GRIMES & Co WEALTH MANAGEMENT, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), GRIMES & Co WEALTH MANAGEMENT, LLC reported 460 stock positions worth $4.2 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 iShares Core S&P 500 ETF (IVV, 4.2%). Compared with Q3 2025, it opened 37 new positions, sold out of 27, added to 209 and reduced 193. The biggest buy was SS Health Care Select Sector (XLV, shares +148%) and the biggest sale an exit from SS Materials Select Sector (XLB).
- Most Recent 13F
- Q2 2026
- Location
- WESTBOROUGH, MA
- CIK
- 0001321993
- Portfolio Value
- $4.2B (Q4 2025)
- SEC Filing
- 0001321993-26-000003 ↗ filed Feb 3, 2026
Holdings Value
Holdings 460 stocks · $4.2B
| IEFA iShares Core MSCI Eafe ETF | 7.64% | 3,575,462 | $319.9M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.84% | 1,109,587 | $286.2M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 4.21% | 256,954 | $176.0M | Add +0.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 4.16% | 6,868,188 | $173.9M | Add +0.7% |
| USHY iShares Broad Usd High Yield | 4.12% | 4,610,233 | $172.4M | Add +0.7% |
| SPHY SS SPDR P High Yield ETF | 4.10% | 7,246,584 | $171.5M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 4.09% | 2,545,417 | $171.1M | Add +0.2% |
| XLK SS Technology Select Sector | 3.76% | 1,092,203 | $157.2M | Reduce -0.5% |
| JHML John Hancock Multi Fact LRG | 3.02% | 1,583,127 | $126.4M | Reduce -1.6% |
| AAPL Apple Inc. | 2.74% | 421,743 | $114.7M | Add +2.3% |
| MSFT Microsoft Corp. | 1.99% | 172,415 | $83.4M | Reduce -1.3% |
| XLC SS Comm Select Sector SPDR | 1.51% | 536,198 | $63.1M | Add +51.8% |
| XLV SS Health Care Select Sector | 1.48% | 399,881 | $61.9M | Add +147.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.39% | 118,818 | $58.0M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.37% | 327,203 | $57.4M | Add +26.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.28% | 2,142,746 | $53.4M | Reduce -2.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.24% | 1,018,379 | $51.9M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 1.13% | 150,998 | $47.3M | Reduce -7.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.05% | 144,428 | $43.9M | Reduce -10.5% |
| AMZN Amazon.com Inc. | 0.88% | 160,374 | $37.0M | Add +2.0% |
| PRF Invesco Rafi US 1000 ETF | 0.87% | 773,857 | $36.3M | Reduce -1.4% |
| RSP Invesco S&P 500 Equal Weight | 0.86% | 188,706 | $36.1M | Reduce -29.1% |
| XLF SS Financial Select Sector | 0.79% | 602,860 | $33.0M | Add +51.2% |
| XLY SS Consumer Disc Select Sect | 0.79% | 276,219 | $33.0M | Add +2.5% |
| XLE SS Energy Select Sector | 0.78% | 728,693 | $32.6M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 0.75% | 97,824 | $31.5M | Add +0.6% |
| AVLC Avantis US LG Cap Eq ETF | 0.73% | 390,848 | $30.7M | Add +19.5% |
| META Meta Platforms Inc. Class A | 0.69% | 43,438 | $28.7M | Reduce -14.7% |
| GOOG Alphabet Inc. Class C | 0.67% | 88,815 | $27.9M | Add +1.4% |
| AVGO Broadcom Inc. | 0.66% | 79,322 | $27.5M | Reduce -9.8% |
| QCOM Qualcomm Inc. | 0.65% | 159,633 | $27.3M | Reduce -5.5% |
| AMGN Amgen Inc. | 0.64% | 82,129 | $26.9M | Reduce -4.8% |
| ABBV Abbvie Inc. | 0.60% | 109,214 | $25.0M | Add +2.1% |
| ETF SER SOLUTIONS | 0.58% | 976,048 | $24.2M | Reduce -3.4% |
| JNJ Johnson & Johnson | 0.57% | 114,421 | $23.7M | Reduce -2.8% |
| RF Regions Financial Corp. | 0.55% | 846,350 | $22.9M | Reduce -6.4% |
| XLP SS Consumer Staples Sel Sect | 0.52% | 279,265 | $21.7M | Reduce -25.1% |
| XLI SS Industrial Select Sector | 0.51% | 138,742 | $21.5M | Add +1.7% |
