§ 13F · FUND PROFILE
GRIMES & Co WEALTH MANAGEMENT, LLC.
AUM · $4.0B (13F)Positions · 517Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$254M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | 1.18M | $357M | 7.7% | +3% |
| 2 | IEFA | ISHARES TR | 3.68M | $355M | 7.7% | +3% |
| 3 | IEMG | ISHARES INC | 2.52M | $209M | 4.5% | ±0% |
| 4 | IVV | ISHARES TR | 259K | $194M | 4.2% | +6% |
| 5 | XLK | SELECT SECTOR SPDR TR | 920K | $175M | 3.8% | +28% |
| 6 | HYG | ISHARES TR | 2.19M | $175M | 3.8% | +2055% |
| 7 | SJNK | SPDR SERIES TRUST | 6.82M | $171M | 3.7% | −1% |
| 8 | JNK | SPDR SERIES TRUST | 1.64M | $158M | 3.4% | NEW |
| 9 | JHML | JOHN HANCOCK EXCHANGE TRADED | 1.52M | $135M | 2.9% | −3% |
| 10 | AAPL | APPLE INC | 420K | $121M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRIMES SIGNAL
AC read
GRIMES & Co WEALTH MANAGEMENT, LLC is a Other fund managing $4.0 billion in assets. The fund runs a broad portfolio of 517 positions.
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