GRIMES & Co WEALTH MANAGEMENT, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), GRIMES & Co WEALTH MANAGEMENT, LLC reported 449 stock positions worth $4.6 billion. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 7.7% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.7%) and iShares Core MSCI Emerging (IEMG, 4.5%). Compared with Q1 2026, it opened 41 new positions, sold out of 26, added to 244 and reduced 146. The biggest buy was Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, shares +2055%) and the biggest sale SS SPDR BB St Hi Yield ETF (SJNK, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WESTBOROUGH, MA
- CIK
- 0001321993
- Portfolio Value
- $4.6B (Q2 2026)
- SEC Filing
- 0001321993-26-000005 ↗ filed Jul 17, 2026
Holdings Value
Holdings 449 stocks · $4.6B
| VB Vanguard Most SM-Cap ETF-Usd | 7.73% | 1,178,370 | $357.2M | Add +3.3% |
| IEFA iShares Core MSCI Eafe ETF | 7.68% | 3,677,104 | $355.1M | Add +2.8% |
| IEMG iShares Core MSCI Emerging | 4.52% | 2,523,223 | $209.0M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 4.19% | 258,792 | $193.8M | Add +6.3% |
| XLK SS Technology Select Sector | 3.81% | 925,282 | $176.3M | Add +27.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 3.79% | 2,189,127 | $175.1M | Add +2054.6% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.69% | 6,818,664 | $170.7M | Reduce -1.0% |
| JNK SS SPDR BB High Yield Bond | 3.42% | 1,638,298 | $157.9M | New |
| JHML John Hancock Multi Fact LRG | 2.92% | 1,515,219 | $135.1M | Reduce -2.6% |
| AAPL Apple Inc. | 2.67% | 426,013 | $123.3M | Add +0.4% |
| NVDA Nvidia Corp. | 1.49% | 343,683 | $68.8M | Add +0.4% |
| MSFT Microsoft Corp. | 1.43% | 177,461 | $66.2M | Add +1.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.39% | 134,811 | $64.4M | Add +1.1% |
| XLI SS Industrial Select Sector | 1.35% | 335,833 | $62.2M | Add +105.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.31% | 703,389 | $60.6M | Reduce -1.4% |
| XLV SS Health Care Select Sector | 1.17% | 340,013 | $53.9M | Add +9.0% |
| AMD Advanced Micro Devices | 1.13% | 89,860 | $52.2M | Add +1.1% |
| HYD Vaneck High Yield Muni ETF | 1.08% | 968,763 | $49.9M | New |
| GOOGL Alphabet Inc. Class A | 1.03% | 132,821 | $47.5M | Reduce -0.5% |
| AMAT Applied Materials Inc. | 0.98% | 62,818 | $45.4M | Reduce -0.6% |
| AVLC Avantis US LG Cap Eq ETF | 0.96% | 493,444 | $44.4M | Add +11.2% |
| XLC SS Comm Select Sector SPDR | 0.90% | 390,521 | $41.8M | Reduce -39.0% |
| AMZN Amazon.com Inc. | 0.90% | 175,147 | $41.7M | Add +2.8% |
| RSP Invesco S&P 500 Equal Weight | 0.89% | 192,811 | $41.0M | Reduce -22.3% |
| PRF Invesco Rafi US 1000 ETF | 0.87% | 745,956 | $40.3M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.79% | 103,452 | $36.6M | Add +18.2% |
| XLF SS Financial Select Sector | 0.73% | 626,956 | $33.6M | Add +113.7% |
| XLP SS Consumer Staples Sel Sect | 0.73% | 404,057 | $33.6M | Add +22.0% |
| XLY SS Consumer Disc Select Sect | 0.70% | 275,382 | $32.3M | Add +228.4% |
| MU Micron Technology Inc. | 0.69% | 27,603 | $31.9M | Add +1.2% |
| HPE Hewlett Packard Enterprise | 0.67% | 684,606 | $30.9M | Reduce -4.1% |
| JNJ Johnson & Johnson | 0.66% | 120,363 | $30.6M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.66% | 93,017 | $30.4M | Reduce -1.4% |
| JIRE JPMorgan Int Res Enh Eqty | 0.65% | 365,229 | $30.1M | Add +18.5% |
| AMGN Amgen Inc. | 0.63% | 80,582 | $29.2M | Reduce -0.0% |
| QCOM Qualcomm Inc. | 0.63% | 157,757 | $29.2M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.60% | 235,213 | $27.6M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.56% | 103,634 | $26.1M | Reduce -5.6% |
