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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VWO VANGUARD INTL EQUITY INDEX F 3,782.0 $226K 0.05% -276.0 -6.8% $59.69 +0.6%
142 AVAV AEROVIRONMENT INC Industrials 1,361.0 $225K 0.05% +275.0 +25.3% $165.09 +5.1%
143 XLI SELECT SECTOR SPDR TR 1,176.0 $218K 0.04% NEW $185.20 -1.6%
144 AROC ARCHROCK INC Energy 5,298.0 $216K 0.04% NEW $40.71 -20.5%
145 LUNR INTUITIVE MACHINES INC Industrials 9,917.0 $212K 0.04% NEW $21.39 -15.6%
146 DOV DOVER CORP Industrials 934.0 $209K 0.04% NEW $224.25 -9.8%
147 MMM 3M CO Industrials 1,251.0 $203K 0.04% -11.0 -0.9% $161.89 +12.0%
148 NOW SERVICENOW INC Technology 2,032.0 $202K 0.04% -466.0 -18.6% $99.26 +29.5%
149 UYG PROSHARES TR 2,356.0 $202K 0.04% -106.0 -4.3% $85.56 +14.5%
150 R RYDER SYS INC Industrials 762.0 $201K 0.04% NEW $263.67 -4.4%
151 RDW REDWIRE CORPORATION Industrials 12,700.0 $155K 0.03% NEW $12.23 +0.9%
152 BBAI BIGBEAR AI HLDGS INC Technology 36,283.0 $133K 0.03% +6K +19.6% $3.67 -15.0%
153 OXLC OXFORD LANE CAP CORP Financial Services 10,000.0 $88K 0.02% $8.76 +6.6%
154 MNTS MOMENTUS INC Industrials 12,154.0 $82K 0.02% NEW $6.72 -36.8%
155 LTRX LANTRONIX INC Technology 11,107.0 $65K 0.01% NEW $5.88 +3.8%
Page 8 of 8  ·  155 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%