GRIMES & Co WEALTH MANAGEMENT, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), GRIMES & Co WEALTH MANAGEMENT, LLC reported 450 stock positions worth $4.0 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 7.6% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 6.8%) and SS SPDR BB St Hi Yield ETF (SJNK, 4.3%). Compared with Q2 2025, it opened 50 new positions, sold out of 13, added to 205 and reduced 169. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +85%) and the biggest sale iShares Short-Term National (SUB, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- WESTBOROUGH, MA
- CIK
- 0001321993
- Portfolio Value
- $4.0B (Q3 2025)
- SEC Filing
- 0001321993-25-000009 ↗ filed Oct 27, 2025
Holdings Value
Holdings 450 stocks · $4.0B
| IEFA iShares Core MSCI Eafe ETF | 7.63% | 3,539,446 | $309.0M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.77% | 1,078,309 | $274.2M | Add +84.8% |
| SJNK SS SPDR BB St Hi Yield ETF | 4.31% | 6,820,008 | $174.6M | Add +2.7% |
| USHY iShares Broad Usd High Yield | 4.27% | 4,579,261 | $173.0M | Add +3.0% |
| SPHY SS SPDR P High Yield ETF | 4.26% | 7,200,554 | $172.4M | Add +2.6% |
| IVV iShares Core S&P 500 ETF | 4.22% | 255,149 | $170.8M | Add +3.5% |
| IEMG iShares Core MSCI Emerging | 4.13% | 2,539,381 | $167.4M | Add +0.6% |
| XLK SS Technology Select Sector | 3.82% | 548,900 | $154.7M | Add +4.9% |
| JHML John Hancock Multi Fact LRG | 3.11% | 1,608,257 | $126.0M | Reduce -1.7% |
| AAPL Apple Inc. | 2.59% | 412,082 | $104.9M | Reduce -5.0% |
| MSFT Microsoft Corp. | 2.23% | 174,716 | $90.5M | Add +5.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.43% | 120,801 | $57.9M | Reduce -0.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.36% | 2,207,601 | $55.0M | Reduce -2.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.32% | 1,050,893 | $53.6M | Reduce -3.6% |
| RSP Invesco S&P 500 Equal Weight | 1.25% | 265,995 | $50.5M | Add +107.0% |
| NVDA Nvidia Corp. | 1.19% | 258,779 | $48.3M | Add +15.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.11% | 161,297 | $45.0M | Reduce -7.4% |
| XLC SS Comm Select Sector SPDR | 1.03% | 353,158 | $41.8M | Reduce -44.4% |
| GOOGL Alphabet Inc. Class A | 0.98% | 163,451 | $39.7M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 0.92% | 50,891 | $37.4M | Add +5.7% |
| PRF Invesco Rafi US 1000 ETF | 0.88% | 785,279 | $35.5M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.85% | 157,194 | $34.5M | Add +7.3% |
| XLY SS Consumer Disc Select Sect | 0.80% | 134,792 | $32.3M | Add +23.1% |
| XLE SS Energy Select Sector | 0.79% | 358,670 | $32.0M | Add +101.4% |
| JPM JPMorgan Chase & Co. | 0.76% | 97,282 | $30.7M | Add +11.4% |
| XLP SS Consumer Staples Sel Sect | 0.72% | 373,054 | $29.2M | Add +16.9% |
| AVGO Broadcom Inc. | 0.72% | 87,916 | $29.0M | Add +15.4% |
| QCOM Qualcomm Inc. | 0.69% | 168,904 | $28.1M | Reduce -6.5% |
| ETF SER SOLUTIONS | 0.62% | 1,010,442 | $25.3M | Reduce -4.2% |
| AVLC Avantis US LG Cap Eq ETF | 0.62% | 327,058 | $25.0M | Add +43.0% |
| ABBV Abbvie Inc. | 0.61% | 106,986 | $24.8M | Add +1.6% |
| AMGN Amgen Inc. | 0.60% | 86,240 | $24.3M | Reduce -5.9% |
| ETN Eaton Corp. PLC | 0.60% | 64,581 | $24.2M | Reduce -5.2% |
| RF Regions Financial Corp. | 0.59% | 904,083 | $23.8M | Reduce -7.6% |
| XLV SS Health Care Select Sector | 0.55% | 161,319 | $22.5M | Add +11.7% |
| JNJ Johnson & Johnson | 0.54% | 117,712 | $21.8M | Add +10.0% |
| XLF SS Financial Select Sector | 0.53% | 398,618 | $21.5M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 0.53% | 87,604 | $21.3M | Add +20.9% |
