Portfolio (Quarterly) Guide ↗

Parisi Gray Wealth Management

· CIK 0001716659

13F Portfolio $440M AUM 135 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 14 New 49 Added 21 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ZS	ZSCALER INC	Technology	2,679	$803K	0.21%	SOLD
2	RACE	FERRARI N V	Consumer Cyclical	1,259	$609K	0.16%	SOLD
3	CBRE	CBRE GROUP INC	Real Estate	1,330	$210K	0.06%	SOLD

Sector Allocation

Technology 40.0%

Financial Services 26.6%

Communication Services 9.7%

Consumer Cyclical 8.5%

Healthcare 6.1%

Industrials 4.1%

Consumer Defensive 2.8%

Utilities 1.5%

Energy 0.5%

Real Estate 0.2%