13FBOX
GRIMES & Co WEALTH MANAGEMENT, LLC · 13F Holdings
Options Calculator Rankings

GRIMES & Co WEALTH MANAGEMENT, LLC

No.1011 Data as of 2026Q2
Latest AUM (Q2 2026)
$4.62B
QoQ Change Q1 2026
+$1.01B+28.0%
Holdings
449
New Buys
42
Adds
245
Reduces
144
Exits
26
Unchanged
18
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVB
7.73%8.27%$357.2M1.2M$298.8M1.1M+37,590+3.30%Add
IISHARES TRIEFA
7.68%8.97%$355.1M3.7M$323.9M3.6M+99,012+2.77%Add
IISHARES INCIEMG
4.52%4.87%$209.0M2.5M$175.8M2.5M+2,999+0.12%Add
IISHARES TRIVV
4.19%4.4%$193.8M258,792$159.0M243,396+15,396+6.33%Add
SSELECT SECTOR SPDR TRXLK
3.81%2.66%$176.3M925,282$96.1M723,415+201,867+27.90%Add
IISHARES TRHYG
3.79%0.22%$175.1M2.2M$8.1M101,603+2.1M+2,054.59%Add
SSPDR SERIES TRUSTSJNK
3.69%4.76%$170.7M6.8M$172.1M6.9M-71,772-1.04%Reduce
SSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
3.42%$157.9M1.6M$00+1.6MNew Buy
JJOHN HANCOCK EXCHANGE TRADEDJHML
2.92%3.37%$135.1M1.5M$121.8M1.6M-40,948-2.63%Reduce
APPLE INCAAPL
2.67%2.98%$123.3M426,013$107.7M424,450+1,563+0.37%Add
NVIDIA CORPORATIONNVDA
1.49%1.65%$68.8M343,683$59.7M342,170+1,513+0.44%Add
MICROSOFT CORPMSFT
1.43%1.79%$66.2M177,461$64.5M174,289+3,172+1.82%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
1.39%1.25%$64.4M134,811$45.1M133,378+1,433+1.07%Add
SSTATE STREETXLI
1.35%0.73%$62.2M335,833$26.4M163,225+172,608+105.75%Add
VVANGUARD INDEX FDSVUG
1.31%1.44%$60.6M703,389$51.9M118,921+584,468+491.48%Add
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.17%1.27%$53.9M340,013$45.7M312,037+27,976+8.97%Add
ADVANCED MICRO DEVICES INCAMD
1.13%0.5%$52.2M89,860$18.1M88,892+968+1.09%Add
VVANECK ETF TRUSTHYD
1.08%$49.9M968,763$00+968,763New Buy
ALPHABET INCGOOGL
1.03%1.06%$47.5M132,821$38.4M133,442-621-0.47%Reduce
APPLIED MATLS INCAMAT
0.98%0.6%$45.4M62,818$21.6M63,193-375-0.59%Reduce
AAMERICAN CENTY ETF TRAVLC
0.96%0.95%$44.4M493,444$34.4M443,964+49,480+11.15%Add
SSELECT SECTOR SPDR TRXLY
0.9%1.97%$41.8M390,521$71.0M640,620-250,099-39.04%Reduce
AMAZON COM INCAMZN
0.9%0.98%$41.7M175,147$35.5M170,455+4,692+2.75%Add
IINVESCO EXCHANGE TRADED FD TRSP
0.89%1.32%$41.0M192,811$47.6M248,195-55,384-22.31%Reduce
IINVESCO RAFI US 1000 ETFPRF
0.87%1%$40.3M745,956$36.2M761,631-15,675-2.06%Reduce
AAlphabet Inc Class CGOOG
0.79%0.69%$36.6M103,452$25.1M87,515+15,937+18.21%Add
SSELECT SECTOR SPDR TRXLF
0.73%0.4%$33.6M626,956$14.5M293,372+333,584+113.71%Add
SSELECT SECTOR SPDR TRXLP
0.73%0.75%$33.6M404,057$27.1M331,139+72,918+22.02%Add
SSELECT SECTOR SPDR TRXLY
0.7%0.25%$32.3M275,382$9.1M83,851+191,531+228.42%Add
MICRON TECHNOLOGY INCMU
0.69%0.26%$31.9M27,603$9.2M27,269+334+1.22%Add
HEWLETT PACKARD ENTERPRISE CHPE
0.67%0.47%$30.9M684,606$17.0M714,015-29,409-4.12%Reduce
JOHNSON & JOHNSONJNJ
0.66%0.81%$30.6M120,363$29.3M119,932+431+0.36%Add
JPMORGAN CHASE & COJPM
0.66%0.77%$30.4M93,017$27.7M94,319-1,302-1.38%Reduce
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.65%0.65%$30.1M365,229$23.3M308,098+57,131+18.54%Add
AMGEN INC COMAMGN
0.63%0.78%$29.2M80,582$28.4M80,588-6-0.01%Reduce
QQUALCOMM INCQCOM
0.63%0.57%$29.2M157,757$20.4M158,680-923-0.58%Reduce
CISCO SYS INCCSCO
0.6%0.51%$27.6M235,213$18.3M236,140-927-0.39%Reduce
ABBVIE INCABBV
0.56%0.66%$26.1M103,634$23.9M109,820-6,186-5.63%Reduce
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
0.56%0.56%$25.9M644,554$20.2M597,361+47,193+7.90%Add
BROADCOM INCAVGO
0.55%0.57%$25.3M67,043$20.5M66,236+807+1.22%Add
EATON CORP PLCETN
0.55%0.58%$25.3M59,256$21.1M59,076+180+0.30%Add
REGIONS FINANCIAL CORP NEW COMRF
0.55%0.6%$25.2M835,596$21.9M836,607-1,011-0.12%Reduce
META PLATFORMS INCMETA
0.53%0.69%$24.7M43,780$24.8M43,399+381+0.88%Add
FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL
0.5%0.34%$23.2M81,575$12.3M83,517-1,942-2.33%Reduce
SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB
0.49%0.58%$22.6M444,783$20.8M417,228+27,555+6.60%Add
ASML HLDG NVASML
0.48%0.41%$22.1M11,100$14.9M11,308-208-1.84%Reduce
SSELECT SECTOR SPDR TRXLE
0.47%0.66%$21.8M410,035$23.8M388,752+21,283+5.47%Add
BRISTOL-MYERS SQUIBB COBMY
0.46%0.62%$21.4M370,909$22.5M371,095-186-0.05%Reduce
EETF SER SOLUTIONS
0.43%0.63%$20.1M830,826$22.6M934,785-103,959-11.12%Reduce
PFIZER INCPFE
0.42%0.62%$19.4M805,088$22.3M795,282+9,806+1.23%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow