GRIMES & Co WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Westborough, MA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
449
Total value ($000)
$4,623,179
Net value change ($000)
+1,010,491 (28.0%)
New positions
44
Sold out positions
28
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
HYG 166,980 2065.6%
JNK 157,883 NEW
XLK 80,143 83.4%
VB 58,394 19.5%
HYD 49,901 NEW
XLI 35,808 135.6%
IVV 34,818 21.9%
AMD 34,117 188.7%
IEMG 33,238 18.9%
IEFA 31,210 9.6%
Top Reduces (Value $000, Stocks/ETFs)
XLC -29,182 -41.1%
INTU -8,214 -100.0%
MKC -7,674 -100.0%
RSP -6,610 -13.9%
TROW -5,663 -36.1%
PYPL -5,197 -100.0%
NKE -5,177 -90.4%
PAYX -4,824 -52.5%
ACN -4,667 -35.6%
WDAY -3,351 -100.0%
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