StockDriftsStockDriftsTop 50 GRIMES & Co WEALTH MANAGEMENT, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 7.73% | 1.18M | $357.2M | +3.30%(+37.59K) | $238.11(+29.55%) | 2026-06-30 | |
| IEFA | ISHARES TR | 7.68% | 3.68M | $355.1M | +2.77%(+99.01K) | $75.37(+34.43%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.52% | 2.52M | $209.0M | +0.12%(+3.00K) | $52.42(+57.64%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.19% | 258.8K | $193.8M | +6.33%(+15.40K) | $451.44(+72.54%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.81% | 925.3K | $176.3M | +27.90%(+201.87K) | $118.60(+60.82%) | 2026-06-30 | |
| HYG | ISHARES TR | 3.79% | 2.19M | $175.1M | +2054.59%(+2.09M) | $79.42(+0.36%) | 2026-06-30 | |
| SJNK | SPDR SERIES TRUST | 3.69% | 6.82M | $170.7M | -1.04%(-71.77K) | $24.71(+0.78%) | 2026-06-30 | |
| JNK | SPDR SERIES TRUST | 3.42% | 1.64M | $157.9M | new | $95.57(+0.42%) | 2026-06-30 | |
| JHML | JOHN HANCOCK EXCHANGE TRADED | 2.92% | 1.52M | $135.1M | -2.63%(-40.95K) | $44.60(+107.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.67% | 426.0K | $123.3M | +0.37%(+1.56K) | $85.70(+256.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.11% | +40.89% | +4.03% | +21.83% |
| Top 20 Holdings Unweighted | +15.15% | +52.68% | +5.89% | +33.12% |
GRIMES & Co WEALTH MANAGEMENT, LLC reports $4.62B in US-listed equity holdings across 449 positions in its most recent 13F filing. Its largest disclosed positions are VB (7.7%), IEFA (7.7%) and IEMG (4.5%). The top 20 holdings account for 56.78% of reported assets. Its disclosed equity book has returned +40.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from GRIMES & Co WEALTH MANAGEMENT, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1321993). View GRIMES & Co WEALTH MANAGEMENT, LLC’s 13F filings on SEC