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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 8 of 23  ·  449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VWO VANGUARD INTL EQUITY INDEX F 65,982.0 $3.9M 0.09% -1K -2.0% $59.69 +1.7%
142 IWF ISHARES TR 30,886.0 $3.8M 0.08% +24K +324.5% $124.17 -2.0%
143 ABNB AIRBNB INC Consumer Cyclical 26,472.0 $3.8M 0.08% NEW $143.10 +32.0%
144 EEM ISHARES TR 54,815.0 $3.7M 0.08% $68.41 -1.7%
145 GS GOLDMAN SACHS GROUP INC Financial Services 3,683.0 $3.7M 0.08% +20.0 +0.6% $1011.45 +2.7%
146 UPS UNITED PARCEL SVCS INC Industrials 34,606.0 $3.7M 0.08% +690.0 +2.0% $107.50 -1.1%
147 CGW INVESCO EXCH TRADED FD TR II 56,412.0 $3.7M 0.08% -1K -1.8% $65.73 -0.1%
148 XSD SPDR SERIES TRUST 5,924.0 $3.7M 0.08% -40.0 -0.7% $623.67 -21.3%
149 UNH UNITEDHEALTH GROUP INC Healthcare 8,880.0 $3.7M 0.08% +1K +14.3% $415.64 -3.1%
150 IBB ISHARES TR 19,367.0 $3.7M 0.08% +4K +29.3% $190.19 +13.5%
151 BKLN INVESCO EXCH TRADED FD TR II 179,357.0 $3.7M 0.08% +5K +3.0% $20.37 +0.8%
152 TD TORONTO DOMINION BK ONT Financial Services 29,985.0 $3.6M 0.08% $121.43 -1.6%
153 WELL WELLTOWER INC Real Estate 15,957.0 $3.6M 0.08% +3K +25.9% $226.97 +6.6%
154 MCD MCDONALDS CORP Consumer Cyclical 13,393.0 $3.6M 0.08% -7K -33.3% $270.31 -1.4%
155 VYM VANGUARD WHITEHALL FDS 22,874.0 $3.6M 0.08% $158.03 +4.4%
156 DGRO ISHARES TR 47,577.0 $3.6M 0.08% +2K +5.4% $75.79 +5.3%
157 MS MORGAN STANLEY Financial Services 17,093.0 $3.6M 0.08% +5K +46.9% $209.04 +2.1%
158 ZM ZOOM COMMUNICATIONS INC Technology 41,105.0 $3.5M 0.08% -3K -6.0% $86.31 +9.6%
159 IYT ISHARES TR 40,710.0 $3.5M 0.08% -2K -5.6% $86.75 +1.2%
160 VTI VANGUARD INDEX FDS 8,897.0 $3.3M 0.07% +251.0 +2.9% $370.05 +2.2%
Page 8 of 23  ·  449 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%