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PARISI GRAY WEALTH MANAGEMENT 13F portfolio summary

PARISI GRAY WEALTH MANAGEMENT of PARISI GRAY WEALTH MANAGEMENT has 135 current stock holdings with a reported portfolio value of $419.8M. The portfolio 1 year return is +17.42%. Top holdings include SPY (0.00%), BSV (0.00%), QQQ (0.00%), VOO (10.00%), AKRE (6.35%).

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PARISI GRAY WEALTH MANAGEMENT

PARISI GRAY WEALTH MANAGEMENT
Latest filing: 2026-03-31

PARISI GRAY WEALTH MANAGEMENT runs PARISI GRAY WEALTH MANAGEMENT and currently holds 135 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $419.75M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PARISI GRAY WEALTH MANAGEMENT ranks #726 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PARISI GRAY WEALTH MANAGEMENT's portfolio at PARISI GRAY WEALTH MANAGEMENT has delivered returns of +17.42%. Their 3-year annualized return is +63.54%. Looking at the 5-year horizon, PARISI GRAY WEALTH MANAGEMENT has achieved +60.96% annualized returns at PARISI GRAY WEALTH MANAGEMENT.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.42%
#770/1000
3 Year
+63.54%
#591/1000
5 Year
+60.96%
#681/1000

Portfolio Value

$419.75M

Alpha Score

46.2

#726 of 1000

Holdings

135

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change