Universe · entity
GRIMES & Co WEALTH MANAGEMENT, LLC
Institutional manager (13F) · CIK 1321993
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $324M | 3,578,092 |
| 2 | VANGUARD INDEX FDS | $299M | 1,140,780 |
| 3 | ISHARES INC | $176M | 2,520,224 |
| 4 | SPDR SERIES TRUST | $172M | 6,890,436 |
| 5 | ISHARES TR | $159M | 243,396 |
| 6 | JOHN HANCOCK EXCHANGE TRADED | $122M | 1,556,167 |
| 7 | APPLE INC | $108M | 424,450 |
| 8 | SELECT SECTOR SPDR TR | $96M | 723,415 |
| 9 | SELECT SECTOR SPDR TR | $71M | 640,620 |
| 10 | MICROSOFT CORP | $65M | 174,289 |
| 11 | NVIDIA CORPORATION | $60M | 342,170 |
| 12 | VANGUARD INDEX FDS | $52M | 118,921 |
| 13 | INVESCO EXCHANGE TRADED FD T | $48M | 248,195 |
| 14 | SELECT SECTOR SPDR TR | $46M | 312,037 |
| 15 | TAIWAN SEMICONDUCTOR MANUFAC | $45M | 133,378 |
| 16 | ALPHABET INC | $38M | 133,442 |
| 17 | INVESCO EXCHANGE TRADED FD T | $36M | 761,631 |
| 18 | AMAZON COM INC | $36M | 170,455 |
| 19 | AMERICAN CENTY ETF TR | $34M | 443,964 |
| 20 | JOHNSON & JOHNSON | $29M | 119,932 |
| 21 | AMGEN INC | $28M | 80,588 |
| 22 | JPMORGAN CHASE & CO | $28M | 94,319 |
| 23 | SELECT SECTOR SPDR TR | $27M | 331,139 |
| 24 | SELECT SECTOR SPDR TR | $26M | 163,225 |
| 25 | ALPHABET INC | $25M | 87,515 |
| 26 | META PLATFORMS INC | $25M | 43,399 |
| 27 | ABBVIE INC | $24M | 109,820 |
| 28 | SELECT SECTOR SPDR TR | $24M | 388,752 |
| 29 | J P MORGAN EXCHANGE TRADED F | $23M | 308,098 |
| 30 | ETF SER SOLUTIONS | $23M | 934,785 |
| 31 | BRISTOL-MYERS SQUIBB CO | $23M | 371,095 |
| 32 | PFIZER INC | $22M | 795,282 |
| 33 | REGIONS FINANCIAL CORP NEW | $22M | 836,607 |
| 34 | APPLIED MATLS INC | $22M | 63,193 |
| 35 | EATON CORP PLC | $21M | 59,076 |
| 36 | SELECT SECTOR SPDR TR | $21M | 417,228 |
| 37 | GILEAD SCIENCES INC | $21M | 148,679 |
| 38 | BROADCOM INC | $21M | 66,236 |
| 39 | QUALCOMM INC | $20M | 158,680 |
| 40 | DIMENSIONAL ETF TRUST | $20M | 597,361 |
| 41 | EXXON MOBIL CORP | $20M | 117,145 |
| 42 | EOG RES INC | $19M | 134,714 |
| 43 | CISCO SYS INC | $18M | 236,140 |
| 44 | ADVANCED MICRO DEVICES INC | $18M | 88,892 |
| 45 | ISHARES TR | $18M | 177,604 |
| 46 | HEWLETT PACKARD ENTERPRISE C | $17M | 714,015 |
| 47 | VISA INC | $16M | 52,035 |
| 48 | PRICE T ROWE GROUP INC | $16M | 174,221 |
| 49 | MEDTRONIC PLC | $15M | 177,860 |
| 50 | ISHARES TR | $15M | 123,860 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.