CIK 1321993
GRIMES & Co WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
460
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEFA | ISHARES TR | 3.6M | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 1.1M | $1M+ | SH |
| IVV | ISHARES TR | 257K | $1M+ | SH |
| SJNK | SPDR SERIES TRUST | 6.9M | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 7.2M | $1M+ | SH |
| IEMG | ISHARES INC | 2.5M | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 1.1M | $1M+ | SH |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 1.6M | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 536K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 400K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 119K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 2.1M | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 1.0M | $1M+ | SH |
| GOOGL | ALPHABET INC | 150K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 774K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 189K | $1M+ | SH |
| AMZN | AMAZON COM INC | 155K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 603K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 276K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 729K | $1M+ | SH |
| AVLC | AMERICAN CENTY ETF TR | 391K | $1M+ | SH |
| META | META PLATFORMS INC | 43K | $1M+ | SH |
| GOOG | ALPHABET INC | 89K | $1M+ | SH |
| AMGN | AMGEN INC | 82K | $1M+ | SH |
| ABBV | ABBVIE INC | 109K | $1M+ | SH |
| RMIF | ETF SER SOLUTIONS | 976K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 114K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 846K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 279K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 139K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 91K | $1M+ | SH |
| SGOV | ISHARES TR | 190K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 251K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 348K | $1M+ | SH |
| ETN | EATON CORP PLC | 59K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 150K | $1M+ | SH |
| V | VISA INC | 52K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 549K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 729K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 60K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 61K | $1M+ | SH |
| AGG | ISHARES TR | 154K | $1M+ | SH |
| IJR | ISHARES TR | 125K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 38K | $1M+ | SH |
| INCY | INCYTE CORP | 141K | $1M+ | SH |
| EOG | EOG RES INC | 132K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 20K | $1M+ | SH |
| CRM | SALESFORCE INC | 52K | $1M+ | SH |
| INTU | INTUIT | 21K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 492K | $1M+ | SH |