Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Parisi Gray Wealth Management (CIK 1716659) reported $419.8M across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($39.2M, 9.34%), MZLSX ($24.9M, 5.93%), NVDA ($22.1M, 5.26%), QQQ ($22.0M, 5.25%), VTI ($20.4M, 4.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $39.2M | 9.34% | 65,613 | Trimmed |
| 2 | MZLSX | PROFESIONALLY MANAGED PORTFO | $24.9M | 5.93% | 470,807 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $22.1M | 5.26% | 126,602 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $22.0M | 5.25% | 38,191 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $20.4M | 4.85% | 63,457 | Trimmed |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $17.4M | 4.15% | 119,174 | Trimmed |
| 7 | IVV | ISHARES TR | $15.8M | 3.77% | 24,212 | Trimmed |
| 8 | AAPL | APPLE INC | $13.9M | 3.32% | 54,901 | Added |
| 9 | USFR | WISDOMTREE TR | $13.3M | 3.17% | 264,070 | Added |
| 10 | GOOGL | ALPHABET INC | $11.0M | 2.63% | 38,322 | Added |
| 11 | EFA | ISHARES TR | $9.8M | 2.34% | 101,249 | Added |
| 12 | MSFT | MICROSOFT CORP | $9.7M | 2.31% | 26,166 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $8.5M | 2.02% | 28,780 | Added |
| 14 | IWM | ISHARES TR | $8.2M | 1.96% | 33,100 | Added |
| 15 | MA | MASTERCARD INCORPORATED | $8.0M | 1.92% | 16,094 | Added |
| 16 | BSCS | INVESCO EXCH TRD SLF IDX FD | $6.6M | 1.58% | 324,810 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $6.6M | 1.57% | 6,630 | Added |
| 18 | EEM | ISHARES TR | $5.9M | 1.42% | 104,701 | Added |
| 19 | LLY | ELI LILLY & CO | $5.9M | 1.41% | 6,457 | Added |
| 20 | META | META PLATFORMS INC | $5.9M | 1.41% | 10,373 | Added |
| 21 | IJH | ISHARES TR | $5.3M | 1.27% | 78,652 | Trimmed |
| 22 | GS | GOLDMAN SACHS GROUP INC | $5.2M | 1.24% | 6,140 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.0M | 1.20% | 10,517 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $5.1M | 1.20% | 24,273 | Added |
| 25 | TSLA | TESLA INC | $4.9M | 1.16% | 13,051 | Added |
Source: SEC Form 13F filings · as of 2026-03-31