Parisi Gray Wealth Management Q1 2026 Portfolio Activity: Focus on USFR, Tech Buys

As of June 30th, 2026, Parisi Gray Wealth Management's portfolio has shown considerable activity during the first quarter. The firm's holdings have shifted significantly compared to previous periods.

One of the most prominent changes was a substantial increase in exposure to WisdomTree TR (USFR). This fund allocation grew by 24.88% during Q1, adding approximately 65,703 shares.

Parisi Gray also demonstrated a clear focus on growth investing with several significant purchases of large-cap tech stocks:

• Apple Inc. (AAPL): The firm increased its stake in the consumer electronics giant by over $1 million.
• NVIDIA Corporation (NVDA): Despite a slight reduction of -3.57% (-4,520 shares), NVDA remains a key holding at approximately 5% allocation.
• Alphabet Inc. (GOOGL): The investment in the search engine and cloud services provider saw a modest increase during Q1.

Furthermore, the firm actively added several small-cap positions:

• USFR: The WisdomTree fund was significantly increased.
• Redwire Corporation (RDW), a space technology company, saw its entire position added from scratch.
• LANTRONIX INC (LTRX) was newly acquired entirely during Q1.

In addition to these larger moves, the portfolio saw a flurry of small-cap additions:

• Archrock Inc. (AROC) was added entirely.
• Lemonade Inc. (LMND), a fintech company, saw its entire position initiated during Q1.

The firm also made adjustments to other holdings:

• Booking Holdings Inc. (BKNG) experienced a massive increase of over 239%.
• Robinhood Markets Inc. (HOOD), another fintech stock, was added entirely during Q1.

Conversely, some holdings saw reductions:

• Vanguard BD Index Fund (BSV) decreased by -31.87%.

The overall portfolio allocation shows a continued diversification across various sectors, with Technology remaining the largest sector at 23.87%, followed closely by Financial Services and Consumer Cyclical stocks.