GRIMES & Co WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Westborough, MA
Holdings as of
9/30/2025
Date filed
10/27/2025
Form type
13F-HR
Num holdings
450
Total value ($000)
$4,049,882
Net value change ($000)
+375,134 (10.2%)
New positions
50
Sold out positions
13
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VB 135,933 98.3%
RSP 27,105 116.1%
XLK 22,176 16.7%
XLB 20,491 NEW
IVV 17,709 11.6%
XLE 16,938 112.1%
AAPL 15,955 17.9%
IEMG 15,826 10.4%
IEFA 13,320 4.5%
NVDA 12,883 36.4%
Top Reduces (Value $000, Stocks/ETFs)
SUB -57,619 -98.9%
XLC -27,102 -39.3%
XLI -17,760 -45.8%
LULU -9,445 -71.2%
ACN -4,254 -21.4%
DXCM -3,863 -33.0%
PAYX -3,671 -20.6%
CRM -3,620 -21.8%
ALGN -3,514 -41.2%
ADBE -2,945 -18.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type