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 $487.2M across 155 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($44.9M, 9.22%), QQQ ($28.0M, 5.74%), NVDA ($24.4M, 5.01%), VTI ($23.5M, 4.83%), AKRE ($21.4M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $44.9M | 9.22% | 65,403 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $28.0M | 5.74% | 37,979 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $24.4M | 5.01% | 122,082 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $23.5M | 4.83% | 63,547 | Added |
| 5 | AKRE | PROFESIONALLY MANAGED PORTFO | $21.4M | 4.39% | 402,474 | Trimmed |
| 6 | IVV | ISHARES TR | $18.1M | 3.71% | 24,135 | Trimmed |
| 7 | USFR | WISDOMTREE TR | $16.6M | 3.41% | 329,772 | Added |
| 8 | AAPL | APPLE INC | $15.7M | 3.21% | 54,091 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $13.5M | 2.78% | 37,906 | Trimmed |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $13.5M | 2.77% | 115,583 | Trimmed |
| 11 | EFA | ISHARES TR | $10.4M | 2.14% | 100,528 | Trimmed |
| 12 | IWM | ISHARES TR | $10.0M | 2.04% | 33,128 | Added |
| 13 | MSFT | MICROSOFT CORP | $9.6M | 1.98% | 25,811 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $9.3M | 1.91% | 28,459 | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED | $8.2M | 1.68% | 15,895 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $7.5M | 1.54% | 6,274 | Trimmed |
| 17 | EEM | ISHARES TR | $7.1M | 1.46% | 103,988 | Trimmed |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $6.7M | 1.37% | 11,508 | Trimmed |
| 19 | BSCS | INVESCO EXCH TRD SLF IDX FD | $6.6M | 1.36% | 325,874 | Added |
| 20 | GS | GOLDMAN SACHS GROUP INC | $6.2M | 1.28% | 6,155 | Added |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $6.1M | 1.26% | 6,562 | Trimmed |
| 22 | IJH | ISHARES TR | $6.1M | 1.26% | 79,654 | Added |
| 23 | META | META PLATFORMS INC | $5.9M | 1.21% | 10,440 | Added |
| 24 | AMZN | AMAZON COM INC | $5.8M | 1.20% | 24,463 | Added |
| 25 | AVGO | BROADCOM INC | $5.7M | 1.17% | 15,038 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30