13F filer

Grimes & Co. Wealth Management

As of Jun 30, 2026 Filed Jul 17, 2026 CIK 1321993 SEC filings ↗

13F Value

$4.62B

Positions

449

Top Position

VB7.7%

Top 5

27.9%

Latest filing changes

vs Mar 31, 2026

1 HYG iShares iBoxx $ High Yield Corporate Bond ETF >999%+$166.9M

2 XLK State Street(R) Technology Select Sector SPDR(R) ETF +27.9%+$38.5M

3 XLI State Street(R) Industrial Select Sector SPDR(R) ETF +105.7%+$32.0M

4 XLY State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF +228.4%+$22.5M

5 XLF State Street(R) Financial Select Sector SPDR(R) ETF +113.7%+$17.9M

Holdings449

#							Trend (4Q)
1	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	7.7%	$357.2M	+3.3%	1.18M	8.3%		ETF
2	IEFA iShares Core MSCI EAFE ETF	7.7%	$355.1M	+2.8%	3.68M	9.0%		ETF
3	IEMG iShares Core MSCI Emerging Markets ETF	4.5%	$209.0M	+0.1%	2.52M	4.9%		ETF
4	IVV iShares Core S&P 500 ETF	4.2%	$193.8M	+6.3%	258.8K	4.4%		ETF
5	XLK State Street(R) Technology Select Sector SPDR(R) ETF	3.8%	$176.3M	+27.9%	925.3K	2.7%		ETF
6	HYG iShares iBoxx $ High Yield Corporate Bond ETF	3.8%	$175.1M	>999%	2.19M	0.2%		ETF
7	SJNK State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF	3.7%	$170.7M	-1.0%	6.82M	4.8%		ETF
8	JNK State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	3.4%	$157.9M	NEW	1.64M	—		ETF
9	JHML John Hancock Multifactor Large Cap ETF	2.9%	$135.1M	-2.6%	1.52M	3.4%		ETF
10	AAPL Apple	2.7%	$123.3M	+0.4%	426.0K	3.0%		Common Stock
11	NVDA NVIDIA	1.5%	$68.8M	+0.4%	343.7K	1.7%		Common Stock
12	MSFT Microsoft	1.4%	$66.2M	+1.8%	177.5K	1.8%		Common Stock
13	TSM Taiwan Semiconductor Manufacturing	1.4%	$64.4M	+1.1%	134.8K	1.2%		ADR
14	XLI State Street(R) Industrial Select Sector SPDR(R) ETF	1.3%	$62.2M	+105.7%	335.8K	0.7%		ETF
15	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.3%	$60.6M	—	703.4K	1.4%	—	ETF
16	XLV State Street(R) Health Care Select Sector SPDR(R) ETF	1.2%	$53.9M	+9.0%	340.0K	1.3%		ETF
17	AMD Advanced Micro Devices	1.1%	$52.2M	+1.1%	89.9K	0.5%		Common Stock
18	HYD VanEck High Yield Muni ETF	1.1%	$49.9M	NEW	968.8K	—		ETF
19	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 132,821 reported quantity $47,466,384 reported value	1.0%	$47.5M	-0.5%	132.8K	1.1%		Common Stock
20	AMAT Applied Materials	1.0%	$45.4M	-0.6%	62.8K	0.6%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing26

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.