| DFAE Dimensional Emerging Core Eq | 0.56% | 644,554 | $25.9M | Add +7.9% |
| AVGO Broadcom Inc. | 0.55% | 67,043 | $25.3M | Add +1.2% |
| ETN Eaton Corp. PLC | 0.55% | 59,256 | $25.3M | Add +0.3% |
| RF Regions Financial Corp. | 0.55% | 835,596 | $25.2M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.53% | 43,780 | $24.7M | Add +0.9% |
| FTXL First Trust Nasdaq Semicondu | 0.50% | 81,575 | $23.2M | Reduce -2.3% |
| XLB SS Materials Select Sector | 0.49% | 444,783 | $22.6M | Add +6.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.48% | 11,100 | $22.1M | Reduce -1.8% |
| XLE SS Energy Select Sector | 0.47% | 410,035 | $21.8M | Add +5.5% |
| BMY Bristol-Myers Squibb Co. | 0.46% | 370,909 | $21.4M | Reduce -0.1% |
| ETF SER SOLUTIONS | 0.43% | 830,826 | $20.1M | Reduce -11.1% |
| PFE Pfizer Inc. | 0.42% | 805,088 | $19.4M | Add +1.2% |
| KLAC KLA Corp. | 0.42% | 63,613 | $19.2M | Reduce -21.0% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 123,081 | $18.3M | Reduce -0.6% |
| EOG EOG Resources Inc. | 0.38% | 134,850 | $17.5M | Add +0.1% |
| GILD Gilead Sciences Inc. | 0.38% | 137,963 | $17.4M | Reduce -7.2% |
| V Visa Inc. Class A | 0.38% | 50,625 | $17.4M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.36% | 122,637 | $16.8M | Add +4.7% |
| AGG iShares Core U.S. Aggregate | 0.35% | 163,475 | $16.2M | Add +7.2% |
| BAC Bank of America Corp. | 0.35% | 283,606 | $16.2M | Add +1.6% |
| SGOV iShares 0-3 Month Treasury B | 0.35% | 158,976 | $16.0M | Reduce -10.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 21,072 | $15.7M | Add +0.7% |
| KMB Kimberly-Clark Corp. | 0.33% | 140,069 | $15.4M | Add +3.1% |
| INCY Incyte Corp. | 0.33% | 134,448 | $15.2M | Reduce -1.4% |
| MDT Medtronic PLC | 0.30% | 179,580 | $14.0M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 180,370 | $13.9M | Add +0.4% |
| SCHX Schwab US Large-Cap ETF | 0.29% | 463,013 | $13.6M | Add +18.4% |
| AXP American Express Co. | 0.29% | 40,175 | $13.6M | Add +2.5% |
| IWM iShares Russell 2000 ETF | 0.29% | 44,146 | $13.3M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 24,450 | $12.2M | Add +2.9% |
| HSY The Hershey Co. | 0.26% | 67,491 | $11.8M | Add +21.2% |
| CVX Chevron Corp. | 0.25% | 70,208 | $11.6M | Add +2.1% |
| CRM Salesforce Inc. | 0.25% | 72,567 | $11.4M | Reduce -3.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.25% | 225,582 | $11.4M | Add +0.7% |
| VZ Verizon Communications Inc. | 0.24% | 264,306 | $11.2M | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 112,764 | $10.9M | Reduce -0.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.23% | 37,112 | $10.6M | Reduce -1.0% |
| SCHW Schwab (charles) Corp. | 0.23% | 112,739 | $10.4M | Add +308.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.22% | 223,649 | $10.4M | Reduce -1.1% |
| EFA iShares MSCI Eafe ETF | 0.22% | 99,527 | $10.3M | Add +0.2% |
| PEP Pepsico Inc. | 0.22% | 74,734 | $10.1M | Add +2.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.22% | 88,320 | $10.0M | Reduce -49.3% |
| LLY Eli Lilly & Co. | 0.21% | 8,232 | $9.9M | Add +2.4% |
| GNRC Generac Holdings Inc. | 0.21% | 33,633 | $9.8M | Reduce -6.1% |
| ABT Abbott Laboratories | 0.21% | 107,540 | $9.8M | Reduce -10.3% |
| GSK GSK PLC-Spon ADR | 0.21% | 182,745 | $9.6M | Add +0.2% |
| INTC Intel Corp. | 0.21% | 67,910 | $9.5M | Add +30.4% |
| LMT Lockheed Martin Corp. | 0.19% | 17,178 | $8.8M | Add +1.5% |
| RTX RTX Corp. | 0.19% | 45,711 | $8.7M | Add +0.6% |