| XLI SS Industrial Select Sector | 0.52% | 136,476 | $21.0M | Reduce -48.1% |
| XLB SS Materials Select Sector | 0.51% | 228,638 | $20.5M | New |
| HPE Hewlett Packard Enterprise | 0.49% | 806,980 | $19.8M | Reduce -12.7% |
| AGG iShares Core U.S. Aggregate | 0.48% | 193,127 | $19.4M | Add +5.6% |
| AMD Advanced Micro Devices | 0.45% | 113,420 | $18.4M | Reduce -5.5% |
| MDT Medtronic PLC | 0.45% | 189,742 | $18.1M | Reduce -7.8% |
| V Visa Inc. Class A | 0.44% | 52,753 | $18.0M | Add +1.5% |
| GILD Gilead Sciences Inc. | 0.44% | 160,145 | $17.8M | Add +1.8% |
| KMB Kimberly-Clark Corp. | 0.42% | 138,116 | $17.2M | Reduce -6.9% |
| CSCO Cisco Systems Inc. | 0.42% | 248,700 | $17.0M | Add +4.8% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 375,643 | $16.9M | Reduce -5.6% |
| EOG EOG Resources Inc. | 0.39% | 141,403 | $15.9M | Reduce -7.2% |
| DFAE Dimensional Emerging Core Eq | 0.39% | 494,880 | $15.6M | Add +15.3% |
| ACN Accenture PLC Class A | 0.38% | 63,218 | $15.6M | Reduce -4.8% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 128,458 | $15.3M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 21,705 | $14.5M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 280,163 | $14.5M | Reduce -1.8% |
| ZM Zoom Communications Inc. | 0.36% | 174,358 | $14.4M | Reduce -12.8% |
| PAYX Paychex Inc. | 0.35% | 111,294 | $14.1M | Reduce -8.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.35% | 14,471 | $14.0M | Reduce -10.5% |
| JIRE JPMorgan Int Res Enh Eqty | 0.34% | 189,410 | $13.9M | Add +40.3% |
| INCY Incyte Corp. | 0.34% | 163,132 | $13.8M | Reduce -9.4% |
| AMAT Applied Materials Inc. | 0.34% | 66,624 | $13.6M | Reduce -8.7% |
| SCHX Schwab US Large-Cap ETF | 0.33% | 505,939 | $13.3M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.32% | 37,043 | $13.1M | Reduce -10.5% |
| CRM Salesforce Inc. | 0.32% | 54,920 | $13.0M | Reduce -10.0% |
| AXP American Express Co. | 0.32% | 39,056 | $13.0M | Reduce -3.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.32% | 124,640 | $12.8M | Reduce -9.2% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 179,048 | $11.7M | Add +2.1% |
| VZ Verizon Communications Inc. | 0.29% | 264,341 | $11.6M | Reduce -2.8% |
| VCR Vanguard Consumer Discre ETF | 0.29% | 29,243 | $11.6M | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 0.28% | 101,158 | $11.4M | Add +26.0% |
| MU Micron Technology Inc. | 0.28% | 67,098 | $11.2M | Reduce -17.8% |
| CVX Chevron Corp. | 0.27% | 69,884 | $10.9M | Reduce -2.2% |
| IWM iShares Russell 2000 ETF | 0.27% | 44,740 | $10.8M | Add +1.9% |
| HSY The Hershey Co. | 0.26% | 56,746 | $10.6M | Reduce -5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 21,061 | $10.6M | Add +17.3% |
| FTXL First Trust Nasdaq Semicondu | 0.24% | 88,289 | $9.9M | Reduce -2.1% |
| UPS United Parcel Service Class B | 0.24% | 117,338 | $9.8M | Reduce -4.5% |
| XYL Xylem Inc. | 0.24% | 65,443 | $9.7M | Reduce -13.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 84,221 | $9.6M | Add +10.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 224,099 | $9.6M | Add +0.9% |
| ABT Abbott Laboratories | 0.23% | 70,424 | $9.4M | Add +17.8% |
| EFA iShares MSCI Eafe ETF | 0.23% | 99,763 | $9.3M | Add +2.4% |
| PEP Pepsico Inc. | 0.22% | 64,815 | $9.1M | Reduce -1.5% |
| CTSH Cognizant Tech Solutions-A | 0.22% | 134,371 | $9.0M | Reduce -10.0% |
| LMT Lockheed Martin Corp. | 0.21% | 17,358 | $8.7M | Reduce -0.5% |
| FTEC Fidelity MSCI Info Tech Indx | 0.21% | 38,961 | $8.7M | Reduce -2.8% |
