Parisi Gray Wealth Management

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$419.8M
Q ending 2026-03-31
Prior quarter
$440.5M
Q ending 2025-12-31
Change
-4.7% QoQ · +37.1% YoY
Positions
137
reported holdings

Largest positions

Top 100 of 137 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Index FdsVOOShares$39.2M66K
Profesionally Managed PortfoAKREShares$24.9M471K
Nvidia CorporationNVDAShares$22.1M127K
Invesco Qqq TrQQQShares$22.0M38K
Vanguard Index FdsVTIShares$20.4M63K
Palantir Technologies IncPLTRShares$17.4M119K
Ishares TrIVVShares$15.8M24K
Apple IncAAPLShares$13.9M55K
Wisdomtree TrUSFRShares$13.3M264K
Alphabet IncGOOGLShares$11.0M38K
Ishares TrEFAShares$9.8M101K
Microsoft CorpMSFTShares$9.7M26K
Jpmorgan Chase & CoJPMShares$8.5M29K
Ishares TrIWMShares$8.2M33K
Mastercard IncorporatedMAShares$8.0M16K
Invesco Exch Trd Slf Idx FdBSCSShares$6.6M325K
Costco Wholesale CorporationCOSTShares$6.6M7K
Ishares TrEEMShares$5.9M105K
Eli Lilly & CoLLYShares$5.9M6K
Meta Platforms IncMETAShares$5.9M10K
Ishares TrIJHShares$5.3M79K
Goldman Sachs Group IncGSShares$5.2M6K
Amazon Com IncAMZNShares$5.1M24K
Berkshire Hathaway Inc DelBRK/BShares$5.0M11K
Tesla IncTSLAShares$4.9M13K
Broadcom IncAVGOShares$4.8M16K
Home Depot IncHDShares$4.7M14K
Alphabet IncGOOGShares$4.4M15K
Invesco Exch Trd Slf Idx FdBSCTShares$4.2M223K
State Str Spdr S&P 500 Etf TSPYShares$3.2M5K
Taiwan Semiconductor ManufacTSMShares$3.1M9K
Johnson & JohnsonJNJShares$2.7M11K
Lam Research CorpLRCXShares$2.6M12K
Ge Vernova IncGEVShares$2.6M3K
Lowes Cos IncLOWShares$2.4M10K
Advanced Micro Devices IncAMDShares$2.4M12K
Honeywell Intl IncHONGBPShares$2.3M10K
Danaher Corp DelDHRShares$2.2M12K
Invesco Exchange Traded Fd TRSPShares$2.1M11K
International Business MachsIBMShares$2.1M9K
Crowdstrike Hldgs IncCRWDShares$2.1M5K
Vertiv Holdings CoVRTShares$2.0M8K
Ge AerospaceGEShares$2.0M7K
American Express CoAXPShares$1.9M6K
Oracle CorpORCLShares$1.9M13K
Cisco Sys IncCSCOShares$1.7M22K
Illinois Tool Wks IncITWShares$1.7M7K
Ishares TrIWBShares$1.7M5K
Marvell Technology IncMRVLShares$1.6M16K
Qualcomm IncQCOMShares$1.6M12K
Ishares TrTFLOShares$1.5M30K
Vanguard Bd Index FdsBSVShares$1.5M19K
Public Svc Enterprise GroupPEGShares$1.5M18K
Ross Stores IncROSTShares$1.5M7K
Ishares TrIWFShares$1.4M3K
Amgen IncAMGNShares$1.4M4K
Bloom Energy CorpBEShares$1.4M10K
Ishares TrIEFAShares$1.4M15K
Booking Holdings IncBKNGShares$1.4M326
Arista Networks IncANETShares$1.3M11K
Pimco Dynamic Income FdPDIShares$1.3M75K
Visa IncVShares$1.2M4K
Select Sector Spdr TrXLKShares$1.2M9K
Markel Group IncMKLShares$1.2M616
Ishares TrIWDShares$1.2M5K
Caterpillar IncCATShares$1.1M2K
M & T Bk CorpMTBShares$1.1M5K
F N B CorpFNBShares$1.1M66K
Micron Technology IncMUShares$1.1M3K
Bank America CorpBACShares$1.0M21K
Rocket Lab CorpRKLBShares$1.0M16K
Fifth Third BancorpFITBShares$983K21K
Abbvie IncABBVShares$972K4K
Boeing CoBAShares$895K4K
Asml Hldg NvShares$871K660
Ark Etf TrARKQShares$812K7K
Capital One Finl CorpCOFShares$754K4K
Palo Alto Networks IncPANWShares$734K5K
Berkshire Hathaway Inc DelBRK/AShares$718K1
Blackrock IncBLKShares$686K714
Marsh & Mclennan Cos IncMRSHShares$673K4K
Spdr Gold TrGLDShares$663K2K
Labcorp Holdings IncLHShares$641K2K
Ondas IncONDSShares$626K69K
Emcor Group IncEMEShares$624K845
Dell Technologies IncDELLShares$599K4K
Snowflake IncSNOWShares$565K4K
Guggenheim Strategic OpportuGOFShares$562K51K
Procter & Gamble CoPGShares$531K4K
Unitedhealth Group IncUNHShares$511K2K
Agnc Invt CorpAGNCShares$506K50K
Valero Energy CorpVLOShares$502K2K
Chevron CorporationCVXShares$499K2K
Merck & Co IncMRKShares$497K4K
Marriott Intl Inc NewMARShares$483K1K
Comcast Corp NewCMCSAShares$470K16K
Disney Walt CoDISShares$464K5K
Armour Residential Reit IncARRShares$441K26K
Rtx CorporationRTXShares$423K2K
Coca Cola CoKOShares$406K5K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.