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GRIMES & Co WEALTH MANAGEMENT, LLC 13F holdings

Filed 2026-07-17 · GRIMES & Co WEALTH MANAGEMENT, LLC · 691 positions · $4.6B

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TickerCompanySharesValue% of portfolio
VBVANGUARD INDEX FDS1.2M$357.2M7.7%
IEFAISHARES TR3.7M$355.1M7.7%
ACWIISHARES INC2.5M$209.0M4.5%
IVVISHARES TR258.8K$193.8M4.2%
XLKSELECT SECTOR SPDR TR919.9K$175.3M3.8%
HYGISHARES TR2.2M$175.1M3.8%
SJNKSPDR SERIES TRUST6.8M$170.7M3.7%
JNKSPDR SERIES TRUST1.6M$157.9M3.4%
JHMLJOHN HANCOCK EXCHANGE TRADED1.5M$135.1M2.9%
AAPLAPPLE INC419.7K$121.4M2.6%
MSFTMICROSOFT CORP176.5K$65.8M1.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC134.4K$64.2M1.4%
XLISELECT SECTOR SPDR TR335.1K$62.1M1.3%
VUGVANGUARD INDEX FDS703.4K$60.6M1.3%
XLVSELECT SECTOR SPDR TR338.8K$53.8M1.2%
AMDADVANCED MICRO DEVICES INC89.8K$52.2M1.1%
HYDVANECK ETF TRUST968.8K$49.9M1.1%
NVDANVIDIA CORPORATION238.7K$47.8M1.0%
GOOGLALPHABET INC131.2K$46.9M1.0%
AMATAPPLIED MATLS INC62.8K$45.4M1.0%
AVLCAMERICAN CENTY ETF TR493.4K$44.4M1.0%
XLCSELECT SECTOR SPDR TR388.6K$41.6M0.9%
RSPINVESCO EXCHANGE TRADED FD T192.8K$41.0M0.9%
AMZNAMAZON COM INC170.0K$40.5M0.9%
PRFINVESCO EXCHANGE TRADED FD T746.0K$40.3M0.9%
XLFSELECT SECTOR SPDR TR624.8K$33.5M0.7%
XLPSELECT SECTOR SPDR TR402.7K$33.5M0.7%
GOOGALPHABET INC90.8K$32.1M0.7%
XLYSELECT SECTOR SPDR TR273.5K$32.1M0.7%
MUMICRON TECHNOLOGY INC27.6K$31.8M0.7%
HPEHEWLETT PACKARD ENTERPRISE C684.6K$30.9M0.7%
JNJJOHNSON & JOHNSON120.2K$30.5M0.7%
JPMJPMORGAN CHASE & CO92.8K$30.4M0.7%
JIREJ P MORGAN EXCHANGE TRADED F365.2K$30.1M0.7%
AMGNAMGEN INC80.6K$29.2M0.6%
QCOMQUALCOMM INC157.6K$29.1M0.6%
CSCOCISCO SYS INC234.7K$27.6M0.6%
ABBVABBVIE INC103.6K$26.1M0.6%
DFAEDIMENSIONAL ETF TRUST644.6K$25.9M0.6%
RFREGIONS FINANCIAL CORP NEW835.5K$25.2M0.5%
ETNEATON CORP PLC58.8K$25.0M0.5%
AVGOBROADCOM INC66.1K$25.0M0.5%
METAMETA PLATFORMS INC43.3K$24.4M0.5%
FTXLFIRST TR EXCHANGE TRADED FD81.6K$23.2M0.5%
XLBSELECT SECTOR SPDR TR444.8K$22.6M0.5%
ASMLASML HLDG NV11.0K$22.0M0.5%
XLESELECT SECTOR SPDR TR406.0K$21.6M0.5%
BMYBRISTOL-MYERS SQUIBB CO370.8K$21.4M0.5%
—ETF SER SOLUTIONS830.8K$20.1M0.4%
PFEPFIZER INC804.7K$19.4M0.4%
IJRISHARES TR123.1K$18.3M0.4%
EOGEOG RES INC134.8K$17.5M0.4%
GILDGILEAD SCIENCES INC137.9K$17.4M0.4%
VVISA INC50.6K$17.4M0.4%
EXMOCEXXON MOBIL CORP122.4K$16.7M0.4%
AGGISHARES TR163.5K$16.2M0.3%
BACBANK OF AMER CORP282.4K$16.1M0.3%
SGOVISHARES TR159.0K$16.0M0.3%
KMBKIMBERLY-CLARK CORP140.1K$15.4M0.3%
INCYINCYTE CORP134.4K$15.2M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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