| TXT Textron Inc. | 0.18% | 92,906 | $8.5M | Reduce -25.6% |
| ACN Accenture PLC Class A | 0.18% | 67,751 | $8.4M | Add +2.6% |
| ZION Zions Bancorp NA | 0.18% | 121,221 | $8.4M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.17% | 11,746 | $8.1M | Add +1.7% |
| SCHF Schwab Intl Equity ETF | 0.17% | 284,993 | $7.9M | Reduce -0.1% |
| AME Ametek Inc. | 0.16% | 30,429 | $7.4M | Reduce -0.8% |
| BIIB Biogen Inc. | 0.16% | 33,877 | $7.3M | Reduce -2.3% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 19,171 | $7.2M | Reduce -2.6% |
| ADP Automatic Data Processing | 0.15% | 31,435 | $7.0M | Add +845.7% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 97,107 | $6.9M | Add +6.3% |
| LRCX Lam Research Corp. | 0.15% | 15,874 | $6.9M | Reduce -13.8% |
| ADBE Adobe Inc. | 0.15% | 32,999 | $6.8M | Reduce -4.1% |
| XYL Xylem Inc. | 0.14% | 56,507 | $6.7M | Reduce -3.2% |
Portfolio Sells Q1 2026 → Q2 2026
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -1.0% | 3.69% | −1.07 |
| XLC SS Comm Select Sector SPDR | Reduce -39.0% | 0.90% | −1.06 |
| JHML John Hancock Multi Fact LRG | Reduce -2.6% | 2.92% | −0.45 |
| RSP Invesco S&P 500 Equal Weight | Reduce -22.3% | 0.89% | −0.43 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.23 |
| TROW T Rowe Price Group Inc. | Reduce -49.3% | 0.22% | −0.22 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.21 |
| GILD Gilead Sciences Inc. | Reduce -7.2% | 0.38% | −0.20 |
| ETF SER SOLUTIONS | Reduce -11.1% | 0.43% | −0.19 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.46% | −0.16 |
| PAYX Paychex Inc. | Reduce -55.5% | 0.09% | −0.16 |
| AMGN Amgen Inc. | Reduce -0.0% | 0.63% | −0.15 |
| SGOV iShares 0-3 Month Treasury B | Reduce -10.5% | 0.35% | −0.15 |
| NKE Nike Inc. Class B | Reduce -87.7% | 0.01% | −0.15 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.14 |
| CRM Salesforce Inc. | Reduce -3.1% | 0.25% | −0.14 |
| PRF Invesco Rafi US 1000 ETF | Reduce -2.1% | 0.87% | −0.13 |
| ABT Abbott Laboratories | Reduce -10.3% | 0.21% | −0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.4% | 1.31% | −0.13 |
| TXT Textron Inc. | Reduce -25.6% | 0.18% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.66% | −0.11 |
| CTSH Cognizant Tech Solutions-A | Reduce -1.2% | 0.10% | −0.11 |
| ABBV Abbvie Inc. | Reduce -5.6% | 0.56% | −0.10 |
| SLB SLB Ltd. | Reduce -1.1% | 0.22% | −0.10 |
| MCD McDonald's Corp. | Reduce -33.3% | 0.08% | −0.09 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -78.9% | 0.02% | −0.09 |
| ADBE Adobe Inc. | Reduce -4.1% | 0.15% | −0.09 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Reduce -0.1% | 0.23% | −0.07 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -2.7% | 0.38% | −0.06 |
| RF Regions Financial Corp. | Reduce -0.1% | 0.55% | −0.06 |
| MMM 3M Co. | Reduce -54.4% | 0.03% | −0.05 |
| XYL Xylem Inc. | Reduce -3.2% | 0.14% | −0.05 |
| TPL Texas Pacific Land Corp. | Reduce -0.1% | 0.12% | −0.05 |
| DHR Danaher Corp. | Reduce -49.2% | 0.03% | −0.04 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.9% | 0.14% | −0.04 |
| ALGN Align Technology Inc. | Reduce -1.6% | 0.12% | −0.04 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 1.03% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.6% | 0.39% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -69.5% | 0.01% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.11% | −0.03 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -6.1% | 0.05% | −0.03 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.03 |
| T AT&T Inc. | Reduce -35.8% | 0.02% | −0.03 |
