Parisi Gray Wealth Management
•CIK: 1716659•Filing: Q4 2025
**Parisi Gray Wealth Management** manages $440M across a diversified portfolio of 135 positions. The fund exhibits a notable concentration in major indices and technology names, with VOO anchoring the top holdings at $43.3M. Significant allocations are also directed toward AKRE ($36.0M), NDQ ($25.7M), and NVDA ($23.7M). This structure suggests a core strategy focused on established market leaders and high-growth technology sectors.
Total AUM
$440.5M
QoQ Performance
+14.6%
Positions
116
Top 10 Concentration
51.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
AKRE
NDQ
NVDA
VOO9.8%
AKRE8.2%
NDQ5.8%
NVDA5.4%
VTI4.9%
PLTR4.8%
IVV3.8%
AAPL3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.8%
Technology21.0%
ETF14.4%
Financial7.0%
Consumer6.1%
Healthcare3.4%
Industrial1.4%
Utilities0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑73 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022