Grimes & Co Wealth Management
$3.6B Assets Reported
479 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IEFA | ISHARES TR | 3,578,092 | $324M | 9.0% |
| VB | VANGUARD INDEX FDS | 1,140,780 | $299M | 8.3% |
| IEMG | ISHARES INC | 2,520,224 | $176M | 4.9% |
| SJNK | SPDR SERIES TRUST | 6,890,436 | $172M | 4.8% |
| IVV | ISHARES TR | 243,396 | $159M | 4.4% |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 1,556,167 | $122M | 3.4% |
| AAPL | APPLE INC | 424,450 | $108M | 3.0% |
| XLK | SELECT SECTOR SPDR TR | 723,415 | $96M | 2.7% |
| XLC | SELECT SECTOR SPDR TR | 640,620 | $71M | 2.0% |
| MSFT | MICROSOFT CORP | 174,289 | $65M | 1.8% |
Track Grimes & Co Wealth Management's 13F portfolio: $3.6B in reported holdings, 479 positions. Top holdings, AUM, and quarterly changes on SentiSense.