Notify me when GRIMES & Co WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 451 | $4,049,849,950 | +$364,878,685 | -$194,309,655 | +$170,569,030 | IEFA, VB, SJNK, USHY, SPHY | 13F-HR | 27 Oct 2025, 12:25 |
| Q2 2025 | 414 | $3,674,684,618 | +$894,430,618 | -$654,046,095 | +$240,384,523 | IEFA, SJNK, SPHY, USHY, IVV | 13F-HR | 22 Jul 2025, 16:15 |
| Q1 2025 | 369 | $3,234,660,268 | +$356,822,618 | -$472,182,528 | -$115,359,910 | BKLN, SJNK, SHYG, IEFA, VB | 13F-HR | 17 Apr 2025, 15:36 |
| Q4 2024 | 382 | $3,470,754,142 | +$166,120,615 | -$346,843,924 | -$180,723,309 | BKLN, SJNK, SHYG, VB, IEMG | 13F-HR | 21 Jan 2025, 12:46 |
| Q3 2024 | 368 | $3,695,349,885 | +$341,123,459 | -$141,369,081 | +$199,754,378 | IEFA, BKLN, SJNK, SHYG, VB | 13F-HR | 22 Oct 2024, 11:56 |
| Q2 2024 | 350 | $3,341,316,553 | +$271,176,625 | -$177,053,312 | +$94,123,313 | IEFA, BKLN, SJNK, SHYG, IEMG | 13F-HR | 22 Jul 2024, 09:16 |
| Q1 2024 | 344 | $3,249,760,914 | +$225,848,630 | -$133,816,016 | +$92,032,614 | IEFA, BKLN, SJNK, SHYG, IVV | 13F-HR | 17 Apr 2024, 15:49 |
| Q4 2023 | 330 | $3,017,480,550 | +$544,995,805 | -$346,795,005 | +$198,200,800 | IEFA, BKLN, SJNK, SHYG, IVV | 13F-HR | 24 Jan 2024, 11:16 |
| Q3 2023 | 309 | $2,583,217,365 | +$188,627,135 | -$313,950,071 | -$125,322,936 | IEFA, BKLN, VCSH, SJNK, JHML | 13F-HR | 19 Oct 2023, 15:03 |
| Q2 2023 | 313 | $2,817,482,745 | +$392,936,653 | -$77,653,159 | +$315,283,494 | IEFA, IWM, BKLN, VCSH, SJNK | 13F-HR | 19 Jul 2023, 09:07 |
| Q1 2023 | 305 | $2,440,288,038 | +$783,837,271 | -$770,171,560 | +$13,665,711 | IEFA, BKLN, VCSH, SJNK, IEMG | 13F-HR | 20 Apr 2023, 14:13 |
| Q4 2022 | 297 | $2,368,911,523 | +$524,089,082 | -$175,833,468 | +$348,255,614 | JPST, SHV, VCSH, JHML, IVV | 13F-HR | 25 Jan 2023, 13:00 |
| Q3 2022 | 270 | $1,916,133,000 | +$171,311,308 | -$104,275,406 | +$67,035,902 | JPST, SHV, IVV, JHML, IWM | 13F-HR | 28 Oct 2022, 10:48 |
| Q2 2022 | 273 | $1,983,207,000 | +$708,265,447 | -$284,901,080 | +$423,364,367 | JPST, SHV, IVV, JHML, AAPL | 13F-HR | 22 Jul 2022, 12:32 |
| Q1 2022 | 300 | $1,917,532,000 | +$216,204,460 | -$358,184,845 | -$141,980,385 | IVV, JHML, XLK, AAPL, IEFA | 13F-HR | 06 May 2022, 15:27 |
