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Investment manager · 13F filer · SEC CIK 1321993
Grimes & Co Wealth Management, LLC
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Reported value$4.26Bas of Sep 30, 2026
Positions462 32 new, 19 sold out
Top 10 weight44.0%IEFA alone is 8%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Tr
8.4%
VBVanguard Index FDS
7.7%Trimmed −2%
IEMGiShares Inc
4.7%
IVViShares Tr
4.6%
XLKSelect Sector SPDR Tr
4.4%Added +3%
SJNKSPDR Series Trust
4.0%
AAPLApple Inc.
3.4%Added +2%
JHMLJohn Hancock Exchange Traded
2.7%Trimmed −13%
MSFTMicrosoft Corp
2.2%
NVDANVIDIA Corp
1.9%
VUGVanguard Index FDS
1.4%−7%
XLVSelect Sector SPDR Tr
1.2%
IEFAiShares Tr
8.4%
VBVanguard Index FDS
7.7%Trimmed −2%
IEMGiShares Inc
4.7%
IVViShares Tr
4.6%
XLKSelect Sector SPDR Tr
4.4%+3%
SJNKSPDR Series Trust
4.0%
AAPLApple Inc.
3.4%
JHML2.7%
MSFTNVDAVUG1.4%
XLV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA iShares Tr 8.4% Held
VB Vanguard Index FDS 7.7% Trimmed −2%
IEMG iShares Inc 4.7% Held
IVV iShares Tr 4.6% Held
XLK Select Sector SPDR Tr 4.4% Added +3%
SJNK SPDR Series Trust 4.0% Held
AAPL Apple Inc. 3.4% Added +2%JHML John Hancock Exchange Traded 2.7% Trimmed −13%
MSFT Microsoft Corp 2.2% HeldNVDA NVIDIA Corp 1.9% HeldVUG Vanguard Index FDS 1.4% Trimmed −7%
XLV Select Sector SPDR Tr 1.2% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
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