| PFE Pfizer Inc. | 0.47% | 789,950 | $19.7M | Add +647.7% |
| AMD Advanced Micro Devices | 0.47% | 90,890 | $19.5M | Reduce -19.9% |
| SGOV iShares 0-3 Month Treasury B | 0.46% | 190,372 | $19.1M | New |
| JIRE JPMorgan Int Res Enh Eqty | 0.45% | 250,644 | $18.8M | Add +32.3% |
| ETN Eaton Corp. PLC | 0.45% | 58,910 | $18.8M | Reduce -8.8% |
| BMY Bristol-Myers Squibb Co. | 0.45% | 347,619 | $18.8M | Reduce -7.5% |
| CSCO Cisco Systems Inc. | 0.45% | 242,453 | $18.7M | Reduce -2.5% |
| GILD Gilead Sciences Inc. | 0.44% | 150,368 | $18.5M | Reduce -6.1% |
| V Visa Inc. Class A | 0.44% | 52,384 | $18.4M | Reduce -0.7% |
| DFAE Dimensional Emerging Core Eq | 0.43% | 549,450 | $17.9M | Add +11.0% |
| HPE Hewlett Packard Enterprise | 0.42% | 728,586 | $17.5M | Reduce -9.7% |
| MDT Medtronic PLC | 0.41% | 179,519 | $17.2M | Reduce -5.4% |
| ACN Accenture PLC Class A | 0.38% | 59,667 | $16.0M | Reduce -5.6% |
| AMAT Applied Materials Inc. | 0.37% | 61,032 | $15.7M | Reduce -8.4% |
| AGG iShares Core U.S. Aggregate | 0.37% | 154,348 | $15.4M | Reduce -20.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 278,235 | $15.3M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 124,844 | $15.0M | Reduce -2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 20,763 | $14.2M | Reduce -4.3% |
| AXP American Express Co. | 0.34% | 38,197 | $14.1M | Reduce -2.2% |
| INCY Incyte Corp. | 0.33% | 141,341 | $14.0M | Reduce -13.4% |
| EOG EOG Resources Inc. | 0.33% | 132,377 | $13.9M | Reduce -6.4% |
| CRM Salesforce Inc. | 0.33% | 51,949 | $13.8M | Reduce -5.4% |
| INTU Intuit Inc. | 0.33% | 20,700 | $13.7M | Add +1834.6% |
| XOM Exxon Mobil Corp. | 0.32% | 111,708 | $13.4M | Add +10.4% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 491,711 | $13.2M | Reduce -2.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 11,696 | $12.5M | Reduce -19.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.28% | 116,065 | $11.9M | Reduce -6.9% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 178,866 | $11.8M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 22,615 | $11.4M | Add +7.4% |
| MU Micron Technology Inc. | 0.27% | 39,614 | $11.3M | Reduce -41.0% |
| VCR Vanguard Consumer Discre ETF | 0.27% | 28,222 | $11.1M | Reduce -3.5% |
| FTXL First Trust Nasdaq Semicondu | 0.26% | 85,503 | $11.1M | Reduce -3.2% |
| IWM iShares Russell 2000 ETF | 0.26% | 44,297 | $10.9M | Reduce -1.0% |
| PAYX Paychex Inc. | 0.26% | 96,506 | $10.8M | Reduce -13.3% |
| VZ Verizon Communications Inc. | 0.25% | 256,891 | $10.5M | Reduce -2.8% |
| CTSH Cognizant Tech Solutions-A | 0.25% | 125,822 | $10.4M | Reduce -6.4% |
| CVX Chevron Corp. | 0.25% | 68,316 | $10.4M | Reduce -2.2% |
| PEP Pepsico Inc. | 0.25% | 71,980 | $10.3M | Add +11.1% |
| HSY The Hershey Co. | 0.24% | 56,201 | $10.2M | Reduce -1.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 224,221 | $10.0M | Add +0.1% |
| ADBE Adobe Inc. | 0.23% | 27,505 | $9.6M | Reduce -25.8% |
| EFA iShares MSCI Eafe ETF | 0.23% | 99,272 | $9.5M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 82,506 | $9.4M | Reduce -2.0% |
| ABT Abbott Laboratories | 0.22% | 72,828 | $9.1M | Add +3.4% |
| GSK GSK PLC-Spon ADR | 0.22% | 185,564 | $9.1M | Reduce -5.5% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.21% | 230,599 | $8.9M | Reduce -5.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.21% | 38,535 | $8.7M | Reduce -1.1% |
| RTX RTX Corp. | 0.20% | 45,224 | $8.3M | Reduce -0.6% |
