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David Gray

Parisi Gray Wealth Management

Assets Managed
$487.151M
Holdings
155
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
16.06%(2Q avg: 5.68%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Parisi Gray Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 155 positions.

Assets under management

The assets under management (AUM) of Parisi Gray Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 487.151M in assets, with a quarterly growth rate of 16.06% and a 2-quarter average growth rate of 5.68%. The portfolio is managed by David Gray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.32%
9.23%
$44.92M
65,403 shares@ $686.82 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.55%
5.75%
$27.968M
37,979 shares@ $736.41 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.57%
5.02%
$24.427M
122,082 shares@ $200.09 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.15%
4.83%
$23.515M
63,547 shares@ $370.04 avg price
AKRE
Akre Focus Etf
Recent Activity
Decreased -14.51%
4.4%
$21.408M
402,474 shares@ $53.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.31%
3.72%
$18.075M
24,135 shares@ $748.91 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 24.89%
3.41%
$16.604M
329,772 shares@ $50.36 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.47%
3.22%
$15.652M
54,091 shares@ $289.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.08%
2.79%
$13.547M
37,906 shares@ $357.38 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -3.01%
2.77%
$13.487M
115,583 shares@ $116.69 avg price

1-10 of 155