GRIMES & Co WEALTH MANAGEMENT, LLC
CIK 0001321993 · WESTBOROUGH, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.62B
2026 Q2
Positions
449
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VB
VANGUARD INDEX FDS
7.7%
IEFA
ISHARES TR
7.7%
IEMG
ISHARES INC
4.5%
IVV
ISHARES TR
4.2%
XLK
SELECT SECTOR SPDR TR
3.8%
HYG
ISHARES TR
3.8%
SJNK
SPDR SERIES TRUST
3.7%
JNK
SPDR SERIES TRUST
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.