| Q4 2021 | 298 | $2,184,679,000 | +$69,086,955 | -$217,271,829 | -$148,184,874 | SRLN, IVV, IJR, JHML, SPSM | 13F-HR | 01 Feb 2022, 09:20 |
| Q3 2021 | 301 | $2,298,163,000 | +$135,202,777 | -$118,396,019 | +$16,806,758 | FPE, SRLN, IEFA, IVV, IJR | 13F-HR | 08 Nov 2021, 13:44 |
| Q2 2021 | 301 | $2,304,752,000 | +$145,433,750 | -$50,474,205 | +$94,959,545 | IEFA, FPE, SRLN, IVV, IJR | 13F-HR | 04 Aug 2021, 12:50 |
| Q1 2021 | 279 | $2,079,454,000 | +$158,781,108 | -$135,571,496 | +$23,209,612 | IEFA, FPE, IJR, IVV, SRLN | 13F-HR | 12 May 2021, 16:36 |
| Q4 2020 | 265 | $1,924,237,000 | +$346,092,200 | -$28,820,014 | +$317,272,186 | FPE, IEFA, IVV, SRLN, IJR | 13F-HR | 02 Feb 2021, 14:39 |
| Q3 2020 | 251 | $1,539,476,286 | +$168,424,288 | -$84,614,686 | +$83,809,602 | FPE, IEFA, LQD, SPDW, IJR | 13F-HR | 12 Nov 2020, 11:29 |
| Q2 2020 | 248 | $1,434,122,010 | +$489,878,985 | -$254,981,132 | +$234,897,853 | IEFA, LQD, IJR, FPE, SPDW | 13F-HR | 31 Jul 2020, 13:08 |
| Q1 2020 | 227 | $1,091,166,000 | +$384,968,456 | -$333,356,840 | +$51,611,616 | SHV, AGG, LQD, MUB, IVV | 13F-HR | 05 May 2020, 12:01 |
| Q4 2019 | 264 | $1,520,476,918 | +$322,212,130 | -$36,320,491 | +$285,891,639 | LQD, PFF, HYLB, IEFA, IJR | 13F-HR | 05 Feb 2020, 15:05 |
| Q3 2019 | 256 | $1,398,802,681 | +$215,124,543 | -$77,681,731 | +$137,442,812 | SHV, LQD, PFF, HYLB, IVV | 13F-HR | 05 Nov 2019, 13:49 |
| Q2 2019 | 243 | $1,313,486,000 | +$290,598,158 | -$201,719,897 | +$88,878,261 | SHV, LQD, HYLB, IVV, HYDXXXX | 13F-HR | 30 Jul 2019, 14:38 |
| Q1 2019 | 241 | $1,275,601,000 | +$476,955,190 | -$288,661,820 | +$188,293,370 | LQD, HYLB, IEFA, IEMG, IJR | 13F-HR | 02 May 2019, 12:37 |
| Q4 2018 | 230 | $1,020,466,000 | +$259,285,320 | -$277,513,597 | -$18,228,277 | SHV, HYDXXXX, TOTL, QAI, VUG | 13F-HR | 01 Feb 2019, 13:14 |
| Q3 2018 | 238 | $1,239,484,000 | +$164,250,936 | -$57,968,519 | +$106,282,417 | SHV, SRLN, BKLN, SJNK, IJR | 13F-HR | 09 Nov 2018, 10:24 |
| Q2 2018 | 233 | $1,126,254,614 | +$292,835,700 | -$94,612,563 | +$198,223,137 | SHV, SRLN, BKLN, IJR, IJH | 13F-HR | 10 Aug 2018, 12:38 |
| Q1 2018 | 239 | $1,027,335,566 | +$160,803,030 | -$62,316,786 | +$98,486,244 | SRLN, BKLNXXXX, IJH, PRFXXXX, VUG | 13F-HR | 07 May 2018, 11:30 |
| Q4 2017 | 216 | $1,032,177,428 | +$167,724,741 | -$78,143,838 | +$89,580,903 | FLOT, BKLNXXXX, IEFA, IJH, VEA | 13F-HR | 05 Feb 2018, 12:33 |
