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CIK: 0001321993
Total reported value
$4.6B
$4.6B
450 檔
23.9%
According to the latest 13F quarterly dataset, GRIMES & Co WEALTH MANAGEMENT, LLC managed an equity portfolio of $4.6B at the end of Q3 2025, spanning 450 distinct U.S. exchange-listed positions.
In Q3 2025, GRIMES & Co WEALTH MANAGEMENT, LLC displayed an active expansion posture, initiating 10 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 450 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.63% | -1.29% | -0.08% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 6.77% | -0.54% | +84.82% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.31% | -1.07% | +2.69% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 4.27% | -0.01% | +3.01% | |
| 5 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.26% | -0.01% | +2.65% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.22% | -0.21% | +3.50% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.13% | -0.35% | +0.57% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.82% | +1.15% | +4.88% | |
| 9 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 3.11% | -0.45% | -1.71% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.59% | -0.31% | -4.98% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.36% | +5.78% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.43% | -0.13% | -0.45% | |
| 13 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.36% | -0.01% | -2.92% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.32% | — | -3.57% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.25% | -0.43% | +107.00% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | -0.16% | +15.49% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.11% | +0.14% | -7.40% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.03% | -1.07% | -44.38% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | -0.03% | -1.93% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.16% | +5.68% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.88% | -0.13% | -0.76% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.08% | +7.29% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.80% | +0.45% | +23.08% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.19% | +101.38% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.11% | +11.44% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.72% | -0.02% | +16.93% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | -0.02% | +15.39% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.06% | -6.49% | |
| 29 | RMIF | Lha Risk Managed Income ETF | ETF-Other | 0.62% | -0.20% | -4.20% | |
| 30 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.62% | +0.01% | +42.97% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.10% | +1.62% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.15% | -5.93% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.60% | -0.03% | -5.15% | |
| 34 | RF | Regions Financial CORP | Stock-Financials | 0.59% | -0.05% | -7.59% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.10% | +11.72% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.15% | +10.03% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | +0.33% | +3.44% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.10% | +20.93% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.52% | +0.62% | -48.12% | |
| 40 | XLB | Ss Materials Select Sector | ETF-Other | 0.51% | -0.09% | — | |
| 41 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.49% | +0.20% | -12.72% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | -0.07% | +5.61% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.63% | -5.53% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.45% | -0.13% | -7.81% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.06% | +1.47% | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.44% | -0.19% | +1.83% | |
| 47 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.42% | -0.03% | -6.93% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.09% | +4.75% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.42% | -0.16% | -5.58% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.39% | -0.16% | -7.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +3% | -0.08% | Add |
| 2 | VB | Vanguard Small-cap ETF | +2.8% | +84.82% | Add |
| 3 | XLK | Ss Technology Select Sector | +1.9% | +4.88% | Add |
| 4 | HYMB | Ss Spdr N Ice Hy Muni ETF | +1.4% | -2.92% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +1.3% | +0.57% | Add |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +107.00% | Add |
| 7 | NVDA | Nvidia CORP | +0.4% | +15.49% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.4% | +3.50% | Add |
| 9 | AVLC | Avantis US Lg Cap Eq ETF | +0.3% | +42.97% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | +5.78% | Add |
| 11 | AVGO | Broadcom Inc | +0.3% | +15.39% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -7.40% | Trim |
| 13 | XLY | Ss Consumer Disc Select Sect | +0.2% | +23.08% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +20.93% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.93% | Trim |
| 16 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | +40.30% | Add |
| 17 | DFAE | Dimensional Emerging Core Eq | +0.1% | +15.26% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +11.44% | Add |
| 19 | AGG | Ishares Core U.s. Aggregate | +0.1% | +5.61% | Add |
| 20 | ETN | Eaton Corporation plc | 0% | -5.15% | Trim |
| 21 | VUG | Vanguard Growth ETF | 0% | -0.45% | Trim |
| 22 | META | Meta Platforms Inc-class A | 0% | +5.68% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | +7.29% | Add |
| 24 | DIS | Walt Disney Co/the | -0.3% | +10.12% | Trim |
| 25 | HSY | Hershey Co/the | -0.3% | -5.11% | Trim |
| 26 | UPS | United Parcel Service-cl B | -0.3% | -4.52% | Trim |
| 27 | TROW | T Rowe Price Group Inc | -0.3% | -9.16% | Trim |
| 28 | RHI | Robert Half Inc | -0.3% | -4.16% | Trim |
| 29 | UNH | Unitedhealth Group Inc | -0.3% | +86.03% | Trim |
| 30 | JHML | John Hancock Multi Fact Lrg | -0.3% | -1.71% | Trim |
| 31 | BMY | Bristol-myers Squibb Co | -0.4% | -5.58% | Trim |
| 32 | AAPL | Apple Inc | -0.4% | -4.98% | Trim |
| 33 | LULU | Lululemon Athletica Inc | -0.4% | -61.50% | Trim |
| 34 | XLI | Ss Industrial Select Sector | -0.6% | -48.12% | Trim |
| 35 | XLV | Ss Health Care Select Sector | -0.7% | +11.72% | Trim |
| 36 | XLC | Ss Comm Select Sector Spdr | -0.9% | -44.38% | Trim |
| 37 | HYD | Vaneck High Yield Muni ETF | -1.9% | -12.78% | Trim |
| 38 | SJNK | Ss Spdr Bb St Hi Yield ETF | -2% | +2.69% | Trim |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -6.3% | -19.73% | Trim |
| 40 | BKLN | Invesco Senior Loan ETF | -6.5% | +3.04% | Trim |
| 41 | USHY | Ishares Broad Usd High Yield | — | NEW | New buy |
| 42 | SPHY | Ss Spdr P High Yield ETF | — | NEW | New buy |
| 43 | JMST | JPM Ultra-short Muni Income | — | NEW | New buy |
| 44 | XLB | Ss Materials Select Sector | — | NEW | New buy |
| 45 | FTXL | First Trust Nasdaq Semicondu | — | NEW | New buy |
| 46 | FTEC | Fidelity Msci Info Tech Indx | — | NEW | New buy |
| 47 | KCE | Ss Spdr S&p Cap Mkts ETF | — | NEW | New buy |
| 48 | ZION | Zions Bancorp NA | — | NEW | New buy |
| 49 | RSPC | Invesco S&p 500 Equal Weig C | — | NEW | New buy |
| 50 | WDAY | Workday Inc-class A | — | NEW | New buy |
According to official SEC Form 13F filings, GRIMES & Co WEALTH MANAGEMENT, LLC reported a total U.S. public equity portfolio value of $4.6B across 450 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, VB, SJNK) accounted for 23.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
USHY
市值: $173.0M
Top Position Liquidated / Trimmed
BKLN
前期市值: $211.7M
During Q3 2025, GRIMES & Co WEALTH MANAGEMENT, LLC's top holdings by market value included IEFA (7.6%)、VB (6.8%)、SJNK (4.3%). The largest single position, IEFA, represented 7.6% of total portfolio value.
In Q3 2025, GRIMES & Co WEALTH MANAGEMENT, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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