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Parisi Gray Wealth Management

Portfolio Manager
Parisi Gray Wealth Management
Performance
-8.98% (2026 Q1)
AUM (13F)
$419.75M
# of Holdings
137
Performance Rank
Allocation (Top 20)
65.61%

Parisi Gray Wealth Management Holdings Map

Top 50 Parisi Gray Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
9.34%65.6K$39.2M
-5.02%(-3.46K)
2025-Q1: 69.6K shares2025-Q2: 68.8K shares2025-Q3: 68.7K shares2025-Q4: 69.1K shares2026-Q1: 65.6K shares
$279.03(+138.44%)
2026-03-31
AKRE
PROFESIONALLY MANAGED PORTFO
5.93%470.8K$24.9M
-14.25%(-78.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 549.0K shares2026-Q1: 470.8K shares
$65.51(-17.26%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.26%126.6K$22.1M
-0.20%(-256)
2025-Q1: 127.8K shares2025-Q2: 127.8K shares2025-Q3: 127.1K shares2025-Q4: 126.9K shares2026-Q1: 126.6K shares
$23.05(+752.53%)
2026-03-31
QQQ
INVESCO QQQ TR
5.25%38.2K$22.0M
-8.56%(-3.58K)
2025-Q1: 41.6K shares2025-Q2: 41.5K shares2025-Q3: 41.5K shares2025-Q4: 41.8K shares2026-Q1: 38.2K shares
$164.14(+315.27%)
2026-03-31
VTI
VANGUARD INDEX FDS
4.85%63.5K$20.4M
-0.56%(-357)
2025-Q1: 63.3K shares2025-Q2: 64.0K shares2025-Q3: 63.8K shares2025-Q4: 63.8K shares2026-Q1: 63.5K shares
$198.12(+80.19%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
4.15%119.2K$17.4M
-0.38%(-460)
2025-Q1: 119.8K shares2025-Q2: 119.5K shares2025-Q3: 119.6K shares2025-Q4: 119.6K shares2026-Q1: 119.2K shares
$26.44(+414.11%)
2026-03-31
IVV
ISHARES TR
3.77%24.2K$15.8M
-0.01%(-3)
2025-Q1: 25.1K shares2025-Q2: 24.7K shares2025-Q3: 24.3K shares2025-Q4: 24.2K shares2026-Q1: 24.2K shares
$339.92(+113.87%)
2026-03-31
AAPL
APPLE INC
3.32%54.9K$13.9M
+0.15%(+84)
2025-Q1: 55.4K shares2025-Q2: 55.3K shares2025-Q3: 54.8K shares2025-Q4: 54.8K shares2026-Q1: 54.9K shares
$112.95(+151.59%)
2026-03-31
USFR
WISDOMTREE TR
3.17%264.1K$13.3M
+2.83%(+7.27K)
2025-Q1: 217.4K shares2025-Q2: 200.4K shares2025-Q3: 200.3K shares2025-Q4: 256.8K shares2026-Q1: 264.1K shares
$50.30(+0.15%)
2026-03-31
GOOGL
ALPHABET INC
2.63%38.3K$11.0M
+0.07%(+28)
2025-Q1: 38.1K shares2025-Q2: 38.2K shares2025-Q3: 38.3K shares2025-Q4: 38.3K shares2026-Q1: 38.3K shares
$98.56(+294.12%)
2026-03-31

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