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PARISI GRAY WEALTH MANAGEMENT 13F portfolio summary

PARISI GRAY WEALTH MANAGEMENT of PARISI GRAY WEALTH MANAGEMENT has 155 current stock holdings with a reported portfolio value of $487.2M. The portfolio 1 year return is +18.67%. Top holdings include VOO (9.22%), QQQ (5.74%), NVDA (5.01%), VTI (4.83%), AKRE (4.39%).

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PARISI GRAY WEALTH MANAGEMENT

PARISI GRAY WEALTH MANAGEMENT
Latest filing: 2026-06-30

PARISI GRAY WEALTH MANAGEMENT runs PARISI GRAY WEALTH MANAGEMENT and currently holds 155 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $487.15M. Their top holdings are VOO, QQQ, NVDA, VTI, AKRE. The top five represent 29.2% of reported portfolio weight. PARISI GRAY WEALTH MANAGEMENT ranks #532 out of 1000 investors tracked by Alpha Score. They added to 41 existing positions. They trimmed 52 positions. Their current best-performing preview position is MU with returns of +241.65%.

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Top 5 Holdings
VOO9.2%
QQQ5.7%
NVDA5.0%
VTI4.8%
AKRE4.4%
Top 5: 29.2%
Portfolio Returns
1 Year
+18.67%
#740/1000
3 Year
+72.61%
#474/1000
5 Year
+71.91%
#523/1000

Portfolio Value

$487.15M

Alpha Score

55.7

#532 of 1000

Holdings

155

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155 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VOO
VANGUARD INDEX FDS
9.22%$281.90$703.77+149.65%
Trimmed
-0.32%
QQQ
INVESCO QQQ TR
5.74%$226.57$713.44+214.89%
Trimmed
-0.56%
NVDA
NVIDIA CORPORATION
5.01%$24.71$214.76+769.12%
Trimmed
-3.57%
VTI
VANGUARD INDEX FDS
4.83%$205.53$378.25+84.04%
Added
+0.14%
AKRE
PROFESIONALLY MANAGED PORTFO
4.39%$65.51$60.53-7.60%
Trimmed
-14.51%
IVV
ISHARES TR
3.71%$390.52$769.30+96.99%
Trimmed
-0.32%
USFR
WISDOMTREE TR
3.41%$50.33$50.49+0.32%
Added
+24.88%
AAPL
APPLE INC
3.21%$117.32$309.35+163.68%
Trimmed
-1.48%
GOOGL
ALPHABET INC
2.78%$100.97$344.82+241.51%
Trimmed
-1.09%
PLTR
PALANTIR TECHNOLOGIES INC
2.77%$25.14$179.94+615.75%
Trimmed
-3.01%

Showing 1-10 of 155