Grimes & Co Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Grimes & Co Wealth Management, Llc disclosed 440 stock positions valued at approximately $4.62B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and ISHARES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 440
- Portfolio Value
- $4.62B
Holdings by Sector
Grimes & Co Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VB | Other | 7.73% | 1,178,370 | +37,590 | +3.30% | $357,187,392 |
| ISHARES TR | IEFA | Other | 7.68% | 3,677,104 | +99,012 | +2.77% | $355,134,690 |
| ISHARES INC | IEMG | Other | 4.52% | 2,523,223 | +2,999 | +0.12% | $209,023,758 |
| ISHARES TR | IVV | Other | 4.19% | 258,792 | +15,396 | +6.33% | $193,806,987 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.81% | 925,282 | +201,867 | +27.90% | $176,284,673 |
| ISHARES TR | HYG | Other | 3.79% | 2,189,127 | +2,087,524 | +2054.59% | $175,064,498 |
| SPDR SERIES TRUST | SJNK | Other | 3.69% | 6,818,664 | -71,772 | -1.04% | $170,671,161 |
| SPDR SERIES TRUST | JNK | Other | 3.42% | 1,638,298 | +1,638,298 | +100.00% | $157,882,759 |
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 2.92% | 1,515,219 | -40,948 | -2.63% | $135,127,196 |
| APPLE INC | AAPL | Technology | 2.67% | 426,013 | +1,563 | +0.37% | $123,271,029 |
| NVIDIA CORPORATION | NVDA | Technology | 1.49% | 343,683 | +1,513 | +0.44% | $68,767,444 |
| MICROSOFT CORP | MSFT | Technology | 1.43% | 177,461 | +3,172 | +1.82% | $66,196,610 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.39% | 134,811 | +1,433 | +1.07% | $64,381,618 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.35% | 335,833 | +172,608 | +105.75% | $62,206,426 |
| VANGUARD INDEX FDS | VUG | Other | 1.31% | 703,389 | +584,468 | +491.48% | $60,589,932 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.17% | 340,013 | +27,976 | +8.97% | $53,946,448 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.13% | 89,860 | +968 | +1.09% | $52,200,478 |
| VANECK ETF TRUST | HYD | Other | 1.08% | 968,763 | +963,339 | +17760.67% | $49,901,000 |
| ALPHABET INC | GOOGL | Communication Services | 1.03% | 132,821 | -621 | -0.47% | $47,466,384 |
| APPLIED MATLS INC | AMAT | Technology | 0.98% | 62,818 | -375 | -0.59% | $45,417,576 |
| AMERICAN CENTY ETF TR | AVLC | Other | 0.96% | 493,444 | +49,480 | +11.15% | $44,390,202 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.91% | 390,521 | -250,099 | -39.04% | $41,836,506 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.90% | 175,147 | +4,692 | +2.75% | $41,744,677 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.89% | 192,811 | -55,384 | -22.31% | $41,024,389 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.87% | 745,956 | -15,675 | -2.06% | $40,304,008 |
| ALPHABET INC | GOOG | Communication Services | 0.79% | 103,452 | +15,937 | +18.21% | $36,552,465 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.73% | 626,956 | +333,584 | +113.71% | $33,611,150 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.73% | 404,057 | +72,918 | +22.02% | $33,565,051 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.70% | 275,382 | +191,531 | +228.42% | $32,296,787 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.69% | 27,603 | +334 | +1.22% | $31,862,129 |
Showing 30 of 440 holdings in the latest reporting period.