| GSK GSK PLC-Spon ADR | 0.21% | 196,320 | $8.5M | Reduce -2.5% |
| PYPL PayPal Holdings Inc. | 0.21% | 125,456 | $8.4M | Reduce -10.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.21% | 243,212 | $8.4M | Reduce -8.5% |
| CLX Clorox Company | 0.20% | 66,468 | $8.2M | Reduce -3.5% |
| KCE SS SPDR S&P Cap MKTS ETF | 0.20% | 52,309 | $8.0M | Reduce -2.7% |
| DXCM Dexcom Inc. | 0.19% | 116,500 | $7.8M | Reduce -13.1% |
| RTX RTX Corp. | 0.19% | 45,478 | $7.6M | Add +8.8% |
| VOO Vanguard S&P 500 ETF | 0.18% | 11,886 | $7.3M | Add +7.5% |
| ZION Zions Bancorp NA | 0.18% | 125,514 | $7.1M | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 14,534 | $7.0M | Reduce -10.0% |
| SCHF Schwab Intl Equity ETF | 0.17% | 301,098 | $7.0M | Reduce -3.6% |
| GNRC Generac Holdings Inc. | 0.17% | 41,535 | $7.0M | Reduce -17.3% |
| RSPC Invesco S&P 500 Equal Weig C | 0.17% | 166,691 | $6.9M | Reduce -2.0% |
| RHI Robert Half Inc. | 0.16% | 194,692 | $6.6M | Reduce -4.2% |
Portfolio Sells Q2 2025 → Q3 2025
| SUB iShares Short-Term National | Reduce -99.0% | 0.02% | −1.57 |
| XLC SS Comm Select Sector SPDR | Reduce -44.4% | 1.03% | −0.84 |
| XLI SS Industrial Select Sector | Reduce -48.1% | 0.52% | −0.54 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 7.63% | −0.42 |
| LULU Lululemon Athletica Inc. | Reduce -61.5% | 0.09% | −0.27 |
| JMST JPM Ultra-Short Muni Income | Reduce -3.6% | 1.32% | −0.19 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.9% | 1.36% | −0.17 |
| ACN Accenture PLC Class A | Reduce -4.8% | 0.38% | −0.16 |
| JHML John Hancock Multi Fact LRG | Reduce -1.7% | 3.11% | −0.15 |
| PAYX Paychex Inc. | Reduce -8.9% | 0.35% | −0.14 |
| CRM Salesforce Inc. | Reduce -10.0% | 0.32% | −0.13 |
| DXCM Dexcom Inc. | Reduce -13.1% | 0.19% | −0.12 |
| ADBE Adobe Inc. | Reduce -10.5% | 0.32% | −0.11 |
| ALGN Align Technology Inc. | Reduce -11.1% | 0.12% | −0.11 |
| EOG EOG Resources Inc. | Reduce -7.2% | 0.39% | −0.10 |
| KMB Kimberly-Clark Corp. | Reduce -6.9% | 0.42% | −0.10 |
| AMGN Amgen Inc. | Reduce -5.9% | 0.60% | −0.10 |
| UPS United Parcel Service Class B | Reduce -4.5% | 0.24% | −0.10 |
| CTSH Cognizant Tech Solutions-A | Reduce -10.0% | 0.22% | −0.09 |
| ETF SER SOLUTIONS | Reduce -4.2% | 0.62% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -6.5% | 0.69% | −0.09 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.6% | 0.42% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -9.3% | 0.16% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -10.6% | 0.21% | −0.08 |
| ZM Zoom Communications Inc. | Reduce -12.8% | 0.36% | −0.07 |
| ETN Eaton Corp. PLC | Reduce -5.2% | 0.60% | −0.06 |
| RHI Robert Half Inc. | Reduce -4.2% | 0.16% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -19.4% | 0.13% | −0.05 |
| NKE Nike Inc. Class B | Reduce -14.2% | 0.15% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -3.5% | 0.15% | −0.05 |
| TROW T Rowe Price Group Inc. | Reduce -9.2% | 0.32% | −0.04 |
| MDT Medtronic PLC | Reduce -7.8% | 0.45% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -1.8% | 0.15% | −0.04 |
| SLB SLB Ltd. | Reduce -8.5% | 0.21% | −0.04 |
| RF Regions Financial Corp. | Reduce -7.6% | 0.59% | −0.04 |
| WDAY Workday Inc. Class A | Reduce -11.4% | 0.15% | −0.04 |
| GGG Graco Inc. | Reduce -22.9% | 0.08% | −0.03 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.8% | 0.88% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -2.8% | 0.29% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -2.4% | 0.09% | −0.03 |
| AXP American Express Co. | Reduce -3.3% | 0.32% | −0.03 |
