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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

Top 10 holdings

By portfolio weight as of Q2 2026.

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