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 51–100 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | 116K | $1M+ | SH |
| IJH | ISHARES TR | 179K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 40K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 28K | $1M+ | SH |
| FTXL | FIRST TR EXCHANGE TRADED FD | 86K | $1M+ | SH |
| IWM | ISHARES TR | 44K | $1M+ | SH |
| PAYX | PAYCHEX INC | 97K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 257K | $1M+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 126K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 68K | $1M+ | SH |
| PEP | PEPSICO INC | 72K | $1M+ | SH |
| HSY | HERSHEY CO | 56K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 224K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 52K | $1M+ | SH |
| ADBE | ADOBE INC | 28K | $1M+ | SH |
| EFA | ISHARES TR | 99K | $1M+ | SH |
| DIS | DISNEY WALT CO | 83K | $1M+ | SH |
| ABT | ABBOTT LABS | 73K | $1M+ | SH |
| GSK | GSK PLC | 186K | $1M+ | SH |
| SLB | SLB LIMITED | 231K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 39K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 82K | $1M+ | SH |
| RTX | RTX CORPORATION | 45K | $1M+ | SH |
| HYG | ISHARES TR | 102K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 17K | $1M+ | SH |
| XYL | XYLEM INC | 60K | $1M+ | SH |
| KCE | SPDR SERIES TRUST | 50K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| LLY | ELI LILLY & CO | 7K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 297K | $1M+ | SH |
| NKE | NIKE INC | 110K | $1M+ | SH |
| ZION | ZIONS BANCORPORATION N A | 120K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 115K | $1M+ | SH |
| RSPC | INVESCO EXCHANGE TRADED FD T | 163K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 22K | $1M+ | SH |
| AME | AMETEK INC | 31K | $1M+ | SH |
| BIIB | BIOGEN INC | 34K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 95K | $1M+ | SH |
| GE | GE AEROSPACE | 19K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 9K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 44K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 78K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 35K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 99K | $1M+ | SH |
| TSLA | TESLA INC | 11K | $1M+ | SH |
| MCD | MCDONALDS CORP | 16K | $1M+ | SH |
| GNRC | GENERAC HLDGS INC | 36K | $1M+ | SH |
| FSTA | FIDELITY COVINGTON TRUST | 99K | $1M+ | SH |
| WDAY | WORKDAY INC | 23K | $1M+ | SH |
| PKG | PACKAGING CORP AMER | 23K | $1M+ | SH |