Parisi Gray Wealth Management
CIK 1716659
13F filing for Q2 2026・No. 3,959
- Holdings
- US$487.15M
- Quarter change
- +US$67.4M
- Entries
- 155
- Net bought (estimate)
- +US$3.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 4
- Cut 65
- Added 55
- Corporate actions 2
- Unchanged 13
Largest holdings
155 stocks worth US$487.15M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 65,403 | US$44.92M | 9.22% |
| QQQInvesco QQQUNIT SER 1 | Cut | 37,979 | US$27.97M | 5.74% |
| NVDANvidiaCOM | Cut | 122,082 | US$24.43M | 5.01% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 63,547 | US$23.51M | 4.83% |
| PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF | Cut | 402,474 | US$21.41M | 4.39% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 24,135 | US$18.07M | 3.71% |
| WISDOMTREE TRFLOATNG RAT TREA | Added | 329,772 | US$16.6M | 3.41% |
| AAPLAppleCOM | Cut | 54,091 | US$15.65M | 3.21% |
| GOOGLAlphabetCAP STK CL A | Cut | 37,906 | US$13.55M | 2.78% |
| PLTRPALANTIR TECHNOLOGIES INCCL A | Cut | 115,583 | US$13.49M | 2.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.