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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 463 | $4,184,371,945 | +$360,106,738 | -$198,740,205 | +$161,366,533 | IEFA, VB, IVV, SJNK, USHY | 13F-HR | 03 Feb 2026, 14:21 |
| Q3 2025 | 451 | $4,049,849,950 | +$364,878,683 | -$194,309,650 | +$170,569,033 | IEFA, VB, SJNK, USHY, SPHY | 13F-HR | 27 Oct 2025, 12:25 |
| Q2 2025 | 414 | $3,674,684,618 | +$894,430,634 | -$654,046,293 | +$240,384,341 | IEFA, SJNK, SPHY, USHY, IVV | 13F-HR | 22 Jul 2025, 16:15 |
| Q1 2025 | 369 | $3,234,660,268 | +$356,822,594 | -$472,182,574 | -$115,359,980 | BKLN, SJNK, SHYG, IEFA, VB | 13F-HR | 17 Apr 2025, 15:36 |
| Q4 2024 | 382 | $3,470,754,142 | +$166,120,606 | -$346,844,103 | -$180,723,497 | BKLN, SJNK, SHYG, VB, IEMG | 13F-HR | 21 Jan 2025, 12:46 |
| Q3 2024 | 368 | $3,695,349,885 | +$341,123,444 | -$141,369,084 | +$199,754,360 | IEFA, BKLN, SJNK, SHYG, VB | 13F-HR | 22 Oct 2024, 11:56 |
| Q2 2024 | 350 | $3,341,316,553 | +$271,697,881 | -$177,053,329 | +$94,644,552 | IEFA, BKLN, SJNK, SHYG, IEMG | 13F-HR | 22 Jul 2024, 09:16 |
| Q1 2024 | 346 | $3,252,903,921 | +$225,848,660 | -$134,116,257 | +$91,732,403 | IEFA, BKLN, SJNK, SHYG, IVV | 13F-HR | 17 Apr 2024, 15:49 |
| Q4 2023 | 332 | $3,020,367,135 | +$544,995,798 | -$346,815,640 | +$198,180,158 | IEFA, BKLN, SJNK, SHYG, IVV | 13F-HR | 24 Jan 2024, 11:16 |
| Q3 2023 | 311 | $2,586,042,282 | +$188,627,587 | -$319,260,505 | -$130,632,918 | IEFA, BKLN, VCSH, SJNK, JHML | 13F-HR | 19 Oct 2023, 15:03 |
| Q2 2023 | 316 | $2,820,084,344 | +$395,389,405 | -$98,619,699 | +$296,769,706 | IEFA, IWM, BKLN, VCSH, SJNK | 13F-HR | 19 Jul 2023, 09:07 |
| Q1 2023 | 305 | $2,440,288,038 | +$783,837,282 | -$791,072,293 | -$7,235,011 | IEFA, BKLN, VCSH, SJNK, IEMG | 13F-HR | 20 Apr 2023, 14:13 |
| Q4 2022 | 297 | $2,368,911,523 | +$524,089,049 | -$183,994,484 | +$340,094,565 | JPST, SHV, VCSH, JHML, IVV | 13F-HR | 25 Jan 2023, 14:00 |
| Q3 2022 | 271 | $1,916,241,000 | +$171,317,198 | -$133,839,417 | +$37,477,781 | JPST, SHV, IVV, JHML, IWM | 13F-HR | 28 Oct 2022, 10:48 |
| Q2 2022 | 273 | $1,983,207,000 | +$708,265,663 | -$338,545,002 | +$369,720,661 | JPST, SHV, IVV, JHML, AAPL | 13F-HR | 22 Jul 2022, 12:32 |
| Q1 2022 | 300 | $1,917,532,000 | +$216,204,450 | -$391,262,858 | -$175,058,408 | IVV, JHML, XLK, AAPL, IEFA | 13F-HR | 06 May 2022, 15:27 |