| Q3 2017 | 202 | $936,840,000 | +$69,858,102 | -$14,161,941 | +$55,696,161 | JNKXXXX, BKLNXXXX, IEFA, VEA, PRFXXXX | 13F-HR | 03 Nov 2017, 14:19 |
| Q2 2017 | 201 | $896,332,000 | +$69,187,210 | -$86,110,856 | -$16,923,646 | JNKXXXX, BKLNXXXX, IEFA, PRFXXXX, VEA | 13F-HR | 18 Jul 2017, 11:10 |
| Q1 2017 | 202 | $912,878,000 | +$147,072,427 | -$82,526,896 | +$64,545,531 | PRFXXXX, JNKXXXX, BKLNXXXX, VUG, IJR | 13F-HR | 01 May 2017, 08:17 |
| Q4 2016 | 197 | $861,678,000 | +$224,480,132 | -$77,637,092 | +$146,843,040 | PRFXXXX, JNKXXXX, BKLNXXXX, VUG, SHY | 13F-HR | 24 Jan 2017, 10:13 |
| Q3 2016 | 197 | $746,762,000 | +$124,845,056 | -$109,536,182 | +$15,308,874 | PRFXXXX, VUG, IJH, IJR, IVV | 13F-HR | 24 Oct 2016, 14:27 |
| Q2 2016 | 209 | $748,257,000 | +$144,060,895 | -$145,716,930 | -$1,656,035 | PRFXXXX, LQD, VUG, SHY, IVV | 13F-HR | 25 Jul 2016, 11:31 |
| Q1 2016 | 199 | $777,304,000 | +$99,281,579 | -$33,972,434 | +$65,309,145 | SHY, PRFXXXX, VUG, BND, LQD | 13F-HR | 25 Apr 2016, 10:18 |
| Q4 2015 | 199 | $740,473,000 | +$74,888,927 | -$83,331,465 | -$8,442,538 | SHY, PRFXXXX, EMB, VUG, IVV | 13F-HR | 03 Feb 2016, 11:22 |
| Q3 2015 | 189 | $773,708,000 | +$291,965,581 | -$151,002,425 | +$140,963,156 | SHY, IGSB, MINT, PRFXXXX, VUG | 13F-HR | 08 Oct 2015, 11:05 |
| Q2 2015 | 186 | $653,866,000 | +$286,311,438 | -$23,919,507 | +$262,391,931 | IJH, PRFXXXX, VEA, VUG, IVV | 13F-HR | 11 Aug 2015, 07:45 |
| Q1 2015 | 163 | $408,052,000 | +$69,441,680 | -$25,458,921 | +$43,982,759 | AAPL, INTC, CSCO, NVO, MSFT | 13F-HR | 24 Apr 2015, 14:08 |
| Q4 2014 | 161 | $386,867,000 | +$27,281,010 | -$21,752,508 | +$5,528,502 | AAPL, INTC, MSFT, CSCO, UNP | 13F-HR | 12 Feb 2015, 11:02 |
| Q3 2014 | 166 | $382,085,000 | +$11,700,351 | -$6,866,975 | +$4,833,376 | AAPL, INTC, MSFT, LYB, CSCO | 13F-HR | 06 Nov 2014, 08:55 |
| Q2 2014 | 160 | $380,989,000 | +$60,702,930 | -$25,760,527 | +$34,942,403 | AAPL, INTC, MSFT, CSCO, LYB | 13F-HR | 28 Jul 2014, 10:54 |
| Q1 2014 | 147 | $354,382,000 | +$46,127,727 | -$18,338,423 | +$27,789,304 | MSFT, AAPL, INTC, CSX, LYB | 13F-HR | 01 May 2014, 12:17 |
| Q4 2013 | 140 | $331,684,000 | $0 | AAPL, INTC, MSFT, CSX, ACN | 13F-HR | 03 Feb 2014, 14:46 |