarter PROFESIONALLY MANAGED PORTFO 78,220 shares (about $4.13M)Vanguard S&P 500 ETF 3,465 shares (about $2.07M)Invesco QQQ 3,577 shares (about $2.06M)iShares Core S&P Mid-Cap ETF 30,204 shares (about $2.04M)iShares Treasury Floating Rate Bond ETF 10,816 shares (about $547.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParisi Gray Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$39,207,056$2,070,511 ▼-5.0%65,6139.3%ETFPROFESIONALLY MANAGED PORTFO$24,882,132$4,133,924 ▼-14.2%470,8075.9%AKRE FOCUS ETFNVDANVIDIA$22,079,314$44,646 ▼-0.2%126,6025.3%Computer and TechnologyQQQInvesco QQQ$22,043,197$2,064,584 ▼-8.6%38,1915.3%FinanceVTIVanguard Total Stock Market ETF$20,357,714$114,530 ▼-0.6%63,4574.8%ETFPALANTIR TECHNOLOGIES INC$17,432,720$67,289 ▼-0.4%119,1744.2%CL AIVViShares Core S&P 500 ETF$15,815,209$1,960 ▼0.0%24,2123.8%ETFAAPLApple$13,933,398$21,318 ▲0.2%54,9013.3%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$13,293,296$365,821 ▲2.8%264,0703.2%FinanceGOOGLAlphabet$11,019,777$8,052 ▲0.1%38,3222.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$9,834,305$3,722,892 ▲60.9%101,2492.3%FinanceMSFTMicrosoft$9,685,732$34,795 ▲0.4%26,1662.3%Computer and TechnologyJPMJPMorgan Chase & Co.$8,465,839$61,185 ▲0.7%28,7802.0%FinanceIWMiShares Russell 2000 ETF$8,208,804$1,410,129 ▲20.7%33,1002.0%FinanceMAMastercard$8,041,520$28,980 ▲0.4%16,0941.9%Business ServicesBSCSInvesco BulletShares 2028 Corporate Bond ETF$6,633,585$1,614,742 ▲32.2%324,8101.6%ETFCOSTCostco Wholesale$6,606,805$8,969 ▲0.1%6,6301.6%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$5,945,977$3,008,965 ▲102.4%104,7011.4%FinanceLLYEli Lilly and Company$5,938,854$4,599 ▲0.1%6,4571.4%MedicalMETAMeta Platforms$5,934,610$48,630 ▲0.8%10,3731.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$5,311,396$2,039,686 ▼-27.7%78,6521.3%ETFGSThe Goldman Sachs Group$5,194,346$46,529 ▲0.9%6,1401.2%FinanceAMZNAmazon.com$5,055,287$165,781 ▲3.4%24,2731.2%Retail/WholesaleBRK.BBerkshire Hathaway$5,039,751$516,578 ▼-9.3%10,5171.2%FinanceTSLATesla$4,851,842$32,343 ▲0.7%13,0511.2%Auto/Tires/TrucksAVGOBroadcom$4,829,630$34,975 ▲0.7%15,6041.2%Computer and TechnologyHDHome Depot$4,727,677$58,870 ▲1.3%14,3751.1%Retail/WholesaleGOOGAlphabet$4,408,322$4,590 ▲0.1%15,3681.1%Computer and TechnologyBSCTInvesco BulletShares 2029 Corporate Bond ETF$4,166,648$1,460,122 ▲53.9%223,2881.0%ETFSPYSPDR S&P 500 ETF Trust$3,208,750$52,027 ▼-1.6%4,9340.8%FinanceTSMTaiwan Semiconductor Manufacturing$3,130,078$32,443 ▲1.0%9,2620.7%Computer and TechnologyJNJJohnson & Johnson$2,723,365$629,691 ▲30.1%11,1410.6%MedicalLAM RESEARCH CORP$2,635,703$732,425 ▲38.5%12,3360.6%COM NEWGE VERNOVA INC$2,577,839$237,444 ▲10.1%2,9530.6%COMLOWLowe's Companies$2,448,943$709 ▲0.0%10,3650.6%Retail/WholesaleAMDAdvanced Micro Devices$2,401,157$484,992 ▲25.3%11,8030.6%Computer and TechnologyHONHoneywell International$2,332,332$18,308 ▲0.8%10,3190.6%Multi-Sector ConglomeratesDHRDanaher$2,218,381$57,261 ▼-2.5%11,7000.5%MedicalRSPInvesco S&P 500 Equal Weight ETF$2,142,583$175,414 ▲8.9%11,1640.5%ETFIBMInternational Business Machines$2,126,891$44,598 ▲2.1%8,7750.5%Computer and TechnologyCRWDCrowdStrike$2,124,481$32,012 ▲1.5%5,4420.5%Computer and TechnologyVRTVertiv$1,982,543$1,003,550 ▲102.5%7,9120.5%Computer and TechnologyGEGE Aerospace$1,960,042$27,526 ▲1.4%6,9070.5%AerospaceAXPAmerican Express$1,936,128$8,469 ▲0.4%6,4010.5%FinanceORCLOracle$1,869,720$6,473 ▲0.3%12,7100.4%Computer and TechnologyCSCOCisco