Grimes & Co Wealth Management
$4.6B 13F equity value
476 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Grimes & Co Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 1,178,370 | $357M | 7.7% |
| IEFA | ISHARES TR | 3,677,104 | $355M | 7.7% |
| IEMG | ISHARES INC | 2,523,223 | $209M | 4.5% |
| IVV | ISHARES TR | 258,792 | $194M | 4.2% |
| XLK | SELECT SECTOR SPDR TR | 925,282 | $176M | 3.8% |
| HYG | ISHARES TR | 2,189,127 | $175M | 3.8% |
| SJNK | SPDR SERIES TRUST | 6,818,664 | $171M | 3.7% |
| JNK | SPDR SERIES TRUST | 1,638,298 | $158M | 3.4% |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 1,515,219 | $135M | 2.9% |
| AAPL | APPLE INC | 426,013 | $123M | 2.7% |
Track Grimes & Co Wealth Management's 13F portfolio: $4.6B in reported holdings, 476 positions. Top holdings and quarterly changes on SentiSense.
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