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GRIMES & Co WEALTH MANAGEMENT, LLC

Q2 2026 13F filing

Updated 55 days ago

691 disclosed positions worth $4.6B

Portfolio value
$4.6B
Total holdings
691
New positions
44
Closed positions
28
Increased
245
Decreased
143
Turnover
10.4%
Filed
2026-07-17

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

+3.3%
Value
$357.2M
Shares
1.18M
% Port
7.73%
E

ISHARES TR

+2.8%
Value
$355.1M
Shares
3.68M
% Port
7.68%
E

ISHARES INC

+0.1%
Value
$209M
Shares
2.52M
% Port
4.52%
E

ISHARES TR

+6.3%
Value
$193.8M
Shares
258.8K
% Port
4.19%
S

SELECT SECTOR SPDR TR

+16934.8%
Value
$175.3M
Shares
919.9K
% Port
3.79%
?
6.N/A

ISHARES TR

+2054.6%
Value
$175.1M
Shares
2.19M
% Port
3.79%
?
7.N/A

SPDR SERIES TRUST

-1.0%
Value
$170.7M
Shares
6.82M
% Port
3.69%
?
8.N/A

SPDR SERIES TRUST

Value
$157.9M
Shares
1.64M
% Port
3.42%
H
9.HTD

JOHN HANCOCK EXCHANGE TRADED

-2.6%
Value
$135.1M
Shares
1.52M
% Port
2.92%
A
10.AAPL

APPLE INC

+0.4%
Value
$121.4M
Shares
419.7K
% Port
2.63%
M
11.MSFT

MICROSOFT CORP

+1.7%
Value
$65.8M
Shares
176.5K
% Port
1.42%
T

TAIWAN SEMICONDUCTOR MANUFAC

+68120.3%
Value
$64.2M
Shares
134.4K
% Port
1.39%
S

SELECT SECTOR SPDR TR

+45491.6%
Value
$62.1M
Shares
335.1K
% Port
1.34%
V
14.VGES

VANGUARD INDEX FDS

+491.5%
Value
$60.6M
Shares
703.4K
% Port
1.31%
S

SELECT SECTOR SPDR TR

+25262.4%
Value
$53.8M
Shares
338.8K
% Port
1.16%
A
16.AMD

ADVANCED MICRO DEVICES INC

+1.1%
Value
$52.2M
Shares
89.8K
% Port
1.13%
?
17.N/A

VANECK ETF TRUST

Value
$49.9M
Shares
968.8K
% Port
1.08%
N
18.NVDA

NVIDIA CORPORATION

+1.4%
Value
$47.8M
Shares
238.7K
% Port
1.03%
G

ALPHABET INC

+9237.0%
Value
$46.9M
Shares
131.2K
% Port
1.01%
A
20.AMAT

APPLIED MATLS INC

-0.6%
Value
$45.4M
Shares
62.8K
% Port
0.98%
?
21.N/A

AMERICAN CENTY ETF TR

+11.2%
Value
$44.4M
Shares
493.4K
% Port
0.96%
S

SELECT SECTOR SPDR TR

-39.1%
Value
$41.6M
Shares
388.6K
% Port
0.90%
I
23.IVZ

INVESCO EXCHANGE TRADED FD T

-22.3%
Value
$41M
Shares
192.8K
% Port
0.89%
A
24.AMZN

AMAZON COM INC

+3167.6%
Value
$40.5M
Shares
170.0K
% Port
0.88%
?
25.N/A

INVESCO EXCHANGE TRADED FD T

-2.1%
Value
$40.3M
Shares
746.0K
% Port
0.87%
S

SELECT SECTOR SPDR TR

+28893.1%
Value
$33.5M
Shares
624.8K
% Port
0.72%
A
27.AAPL

SELECT SECTOR SPDR TR

+22.1%
Value
$33.5M
Shares
402.7K
% Port
0.72%
G

ALPHABET INC

+3.8%
Value
$32.1M
Shares
90.8K
% Port
0.69%
S

SELECT SECTOR SPDR TR

+14041.0%
Value
$32.1M
Shares
273.5K
% Port
0.69%
M
30.MU

MICRON TECHNOLOGY INC

+1.2%
Value
$31.8M
Shares
27.6K
% Port
0.69%
H

HEWLETT PACKARD ENTERPRISE C

-4.1%
Value
$30.9M
Shares
684.6K
% Port
0.67%
J
32.JNJ

JOHNSON & JOHNSON

+69359.5%
Value
$30.5M
Shares
120.2K
% Port
0.66%
J

JPMORGAN CHASE & CO

-1.4%
Value
$30.4M
Shares
92.8K
% Port
0.66%
?
34.N/A

J P MORGAN EXCHANGE TRADED F

+18.5%
Value
$30.1M
Shares
365.2K
% Port
0.65%
A
35.AMGN

AMGEN INC

-0.0%
Value
$29.2M
Shares
80.6K
% Port
0.63%
Q
36.QCOM

QUALCOMM INC

+143198.2%
Value
$29.1M
Shares
157.6K
% Port
0.63%
C
37.CSCO

CISCO SYS INC

+56464.1%
Value
$27.6M
Shares
234.7K
% Port
0.60%
A
38.ABBV

ABBVIE INC

-5.7%
Value
$26.1M
Shares
103.6K
% Port
0.56%
?
39.N/A

DIMENSIONAL ETF TRUST

+7.9%
Value
$25.9M
Shares
644.6K
% Port
0.56%
R

REGIONS FINANCIAL CORP NEW

-0.1%
Value
$25.2M
Shares
835.5K
% Port
0.55%
E
41.ETN

EATON CORP PLC

+15162.9%
Value
$25M
Shares
58.8K
% Port
0.54%
A
42.AVGO

BROADCOM INC

+1.1%
Value
$25M
Shares
66.1K
% Port
0.54%
M
43.META

META PLATFORMS INC

+0.6%
Value
$24.4M
Shares
43.3K
% Port
0.53%
?
44.N/A

FIRST TR EXCHANGE TRADED FD

-2.3%
Value
$23.2M
Shares
81.6K
% Port
0.50%
?
45.N/A

SELECT SECTOR SPDR TR

+6.6%
Value
$22.6M
Shares
444.8K
% Port
0.49%
A

ASML HLDG NV

-1.6%
Value
$22M
Shares
11.0K
% Port
0.47%
S

SELECT SECTOR SPDR TR

+10023.4%
Value
$21.6M
Shares
406.0K
% Port
0.47%
C

BRISTOL-MYERS SQUIBB CO

+686564.8%
Value
$21.4M
Shares
370.8K
% Port
0.46%
?
49.N/A

ETF SER SOLUTIONS

-11.1%
Value
$20.1M
Shares
830.8K
% Port
0.43%
P
50.PFE

PFIZER INC

+1.2%
Value
$19.4M
Shares
804.7K
% Port
0.42%