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CIK: 0001321993
Total reported value
$4.6B
$4.6B
460 檔
24.4%
During the Q4 2025 filing period, GRIMES & Co WEALTH MANAGEMENT, LLC (CIK: 0001321993) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.6B across 460 reported positions.
In Q4 2025, GRIMES & Co WEALTH MANAGEMENT, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 460 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.64% | -1.29% | +1.02% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 6.84% | -0.54% | +2.90% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.21% | -0.21% | +0.71% | |
| 4 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.16% | -1.07% | +0.71% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 4.12% | -0.01% | +0.68% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.10% | -0.01% | +0.64% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.09% | -0.35% | +0.24% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.76% | +1.15% | +98.98% | |
| 9 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 3.02% | -0.45% | -1.56% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.74% | -0.31% | +2.34% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.36% | -1.32% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.51% | -1.07% | +51.83% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.48% | -0.10% | +147.88% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.39% | -0.13% | -1.64% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.16% | +26.44% | |
| 16 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.28% | -0.01% | -2.94% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.24% | — | -3.09% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | -0.03% | -7.62% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +0.14% | -10.46% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.08% | +2.02% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.87% | -0.13% | -1.45% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.43% | -29.06% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.79% | +0.33% | +51.24% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.79% | +0.45% | +104.92% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.78% | -0.19% | +103.17% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.11% | +0.56% | |
| 27 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.73% | +0.01% | +19.50% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.16% | -14.64% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.10% | +1.38% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | -0.02% | -9.78% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | +0.06% | -5.49% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.64% | -0.15% | -4.77% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.10% | +2.08% | |
| 34 | RMIF | Lha Risk Managed Income ETF | ETF-Other | 0.58% | -0.20% | -3.40% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.15% | -2.80% | |
| 36 | RF | Regions Financial CORP | Stock-Financials | 0.55% | -0.05% | -6.39% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.52% | -0.02% | -25.14% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-Other | 0.51% | +0.62% | +1.66% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.47% | -0.20% | +647.73% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | +0.63% | -19.86% | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.46% | -0.14% | — | |
| 42 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.45% | — | +32.33% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | -0.03% | -8.78% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.45% | -0.16% | -7.46% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.09% | -2.51% | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.44% | -0.19% | -6.11% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.06% | -0.70% | |
| 48 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.43% | — | +11.03% | |
| 49 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.42% | +0.20% | -9.71% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.41% | -0.13% | -5.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +0.9% | +147.88% | Add |
| 2 | XLC | Ss Comm Select Sector Spdr | +0.5% | +51.83% | Add |
| 3 | PFE | Pfizer Inc | +0.4% | +647.73% | Add |
| 4 | INTU | Intuit Inc | +0.3% | +1834.58% | Add |
| 5 | XLF | Ss Financial Select Sector | +0.3% | +51.24% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +26.44% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +2.34% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.62% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +1.38% | Add |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +212.46% | Add |
| 11 | AVLC | Avantis US Lg Cap Eq ETF | +0.1% | +19.50% | Add |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +32.33% | Add |
| 13 | TXT | Textron Inc | +0.1% | +61.06% | Add |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1095.54% | Add |
| 15 | VB | Vanguard Small-cap ETF | +0.1% | +2.90% | Add |
| 16 | USB | US Bancorp | +0.1% | +218.00% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | +7.60% | Add |
| 18 | AMGN | Amgen Inc | 0% | -4.77% | Trim |
| 19 | DFAE | Dimensional Emerging Core Eq | 0% | +11.03% | Add |
| 20 | XOM | Exxon Mobil CORP | 0% | +10.43% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +2.02% | Add |
| 22 | AMAT | Applied Materials Inc | 0% | -8.39% | Trim |
| 23 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.02% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +0.71% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | +0.24% | Add |
| 26 | XLK | Ss Technology Select Sector | -0.1% | +98.98% | Add |
| 27 | ORCL | Oracle CORP | -0.1% | -22.83% | Trim |
| 28 | HPE | Hewlett Packard Enterprise | -0.1% | -9.71% | Trim |
| 29 | ADBE | Adobe Inc | -0.1% | -25.75% | Trim |
| 30 | PAYX | Paychex Inc | -0.1% | -13.29% | Trim |
| 31 | CLX | Clorox Company | -0.1% | -40.51% | Trim |
| 32 | AGG | Ishares Core U.s. Aggregate | -0.1% | -20.08% | Trim |
| 33 | RHI | Robert Half Inc | -0.1% | -79.42% | Trim |
| 34 | ETN | Eaton Corporation plc | -0.2% | -8.78% | Trim |
| 35 | UPS | United Parcel Service-cl B | -0.2% | -84.15% | Trim |
| 36 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -25.14% | Trim |
| 37 | KMB | Kimberly-clark CORP | -0.2% | -40.67% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.2% | -14.64% | Trim |
| 39 | MSFT | Microsoft CORP | -0.2% | -1.32% | Trim |
| 40 | ZM | Zoom Communications Inc | -0.3% | -71.56% | Trim |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -29.06% | Trim |
| 42 | XLB | Ss Materials Select Sector | — | EXIT | Sold out |
| 43 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 44 | DXCM | Dexcom Inc | — | EXIT | Sold out |
| 45 | AME | Ametek Inc | — | NEW | New buy |
| 46 | FSTA | Fidelity Msci Cons Stap Indx | — | NEW | New buy |
| 47 | PKG | Packaging CORP Of America | — | NEW | New buy |
| 48 | FTSL | First Trust Senior Loan ETF | — | NEW | New buy |
| 49 | KXI | Ishares Global Consumer Stap | — | NEW | New buy |
| 50 | IGM | Ishares Expanded Tech Sector | — | 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 460 disclosed positions in Q4 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, IVV) accounted for 24.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SGOV
市值: $19.1M
Top Position Liquidated / Trimmed
XLB
前期市值: $20.5M
During Q4 2025, GRIMES & Co WEALTH MANAGEMENT, LLC's top holdings by market value included IEFA (7.6%)、VB (6.8%)、IVV (4.2%). The largest single position, IEFA, represented 7.6% of total portfolio value.
In Q4 2025, GRIMES & Co WEALTH MANAGEMENT, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 18 holdings, and fully liquidating 2 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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