GRIMES & Co WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Westborough, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,185,041
- Description
- Westborough Massachusetts based fiduciary portfolio advisory practice with a manager led operating structure and a disciplined and process driven investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through downside sensitivity mapping and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 460 | 4,185,041 | 13F-HR | GRIMES & Co WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/27/2025 | 450 | 4,049,882 | 13F-HR | GRIMES & Co WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/22/2025 | 413 | 3,674,748 | 13F-HR | GRIMES & COMPANY, INC. |
| Q1 2025 | 4/17/2025 | 368 | 3,234,862 | 13F-HR | GRIMES & COMPANY, INC. |
| Q4 2024 | 1/21/2025 | 380 | 3,471,007 | 13F-HR | GRIMES & COMPANY, INC. |
| Q3 2024 | 10/22/2024 | 366 | 3,695,483 | 13F-HR | GRIMES & COMPANY, INC. |
| Q2 2024 | 7/22/2024 | 349 | 3,341,390 | 13F-HR | GRIMES & COMPANY, INC. |
| Q1 2024 | 4/17/2024 | 345 | 3,252,918 | 13F-HR | GRIMES & COMPANY, INC. |
| Q4 2023 | 1/24/2024 | 331 | 3,020,373 | 13F-HR | GRIMES & COMPANY, INC. |
| Q3 2023 | 10/19/2023 | 310 | 2,586,051 | 13F-HR | GRIMES & COMPANY, INC. |
| Q2 2023 | 7/19/2023 | 315 | 2,820,123 | 13F-HR | GRIMES & COMPANY, INC. |
| Q1 2023 | 4/20/2023 | 305 | 2,440,288 | 13F-HR | GRIMES & COMPANY, INC. |
| Q4 2022 | 1/25/2023 | 297 | 2,368,912 | 13F-HR | GRIMES & COMPANY, INC. |
| Q3 2022 | 10/28/2022 | 271 | 1,916,241 | 13F-HR | GRIMES & COMPANY, INC. |
| Q2 2022 | 7/22/2022 | 273 | 1,983,207 | 13F-HR | GRIMES & COMPANY, INC. |
| Q1 2022 | 5/6/2022 | 300 | 1,917,532 | 13F-HR | GRIMES & COMPANY, INC. |
| Q4 2021 | 2/1/2022 | 298 | 2,184,679 | 13F-HR | GRIMES & COMPANY, INC. |
| Q3 2021 | 11/8/2021 | 301 | 2,298,163 | 13F-HR | GRIMES & COMPANY, INC. |
| Q2 2021 | 8/4/2021 | 301 | 2,304,752 | 13F-HR | GRIMES & COMPANY, INC. |
| Q1 2021 | 5/12/2021 | 279 | 2,079,454 | 13F-HR | GRIMES & COMPANY, INC. |
| Q4 2020 | 2/2/2021 | 266 | 1,924,811 | 13F-HR | GRIMES & COMPANY, INC. |
| Q3 2020 | 11/12/2020 | 253 | 1,563,424 | 13F-HR | GRIMES & COMPANY, INC. |
| Q2 2020 | 7/31/2020 | 250 | 1,439,140 | 13F-HR | GRIMES & COMPANY, INC. |
| Q1 2020 | 5/5/2020 | 236 | 1,095,636 | 13F-HR | GRIMES & COMPANY, INC. |
| Q4 2019 | 2/5/2020 | 275 | 1,526,346 | 13F-HR | GRIMES & COMPANY, INC. |
| Q2 2014 | 7/28/2014 | 175 | 381,674 | 13F-HR | GRIMES & COMPANY, INC. |
| Q1 2014 | 5/1/2014 | 152 | 356,048 | 13F-HR | GRIMES & COMPANY, INC. |
| Q4 2013 | 2/3/2014 | 155 | 334,610 | 13F-HR | GRIMES & COMPANY, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.283 M | 78.5% | 103.2 K | 0 | 103.2 K |
| ETFs | 726.4 K | 17.4% | 29.77 K | 0 | 29.77 K |
| Debt | 2.774 K | 0.1% | 2.774 K | 0 | 2.774 K |
| Other | 172.4 K | 4.1% | 0 | 604 | -604 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
4,185,041
Holdings
460
QoQ value change ($000)
135,159
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.