Parisi Gray Wealth Management
All 13F Filings
- Location
- Mendham, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 487,151
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 155 | 487,151 | 13F-HR | Parisi Gray Wealth Management |
| Q1 2026 | 4/8/2026 | 137 | 419,751 | 13F-HR | Parisi Gray Wealth Management |
| Q4 2025 | 1/7/2026 | 135 | 440,497 | 13F-HR | Parisi Gray Wealth Management |
| Q3 2025 | 10/17/2025 | 124 | 384,259 | 13F-HR | Parisi Gray Wealth Management |
| Q2 2025 | 7/8/2025 | 121 | 348,939 | 13F-HR | Parisi Gray Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 284.5 K | 58.6% | 46.95 K | 0 | 46.95 K |
| ETFs | 200.1 K | 41.2% | 20.95 K | 0 | 20.95 K |
| Debt | 1.019 K | 0.2% | 0 | 487 | -487 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
487,151
Holdings
155
QoQ value change ($000)
67,400
(16.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.