| HDSN Hudson Technologies Inc. | Sold out | 0.00% | −0.03 |
| INCY Incyte Corp. | Reduce -1.4% | 0.33% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +2054.6% | 3.79% | +3.56 |
| JNK SS SPDR BB High Yield Bond | New | 3.42% | +3.42 |
| XLK SS Technology Select Sector | Add +27.9% | 3.81% | +1.15 |
| HYD Vaneck High Yield Muni ETF | New | 1.08% | +1.08 |
| AMD Advanced Micro Devices | Add +1.1% | 1.13% | +0.63 |
| XLI SS Industrial Select Sector | Add +105.8% | 1.35% | +0.61 |
| XLY SS Consumer Disc Select Sect | Add +228.4% | 0.70% | +0.45 |
| MU Micron Technology Inc. | Add +1.2% | 0.69% | +0.43 |
| XLF SS Financial Select Sector | Add +113.7% | 0.73% | +0.33 |
| SCHW Schwab (charles) Corp. | Add +308.0% | 0.23% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.1% | 1.39% | +0.14 |
| IGV iShares Expanded Tech-Softwa | New | 0.14% | +0.14 |
| INTC Intel Corp. | Add +30.4% | 0.21% | +0.14 |
| ADP Automatic Data Processing | Add +845.7% | 0.15% | +0.13 |
| OMC Omnicom Group | New | 0.10% | +0.10 |
| ADSK Autodesk Inc. | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +18.2% | 0.79% | +0.10 |
| TEAM Atlassian Corp. Class A | New | 0.09% | +0.09 |
| ABNB Airbnb Inc. Class A | New | 0.08% | +0.08 |
| NOW ServiceNow Inc. | New | 0.07% | +0.07 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.04% | +0.04 |
| EW Edwards Lifesciences Corp. | New | 0.04% | +0.04 |
| XBI SS SPDR S&P Biotech ETF | Add +252.1% | 0.06% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.6% | 0.12% | +0.04 |
| EXPE Expedia Group Inc. | Add +269.3% | 0.06% | +0.04 |
| ACGL Arch Capital Group Ltd. | New | 0.04% | +0.04 |
| WAT Waters Corp. | New | 0.03% | +0.03 |
| FCX Freeport-McMoran Inc. | Add +471.1% | 0.04% | +0.03 |
| DELL Dell Technologies -C | Add +64.5% | 0.04% | +0.03 |
| URI United Rentals Inc. | New | 0.03% | +0.03 |
| SBUX Starbucks Corp. | Add +116.3% | 0.06% | +0.03 |
| MS Morgan Stanley | Add +46.9% | 0.08% | +0.02 |
| WDC Western Digital Corp. | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +14.3% | 0.08% | +0.02 |
| VFH Vanguard Financials ETF | New | 0.02% | +0.02 |
| VIK Viking Holdings Ltd. | Add +82.2% | 0.04% | +0.02 |
| CAT Caterpillar Inc. | Add +1.2% | 0.12% | +0.02 |
| LIN Linde PLC | Add +159.8% | 0.03% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +18.4% | 0.29% | +0.02 |
| CFG Citizens Financial Group | Add +48.7% | 0.06% | +0.01 |
| GEV GE Vernova Inc. | Add +5.7% | 0.14% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +29.3% | 0.05% | +0.01 |
| GLW Corning Inc. | Add +18.3% | 0.03% | +0.01 |
| SPCX Space Exploration Techn Class A | New | 0.01% | +0.01 |
| BURL Burlington Stores Inc. | New | 0.01% | +0.01 |
| IBB iShares Biotechnology ETF | Add +29.3% | 0.08% | +0.01 |
| RVMD Revolution Medicines Inc. | New | 0.01% | +0.01 |
| SRE Sempra | New | 0.01% | +0.01 |
| PWR Quanta Services Inc. | Add +22.6% | 0.05% | +0.01 |
| WELL Welltower Inc. | Add +25.9% | 0.08% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 449 | $4.6B | VB, IEFA, IEMG, IVV, XLK |
| Q1 2026 | 433 | $3.6B | IEFA, VB, IEMG, SJNK, IVV |
| Q4 2025 | 460 | $4.2B | IEFA, VB, IVV, SJNK, USHY |
| Q3 2025 | 450 | $4.0B | IEFA, VB, SJNK, USHY, SPHY |
| Q2 2025 | 413 | $3.7B | IEFA, SJNK, SPHY, USHY, IVV |
| Q1 2025 | 368 | $3.2B | BKLN, SJNK, SHYG, IEFA, VB |
| Q4 2024 | 380 | $3.5B | BKLN, SJNK, SHYG, VB, IEMG |
| Q3 2024 | 366 | $3.7B | IEFA, BKLN, SJNK, SHYG, VB |
| Q2 2024 | 349 | $3.3B | IEFA, BKLN, SJNK, SHYG, IEMG |
| Q1 2024 | 345 | $3.3B | IEFA, BKLN, SJNK, SHYG, IVV |