DOSSIER · 13F-HR · Q3 2026

Parisi Gray Wealth Management

$504M in tracked AUM across 145 positions as of Q3 2026.

PG
CIK 0001716659 · last filed Sep 30, 2026
Total AUM
$504M
as of Q3 2026
Holdings
145
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Parisi Gray Wealth Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$47M66K9.2%
02
QQQ
INVESCO QQQ TR
$29M39K5.7%
03
NVDA
NVIDIA CORPORATION
$28M123K5.6%
04
VTI
VANGUARD INDEX FDS
$24M64K4.8%
05
PLTR
PALANTIR TECHNOLOGIES INC
$22M117K4.3%
06
AKRE
PROFESIONALLY MANAGED PORTFO
$18M350K3.7%
07
AAPL
APPLE INC
$18M54K3.6%
08
IVV
ISHARES TR
$18M24K3.6%
09
USFR
WISDOMTREE TR
$17M33K3.3%
10
MSFT
MICROSOFT CORP
$13M26K2.6%

Filing history

2026Q3Sep 30
$504M▲ 3.4%
145 positionsView →
2026Q2Jun 30
$487M▲ 16.1%
155 positionsView →
2026Q1Mar 31
$420M▼ 4.7%
137 positionsView →
2025Q4Dec 31
$440M▲ 14.6%
135 positionsView →
2025Q3Sep 30
$384M▲ 10.1%
124 positionsLocked
2025Q2Jun 30
$349M▲ 13.9%
121 positionsLocked
2025Q1Mar 31
$306M▼ 2.7%
110 positionsLocked
2024Q4Dec 31
$315M▲ 3.9%
105 positionsLocked
2024Q3Sep 30
$303M▲ 8.6%
109 positionsLocked
2024Q2Jun 30
$279M▲ 4.6%
110 positionsLocked
2024Q1Mar 31
$267M▲ 8.0%
106 positionsLocked
2023Q4Dec 31
$247M▲ 12.1%
102 positionsLocked
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