GRIMES & Co WEALTH MANAGEMENT
GRIMES & Co WEALTH MANAGEMENT reported 462 stocks worth $4.3B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are IEFA (8.4%), VB (7.7%) and IEMG (4.8%). Compared with Q2 2026, the fund opened new positions in FSCC, XOM and FTGC, added to IEFA, XLK and SJNK, trimmed VB, IEMG and IVV and sold out of HYD, XLB and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IEFA Ishares TR | $358M | 8.4% | 3.7M | +15K (+0%) | 8 of 8 | |
| 2 |  VB Vanguard Index Fds | $328M | 7.7% | 1.2M | −25K (−2%) | 8 of 8 | |
| 3 |  IEMG Ishares Inc | $202M | 4.8% | 2.5M | −28K (−1%) | 8 of 8 | |
| 4 |  IVV Ishares TR | $197M | 4.6% | 257K | −1,606 (−1%) | 8 of 8 | |
| 5 |  XLK Select Sector Spdr TR | $187M | 4.4% | 954K | +29K (+3%) | 8 of 8 | |
| 6 |  SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETF | $169M | 4.0% | 7M | +132K (+2%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $145M | 3.4% | 435K | +8,795 (+2%) | 8 of 8 | |
| 8 |  JHML John Hancock Exchange Traded | $117M | 2.7% | 1.3M | −203K (−13%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $92.4M | 2.2% | 180K | +2,687 (+2%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $79.8M | 1.9% | 350K | +5,868 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HYD Vaneck ETF Trust | $49.9M | 969K |
 XLB Select Sector Spdr TR | $22.6M | 445K |
ETF SER SOLUTIONS | $20.1M | 831K |
 XOM Exxon Mobil Corp | $16.8M | 123K |
 FDIS Fidelity Msci Consumer Discretionary Index ETF | $4M | 39K |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →GRIMES & Co WEALTH MANAGEMENT 13F FAQ
What does GRIMES & Co WEALTH MANAGEMENT own?
GRIMES & Co WEALTH MANAGEMENT reported 462 stocks worth $4.3B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are IEFA (8.4%), VB (7.7%) and IEMG (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did GRIMES & Co WEALTH MANAGEMENT buy and sell in Q3 2026?
Compared with Q2 2026: 35 new positions, 231 added to, 164 trimmed and 22 sold out. New positions include FSCC, XOM and FTGC. It sold all of HYD, XLB and XOM.
When will GRIMES & Co WEALTH MANAGEMENT file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is GRIMES & Co WEALTH MANAGEMENT's portfolio worth?
The Q3 2026 filing reports $4.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.