account_balance

Investment manager · 13F filer · SEC CIK 1716659

Parisi Gray Wealth Management

Reported value$504Mas of Sep 30, 2026
Positions145 10 new, 20 sold out
Top 10 weight46.4%VOO alone is 9%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 9.2% Held
QQQ Invesco QQQ Tr 5.7% Held
NVDA NVIDIA Corp 5.6% Held
VTI Vanguard Index FDS 4.8% Held
PLTR Palantir Technologies Inc. 4.3% Held
AKRE Profesionally Managed Portfo 3.7% Trimmed −13%
AAPL Apple Inc. 3.6% Held
IVV iShares Tr 3.6% Trimmed −2%
USFR Wisdomtree Tr 3.3% Trimmed −90%
MSFT Microsoft Corp 2.6% HeldGOOGL Alphabet Inc. 2.6% Held
EFA iShares Tr 2.2% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • USFR −90%
  • IWM −42%
  • ORCL −20%
  • AKRE −13%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist