GRIMES & Co WEALTH MANAGEMENT, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), GRIMES & Co WEALTH MANAGEMENT, LLC reported 433 stock positions worth $3.6 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 9.0% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 8.3%) and iShares Core MSCI Emerging (IEMG, 4.9%). Compared with Q4 2025, it opened 18 new positions, sold out of 46, added to 214 and reduced 181. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +3%) and the biggest sale iShares Broad Usd High Yield (USHY, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- WESTBOROUGH, MA
- CIK
- 0001321993
- Portfolio Value
- $3.6B (Q1 2026)
- SEC Filing
- 0001321993-26-000004 ↗ filed Apr 21, 2026
Holdings Value
Holdings 433 stocks · $3.6B
| IEFA iShares Core MSCI Eafe ETF | 8.97% | 3,578,092 | $323.9M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 8.27% | 1,140,780 | $298.8M | Add +2.8% |
| IEMG iShares Core MSCI Emerging | 4.87% | 2,520,224 | $175.8M | Reduce -1.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 4.76% | 6,890,436 | $172.1M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 4.40% | 243,396 | $159.0M | Reduce -5.3% |
| JHML John Hancock Multi Fact LRG | 3.37% | 1,556,167 | $121.8M | Reduce -1.7% |
| AAPL Apple Inc. | 2.98% | 424,450 | $107.7M | Add +0.6% |
| XLK SS Technology Select Sector | 2.66% | 723,415 | $96.1M | Reduce -33.8% |
| XLC SS Comm Select Sector SPDR | 1.97% | 640,620 | $71.0M | Add +19.5% |
| MSFT Microsoft Corp. | 1.79% | 174,289 | $64.5M | Add +1.1% |
| NVDA Nvidia Corp. | 1.65% | 342,170 | $59.7M | Add +4.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.44% | 118,921 | $51.9M | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 1.32% | 248,195 | $47.6M | Add +31.5% |
| XLV SS Health Care Select Sector | 1.27% | 312,037 | $45.7M | Reduce -22.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.25% | 133,378 | $45.1M | Reduce -7.7% |
| GOOGL Alphabet Inc. Class A | 1.06% | 133,442 | $38.4M | Reduce -11.6% |
| PRF Invesco Rafi US 1000 ETF | 1.00% | 761,631 | $36.2M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.98% | 170,455 | $35.5M | Add +6.3% |
| AVLC Avantis US LG Cap Eq ETF | 0.95% | 443,964 | $34.4M | Add +13.6% |
| JNJ Johnson & Johnson | 0.81% | 119,932 | $29.3M | Add +4.8% |
| AMGN Amgen Inc. | 0.78% | 80,588 | $28.4M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.77% | 94,319 | $27.7M | Reduce -3.6% |
| XLP SS Consumer Staples Sel Sect | 0.75% | 331,139 | $27.1M | Add +18.6% |
| XLI SS Industrial Select Sector | 0.73% | 163,225 | $26.4M | Add +17.6% |
| GOOG Alphabet Inc. Class C | 0.69% | 87,515 | $25.1M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 0.69% | 43,399 | $24.8M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.66% | 109,820 | $23.9M | Add +0.6% |
| XLE SS Energy Select Sector | 0.66% | 388,752 | $23.8M | Reduce -46.6% |
| JIRE JPMorgan Int Res Enh Eqty | 0.65% | 308,098 | $23.3M | Add +22.9% |
| ETF SER SOLUTIONS | 0.63% | 934,785 | $22.6M | Reduce -4.2% |
| BMY Bristol-Myers Squibb Co. | 0.62% | 371,095 | $22.5M | Add +6.8% |
| PFE Pfizer Inc. | 0.62% | 795,282 | $22.3M | Add +0.7% |
| RF Regions Financial Corp. | 0.60% | 836,607 | $21.9M | Reduce -1.1% |
| AMAT Applied Materials Inc. | 0.60% | 63,193 | $21.6M | Add +3.5% |
| ETN Eaton Corp. PLC | 0.58% | 59,076 | $21.1M | Add +0.3% |
| XLB SS Materials Select Sector | 0.58% | 417,228 | $20.8M | New |
| GILD Gilead Sciences Inc. | 0.57% | 148,679 | $20.7M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.57% | 66,236 | $20.5M | Reduce -16.5% |
| QCOM Qualcomm Inc. | 0.57% | 158,680 | $20.4M | Reduce -0.6% |
| DFAE Dimensional Emerging Core Eq | 0.56% | 597,361 | $20.2M | Add +8.7% |
| XOM Exxon Mobil Corp. | 0.55% | 117,145 | $19.9M | Add +4.9% |
| EOG EOG Resources Inc. | 0.54% | 134,714 | $19.5M | Add +1.8% |
| CSCO Cisco Systems Inc. | 0.51% | 236,140 | $18.3M | Reduce -2.6% |
| AMD Advanced Micro Devices | 0.50% | 88,892 | $18.1M | Reduce -2.2% |
| SGOV iShares 0-3 Month Treasury B | 0.49% | 177,604 | $17.9M | Reduce -6.7% |
| HPE Hewlett Packard Enterprise | 0.47% | 714,015 | $17.0M | Reduce -2.0% |
| V Visa Inc. Class A | 0.44% | 52,035 | $15.7M | Reduce -0.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.43% | 174,221 | $15.7M | Add +50.1% |
| MDT Medtronic PLC | 0.43% | 177,860 | $15.4M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 123,860 | $15.4M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.42% | 152,565 | $15.1M | Reduce -1.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.41% | 11,308 | $14.9M | Reduce -3.3% |
| XLF SS Financial Select Sector | 0.40% | 293,372 | $14.5M | Reduce -51.3% |
| CVX Chevron Corp. | 0.39% | 68,736 | $14.2M | Add +0.6% |
| CRM Salesforce Inc. | 0.39% | 74,862 | $14.0M | Add +44.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 20,922 | $13.6M | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 279,038 | $13.6M | Add +0.3% |
| KMB Kimberly-Clark Corp. | 0.36% | 135,792 | $13.1M | Add +65.7% |
| ACN Accenture PLC Class A | 0.36% | 66,054 | $13.1M | Add +10.7% |
| VZ Verizon Communications Inc. | 0.36% | 260,797 | $13.1M | Add +1.5% |
| INCY Incyte Corp. | 0.36% | 136,399 | $12.8M | Reduce -3.5% |
| FTXL First Trust Nasdaq Semicondu | 0.34% | 83,517 | $12.3M | Reduce -2.3% |
| ABT Abbott Laboratories | 0.34% | 119,936 | $12.3M | Add +64.7% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 179,631 | $12.1M | Add +0.4% |
| AXP American Express Co. | 0.33% | 39,210 | $11.9M | Add +2.6% |
| KLAC KLA Corp. | 0.33% | 8,052 | $11.9M | Add +6.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.32% | 226,124 | $11.6M | Reduce -1.9% |
| HSY The Hershey Co. | 0.32% | 55,688 | $11.6M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 23,767 | $11.4M | Add +5.1% |
| PEP Pepsico Inc. | 0.32% | 73,278 | $11.4M | Add +1.8% |
| IWM iShares Russell 2000 ETF | 0.30% | 44,197 | $11.0M | Reduce -0.2% |
| TXT Textron Inc. | 0.30% | 124,831 | $10.9M | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 112,867 | $10.9M | Add +36.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.28% | 224,086 | $10.2M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.28% | 16,925 | $10.2M | Reduce -0.1% |
| GSK GSK PLC-Spon ADR | 0.28% | 182,311 | $10.1M | Reduce -1.8% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 391,178 | $10.0M | Reduce -20.4% |
| EFA iShares MSCI Eafe ETF | 0.27% | 99,309 | $9.6M | Add +0.0% |
| MU Micron Technology Inc. | 0.26% | 27,269 | $9.2M | Reduce -31.2% |
| PAYX Paychex Inc. | 0.25% | 99,834 | $9.2M | Add +3.5% |
| XLY SS Consumer Disc Select Sect | 0.25% | 83,851 | $9.1M | Reduce -69.6% |
| RTX RTX Corp. | 0.24% | 45,419 | $8.8M | Add +0.4% |
| ADBE Adobe Inc. | 0.23% | 34,416 | $8.4M | Add +25.1% |
| INTU Intuit Inc. | 0.23% | 18,996 | $8.2M | Reduce -8.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.22% | 101,603 | $8.1M | Reduce -0.3% |
| FTEC Fidelity MSCI Info Tech Indx | 0.22% | 37,492 | $7.8M | Reduce -2.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.21% | 152,148 | $7.7M | Add +134.3% |
| CTSH Cognizant Tech Solutions-A | 0.21% | 123,810 | $7.6M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 0.20% | 8,040 | $7.4M | Add +20.3% |
| SCHF Schwab Intl Equity ETF | 0.20% | 285,378 | $7.1M | Reduce -4.0% |
| GNRC Generac Holdings Inc. | 0.19% | 35,811 | $7.0M | Reduce -1.6% |
| CMCSA Comcast Corp. Class A | 0.19% | 243,312 | $7.0M | Add +76.1% |
| XYL Xylem Inc. | 0.19% | 58,381 | $7.0M | Reduce -2.8% |
| ZION Zions Bancorp NA | 0.19% | 120,989 | $7.0M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.19% | 11,552 | $6.9M | Add +0.3% |
| CLX Clorox Company | 0.18% | 64,121 | $6.6M | Add +62.1% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 13,385 | $6.6M | Reduce -2.9% |
| AME Ametek Inc. | 0.18% | 30,679 | $6.6M | Reduce -0.7% |
| BIIB Biogen Inc. | 0.18% | 34,684 | $6.4M | Add +2.5% |
| MCD McDonald's Corp. | 0.17% | 20,072 | $6.2M | Add +22.7% |
Portfolio Sells Q4 2025 → Q1 2026
| USHY iShares Broad Usd High Yield | Reduce -99.5% | 0.02% | −4.10 |
| SPHY SS SPDR P High Yield ETF | Reduce -99.6% | 0.02% | −4.08 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -98.7% | 0.02% | −1.26 |
| JMST JPM Ultra-Short Muni Income | Reduce -99.2% | 0.01% | −1.23 |
| XLK SS Technology Select Sector | Reduce -33.8% | 2.66% | −1.10 |
| XLY SS Consumer Disc Select Sect | Reduce -69.6% | 0.25% | −0.54 |
| XLF SS Financial Select Sector | Reduce -51.3% | 0.40% | −0.39 |
| VCR Vanguard Consumer Discre ETF | Reduce -81.3% | 0.05% | −0.21 |
| XLV SS Health Care Select Sector | Reduce -22.0% | 1.27% | −0.21 |
| KCE SS SPDR S&P Cap MKTS ETF | Reduce -79.7% | 0.04% | −0.14 |
| RSPC Invesco S&P 500 Equal Weig C | Reduce -83.3% | 0.03% | −0.13 |
| XLE SS Energy Select Sector | Reduce -46.6% | 0.66% | −0.12 |
| FSTA Fidelity MSCI Cons Stap Indx | Sold out | 0.00% | −0.12 |
| INTU Intuit Inc. | Reduce -8.2% | 0.23% | −0.10 |
| AVGO Broadcom Inc. | Reduce -16.5% | 0.57% | −0.09 |
| QCOM Qualcomm Inc. | Reduce -0.6% | 0.57% | −0.09 |
| FCOM Fidelity MSCI Comm Serv Indx | Sold out | 0.00% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -11.6% | 1.06% | −0.07 |
| KXI iShares Global Consumer Stap | Sold out | 0.00% | −0.06 |
| BSX Boston Scientific Corp. | Reduce -71.3% | 0.01% | −0.05 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −0.05 |
| FXG First Trust Consumer Staples | Sold out | 0.00% | −0.04 |
| CTSH Cognizant Tech Solutions-A | Reduce -1.6% | 0.21% | −0.04 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -20.4% | 0.28% | −0.04 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -54.0% | 0.04% | −0.04 |
| IHE iShares US Pharmaceuticals E | Reduce -79.7% | 0.01% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -86.5% | 0.01% | −0.03 |
| CEG Constellation Energy | Reduce -69.2% | 0.01% | −0.03 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.03 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -37.3% | 0.03% | −0.02 |
| CVS CVS Health Corp. | Reduce -62.6% | 0.01% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -77.5% | 0.01% | −0.02 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.02 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.02 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -26.2% | 0.07% | −0.02 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -17.4% | 0.06% | −0.02 |
| LULU Lululemon Athletica Inc. | Reduce -1.7% | 0.08% | −0.02 |
| MU Micron Technology Inc. | Reduce -31.2% | 0.26% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.01 |
| PJP Invesco Pharmaceuticals ETF | Sold out | 0.00% | −0.01 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.01 |
| HWM Howmet Aerospace Inc. | Reduce -38.1% | 0.04% | −0.01 |
| BIZD Vaneck BDC Income ETF | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -1.8% | 0.16% | −0.01 |
| ORCL Oracle Corp. | Reduce -2.3% | 0.05% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.8% | 8.27% | +1.43 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 8.97% | +1.32 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +0.3% | 4.76% | +0.61 |
| XLB SS Materials Select Sector | New | 0.58% | +0.58 |
| XLC SS Comm Select Sector SPDR | Add +19.5% | 1.97% | +0.46 |
| RSP Invesco S&P 500 Equal Weight | Add +31.5% | 1.32% | +0.45 |
| NVDA Nvidia Corp. | Add +4.6% | 1.65% | +0.28 |
| JNJ Johnson & Johnson | Add +4.8% | 0.81% | +0.25 |
| AAPL Apple Inc. | Add +0.6% | 2.98% | +0.24 |
| XLP SS Consumer Staples Sel Sect | Add +18.6% | 0.75% | +0.23 |
| XOM Exxon Mobil Corp. | Add +4.9% | 0.55% | +0.23 |
| AMAT Applied Materials Inc. | Add +3.5% | 0.60% | +0.22 |
| AVLC Avantis US LG Cap Eq ETF | Add +13.6% | 0.95% | +0.22 |
| XLI SS Industrial Select Sector | Add +17.6% | 0.73% | +0.22 |
| EOG EOG Resources Inc. | Add +1.8% | 0.54% | +0.21 |
| JIRE JPMorgan Int Res Enh Eqty | Add +22.9% | 0.65% | +0.20 |
| BMY Bristol-Myers Squibb Co. | Add +6.8% | 0.62% | +0.17 |
| KMB Kimberly-Clark Corp. | Add +65.7% | 0.36% | +0.17 |
| KLAC KLA Corp. | Add +6.9% | 0.33% | +0.16 |
| TROW T Rowe Price Group Inc. | Add +50.1% | 0.43% | +0.15 |
| PFE Pfizer Inc. | Add +0.7% | 0.62% | +0.15 |
| CVX Chevron Corp. | Add +0.6% | 0.39% | +0.14 |
| ETN Eaton Corp. PLC | Add +0.3% | 0.58% | +0.14 |
| DFAE Dimensional Emerging Core Eq | Add +8.7% | 0.56% | +0.13 |
| ABT Abbott Laboratories | Add +64.7% | 0.34% | +0.12 |
| VZ Verizon Communications Inc. | Add +1.5% | 0.36% | +0.11 |
| TXT Textron Inc. | Add +1.5% | 0.30% | +0.11 |
| MKC McCormick & Co.-Non VTG SHRS | Add +134.3% | 0.21% | +0.11 |
| AMZN Amazon.com Inc. | Add +6.3% | 0.98% | +0.10 |
| CMCSA Comcast Corp. Class A | Add +76.1% | 0.19% | +0.09 |
| CLX Clorox Company | Add +62.1% | 0.18% | +0.09 |
| TPL Texas Pacific Land Corp. | Add +0.0% | 0.16% | +0.08 |
| DIS The Walt Disney Co. | Add +36.8% | 0.30% | +0.08 |
| STZ Constellation Brands Inc. Class A | Add +62.0% | 0.14% | +0.07 |
| PEP Pepsico Inc. | Add +1.8% | 0.32% | +0.07 |
| WMT Walmart Inc. | Add +28.1% | 0.17% | +0.07 |
| MRK Merck & Co. Inc. | Add +52.2% | 0.13% | +0.07 |
| KO The Coca-Cola Co. | Add +120.1% | 0.10% | +0.07 |
| ALGN Align Technology Inc. | Add +33.1% | 0.16% | +0.07 |
| ABBV Abbvie Inc. | Add +0.6% | 0.66% | +0.06 |
| LRCX Lam Research Corp. | Add +53.8% | 0.11% | +0.06 |
| CRM Salesforce Inc. | Add +44.1% | 0.39% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +0.4% | 0.34% | +0.05 |
| MCD McDonald's Corp. | Add +22.7% | 0.17% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 1.44% | +0.05 |
| TJX TJX Companies Inc. | Add +43.4% | 0.12% | +0.05 |
| GEV GE Vernova Inc. | Add +4.1% | 0.13% | +0.05 |
| UPS United Parcel Service Class B | Add +82.3% | 0.09% | +0.05 |
| RTX RTX Corp. | Add +0.4% | 0.24% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.1% | 0.32% | +0.04 |
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 |