Parisi Gray Wealth Management Portfolio Stock Holdings

According to the SEC 13F filed on July 9, 2026, Parisi Gray Wealth Management disclosed 155 stock positions valued at approximately $487.15M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and NVIDIA CORPORATION.

Report Period
June 30, 2026
No. of Stocks
155
Portfolio Value
$487.15M
Holdings by Sector
Parisi Gray Wealth Management Portfolio Holdings in Q2 2026

144 holdings in the latest reporting period.

Page 1 of 2
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