Top 50 Parisi Gray Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.23% | 66.4K | $46.5M | +1.45%(+949) | $284.95(+147.27%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.67% | 38.6K | $28.6M | +1.68%(+639) | $173.64(+313.72%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.58% | 123.0K | $28.1M | +0.79%(+964) | $24.55(+784.39%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.77% | 64.1K | $24.0M | +0.95%(+601) | $198.47(+89.22%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 4.33% | 116.5K | $21.8M | +0.81%(+934) | $27.44(+607.51%) | 2026-09-30 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 3.66% | 350.3K | $18.4M | -12.97%(-52.21K) | $65.51(-12.87%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.59% | 54.4K | $18.1M | +0.54%(+293) | $107.26(+219.72%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.59% | 23.6K | $18.1M | -2.22%(-536) | $339.92(+126.52%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 3.33% | 33.1K | $16.8M | -89.96%(-296.67K) | $50.31(+0.37%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.65% | 26.0K | $13.3M | +0.72%(+186) | $205.97(+159.03%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.22% | +82.59% | +12.32% | +78.73% |
| Top 20 Holdings Unweighted | +23.90% | +90.19% | +12.71% | +81.91% |
Parisi Gray Wealth Management reports $503.80M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.2%), QQQ (5.7%) and NVDA (5.6%). The top 20 holdings account for 63.25% of reported assets. Its disclosed equity book has returned +82.59% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Parisi Gray Wealth Managementโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1716659). View Parisi Gray Wealth Managementโs 13F filings on SEC