Parisi Gray Wealth Management Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$440.5M

Holdings

135

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (135 positions)

StockValue
VOOVANGUARD INDEX FDS
$43.3M
AKREPROFESIONALLY MANAGED PORTFO
$36.0M
NDQINVESCO QQQ TR
$25.7M
NVDANVIDIA CORPORATION
$23.7M
VTIVANGUARD INDEX FDS
$21.4M
PLTRPALANTIR TECHNOLOGIES INC
$21.3M
IVVISHARES TR
$16.6M
AAPLAPPLE INC
$14.9M
USFRWISDOMTREE TR
$12.9M
MSFTMICROSOFT CORP
$12.6M
GOOGLALPHABET INC
$12.0M
JPMJPMORGAN CHASE & CO.
$9.2M
MAMASTERCARD INCORPORATED
$9.2M
IJHISHARES TR
$7.2M
LLYELI LILLY & CO
$6.9M
METAMETA PLATFORMS INC
$6.8M
IWMISHARES TR
$6.7M
EFAISHARES TR
$6.0M
TSLATESLA INC
$5.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.8M
COSTCOSTCO WHSL CORP NEW
$5.7M
AMZNAMAZON COM INC
$5.4M
AVGOBROADCOM INC
$5.4M
GSGOLDMAN SACHS GROUP INC
$5.3M
BSCSINVESCO EXCH TRD SLF IDX FD
$5.1M
HDHOME DEPOT INC
$4.9M
GOOGALPHABET INC
$4.8M
SPYSPDR S&P 500 ETF TR
$3.4M
EEMISHARES TR
$2.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.8M
DHRDANAHER CORPORATION
$2.7M
BSCTINVESCO EXCH TRD SLF IDX FD
$2.7M
IBMINTERNATIONAL BUSINESS MACHS
$2.5M
CRWDCROWDSTRIKE HLDGS INC
$2.5M
LOWLOWES COS INC
$2.5M
ORCLORACLE CORP
$2.5M
AXPAMERICAN EXPRESS CO
$2.4M
QCOMQUALCOMM INC
$2.1M
GEGE AEROSPACE
$2.1M
TFLOISHARES TR
$2.1M
AMDADVANCED MICRO DEVICES INC
$2.0M
HONHONEYWELL INTL INC
$2.0M
RSPINVESCO EXCHANGE TRADED FD T
$2.0M
JNJJOHNSON & JOHNSON
$1.8M
IWBISHARES TR
$1.8M
GEVGE VERNOVA INC
$1.8M
BKNGBOOKING HOLDINGS INC
$1.7M
CSCOCISCO SYS INC
$1.7M
ITWILLINOIS TOOL WKS INC
$1.6M
IWFISHARES TR
$1.6M
LRCXLAM RESEARCH CORP
$1.5M
MRVLMARVELL TECHNOLOGY INC
$1.5M
PEGPUBLIC SVC ENTERPRISE GRP IN
$1.4M
XLKSELECT SECTOR SPDR TR
$1.4M
VVISA INC
$1.4M
AQLTISHARES TR
$1.4M
ANETARISTA NETWORKS INC
$1.4M
MKLMARKEL GROUP INC
$1.3M
AMGNAMGEN INC
$1.3M
PDIPIMCO DYNAMIC INCOME FD
$1.3M
ROSTROSS STORES INC
$1.2M
IWDISHARES TR
$1.2M
BACBANK AMERICA CORP
$1.1M
FNBF N B CORP
$1.1M
MTBM & T BK CORP
$1.1M
ABBVABBVIE INC
$1.0M
FITBFIFTH THIRD BANCORP
$985K
BABOEING CO
$948K
SNOWSNOWFLAKE INC
$832K
PANWPALO ALTO NETWORKS INC
$831K
BRK-BBERKSHIRE HATHAWAY INC DEL
$754K
BLKBLACKROCK INC
$746K
MRSHMARSH & MCLENNAN COS INC
$720K
ASMLASML HOLDING N V
$658K
UNHUNITEDHEALTH GROUP INC
$633K
VRTVERTIV HOLDINGS CO
$632K
ONDSONDAS HLDGS INC
$628K
AGNCAGNC INVT CORP
$610K
GQ9SPDR GOLD TR
$609K
LHLABCORP HOLDINGS INC
$602K
GOFGUGGENHEIM STRATEGIC OPPORTU
$579K
DISDISNEY WALT CO
$553K
CEGCONSTELLATION ENERGY CORP
$542K
6RJ0ROCKET LAB CORP
$538K
PGPROCTER AND GAMBLE CO
$523K
EMEEMCOR GROUP INC
$513K
CMCSACOMCAST CORP NEW
$476K
DELLDELL TECHNOLOGIES INC
$457K
MARMARRIOTT INTL INC NEW
$452K
CATCATERPILLAR INC
$439K
VGTVANGUARD WORLD FD
$428K
MRKMERCK & CO INC
$418K
COFCAPITAL ONE FINL CORP
$416K
HIMUBLACKROCK ETF TRUST II
$404K
ECCEAGLE POINT CREDIT COMPANY I
$395K
NOWSERVICENOW INC
$382K
HOODROBINHOOD MKTS INC
$382K
DONSPDR DOW JONES INDL AVERAGE
$375K
KOCOCA COLA CO
$373K
RTXRTX CORPORATION
$371K
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