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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 3 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPSM SPDR SERIES TRUST 69,228.0 $4.0M 0.09% -1K -1.8% $57.67 -1.1%
42 VWO VANGUARD INTL EQUITY INDEX F 65,982.0 $3.9M 0.09% -1K -2.0% $59.69 +1.6%
43 CGW INVESCO EXCH TRADED FD TR II 56,412.0 $3.7M 0.08% -1K -1.8% $65.73 -0.2%
44 XSD SPDR SERIES TRUST 5,924.0 $3.7M 0.08% -40.0 -0.7% $623.67 -21.3%
45 MCD MCDONALDS CORP Consumer Cyclical 13,393.0 $3.6M 0.08% -7K -33.3% $270.31 -0.8%
46 ZM ZOOM COMMUNICATIONS INC Technology 41,105.0 $3.5M 0.08% -3K -6.0% $86.31 +16.9%
47 IYT ISHARES TR 40,710.0 $3.5M 0.08% -2K -5.6% $86.75 +0.6%
48 LRGF ISHARES TR 41,279.0 $3.1M 0.07% -965.0 -2.3% $75.63 +3.2%
49 WFC WELLS FARGO & CO Financial Services 36,958.0 $3.1M 0.07% -287.0 -0.8% $82.64 +2.6%
50 IWD ISHARES TR 11,613.0 $2.8M 0.06% -139.0 -1.2% $242.42 +6.5%
51 BINC BLACKROCK ETF TRUST II 50,087.0 $2.6M 0.06% -4K -7.1% $52.34 -0.4%
52 SCHE SCHWAB STRATEGIC TR 71,371.0 $2.6M 0.06% -2K -3.3% $36.26 +2.3%
53 IEO ISHARES TR 22,460.0 $2.5M 0.05% -1K -6.1% $109.83 +21.2%
54 FTSL FIRST TR EXCHANGE-TRADED FD 53,643.0 $2.4M 0.05% -4K -6.7% $44.75 +0.0%
55 VCR VANGUARD WORLD FD 5,091.0 $2.0M 0.04% -173.0 -3.3% $396.60 -0.1%
56 GGG GRACO INC Industrials 26,137.0 $2.0M 0.04% -2K -6.8% $75.61 +4.1%
57 ORCL ORACLE CORP Technology 13,047.0 $1.9M 0.04% -387.0 -2.9% $146.55 -1.3%
58 EXPD EXPEDITORS INTL WASH INC Industrials 11,033.0 $1.8M 0.04% -81.0 -0.7% $162.97 +16.0%
59 MMM 3M CO Industrials 9,236.0 $1.5M 0.03% -11K -54.4% $161.92 +10.8%
60 LEA LEAR CORP Consumer Cyclical 11,022.0 $1.5M 0.03% -644.0 -5.5% $134.06 -7.8%
Page 3 of 6  ·  120 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%