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Parisi Gray Wealth Management
Parisi Gray Wealth Management, LLC is a registered investment adviser serving individuals, high net worth individuals, trusts, estates, and businesses. The firm conducts its business in a fiduciary capacity, acting with loyalty, fairness, and good faith toward its clients, and offers portfolio management, financial planning, and investment advisory services. The firm uses both discretionary and non-discretionary management models, primarily investing in U.S. equities and ETFs, with a focus on well-known large-cap stocks and major index funds.
Investment Strategy
The firm primarily manages client assets on a discretionary basis across major equity markets, especially in large-cap U.S. companies and major index funds (e.g., VOO, QQQ, VTI, IVV). While investment strategy specifics are not explicitly detailed in available public documents, their reported holdings indicate a significant allocation to U.S. equities and diversified ETFs.
Latest 13F Filing Activity
Parisi Gray Wealth Management filed their most recent 13F report on Sep 30, 2025 disclosing 123 equity positions with a total 13F market value of $384M. The fund increased holdings in Palantir Technologies Inc., Nvidia Corporation, Vanguard Index FDS among other positions. Parisi Gray Wealth Management reduced exposure to Unitedhealth Group Inc., Salesforce Inc., Comcast Corp. New among others.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.95% | $42.1M | 68,690 | $279.95 | $612.38 | +$3.0M |
Q QQQ | INVESCO QQQ TR | 6.49% | $24.9M | 41,544 | $224.48 | $600.37 | +$2.0M |
N NVDA | NVIDIA CORPORATION | 6.17% | $23.7M | 127,054 | $24.71 | $186.58 | +$3.5M |
P PLTR | PALANTIR TECHNOLOGIES INC | 5.68% | $21.8M | 119,627 | $25.13 | $182.42 | +$5.5M |
V VTI | VANGUARD INDEX FDS | 5.45% | $20.9M | 63,812 | $205.29 | $328.17 | +$1.5M |
Industry Allocation
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