Institutions / GRIMES & Co WEALTH MANAGEMENT, LLC
GRIMES & Co WEALTH MANAGEMENT, LLC
CIK 1321993 · Institution · as of Mar 31, 2026
Portfolio value
$3.61B
Positions
433
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.61B-13.7%Positions
433-5.9%Top holdings
Mar 31, 2026View all 433 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $323.92M | 9.0% |
| Vanguard Index Fds | $298.79M | 8.3% |
| iShares Inc | $175.79M | 4.9% |
| SPDR Series Trust | $172.12M | 4.8% |
| iShares Tr | $158.99M | 4.4% |
| John Hancock Exchange Traded | $121.80M | 3.4% |
| Apple Inc. | $107.72M | 3.0% |
| Select Sector SPDR Tr | $96.14M | 2.7% |
| Select Sector SPDR Tr | $71.02M | 2.0% |
| Microsoft Corp | $64.52M | 1.8% |
| NVIDIA Corp | $59.67M | 1.7% |
| Vanguard Index Fds | $51.94M | 1.4% |
| Invesco Exchange Traded Fd T | $47.63M | 1.3% |
| Select Sector SPDR Tr | $45.75M | 1.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $45.08M | 1.2% |
| Alphabet Inc. | $38.37M | 1.1% |
| Invesco Exchange Traded Fd T | $36.20M | 1.0% |
| Amazon.com Inc | $35.50M | 1.0% |
| American Centy ETF Tr | $34.43M | 1.0% |
| Johnson & Johnson | $29.32M | 0.8% |
| Amgen Inc | $28.36M | 0.8% |
| JPMorgan Chase & Co | $27.74M | 0.8% |
| Select Sector SPDR Tr | $27.15M | 0.8% |
| Select Sector SPDR Tr | $26.40M | 0.7% |
| Alphabet Inc. | $25.10M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 46435U853 Common stock | $-169.07M | -4.6M -99.55% | 20,963 0.02% of portfolio | high |
| Q1 2026 as of | Trim | 78468R606 Common stock | $-168.38M | -7.2M -99.64% | 26,224 0.02% of portfolio | high |
| Q1 2026 as of | Trim | 78464A284 Common stock | $-52.45M | -2.1M -98.70% | 27,931 0.02% of portfolio | high |
| Q1 2026 as of | Trim | 46641Q654 Common stock | $-51.52M | -1.0M -99.22% | 7,897 0.01% of portfolio | high |
| Q1 2026 as of | Trim | 81369Y803 Common stock | $-49.01M | -369K -33.77% | 723,415 2.66% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y407 Common stock | $-20.96M | -192K -69.64% | 83,851 0.25% of portfolio | medium |
| Q1 2026 as of | New | 81369Y100 Common stock | $20.85M | +417K | 417,228 0.58% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y506 Common stock | $-20.82M | -340K -46.65% | 388,752 0.66% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y605 Common stock | $-15.28M | -309K -51.34% | 293,372 0.40% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y209 Common stock | $-12.88M | -88K -21.97% | 312,037 1.27% of portfolio | medium |