GRIMES & Co WEALTH MANAGEMENT, LLC
CIK: 1321993SEC EDGAR →
Portfolio Value
$1.5T
Holdings
433
As of
Q1 2026
New Positions
433
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 3,578,092 | $323.9B | 21.12% |
| 2 | ISHARES INC | 2,520,224 | $175.8B | 11.46% |
| 3 | SPDR SERIES TRUST | 6,890,436 | $172.1B | 11.22% |
| 4 | JOHN HANCOCK EXCHANGE TRADED | 1,556,167 | $121.8B | 7.94% |
| 5 | INVESCO EXCHANGE TRADED FD T | 761,631 | $36.2B | 2.36% |
| 6 | AMERICAN CENTY ETF TR | 443,964 | $34.4B | 2.24% |
| 7 | SELECT SECTOR SPDR TR | 331,139 | $27.1B | 1.77% |
| 8 | SELECT SECTOR SPDR TR | 388,752 | $23.8B | 1.55% |
| 9 | J P MORGAN EXCHANGE TRADED F | 308,098 | $23.3B | 1.52% |
| 10 | ETF SER SOLUTIONS | 934,785 | $22.6B | 1.48% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 179 | $907.5B | 59.2% |
| Unknown | 24 | $376.4B | 24.5% |
| Healthcare | 40 | $90.6B | 5.9% |
| Technology | 44 | $51.8B | 3.4% |
| Industrials | 48 | $29.0B | 1.9% |
| Consumer Defensive | 15 | $21.7B | 1.4% |
| Communication Services | 10 | $21.2B | 1.4% |
| Energy | 20 | $16.1B | 1.0% |
| Consumer Cyclical | 26 | $11.9B | 0.8% |
| Utilities | 12 | $4.3B | 0.3% |
| Basic Materials | 11 | $3.4B | 0.2% |
| Real Estate | 4 | $245.9M | 0.0% |