GRIMES & Co WEALTH MANAGEMENT, LLC
CIK 1321993
13F filing for Q2 2026・No. 964
- Holdings
- US$4.62B
- Quarter change
- +US$1.01B
- Entries
- 691
- Net bought (estimate)
- +US$507.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 44
- Sold out 28
- Cut 146
- Added 242
- Corporate actions 2
- Unchanged 17
Largest holdings
449 stocks worth US$4.62B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSSMALL CP ETF | Added | 1,178,370 | US$357.19M | 7.73% |
| ISHARES TRCORE MSCI EAFE | Added | 3,677,104 | US$355.13M | 7.68% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 2,523,223 | US$209.02M | 4.52% |
| IVVISHARES TRCORE S&P500 ETF | Added | 258,792 | US$193.81M | 4.19% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Added | 925,282 | US$176.28M | 3.81% |
| HYGISHARES TRIBOXX HI YD ETF | Added | 2,189,127 | US$175.06M | 3.79% |
| SPDR SERIES TRUSTST TERM HIGH ETF | Cut | 6,818,664 | US$170.67M | 3.69% |
| JNKSPDR SERIES TRUSTST BLOO HIGH ETF | New | 1,638,298 | US$157.88M | 3.42% |
| JOHN HANCOCK EXCHANGE TRADEDMLTFCTR LRG CAP | Cut | 1,515,219 | US$135.13M | 2.92% |
| AAPLAppleCOM | Added | 426,013 | US$123.27M | 2.67% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.