Parisi Gray Wealth Management

Q4 2025 13F Holdings

  • Location
    mendham, NJ
  • Num holdings

    135

  • Value ($000)

    $440,497

  • Date Filed
    01/07/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$43.32 M
10 %

69,078

---

PROFESIONALLY MANAGED PORTFO

AKRE FOCUS ETF
$35.97 M
8 %

549,027

N
NDQ

INVESCO QQQ TR

UNIT SER 1
$25.66 M
6 %

41,768

N
NVDA

NVIDIA CORPORATION

COM
$23.66 M
5 %

126,858

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$21.39 M
5 %

63,814

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
$21.27 M
5 %

119,634

I
IVV

ISHARES TR

CORE S&P500 ETF
$16.59 M
4 %

24,215

A
AAPL

APPLE INC

COM
$14.90 M
3 %

54,817

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$12.92 M
3 %

256,803

M
MSFT

MICROSOFT CORP

COM
$12.61 M
3 %

26,072

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