| XYL Xylem Inc. | Reduce -13.5% | 0.24% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -8.7% | 0.34% | −0.03 |
| HPE Hewlett Packard Enterprise | Reduce -12.7% | 0.49% | −0.03 |
| GNRC Generac Holdings Inc. | Reduce -17.3% | 0.17% | −0.02 |
| CLX Clorox Company | Reduce -3.5% | 0.20% | −0.02 |
| BIIB Biogen Inc. | Reduce -14.0% | 0.12% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.5% | 1.43% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -3.6% | 0.17% | −0.01 |
| KCE SS SPDR S&P Cap MKTS ETF | Reduce -2.7% | 0.20% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| VB Vanguard Most SM-Cap ETF-Usd | Add +84.8% | 6.77% | +3.01 |
| RSP Invesco S&P 500 Equal Weight | Add +107.0% | 1.25% | +0.61 |
| XLB SS Materials Select Sector | New | 0.51% | +0.51 |
| XLE SS Energy Select Sector | Add +101.4% | 0.79% | +0.38 |
| NVDA Nvidia Corp. | Add +15.5% | 1.19% | +0.23 |
| XLK SS Technology Select Sector | Add +4.9% | 3.82% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +20.9% | 0.53% | +0.18 |
| AVLC Avantis US LG Cap Eq ETF | Add +43.0% | 0.62% | +0.18 |
| XLY SS Consumer Disc Select Sect | Add +23.1% | 0.80% | +0.15 |
| AVGO Broadcom Inc. | Add +15.4% | 0.72% | +0.14 |
| FDIS Fidelity MSCI Cons Discr Ind | Add +1511.6% | 0.12% | +0.11 |
| KLAC KLA Corp. | Add +239.3% | 0.14% | +0.10 |
| JNJ Johnson & Johnson | Add +10.0% | 0.54% | +0.09 |
| JIRE JPMorgan Int Res Enh Eqty | Add +40.3% | 0.34% | +0.08 |
| ABBV Abbvie Inc. | Add +1.6% | 0.61% | +0.08 |
| BNY Bank of New York Mellon Corp. | Add +466.6% | 0.09% | +0.08 |
| NFLX Netflix Inc. | Add +584.6% | 0.09% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +11.4% | 0.76% | +0.07 |
| TSLA Tesla Inc. | Add +93.5% | 0.11% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +3.5% | 4.22% | +0.05 |
| DFAE Dimensional Emerging Core Eq | Add +15.3% | 0.39% | +0.05 |
| XOM Exxon Mobil Corp. | Add +26.0% | 0.28% | +0.05 |
| ORLY O'reilly Automotive Inc. | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | Add +31.5% | 0.12% | +0.04 |
| HWM Howmet Aerospace Inc. | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +227.0% | 0.05% | +0.04 |
| BSX Boston Scientific Corp. | Add +188.4% | 0.06% | +0.03 |
| GE General Electric | Add +27.4% | 0.13% | +0.03 |
| UBER Uber Technologies Inc. | New | 0.03% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +88.2% | 0.07% | +0.03 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| WMT Walmart Inc. | Add +63.9% | 0.08% | +0.03 |
| JCI Johnson Controls Internation | Add +327.2% | 0.04% | +0.03 |
| WELL Welltower Inc. | Add +236.2% | 0.04% | +0.03 |
| COST Costco Wholesale Corp. | Add +73.9% | 0.08% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +58.3% | 0.08% | +0.03 |
| TJX TJX Companies Inc. | Add +63.1% | 0.06% | +0.03 |
| MMM 3M Co. | Add +79.5% | 0.07% | +0.03 |
| DE Deere & Co. | Add +363.6% | 0.03% | +0.03 |
| XLV SS Health Care Select Sector | Add +11.7% | 0.55% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +57.6% | 0.09% | +0.02 |
| RSG Republic Services Inc. | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +86.0% | 0.05% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +17.3% | 0.26% | +0.02 |
| CTVA Corteva Inc. | New | 0.02% | +0.02 |
| RTX RTX Corp. | Add +8.8% | 0.19% | +0.02 |
| HD Home Depot Inc. | Add +28.7% | 0.10% | +0.02 |
| NET Cloudflare Inc. Class A | New | 0.02% | +0.02 |
| CEG Constellation Energy | Add +181.7% | 0.03% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +166.3% | 0.04% | +0.02 |
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 |