13F Insight
DOSSIER · 13F-HR · Q2 2026

GRIMES & Co WEALTH MANAGEMENT, LLC

$4.6B in tracked AUM across 691 positions as of Q2 2026.

G&
CIK 0001321993 · last filed Jun 30, 2026
Total AUM
$4.6B
as of Q2 2026
Holdings
691
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

GRIMES & Co WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VB
VANGUARD INDEX FDS
$357M1.2M7.7%02
IEFA
ISHARES TR
$355M3.7M7.7%03
IEMG
ISHARES INC
$209M2.5M4.5%04
IVV
ISHARES TR
$194M259K4.2%05
XLK
SELECT SECTOR SPDR TR
$176M925K3.8%06
HYG
ISHARES TR
$175M2.2M3.8%07
SJNK
SPDR SERIES TRUST
$171M6.8M3.7%08
JNK
SPDR SERIES TRUST
$158M1.6M3.4%09
JHML
JOHN HANCOCK EXCHANGE TRADED
$135M1.5M2.9%10
AAPL
APPLE INC
$123M426K2.7%

Filing history

2026Q2Jun 30
$4.6B▲ 28.0%
691 positionsView →2026Q1Mar 31
$3.6B▼ 13.7%
588 positionsView →2025Q4Dec 31
$4.2B▲ 3.3%
552 positionsView →2025Q3Sep 30
$4.0B▲ 10.2%
517 positionsView →2025Q2Jun 30
$3.7B▲ 13.6%
476 positionsLocked2025Q1Mar 31
$3.2B▼ 6.8%
430 positionsLocked2024Q4Dec 31
$3.5B▼ 6.1%
448 positionsLocked2024Q3Sep 30
$3.7B▲ 10.6%
429 positionsLocked2024Q2Jun 30
$3.3B▲ 2.7%
404 positionsLocked2024Q1Mar 31
$3.3B▲ 7.7%
400 positionsLocked2023Q4Dec 31
$3.0B▲ 16.8%
382 positionsLocked2023Q3Sep 30
$2.6B▼ 8.3%
357 positionsLocked
Showing 12 of 54