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Portfolio (Quarterly) Guide ↗

Parisi Gray Wealth Management

· CIK 0001716659
13F Portfolio $487M AUM 155 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 27 New 60 Added 46 Reduced 7 Exited
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USFR WISDOMTREE TR 329,772.0 $16.6M 3.41% +73K +28.4% $50.35 +0.3%
2 EFA ISHARES TR 100,528.0 $10.4M 2.14% +38K +59.8% $103.88 +3.6%
3 IWM ISHARES TR 33,128.0 $10.0M 2.04% +6K +20.8% $300.45 +0.4%
4 EEM ISHARES TR 103,988.0 $7.1M 1.46% +52K +101.1% $68.41 -3.4%
5 AMD ADVANCED MICRO DEVICES INC Technology 11,508.0 $6.7M 1.37% +2K +22.2% $580.93 -19.7%
6 BSCS INVESCO EXCH TRD SLF IDX FD 325,874.0 $6.6M 1.36% +80K +32.6% $20.36 +0.1%
7 GS GOLDMAN SACHS GROUP INC Financial Services 6,155.0 $6.2M 1.28% +70.0 +1.1% $1011.39 +1.0%
8 META META PLATFORMS INC Communication Services 10,440.0 $5.9M 1.21% +152.0 +1.5% $563.30 -3.1%
9 AMZN AMAZON COM INC Consumer Cyclical 24,463.0 $5.8M 1.20% +986.0 +4.2% $238.34 +11.5%
10 LRCX LAM RESEARCH CORP Technology 11,886.0 $5.2M 1.06% +3K +33.4% $433.32 -29.1%
11 HD HOME DEPOT INC Consumer Cyclical 14,468.0 $5.1M 1.05% +272.0 +1.9% $352.69 -2.4%
12 BSCT INVESCO EXCH TRD SLF IDX FD 225,408.0 $4.2M 0.86% +80K +55.4% $18.57 +0.1%
13 MU MICRON TECHNOLOGY INC Technology 3,254.0 $3.8M 0.77% +2K +259.2% $1154.40 -18.8%
14 GEV GE VERNOVA INC Utilities 2,947.0 $3.5M 0.71% +266.0 +9.9% $1174.76 -15.9%
15 BE BLOOM ENERGY CORP Industrials 10,501.0 $3.2M 0.65% +7K +168.7% $302.69 -31.7%
16 JNJ JOHNSON & JOHNSON Healthcare 11,227.0 $2.9M 0.58% +3K +31.1% $253.97 +7.7%
17 VRT VERTIV HOLDINGS CO Industrials 7,902.0 $2.6M 0.54% +4K +102.2% $334.81 -22.0%
18 RSP INVESCO EXCHANGE TRADED FD T 12,433.0 $2.6M 0.54% +2K +21.3% $212.77 +4.4%
19 GE GE AEROSPACE Industrials 6,961.0 $2.6M 0.53% +151.0 +2.2% $373.71 -4.7%
20 CSCO CISCO SYS INC Technology 22,084.0 $2.6M 0.53% +243.0 +1.1% $117.46 -5.9%
Page 1 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.1%
Financial Services 24.5%
Communication Services 8.9%
Consumer Cyclical 7.6%
Industrials 6.6%
Healthcare 6.0%
Consumer Defensive 2.6%
Utilities 1.7%
Energy 0.8%
Real Estate 0.2%