EdgeMarket › What Grimes & Co Wealth Management, Llc reported owning
What Grimes & Co Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.6BPositions
433Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IEFA iShares Core MSCI EAFE ETF | 323.9M | 9.0% | 3.6M | 100.85 | +16.8% |
| VB Vanguard Morningstar Small-Cap ETF | 298.8M | 8.3% | 1.1M | 304.76 | +24.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 175.8M | 4.9% | 2.5M | 81.57 | +31.9% |
| SJNK State Street SPDR Bloomberg Short Term High Yi | 172.1M | 4.8% | 6.9M | 24.87 | -2.0% |
| IVV iShares Core S&P 500 ETF | 159.0M | 4.4% | 243.4K | 769.31 | +20.0% |
| JHML John Hancock Multifactor Large Cap ETF | 121.8M | 3.4% | 1.6M | 91.01 | +20.6% |
| AAPL Apple Inc. | 107.7M | 3.0% | 424.4K | 309.35 | +36.9% |
| XLK State Street Technology Select Sector SPDR ETF | 96.1M | 2.7% | 723.4K | 183.31 | +41.1% |
| XLC State Street Communication Services Select Sec | 71.0M | 2.0% | 640.6K | 111.40 | +1.4% |
| MSFT MICROSOFT CORP | 64.5M | 1.8% | 174.3K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 59.7M | 1.7% | 342.2K | 214.72 | +22.4% |
| VUG Vanguard Morningstar Growth ETF | 51.9M | 1.4% | 118.9K | 87.50 | +15.9% |
| RSP Invesco S&P 500 Equal Weight ETF | 47.6M | 1.3% | 248.2K | 221.67 | +18.8% |
| XLV State Street Health Care Select Sector SPDR ET | 45.7M | 1.3% | 312.0K | 174.62 | +27.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 45.1M | 1.2% | 133.4K | 418.95 | +83.3% |
| GOOGL Alphabet Inc. | 38.4M | 1.1% | 133.4K | 344.82 | +73.0% |
| PRF Invesco RAFI US 1000 ETF | 36.2M | 1.0% | 761.6K | 56.10 | +28.7% |
| AMZN AMAZON COM INC | 35.5M | 1.0% | 170.5K | 258.63 | +15.6% |
| AVLC Avantis U.S. Large Cap Equity ETF | 34.4M | 1.0% | 444.0K | 91.61 | +24.9% |
| JNJ JOHNSON & JOHNSON | 29.3M | 0.8% | 119.9K | 270.24 | +51.1% |
| AMGN AMGEN INC | 28.4M | 0.8% | 80.6K | 439.33 | +48.2% |
| JPM JPMORGAN CHASE & CO | 27.7M | 0.8% | 94.3K | 351.58 | +20.3% |
| XLP State Street Consumer Staples Select Sector SP | 27.1M | 0.8% | 331.1K | 85.99 | +3.3% |
| XLI State Street Industrial Select Sector SPDR ETF | 26.4M | 0.7% | 163.2K | 180.25 | +19.2% |
| GOOG Alphabet Inc. | 25.1M | 0.7% | 87.5K | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 24.8M | 0.7% | 43.4K | 549.90 | -26.5% |
| ABBV AbbVie Inc. | 23.9M | 0.7% | 109.8K | 264.96 | +26.7% |
| XLE State Street Energy Select Sector SPDR ETF | 23.8M | 0.7% | 388.8K | 63.64 | +48.3% |
| JIRE JPMorgan International Research Enhanced Equit | 23.3M | 0.6% | 308.1K | 85.32 | +16.9% |
| unmapped CUSIP 26922B543 | 22.6M | 0.6% | 934.8K | — | — |
| BMY BRISTOL MYERS SQUIBB CO | 22.5M | 0.6% | 371.1K | 67.01 | +38.9% |
| PFE PFIZER INC | 22.3M | 0.6% | 795.3K | 28.07 | +10.6% |
| RF REGIONS FINANCIAL CORP | 21.9M | 0.6% | 836.6K | 30.41 | +17.6% |
| AMAT APPLIED MATERIALS INC /DE | 21.6M | 0.6% | 63.2K | 492.32 | +205.9% |
| ETN Eaton Corp plc | 21.1M | 0.6% | 59.1K | 419.20 | +21.1% |
| XLB State Street Materials Select Sector SPDR ETF | 20.8M | 0.6% | 417.2K | 53.54 | +18.8% |
| GILD GILEAD SCIENCES, INC. | 20.7M | 0.6% | 148.7K | 146.12 | +23.1% |
| AVGO Broadcom Inc. | 20.5M | 0.6% | 66.2K | 368.45 | +26.5% |
| QCOM QUALCOMM INC/DE | 20.4M | 0.6% | 158.7K | 160.75 | +3.4% |
| DFAE Dimensional Emerging Core Equity Market ETF | 20.2M | 0.6% | 597.4K | 39.49 | +32.0% |
| XOM ExxonMobil Holdings Corp | 19.9M | 0.6% | 117.1K | 165.11 | +52.1% |
| EOG EOG RESOURCES INC | 19.5M | 0.5% | 134.7K | 153.05 | +29.3% |
| CSCO CISCO SYSTEMS, INC. | 18.3M | 0.5% | 236.1K | 111.04 | +65.5% |
| AMD ADVANCED MICRO DEVICES INC | 18.1M | 0.5% | 88.9K | 473.25 | +186.5% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 17.9M | 0.5% | 177.6K | 100.63 | +0.0% |
| HPE Hewlett Packard Enterprise Co | 17.0M | 0.5% | 714.0K | 53.45 | +154.0% |
| V VISA INC. | 15.7M | 0.4% | 52.0K | 371.04 | +7.9% |
| TROW PRICE T ROWE GROUP INC | 15.7M | 0.4% | 174.2K | 111.51 | +5.4% |
| MDT Medtronic plc | 15.4M | 0.4% | 177.9K | 93.35 | +0.1% |
| IJR iShares Core S&P Small-Cap ETF | 15.4M | 0.4% | 123.9K | 147.31 | +29.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →