GRIMES & Co WEALTH MANAGEMENT, LLC — 13F holdings

GRIMES & Co WEALTH MANAGEMENT, LLC reported 691 holdings worth $4.62B in its 13F filing for Q2 2026, filed July 17, 2026.

Largest positions

1. VB VANGUARD INDEX FDS — $357M (7.7%)
2. IEFA ISHARES TR — $355M (7.7%)
3. IEMG ISHARES INC — $209M (4.5%)
4. IVV ISHARES TR — $194M (4.2%)
5. XLK SELECT SECTOR SPDR TR — $176M (3.8%)
6. HYG ISHARES TR — $175M (3.8%)
7. SJNK SPDR SERIES TRUST — $171M (3.7%)
8. JNK SPDR SERIES TRUST — $158M (3.4%)
9. JHML JOHN HANCOCK EXCHANGE TRADED — $135M (2.9%)
10. AAPL APPLE INC — $123M (2.7%)