Systems$1,722,771$28,165 ▲1.7%22,2040.4%Computer and TechnologyITWIllinois Tool Works$1,713,080$8,070 ▼-0.5%6,5810.4%IndustrialsIWBiShares Russell 1000 ETF$1,684,684$1,070 ▲0.1%4,7250.4%ETFMRVLMarvell Technology$1,597,613$123,716 ▼-7.2%16,1290.4%Computer and TechnologyQCOMQualcomm$1,587,186$22,922 ▼-1.4%12,3250.4%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$1,523,574$547,620 ▼-26.4%30,0920.4%ETFBSVVanguard Short-Term Bond ETF$1,505,543$1,505,543 ▲New Holding19,2010.4%ETFPEGPublic Service Enterprise Group$1,463,630$2,590 ▲0.2%18,0810.3%UtilitiesROSTRoss Stores$1,457,645$1,300 ▲0.1%6,7290.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$1,409,495$14,496 ▼-1.0%3,3060.3%ETFAMGNAmgen$1,406,227$4,222 ▼-0.3%3,9970.3%MedicalBEBloom Energy$1,405,474$875,965 ▲165.4%10,3730.3%EnergyIEFAiShares Core MSCI EAFE ETF$1,382,470$21,274 ▼-1.5%15,2710.3%ETFBKNGBooking$1,374,306$4,216 ▲0.3%3260.3%Retail/WholesaleARISTA NETWORKS INC$1,333,668$47,026 ▲3.7%10,8620.3%COM SHSPDIPIMCO Dynamic Income Fund$1,282,758$43,015 ▲3.5%74,9710.3%Financial ServicesVVisa$1,212,788$4,231 ▲0.4%4,0130.3%Business ServicesXLKTechnology Select Sector SPDR Fund$1,211,644$97,548 ▼-7.5%9,1170.3%ETFMKLMarkel Group$1,178,913$7,655 ▲0.7%6160.3%Multi-Sector ConglomeratesIWDiShares Russell 1000 Value ETF$1,161,918$14,529 ▼-1.2%5,4380.3%ETFCATCaterpillar$1,148,879$605,605 ▲111.5%1,6220.3%IndustrialsMTBM&T Bank$1,116,288$15,711 ▲1.4%5,4000.3%FinanceFNBF.N.B.$1,097,7680.0%65,6560.3%FinanceMUMicron Technology$1,090,944$784,845 ▲256.4%3,2290.3%Computer and TechnologyBACBank of America$1,012,520$9,457 ▲0.9%20,7700.2%FinanceROCKET LAB CORP$1,007,946$512,033 ▲103.3%15,6950.2%COMFITBFifth Third Bancorp$983,140$5,157 ▲0.5%21,1610.2%FinanceABBVAbbVie$971,633$8,266 ▲0.9%4,4670.2%MedicalBABoeing$894,733$25,478 ▲2.9%4,4950.2%AerospaceASMLASML$871,195$58,080 ▲7.1%6600.2%Computer and TechnologyARKQARK Autonomous Technology & Robotics ETF$811,699$811,699 ▲New Holding7,2180.2%ETFCOFCapital One Financial$754,491$441,093 ▲140.7%4,1360.2%FinancePANWPalo Alto Networks$733,618$9,619 ▲1.3%4,5760.2%Computer and TechnologyBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceBLACKROCK INC$686,320$15,380 ▲2.3%7140.2%COMMARSH & MCLENNAN COS INC$673,3940.0%3,8820.2%COMGLDSPDR Gold Shares$662,531$430 ▲0.1%1,5400.2%FinanceLABCORP HOLDINGS INC$640,8780.0%2,4020.2%COM SHSONDSOndas$625,549$43,347 ▲7.4%69,1980.1%Computer and TechnologyEMEEMCOR Group$623,832$3,691 ▲0.6%8450.1%ConstructionDELLDell Technologies$599,220$2,790 ▲0.5%3,6510.1%Computer and TechnologySNOWSnowflake$564,799$7,842 ▼-1.4%3,7450.1%Computer and TechnologyGOFGuggenheim Strategic Opportunities Fund$562,068$66,154 ▲13.3%51,0040.1%Financial ServicesPGProcter & Gamble$530,947$2,889 ▲0.5%3,6760.1%Consumer StaplesUNHUnitedHealth Group$511,191$8,389 ▼-1.6%1,8890.1%MedicalAGNCAGNC Investment$505,666$65,075 ▼-11.4%50,4150.1%FinanceVLOValero Energy$501,544$1,729 ▼-0.3%2,0300.1%EnergyCVXChevron$499,136$25,660 ▲5.4%2,4120.1%EnergyMRKMerck & Co., Inc.$496,629$18,042 ▲3.8%4,1290.1%MedicalMARMarriott International$482,661$5,886 ▲1.2%1,4760.1%Consumer DiscretionaryCMCSAComcast$469,757$11,685 ▲2.6%16,3620.1%Consumer DiscretionaryDISWalt Disney$464,053$5,108 ▼-1.1%4,8150.1%Consumer DiscretionaryARMOUR RESIDENTIAL REIT INC$441,228$171,801 ▲63.8%26,4530.1%COM SHSRTXRTX$423,321$32,400 ▲8.3%2,1950.1%AerospaceKOCocaCola$406,2630.0%5,3420.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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