Parisi Gray Wealth Management Portfolio Stock Holdings

Parisi Gray Wealth Management disclosed 155 stock positions valued at approximately $487.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and NVIDIA CORPORATION. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.

Report Period
June 30, 2026
No. of Stocks
155
Portfolio Value
$487.2M
Holdings by Sector
Parisi Gray Wealth Management Portfolio Holdings in Q2 2026

144 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther9.22%65,403-210-0.32%$44,919,647
INVESCO QQQ TRQQQOther5.74%37,979-212-0.56%$27,968,072
NVIDIA CORPORATIONNVDATechnology5.01%122,082-4,520-3.57%$24,427,364
VANGUARD INDEX FDSVTIOther4.83%63,547+90+0.14%$23,514,761
ISHARES TRIVVOther3.71%24,135-77-0.32%$18,074,726
WISDOMTREE TRUSFROther3.41%329,772+65,702+24.88%$16,604,029
APPLE INCAAPLTechnology3.21%54,091-810-1.48%$15,651,805
ALPHABET INCGOOGLCommunication Services2.78%37,906-416-1.09%$13,546,542
PALANTIR TECHNOLOGIES INCPLTRTechnology2.77%115,583-3,591-3.01%$13,487,110
ISHARES TREFAOther2.14%100,528-721-0.71%$10,442,838
ISHARES TRIWMOther2.04%33,128+28+0.08%$9,953,367
MICROSOFT CORPMSFTTechnology1.98%25,811-355-1.36%$9,628,195
JPMORGAN CHASE & COJPMFinancial Services1.91%28,459-321-1.12%$9,315,488
MASTERCARD INCORPORATEDMAFinancial Services1.68%15,895-199-1.24%$8,163,440
ELI LILLY & COLLYHealthcare1.54%6,274-183-2.83%$7,525,208
ISHARES TREEMOther1.46%103,988-713-0.68%$7,113,849
ADVANCED MICRO DEVICES INCAMDTechnology1.37%11,508-295-2.50%$6,685,298
INVESCO EXCH TRD SLF IDX FDBSCSOther1.36%325,874+1,064+0.33%$6,636,418
GOLDMAN SACHS GROUP INCGSFinancial Services1.28%6,155+15+0.24%$6,225,080
ISHARES TRIJHOther1.26%79,654+1,002+1.27%$6,142,096
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.26%6,562-68-1.03%$6,138,182
META PLATFORMS INCMETACommunication Services1.21%10,440+67+0.65%$5,880,858
AMAZON COM INCAMZNConsumer Cyclical1.20%24,463+190+0.78%$5,830,459
BROADCOM INCAVGOTechnology1.17%15,038-566-3.63%$5,680,761
TESLA INCTSLAConsumer Cyclical1.11%12,860-191-1.46%$5,408,919
ALPHABET INCGOOGCommunication Services1.10%15,158-210-1.37%$5,355,693
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.06%10,364-153-1.45%$5,186,045
LAM RESEARCH CORPLRCXOther1.06%11,886-450-3.65%$5,150,491
HOME DEPOT INCHDConsumer Cyclical1.05%14,468+93+0.65%$5,102,672
MARVELL TECHNOLOGY INCMRVLTechnology0.97%15,824-305-1.89%$4,713,687
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.89%9,088-174-1.88%$4,340,175
INVESCO EXCH TRD SLF IDX FDBSCTOther0.86%225,408+2,120+0.95%$4,186,956
CROWDSTRIKE HLDGS INCCRWDTechnology0.83%5,302-140-2.57%$4,046,324
MICRON TECHNOLOGY INCMUTechnology0.77%3,254+25+0.77%$3,756,411
STATE STR SPDR S&P 500 ETF TSPYOther0.75%4,916-18-0.36%$3,670,974
GE VERNOVA INCGEVUtilities0.71%2,947-6-0.20%$3,462,032
BLOOM ENERGY CORPBEIndustrials0.65%10,501+128+1.23%$3,178,578
JOHNSON & JOHNSONJNJHealthcare0.59%11,227+86+0.77%$2,851,275
VERTIV HOLDINGS COVRTIndustrials0.54%7,902-10-0.13%$2,645,679
INVESCO EXCHANGE TRADED FD TRSPOther0.54%12,433+1,269+11.37%$2,645,387
GE AEROSPACEGEIndustrials0.53%6,961+54+0.78%$2,601,424
CISCO SYS INCCSCOTechnology0.53%22,084-120-0.54%$2,593,996
INTERNATIONAL BUSINESS MACHSIBMTechnology0.51%8,833+58+0.66%$2,484,044
LOWES COS INCLOWConsumer Cyclical0.47%10,327-38-0.37%$2,276,962
QUALCOMM INCQCOMTechnology0.47%12,306-19-0.15%$2,273,976
