Parisi Gray Wealth Management
All 13F Filings
- Location
- Mendham, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 419,751
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 237.6 K | 56.8% | 0 | 75.85 K | -75.85 K |
| ETFs | 179.1 K | 42.8% | 54.4 K | 0 | 54.4 K |
| Debt | 1.506 K | 0.4% | 1.244 K | 0 | 1.244 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
419,751
Holdings
137
QoQ value change ($000)
-20,746
(-4.7%)
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.