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Portfolio (Quarterly) Guide ↗

GRIMES & Co WEALTH MANAGEMENT, LLC

· CIK 0001321993
13F Portfolio $4.6B AUM 691 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 188 Added 120 Reduced 28 Exited
Page 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOT VANGUARD INDEX FDS 3,938.0 $1.2M 0.03% +185.0 +4.9% $306.29 -0.9%
122 MFC MANULIFE FINL CORP Financial Services 29,032.0 $1.2M 0.03% +604.0 +2.1% $40.51 +6.6%
123 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,123.0 $1.0M 0.02% +1K +89.3% $330.43 -0.3%
124 IBIT ISHARES BITCOIN TRUST ETF Financial Services 30,877.0 $1.0M 0.02% +305.0 +1.0% $33.29 +34.3%
125 MGK VANGUARD WORLD FD 11,627.0 $1.0M 0.02% +9K +395.6% $87.91 +1.1%
126 SCHD SCHWAB STRATEGIC TR 32,039.0 $1.0M 0.02% +327.0 +1.0% $31.71 +10.7%
127 MO ALTRIA GROUP INC Consumer Defensive 13,512.0 $972K 0.02% +315.0 +2.4% $71.95 -5.4%
128 ACWX ISHARES TR 12,267.0 $934K 0.02% +823.0 +7.2% $76.11 +2.8%
129 IWR ISHARES TR 8,453.0 $933K 0.02% +545.0 +6.9% $110.32 +2.4%
130 IYW ISHARES TR 3,512.0 $886K 0.02% +133.0 +3.9% $252.23 -2.5%
131 SDY SPDR SERIES TRUST 5,810.0 $884K 0.02% +31.0 +0.5% $152.18 +4.0%
132 TRV TRAVELERS COMPANIES INC Financial Services 2,675.0 $883K 0.02% +115.0 +4.5% $330.18 +12.0%
133 CARR CARRIER GLOBAL CORPORATION Industrials 11,743.0 $861K 0.02% +80.0 +0.7% $73.35 -20.2%
134 PANW PALO ALTO NETWORKS INC Technology 2,270.0 $774K 0.02% +399.0 +21.3% $340.95 -0.3%
135 SPYV SPDR SERIES TRUST 12,577.0 $765K 0.02% +80.0 +0.6% $60.79 +4.6%
136 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,599.0 $762K 0.02% +50.0 +2.0% $293.14 +3.7%
137 BLK BLACKROCK INC Financial Services 791.0 $761K 0.02% +10.0 +1.3% $961.49 +22.4%
138 IWB ISHARES TR 1,807.0 $740K 0.02% +1K +141.6% $409.44 +2.5%
139 SHEL SHELL PLC Energy 8,398.0 $651K 0.01% +184.0 +2.2% $77.54 +18.9%
140 ITOT ISHARES TR 3,944.0 $648K 0.01% +36.0 +0.9% $164.28 +2.2%
Page 7 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.9%
Healthcare 15.1%
Financial Services 12.8%
Industrials 8.2%
Communication Services 6.4%
Consumer Cyclical 5.1%
Consumer Defensive 4.6%
Energy 4.3%
Utilities 0.9%
Basic Materials 0.4%