| KMB Kimberly-Clark Corp. | 0.20% | 81,943 | $8.3M | Reduce -40.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.20% | 101,877 | $8.2M | Add +212.5% |
| LMT Lockheed Martin Corp. | 0.20% | 16,936 | $8.2M | Reduce -2.4% |
| XYL Xylem Inc. | 0.20% | 60,057 | $8.2M | Reduce -8.2% |
| TXT Textron Inc. | 0.19% | 123,023 | $8.0M | Add +61.1% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 13,787 | $8.0M | Reduce -5.1% |
| KCE SS SPDR S&P Cap MKTS ETF | 0.18% | 50,465 | $7.6M | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 0.17% | 11,513 | $7.2M | Reduce -3.1% |
| LLY Eli Lilly & Co. | 0.17% | 6,682 | $7.2M | Add +7.6% |
| SCHF Schwab Intl Equity ETF | 0.17% | 297,338 | $7.1M | Reduce -1.3% |
| NKE Nike Inc. Class B | 0.17% | 110,394 | $7.0M | Add +26.5% |
| ZION Zions Bancorp NA | 0.17% | 120,040 | $7.0M | Reduce -4.4% |
| KLAC KLA Corp. | 0.17% | 7,535 | $6.9M | Add +43.9% |
| PYPL PayPal Holdings Inc. | 0.16% | 114,624 | $6.7M | Reduce -8.6% |
Portfolio Sells Q3 2025 → Q4 2025
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.51 |
| RSP Invesco S&P 500 Equal Weight | Reduce -29.1% | 0.86% | −0.38 |
| ZM Zoom Communications Inc. | Reduce -71.6% | 0.10% | −0.25 |
| MSFT Microsoft Corp. | Reduce -1.3% | 1.99% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -14.7% | 0.69% | −0.24 |
| KMB Kimberly-Clark Corp. | Reduce -40.7% | 0.20% | −0.23 |
| XLP SS Consumer Staples Sel Sect | Reduce -25.1% | 0.52% | −0.20 |
| UPS United Parcel Service Class B | Reduce -84.2% | 0.04% | −0.20 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.19 |
| ETN Eaton Corp. PLC | Reduce -8.8% | 0.45% | −0.15 |
| RHI Robert Half Inc. | Reduce -79.4% | 0.03% | −0.14 |
| AGG iShares Core U.S. Aggregate | Reduce -20.1% | 0.37% | −0.11 |
| CLX Clorox Company | Reduce -40.5% | 0.10% | −0.11 |
| ADBE Adobe Inc. | Reduce -25.8% | 0.23% | −0.09 |
| JHML John Hancock Multi Fact LRG | Reduce -1.6% | 3.02% | −0.09 |
| PAYX Paychex Inc. | Reduce -13.3% | 0.26% | −0.09 |
| JMST JPM Ultra-Short Muni Income | Reduce -3.1% | 1.24% | −0.08 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.9% | 1.28% | −0.08 |
| HPE Hewlett Packard Enterprise | Reduce -9.7% | 0.42% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -10.5% | 1.05% | −0.06 |
| XLK SS Technology Select Sector | Reduce -0.5% | 3.76% | −0.06 |
| AVGO Broadcom Inc. | Reduce -9.8% | 0.66% | −0.06 |
| ORCL Oracle Corp. | Reduce -22.8% | 0.06% | −0.06 |
| EOG EOG Resources Inc. | Reduce -6.4% | 0.33% | −0.06 |
| GNRC Generac Holdings Inc. | Reduce -12.3% | 0.12% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -29.0% | 0.10% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -30.4% | 0.11% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -27.9% | 0.09% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -8.6% | 0.16% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -19.2% | 0.30% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.6% | 1.39% | −0.05 |
| ETF SER SOLUTIONS | Reduce -3.4% | 0.58% | −0.05 |
| XYL Xylem Inc. | Reduce -8.2% | 0.20% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -5.5% | 0.65% | −0.04 |
| NFLX Netflix Inc. | Reduce -27.5% | 0.05% | −0.04 |
| RF Regions Financial Corp. | Reduce -6.4% | 0.55% | −0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -50.0% | 0.04% | −0.04 |
| RSPS Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.04 |
| WDAY Workday Inc. Class A | Reduce -12.8% | 0.12% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -2.8% | 0.25% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -12.4% | 0.12% | −0.03 |
| MDT Medtronic PLC | Reduce -5.4% | 0.41% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -6.9% | 0.28% | −0.03 |
| ALGN Align Technology Inc. | Reduce -36.7% | 0.09% | −0.03 |
| SYK Stryker Corp. | Reduce -27.4% | 0.05% | −0.03 |
| TT Trane Technologies PLC | Reduce -43.6% | 0.02% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -18.7% | 0.03% | −0.02 |
| VCR Vanguard Consumer Discre ETF | Reduce -3.5% | 0.27% | −0.02 |
| CVX Chevron Corp. | Reduce -2.2% | 0.25% | −0.02 |
| VDC Vanguard Consumer Staple ETF | Reduce -29.8% | 0.04% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| XLV SS Health Care Select Sector | Add +147.9% | 1.48% | +0.92 |
| XLC SS Comm Select Sector SPDR | Add +51.8% | 1.51% | +0.48 |
| SGOV iShares 0-3 Month Treasury B | New | 0.46% | +0.46 |
| PFE Pfizer Inc. | Add +647.7% | 0.47% | +0.40 |
| INTU Intuit Inc. | Add +1834.6% | 0.33% | +0.31 |
| XLF SS Financial Select Sector | Add +51.2% | 0.79% | +0.26 |
| NVDA Nvidia Corp. | Add +26.4% | 1.37% | +0.18 |
| AME Ametek Inc. | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +2.3% | 2.74% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 0.67% | +0.14 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +212.5% | 0.20% | +0.13 |
| AVLC Avantis US LG Cap Eq ETF | Add +19.5% | 0.73% | +0.12 |
| FSTA Fidelity MSCI Cons Stap Indx | New | 0.12% | +0.12 |
| PKG Packaging Corp. of America | New | 0.11% | +0.11 |
| TXT Textron Inc. | Add +61.1% | 0.19% | +0.11 |
| JIRE JPMorgan Int Res Enh Eqty | Add +32.3% | 0.45% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1095.5% | 0.10% | +0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.9% | 6.84% | +0.07 |
| USB US Bancorp | Add +218.0% | 0.10% | +0.07 |
| FTSL First Trust Senior Loan ETF | New | 0.07% | +0.07 |
| KXI iShares Global Consumer Stap | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | Add +7.6% | 0.17% | +0.05 |
| IGM iShares Expanded Tech Sector | New | 0.05% | +0.05 |
| DFAE Dimensional Emerging Core Eq | Add +11.0% | 0.43% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +127.5% | 0.08% | +0.04 |
| XOM Exxon Mobil Corp. | Add +10.4% | 0.32% | +0.04 |
| VHT Vanguard Health Care ETF | New | 0.04% | +0.04 |
| DHR Danaher Corp. | Add +72.7% | 0.07% | +0.04 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +90.4% | 0.07% | +0.03 |
| MNST Monster Beverage Corp. | Add +417.1% | 0.04% | +0.03 |
| AMZN Amazon.com Inc. | Add +2.0% | 0.88% | +0.03 |
| BNY Bank of New York Mellon Corp. | Add +25.9% | 0.12% | +0.03 |
| CAT Caterpillar Inc. | Add +41.8% | 0.07% | +0.03 |
| KLAC KLA Corp. | Add +43.9% | 0.17% | +0.03 |
| PEP Pepsico Inc. | Add +11.1% | 0.25% | +0.02 |
| TSLA Tesla Inc. | Add +21.5% | 0.13% | +0.02 |
| TRMK Trustmark Corp. | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | Add +28.0% | 0.05% | +0.02 |
| WMT Walmart Inc. | Add +15.7% | 0.10% | +0.02 |
| NKE Nike Inc. Class B | Add +26.5% | 0.17% | +0.02 |
| VFH Vanguard Financials ETF | New | 0.02% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +19.8% | 0.09% | +0.02 |
| JCI Johnson Controls Internation | Add +28.8% | 0.06% | +0.01 |
| HWM Howmet Aerospace Inc. | Add +34.6% | 0.05% | +0.01 |
| IBM Intl Business Machines Corp. | Add +8.2% | 0.15% | +0.01 |
| CAH Cardinal Health Inc. | Add +30.5% | 0.03% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.0% | 7.64% | +0.01 |
| LNC Lincoln National Corp. | Add +115.1% | 0.02% | +0.01 |
| PJP Invesco Pharmaceuticals ETF | New | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | Add +107.6% | 0.02% | +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 |