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 101–150 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| SUSA | ISHARES TR | 32K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 65K | $1M+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 43K | $1M+ | SH |
| WMT | WALMART INC | 39K | $1M+ | SH |
| KLAC | KLA CORP | 4K | $1M+ | SH |
| ZM | ZOOM COMMUNICATIONS INC | 50K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 138K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 51K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA INC | 19K | $1M+ | SH |
| CLX | CLOROX CO DEL | 40K | $1M+ | SH |
| USB | US BANCORP DEL | 75K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| ALGN | ALIGN TECHNOLOGY INC | 25K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 8K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 13K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 37K | $1M+ | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 59K | $1M+ | SH |
| HD | HOME DEPOT INC | 11K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 39K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 76K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 66K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 12K | $1M+ | SH |
| IWF | ISHARES TR | 7K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| GEV | GE VERNOVA INC | 5K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 71K | $1M+ | SH |
| IYT | ISHARES TR | 44K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 23K | $1M+ | SH |
| DGRO | ISHARES TR | 46K | $1M+ | SH |
| MMM | 3M CO | 20K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 13K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 4K | $1M+ | SH |
| EEM | ISHARES TR | 55K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 57K | $1M+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 40K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC | 21K | $1M+ | SH |
| LRGF | ISHARES TR | 42K | $1M+ | SH |
| IBB | ISHARES TR | 17K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 4K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 30K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| TD | TORONTO DOMINION BK ONT | 30K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 60K | $1M+ | SH |
| MRK | MERCK & CO INC | 26K | $1M+ | SH |
| ESGD | ISHARES TR | 28K | $1M+ | SH |
| ORCL | ORACLE CORP | 14K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 12K | $1M+ | SH |