1y return+18.7%S&P 500 +20.9%
3y return+71.2%S&P 500 +68.5%
5y return+68.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $247 against $280 in the S&P 500.2
Parisi Gray Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $44.9M | 9.2% | |
| QQQInvesco Qqq Tr | $28.0M | 5.7% | |
| NVDANvidia Corporation | $24.4M | 5.0% | −3.6% |
| VTIVanguard Index Fds | $23.5M | 4.8% | |
| AKREProfesionally Managed Portfo | $21.4M | 4.4% | −14.5% |
| IVVIshares Tr | $18.1M | 3.7% | |
| USFRWisdomtree Tr | $16.6M | 3.4% | +24.9% |
| AAPLApple Inc | $15.7M | 3.2% | −1.5% |
| GOOGLAlphabet Inc | $13.5M | 2.8% | −1.1% |
| PLTRPalantir Technologies Inc | $13.5M | 2.8% | −3.0% |
| EFAIshares Tr | $10.4M | 2.1% | |
| IWMIshares Tr | $10.0M | 2.0% | |
| MSFTMicrosoft Corp | $9.6M | 2.0% | −1.4% |
| JPMJpmorgan Chase & Co | $9.3M | 1.9% | −1.1% |
| MAMastercard Incorporated | $8.2M | 1.7% | −1.2% |
| LLYEli Lilly & Co | $7.5M | 1.5% | −2.8% |
| EEMIshares Tr | $7.1M | 1.5% | |
| AMDAdvanced Micro Devices Inc | $6.7M | 1.4% | −2.5% |
| BSCSInvesco Exch Trd Slf Idx Fd | $6.6M | 1.4% | |
| GSGoldman Sachs Group Inc | $6.2M | 1.3% | |
| IJHIshares Tr | $6.1M | 1.3% | +1.3% |
| COSTCostco Wholesale Corporation | $6.1M | 1.3% | −1.0% |
| METAMeta Platforms Inc | $5.9M | 1.2% | |
| AMZNAmazon Com Inc | $5.8M | 1.2% | |
| AVGOBroadcom Inc | $5.7M | 1.2% | −3.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $24.4M |
| PLTRPalantir Technologies Inc | September 30, 2020 | +1128.1% | $13.5M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $3.5M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $5.2M |
| CRWDCrowdstrike Hldgs Inc | June 30, 2023 | +419.6% | $4.0M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $6.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $13.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $5.4M |
| TSMTaiwan Semiconductor Manufac | December 31, 2023 | +359.2% | $4.3M |
| AVGOBroadcom Inc | September 30, 2023 | +354.8% | $5.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.3M
- NFLXNetflix Inc. was $231K
- CFCf Industries Hold was $209K
- BMNRBitmine Immersion Tecnologie was $198K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.9% | +14.8% |
| March 31, 2026 | −7.0% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +9.7% | +7.8% |
| June 30, 2025 | +13.3% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | +4.0% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +5.0% | +4.0% |
| March 31, 2024 | +9.9% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +8.5% | +8.3% |
| March 31, 2023 | +7.6% | +7.0% |
| December 31, 2022 | +5.6% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −6.7% | −4.9% |
| December 31, 2021 | +8.3% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Parisi Gray Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1716659&type=13F-HR&dateb=&owner=include&count=40CIK 1716659
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1716659/000195175726000952/Filed July 9, 2026 · accession 0001951757-26-000952