GRIMES & Co WEALTH MANAGEMENT, LLC
GRIMES & Co WEALTH MANAGEMENT, LLC reported 449 positions worth $4.62B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VB (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VB | SH | $357.2M | 7.73% | 1,178,370 | — | — | |
| ▸ 2 | IEFA | SH | $355.1M | 7.68% | 3,677,104 | — | — | |
| ▸ 3 | IEMG | SH | $209.0M | 4.52% | 2,523,223 | — | — | |
| ▸ 4 | IVV | SH | $193.8M | 4.19% | 258,792 | — | — | |
| ▸ 5 | XLK | SH | $176.3M | 3.81% | 925,282 | — | — | |
| ▸ 6 | HYG | SH | $175.1M | 3.79% | 2,189,127 | — | — | |
| ▸ 7 | SJNK | SH | $170.7M | 3.69% | 6,818,664 | — | — | |
| ▸ 8 | JNK | SH | $157.9M | 3.42% | 1,638,298 | — | — | |
| ▸ 9 | JHML | SH | $135.1M | 2.92% | 1,515,219 | — | — | |
| ▸ 10 | AAPL | SH | $123.3M | 2.67% | 426,013 | — | — |
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Frequently Asked Questions
What stocks does GRIMES & Co WEALTH MANAGEMENT, LLC hold as of Q2 2026?
GRIMES & Co WEALTH MANAGEMENT, LLC reported 449 positions worth $4.62B in its Q2 2026 13F filing. Largest positions: VB (7.7%), IEFA (7.7%), IEMG (4.5%), IVV (4.2%) and XLK (3.8%).
What did GRIMES & Co WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did GRIMES & Co WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.