CATERPILLAR INCCATIndustrials0.45%2,052+430+26.51%$2,185,403
DANAHER CORP DELDHRHealthcare0.45%11,451-249-2.13%$2,181,138
AMERICAN EXPRESS COAXPFinancial Services0.44%6,405+4+0.06%$2,166,381
ASML HLDG NVASMLOther0.43%1,050+390+59.09%$2,088,082
ISHARES TRIWBOther0.39%4,621-104-2.20%$1,892,260
ORACLE CORPORCLTechnology0.38%12,654-56-0.44%$1,854,486
ARISTA NETWORKS INCANETOther0.38%10,825-37-0.34%$1,838,980
ILLINOIS TOOL WKS INCITWIndustrials0.37%6,576-5-0.08%$1,778,552
SELECT SECTOR SPDR TRXLKOther0.36%9,119+2+0.02%$1,737,258
ISHARES TRIWFOther0.33%12,888+9,582+289.84%$1,600,341
DELL TECHNOLOGIES INCDELLTechnology0.33%3,691+40+1.10%$1,592,417
ISHARES TRTFLOOther0.31%29,737-355-1.18%$1,505,576
ISHARES TRIEFAOther0.31%15,395+124+0.81%$1,486,804
PALO ALTO NETWORKS INCPANWTechnology0.30%4,337-239-5.22%$1,478,960
PUBLIC SVC ENTERPRISE GROUPPEGUtilities0.30%18,120+39+0.22%$1,470,591
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.30%8,141+7,815+2397.24%$1,451,030
AMGEN INCAMGNHealthcare0.30%3,972-25-0.63%$1,438,396
ROSS STORES INCROSTConsumer Cyclical0.29%6,712-17-0.25%$1,428,679
VISA INCVFinancial Services0.28%3,943-70-1.74%$1,352,920
ISHARES TRIWDOther0.27%5,333-105-1.93%$1,292,803
PIMCO DYNAMIC INCOME FDPDIFinancial Services0.26%76,006+1,035+1.38%$1,269,294
M & T BK CORPMTBFinancial Services0.26%5,324-76-1.41%$1,267,165
F N B CORPFNBFinancial Services0.26%65,656--$1,252,716
FIFTH THIRD BANCORPFITBFinancial Services0.24%21,161--$1,192,846
MARKEL GROUP INCMKLFinancial Services0.24%610-6-0.97%$1,190,495
BANK OF AMER CORPBACFinancial Services0.24%20,783+13+0.06%$1,184,190
ABBVIE INCABBVHealthcare0.23%4,499+32+0.72%$1,132,058
ARM HOLDINGS PLCARMTechnology0.21%2,887+478+19.84%$1,023,510
VANGUARD BD INDEX FDSBSVOther0.21%13,082-6,119-31.87%$1,019,240
ARK ETF TRARKQOther0.20%7,423+205+2.84%$981,485
BOEING COBAIndustrials0.20%4,516+21+0.47%$977,661
EMCOR GROUP INCEMEIndustrials0.19%1,106+261+30.89%$917,685
SNOWFLAKE INCSNOWTechnology0.19%3,579-166-4.43%$910,843
ROBINHOOD MKTS INCHOODFinancial Services0.18%8,618+4,347+101.78%$864,214
UNITEDHEALTH GROUP INCUNHHealthcare0.16%1,892+3+0.16%$786,371
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.15%1--$748,850
BLACKROCK INCBLKOther0.14%710-4-0.56%$682,712
LABCORP HOLDINGS INCLHHealthcare0.14%2,402--$672,560
MARSH & MCLENNAN COS INCMMCFinancial Services0.13%3,883+1+0.03%$647,123
SPDR GOLD TRGLDOther0.12%1,540--$567,206
ONDAS INCONDSTechnology0.11%67,957-1,241-1.79%$559,969
GUGGENHEIM STRATEGIC OPPORTUGOFFinancial Services0.11%51,004--$556,967
AGNC INVT CORPAGNCReal Estate0.11%50,429+14+0.03%$549,673
PROCTER & GAMBLE COPGConsumer Defensive0.11%3,686+10+0.27%$540,521
VALERO ENERGY CORPVLOEnergy0.11%2,040+10+0.49%$531,203
VANGUARD WORLD FDVGTOther0.11%4,379+3,832+700.55%$523,419
MERCK & CO INCMRKHealthcare0.11%4,052-77-1.86%$520,641
MARRIOTT INTL INC NEWMARConsumer Cyclical0.10%1,343-133-9.01%$497,833
ARMOUR RESIDENTIAL REIT INCARRReal Estate0.09%26,453--$461,597
DISNEY WALT CODISCommunication Services0.09%4,781-34-0.71%$460,217
COCA COLA COKOConsumer Defensive0.09%5,347+5+0.09%$434,572
CAPITAL ONE FINL CORPCOFFinancial Services0.09%2,112-2,024-48.94%$423,797
RTX CORPORATIONRTXIndustrials0.09%2,210+15+0.68%$419,214
STATE STR SPDR DOW JONES INDDIAOther0.08%774-11-1.40%$404,270
PLANET LABS PBCPLIndustrials0.08%12,131+2,027+20.06%$401,893