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 151–200 of 460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWN | ISHARES TR | 14K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 79K | $1M+ | SH |
| KXI | ISHARES TR | 39K | $1M+ | SH |
| IWD | ISHARES TR | 12K | $1M+ | SH |
| GGG | GRACO INC | 30K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 10K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 10K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 14K | $1M+ | SH |
| ESML | ISHARES TR | 51K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 6K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 11K | $1M+ | SH |
| IEO | ISHARES TR | 25K | $1M+ | SH |
| GLD | SPDR GOLD TR | 5K | $1M+ | SH |
| WELL | WELLTOWER INC | 12K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 5K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 23K | $1M+ | SH |
| IGM | ISHARES TR | 16K | $1M+ | SH |
| NFLX | NETFLIX INC | 22K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 12K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 27K | $1M+ | SH |
| XSD | SPDR SERIES TRUST | 6K | $1M+ | SH |
| INTC | INTEL CORP | 52K | $1M+ | SH |
| IHE | ISHARES TR | 22K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 5K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| FXG | FIRST TR EXCHANGE TRADED FD | 30K | $1M+ | SH |
| DE | DEERE & CO | 4K | $1M+ | SH |
| UNP | UNION PAC CORP | 8K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 18K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 11K | $1M+ | SH |
| EXPD | EXPEDITORS INTL WASH INC | 11K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 6K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 22K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 9K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 8K | $1M+ | SH |
| KO | COCA COLA CO | 23K | $1M+ | SH |
| BA | BOEING CO | 7K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 20K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 19K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 8K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 9K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 52K | $1M+ | SH |
| AAPL | APPLE INC | 5K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 21K | $1M+ | SH |
| LOW | LOWES COS INC | 6K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 7K | $1M+ | SH |
| LEA | LEAR CORP | 12K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 10K | $1M+ | SH |