GRIMES & Co WEALTH MANAGEMENT, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
GRIMES & Co WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001321993 · WESTBOROUGH, MA
As of Sep 30, 2025, GRIMES & Co WEALTH MANAGEMENT, LLC reported
517 positions worth $3.9B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 3,539,446 | $309.0M | 7.91% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 1,078,309 | $274.2M | 7.01% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 6,820,008 |
|
74.6M4.47% |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | USHY | — | 4,578,611 |
73.0M | 4.43% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 7,200,554 |
72.4M | 4.41% |
| ISHARES CORE S&P 500 ETF | IVV | — | 255,149 |
70.8M | 4.37% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 2,539,381 |
67.4M | 4.28% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 548,900 |
54.7M | 3.96% |
| JOHN HANCOCK MULTIFACTOR LARGE CAP ETF | JHML | — | 1,608,257 |
26.0M | 3.22% |
| APPLE INC | AAPL | Technology | 411,435 |
04.8M | 2.68% |
| MICROSOFT CORP | MSFT | Technology | 174,417 | $90.3M | 2.31% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 120,801 | $57.9M | 1.48% |
| STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | HYMB | — | 2,207,601 | $55.0M | 1.41% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 1,050,893 | $53.6M | 1.37% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 265,995 | $50.5M | 1.29% |
| NVIDIA CORP | NVDA | Technology | 256,804 | $47.9M | 1.23% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 161,297 | $45.0M | 1.15% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 353,158 | $41.8M | 1.07% |
| ALPHABET INC | GOOGL | Equity | 162,007 | $39.4M | 1.01% |
| META PLATFORMS INC | META | Communication Services | 50,721 | $37.2M | 0.95% |
| INVESCO RAFI US 1000 ETF | PRF | — | 785,279 | $35.5M | 0.91% |
| AMAZON.COM INC | AMZN | Equity | 155,946 | $34.2M | 0.88% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 134,792 | $32.3M | 0.83% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 358,670 | $32.0M | 0.82% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 97,148 | $30.6M | 0.78% |