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Parisi Gray Wealth Management - Q3 2026 13F Filings

PA

Parisi Gray Wealth Management

CIK: 0001716659
Address: New Jersey Mendham 5 Cold Hill Rd S Suite 1
$503.8 M
Portfolio Value
145
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Sells

Q3 2026
3. Profesionally Managed Portfo
−$2.75 M

Asset Allocation

Stocks/ETFs
+3.42%
$503.8 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Parisi Gray Wealth Management Q3 2026 Filing Summary

Parisi Gray Wealth Management filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 503.8 M reflecting a +3.42% change from the prior quarter, spanning 145 assets. The top 10 holdings comprised 46.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 20 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Parisi Gray Wealth Management’s Q3 2026 Filing

Parisi Gray Wealth Management submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Parisi Gray Wealth Management reported a managed portfolio value of 503.8 M, consisting of 145 individual positions.

This page displays the raw filing documents. To see which stocks Parisi Gray Wealth Management bought or sold during Q3 2026, please visit Parisi Gray Wealth Management's Portfolio Analysis page.