GRIMES & Co WEALTH MANAGEMENT, LLC

Est. AUM

$3.61B

13F long equity, this entity only

Positions

588

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI EAFE	$323.9M	3578092	8.97%	SOLE
2	VANGUARD INDEX FDS	SMALL CP ETF	$298.8M	1140780	8.27%	SOLE
3	ISHARES INC	CORE MSCI EMKT	$175.8M	2520224	4.87%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$172.1M	6890436	4.76%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$159.0M	243396	4.40%	SOLE
6	JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$121.8M	1556167	3.37%	SOLE
7	APPLE INC	COM	$106.1M	418172	2.94%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET COM	$70.8M	638209	1.96%	SOLE
9	MICROSOFT CORP	COM	$64.2M	173543	1.78%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$51.9M	118921	1.44%	SOLE
11	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$47.6M	248195	1.32%	SOLE
12	NVIDIA CORPORATION	COM	$41.1M	235384	1.14%	SOLE
13	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$36.2M	761631	1.00%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS US LARG	$34.4M	443964	0.95%	SOLE
15	AMGEN INC	COM	$28.4M	80588	0.78%	SOLE
16	JPMORGAN CHASE & CO	COM	$27.7M	94094	0.77%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET CON	$27.0M	329809	0.75%	SOLE
18	ALPHABET INC	CAP STK CL C	$25.1M	87515	0.69%	SOLE
19	META PLATFORMS INC	CL A	$24.6M	43051	0.68%	SOLE
20	ABBVIE INC	COM	$23.9M	109820	0.66%	SOLE
21	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$23.3M	308098	0.65%	SOLE
22	ETF SER SOLUTIONS	LHA RISK MANAGE	$22.6M	934785	0.63%	SOLE
23	PFIZER INC	COM	$22.3M	794919	0.62%	SOLE
24	REGIONS FINANCIAL CORP NEW	COM	$21.9M	836607	0.60%	SOLE
25	APPLIED MATLS INC	COM	$21.6M	63193	0.60%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET MAT	$20.8M	417228	0.58%	SOLE
27	GILEAD SCIENCES INC	COM	$20.7M	148660	0.57%	SOLE
28	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$20.2M	597361	0.56%	SOLE
29	BROADCOM INC	COM	$20.2M	65339	0.56%	SOLE
30	EXXON MOBIL CORP	COM	$19.8M	116972	0.55%	SOLE
31	EOG RES INC	COM	$19.5M	134714	0.54%	SOLE
32	ADVANCED MICRO DEVICES INC	COM	$18.1M	88892	0.50%	SOLE
33	ISHARES TR	0-3 MNTH TREASRY	$17.9M	177604	0.49%	SOLE
34	HEWLETT PACKARD ENTERPRISE C	COM	$17.0M	714015	0.47%	SOLE
35	PRICE T ROWE GROUP INC	COM	$15.7M	174221	0.43%	SOLE
36	ISHARES TR	CORE S&P SCP ETF	$15.4M	123860	0.43%	SOLE
37	MEDTRONIC PLC	SHS	$15.4M	177602	0.43%	SOLE
38	ISHARES TR	CORE US AGGBD ET	$15.1M	152565	0.42%	SOLE
39	ASML HLDG NV	N Y REGISTRY SHS	$14.8M	11213	0.41%	SOLE
40	CHEVRON CORPORATION	COM	$14.2M	68620	0.39%	SOLE
41	SALESFORCE INC	COM	$14.0M	74862	0.39%	SOLE
42	KIMBERLY-CLARK CORP	COM	$13.1M	135792	0.36%	SOLE
43	ACCENTURE PLC IRELAND	SHS CLASS A	$13.1M	66054	0.36%	SOLE
44	VERIZON COMMUNICATIONS INC	COM	$13.1M	260797	0.36%	SOLE
45	FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$12.3M	83517	0.34%	SOLE
46	ABBOTT LABORATORIES	COM	$12.3M	119936	0.34%	SOLE
47	ISHARES TR	CORE S&P MCP ETF	$12.1M	179631	0.34%	SOLE
48	AMERICAN EXPRESS CO	COM	$11.9M	39210	0.33%	SOLE
49	SLB LIMITED	COM STK	$11.6M	226124	0.32%	SOLE
50	HERSHEY CO	COM	$11.6M	55688	0.32%	SOLE

1–50 of 433

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.