| Q4 2021 | 298 | $2,184,679,000 | +$69,086,952 | -$348,521,851 | -$279,434,899 | SRLN, IVV, IJR, JHML, SPSM | 13F-HR | 01 Feb 2022, 10:20 |
| Q3 2021 | 301 | $2,298,163,000 | +$135,202,840 | -$118,356,015 | +$16,846,825 | FPE, SRLN, IEFA, IVV, IJR | 13F-HR | 08 Nov 2021, 13:44 |
| Q2 2021 | 301 | $2,304,712,000 | +$145,424,117 | -$50,474,209 | +$94,949,908 | IEFA, FPE, SRLN, IVV, IJR | 13F-HR | 04 Aug 2021, 12:50 |
| Q1 2021 | 279 | $2,079,454,000 | +$158,781,086 | -$135,571,476 | +$23,209,610 | IEFA, FPE, IJR, IVV, SRLN | 13F-HR | 12 May 2021, 16:36 |
| Q4 2020 | 266 | $1,924,811,000 | +$346,092,216 | -$168,337,024 | +$177,755,192 | FPE, IEFA, IVV, SRLN, IJR | 13F-HR | 02 Feb 2021, 15:39 |
| Q3 2020 | 253 | $1,563,424,000 | +$171,214,516 | -$97,856,686 | +$73,357,830 | FPE, IEFA, LQD, SPDW, IJR | 13F-HR | 12 Nov 2020, 12:29 |
| Q2 2020 | 250 | $1,439,140,000 | +$490,887,905 | -$296,972,784 | +$193,915,121 | IEFA, LQD, IJR, FPE, SPDW | 13F-HR | 31 Jul 2020, 13:08 |
| Q1 2020 | 230 | $1,095,636,000 | +$384,968,498 | -$551,599,859 | -$166,631,361 | SHV, AGG, LQD, MUB, IVV | 13F-HR | 05 May 2020, 12:01 |
| Q4 2019 | 268 | $1,526,345,000 | +$322,652,364 | -$285,158,231 | +$37,494,133 | LQD, PFF, HYLB, IEFA, IJR | 13F-HR | 05 Feb 2020, 16:05 |
| Q3 2019 | 257 | $1,403,666,000 | +$215,899,793 | -$148,401,724 | +$67,498,069 | SHV, LQD, PFF, HYLB, IVV | 13F-HR | 05 Nov 2019, 14:49 |
| Q2 2019 | 244 | $1,317,676,000 | +$290,598,055 | -$271,572,934 | +$19,025,121 | SHV, LQD, HYLB, IVV, HYD | 13F-HR | 30 Jul 2019, 14:38 |
| Q1 2019 | 242 | $1,275,780,000 | +$477,023,288 | -$305,976,919 | +$171,046,369 | LQD, HYLB, IEFA, IEMG, IJR | 13F-HR | 02 May 2019, 12:37 |
| Q4 2018 | 231 | $1,024,583,000 | +$259,499,325 | -$385,363,661 | -$125,864,336 | SHV, HYD, TOTL, QAI, VUG | 13F-HR | 01 Feb 2019, 14:14 |
| Q3 2018 | 241 | $1,248,994,000 | +$164,344,806 | -$94,662,658 | +$69,682,148 | SHV, SRLN, BKLN, SJNK, IJR | 13F-HR | 09 Nov 2018, 11:24 |
| Q2 2018 | 235 | $1,131,416,000 | +$292,835,543 | -$203,463,188 | +$89,372,355 | SHV, SRLN, BKLN, IJR, IJH | 13F-HR | 10 Aug 2018, 12:38 |
| Q1 2018 | 240 | $1,032,127,000 | +$161,799,968 | -$159,558,769 | +$2,241,199 | SRLN, BKLN, IJH, PRF, VUG | 13F-HR | 07 May 2018, 11:30 |
