§ 13F · FUND PROFILE
GRIMES & Co WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4049.9T (13F)Positions · 517Turnover · — · Q3Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 3.54M | $309.0T | 7.6% | — |
| 2 | VB | VANGUARD INDEX FDS | 1.08M | $274.2T | 6.8% | — |
| 3 | SJNK | SPDR SERIES TRUST | 6.82M | $174.6T | 4.3% | — |
| 4 | USHY | ISHARES TR | 4.58M | $173.0T | 4.3% | — |
| 5 | SPHY | SPDR SERIES TRUST | 7.20M | $172.4T | 4.3% | — |
| 6 | IVV | ISHARES TR | 255K | $170.8T | 4.2% | — |
| 7 | IEMG | ISHARES INC | 2.54M | $167.4T | 4.1% | — |
| 8 | XLK | SELECT SECTOR SPDR TR | 549K | $154.7T | 3.8% | — |
| 9 | JHML | JOHN HANCOCK EXCHANGE TRADED | 1.61M | $126.0T | 3.1% | — |
| 10 | AAPL | APPLE INC | 411K | $104.8T | 2.6% | — |
§ 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 $4049881.7 trillion in assets. The fund runs a broad portfolio of 517 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed