Parisi Gray Wealth Management

Q2 2025 13F Holdings

  • Location
    mendham, NJ
  • Num holdings

    121

  • Value ($000)

    $348,939

  • Date Filed
    07/08/2025
  • Form type
    13F-HR
  • CIK
    0001716659
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$39.11M
11 %

68,845

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$22.89M
7 %

41,498

NVDA
NVDA

NVIDIA CORPORATION

COM
$20.19M
6 %

127,824

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$19.46M
6 %

64,036

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
$16.29M
5 %

119,492

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$15.33M
4 %

24,692

MSFT
MSFT

MICROSOFT CORP

COM
$12.91M
4 %

25,963

AAPL
AAPL

APPLE INC

COM
$11.35M
3 %

55,323

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$10.08M
3 %

200,410

MA
MA

MASTERCARD INCORPORATED

CL A
$8.97M
3 %

15,962

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