| Q4 2017 | 217 | $1,036,038,000 | +$168,152,249 | -$120,285,914 | +$47,866,335 | FLOT, BKLN, IEFA, IJH, VEA | 13F-HR | 05 Feb 2018, 13:33 |
| Q3 2017 | 204 | $940,505,000 | +$70,335,127 | -$62,036,141 | +$8,298,986 | JNK, BKLN, IEFA, VEA, PRF | 13F-HR | 03 Nov 2017, 14:19 |
| Q2 2017 | 203 | $896,354,000 | +$69,187,199 | -$105,910,855 | -$36,723,656 | JNK, BKLN, IEFA, PRF, VEA | 13F-HR | 18 Jul 2017, 11:10 |
| Q1 2017 | 202 | $912,878,000 | +$147,072,369 | -$116,607,350 | +$30,465,019 | PRF, JNK, BKLN, VUG, IJR | 13F-HR | 01 May 2017, 08:17 |
| Q4 2016 | 200 | $862,144,000 | +$224,480,122 | -$123,788,092 | +$100,692,030 | PRF, JNK, BKLN, VUG, SHY | 13F-HR | 24 Jan 2017, 11:13 |
| Q3 2016 | 199 | $747,192,000 | +$124,845,033 | -$156,386,162 | -$31,541,129 | PRF, VUG, IJH, IJR, IVV | 13F-HR | 24 Oct 2016, 14:27 |
| Q2 2016 | 210 | $748,261,000 | +$144,060,933 | -$176,848,385 | -$32,787,452 | PRF, LQD, VUG, SHY, IVV | 13F-HR | 25 Jul 2016, 11:31 |
| Q1 2016 | 199 | $777,304,000 | +$99,281,586 | -$80,269,424 | +$19,012,162 | SHY, PRF, VUG, BND, LQD | 13F-HR | 25 Apr 2016, 10:18 |
| Q4 2015 | 199 | $740,473,000 | +$74,888,922 | -$129,354,491 | -$54,465,569 | SHY, PRF, EMB, VUG, IVV | 13F-HR | 03 Feb 2016, 12:22 |
| Q3 2015 | 192 | $777,241,000 | +$287,676,304 | -$118,691,268 | +$168,985,036 | SHY, IGSB, MINT, PRF, VUG | 13F-HR | 08 Oct 2015, 11:05 |
| Q2 2015 | 193 | $656,791,000 | +$286,654,983 | -$33,483,497 | +$253,171,486 | IJH, PRF, VEA, VUG, IVV | 13F-HR | 11 Aug 2015, 07:45 |
| Q1 2015 | 166 | $415,917,000 | +$69,571,663 | -$43,588,837 | +$25,982,826 | AAPL, INTC, CSCO, NVO, MSFT | 13F-HR | 24 Apr 2015, 14:08 |
| Q4 2014 | 161 | $386,867,000 | +$27,281,008 | -$36,655,512 | -$9,374,504 | AAPL, INTC, MSFT, CSCO, UNP | 13F-HR | 12 Feb 2015, 12:02 |
| Q3 2014 | 166 | $382,085,000 | +$11,700,353 | -$10,215,559 | +$1,484,794 | AAPL, INTC, MSFT, LYB, CSCO | 13F-HR | 06 Nov 2014, 09:55 |
| Q2 2014 | 163 | $381,673,000 | +$60,731,267 | -$35,169,532 | +$25,561,735 | AAPL, INTC, MSFT, CSCO, LYB | 13F-HR | 28 Jul 2014, 10:54 |
| Q1 2014 | 151 | $356,046,000 | +$46,449,619 | -$23,203,522 | +$23,246,097 | MSFT, AAPL, INTC, CSX, LYB | 13F-HR | 01 May 2014, 12:17 |
| Q4 2013 | 146 | $334,354,000 | $0 | $0 | $0 | AAPL, INTC, MSFT, CSX, ACN | 13F-HR | 03 Feb 2014, 15:46 |