Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GRIMES & Co WEALTH MANAGEMENT, LLC (CIK 1321993) reported $3.61B across 432 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($323.9M, 8.97%), VB ($298.8M, 8.27%), IEMG ($175.8M, 4.87%), SJNK ($172.1M, 4.76%), IVV ($159.0M, 4.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $323.9M | 8.97% | 3.6M | Added |
| 2 | VB | VANGUARD INDEX FDS | $298.8M | 8.27% | 1.1M | Added |
| 3 | IEMG | ISHARES INC | $175.8M | 4.87% | 2.5M | Trimmed |
| 4 | SJNK | SPDR SERIES TRUST | $172.1M | 4.76% | 6.9M | Added |
| 5 | IVV | ISHARES TR | $159.0M | 4.40% | 243,396 | Trimmed |
| 6 | JHML | JOHN HANCOCK EXCHANGE TRADED | $121.8M | 3.37% | 1.6M | Trimmed |
| 7 | AAPL | APPLE INC | $107.7M | 2.98% | 424,450 | Added |
| 8 | XLK | SELECT SECTOR SPDR TR | $96.1M | 2.66% | 723,415 | Trimmed |
| 9 | XLC | SELECT SECTOR SPDR TR | $71.0M | 1.97% | 640,620 | Added |
| 10 | MSFT | MICROSOFT CORP | $64.5M | 1.79% | 174,289 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $59.7M | 1.65% | 342,170 | Added |
| 12 | VUG | VANGUARD INDEX FDS | $51.9M | 1.44% | 118,921 | Added |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $47.6M | 1.32% | 248,195 | Added |
| 14 | XLV | SELECT SECTOR SPDR TR | $45.7M | 1.27% | 312,037 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $45.1M | 1.25% | 133,378 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $38.4M | 1.06% | 133,442 | Trimmed |
| 17 | PRF | INVESCO EXCHANGE TRADED FD T | $36.2M | 1.00% | 761,631 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $35.5M | 0.98% | 170,455 | Added |
| 19 | AVLC | AMERICAN CENTY ETF TR | $34.4M | 0.95% | 443,964 | Added |
| 20 | JNJ | JOHNSON & JOHNSON | $29.3M | 0.81% | 119,932 | Added |
| 21 | AMGN | AMGEN INC | $28.4M | 0.78% | 80,588 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $27.7M | 0.77% | 94,319 | Trimmed |
| 23 | XLP | SELECT SECTOR SPDR TR | $27.1M | 0.75% | 331,139 | Added |
| 24 | XLI | SELECT SECTOR SPDR TR | $26.4M | 0.73% | 163,225 | Added |
| 25 | META | META PLATFORMS INC | $24.8M | 0.69% | 43,399 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31