GRIMES & Co WEALTH MANAGEMENT, LLC: 13F holdings
CIK 13219932026Q2
| Positions | 449 |
|---|
| Reported value | $4.6bn |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 449 (+16 vs prior quarter) |
|---|
| Reported value | $4.6bn (+28.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VB VANGUARD INDEX FDS | 1,178,370 | $357.2m | 7.7% |
| IEFA ISHARES TR | 3,677,104 | $355.1m | 7.7% |
| IEMG ISHARES INC | 2,523,223 | $209.0m | 4.5% |
| IVV ISHARES TR | 258,792 | $193.8m | 4.2% |
| XLK SELECT SECTOR SPDR TR | 925,282 | $176.3m | 3.8% |
| HYG ISHARES TR | 2,189,127 | $175.1m | 3.8% |
| SJNK SPDR SERIES TRUST | 6,818,664 | $170.7m | 3.7% |
| JNK SPDR SERIES TRUST | 1,638,298 | $157.9m | 3.4% |
| SPYM JOHN HANCOCK EXCHANGE TRADED | 1,515,219 | $135.1m | 2.9% |
| AAPL APPLE INC | 426,013 | $123.3m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1321993")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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