—

Parisi Gray Wealth Management

Q2 2026 13F Holdings

  • Location
    mendham, NJ
  • Num holdings

    155

  • Value ($000)

    $487,151

  • Date Filed
    07/09/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$44.92M
9 %

65,403

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$27.97M
6 %

37,979

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$24.43M
5 %

122,082

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$23.51M
5 %

63,547

---

PROFESIONALLY MANAGED PORTFO

AKRE FOCUS ETF
74316P579
$21.41M
4 %

402,474

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$18.07M
4 %

24,135

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$16.6M
3 %

329,772

A
AAPL

APPLE INC

COM
037833100
$15.65M
3 %

54,091

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$13.55M
3 %

37,906

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$13.49M
3 %

115,583

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 155