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GRIMES & Co WEALTH MANAGEMENT, LLC
Updated 7 days agoManaged by Grimes & Co Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$4.3B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $4.2B |
| Q1 2026 | $3.6B |
| Q2 2026 | $4.6B |
| Q3 2026 | $4.3B |
Top holdings
714 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $357.7M | 3.69M | 8.39% | — | |
| 2 | $328.1M | 1.15M | 7.70% | — | |
| 3 | $202.5M | 2.49M | 4.75% | — | |
| 4 | $197M | 257.2K | 4.62% | — | |
| 5 | $185.7M | 948.7K | 4.36% | — | |
| 6 | $168.5M | 6.95M | 3.95% | — | |
| 7 | $141M | 423.5K | 3.31% | — | |
| 8 | $117M | 1.31M | 2.74% | — | |
| 9 | $91.9M | 179.1K | 2.15% | — | |
| 10 | $59.1M | 655.5K | 1.39% | — | |
| 11 | $56.7M | 248.2K | 1.33% | — | |
| 12 | $52.1M | 309.4K | 1.22% | — | |
| 13 | $51M | 111.7K | 1.20% | — | |
| 14 | ? N/A AMERICAN CENTY ETF TR | $48.9M | 541.7K | 1.15% | — |
| 15 | $44.4M | 1.33M | 1.04% | — | |
| 16 | $44.4M | 129.0K | 1.04% | — | |
| 17 | $43.2M | 173.4K | 1.01% | — | |
| 18 | $42.6M | 69.7K | 1.00% | — | |
| 19 | $42.5M | 254.8K | 1.00% | — | |
| 20 | $40M | 192.3K | 0.94% | — |