Arkolith/Funds/GRIMES & Co WEALTH MANAGEMENT, LLC

GRIMES & Co WEALTH MANAGEMENT, LLC

CIK 1321993
Holdings as of Mar 31, 2026·disclosed Apr 21, 2026·~21-day 13F lag·13F-HR
Inactive

GRIMES & Co WEALTH MANAGEMENT, LLC holds a focused book of 335 stocks worth $3.6B as of Q1 2026 (disclosed Apr 21, 2026, a ~45-day 13F lag). This quarter they opened CITIZENS FINL GROUP INC and trimmed SS HEALTH CARE SELECT SECTOR. Their largest long position is VANGUARD GROWTH ETF at 10% of the equity book.

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Use Arkolith to show GRIMES & Co WEALTH MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
175
existing
Trimmed
126
reduced
Sold out
31
exited

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
56%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Health Care
3%
Financials
2%
Industrials
1%
Communication Services
1%
Materials
1%
Consumer Discretionary
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

433 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE MSCI EAFE
$323.9M3.58M
9.0%
+0.1%
Added · +3K sh
2Vanguard Index FDS
SMALL CP ETF
$298.8M1.14M
8.3%
+2.8%
Added · +31K sh
3Ishares Inc
CORE MSCI EMKT
$175.8M2.52M
4.9%
−1.0%
Reduced · −25K sh
4SPDR Series Trust
STATE STREET SPD
$172.1M6.89M
4.8%
+0.3%
Added · +22K sh
5Ishares TR
CORE S&P500 ETF
$159.0M243.4K
4.4%
−5.3%
Reduced · −14K sh
6John Hancock Exchange Traded
MLTFCTR LRG CAP
$121.8M1.56M
3.4%
−1.7%
Reduced · −27K sh
7Apple Inc
COM
$107.7M424.4K
3.0%
+0.6%
Added · +3K sh
8Select Sector SPDR TR
STATE STREET TEC
$96.1M723.4K
2.7%
−34%
Reduced · −369K sh
9Select Sector SPDR TR
STATE STREET COM
$71.0M640.6K
2.0%
+19%
Added · +104K sh
10Microsoft Corp
COM
$64.5M174.3K
1.8%
+1.1%
Added · +2K sh
11Nvidia Corporation
COM
$59.7M342.2K
1.7%
+4.6%
Added · +15K sh
12Vanguard Index FDS
GROWTH ETF
$51.9M118.9K
1.4%
+0.1%
Added · +103 sh
13Invesco Exchange Traded FD T
S&P500 EQL WGT
$47.6M248.2K
1.3%
+32%
Added · +59K sh
14Select Sector SPDR TR
STATE STREET HEA
$45.7M312.0K
1.3%
−22%
Reduced · −88K sh
15Taiwan Semiconductor Manufac
SPONSORED ADS
$45.1M133.4K
1.2%
−7.7%
Reduced · −11K sh
16Alphabet Inc
CAP STK CL A
$38.4M133.4K
1.1%
−12%
Reduced · −18K sh
17Invesco Exchange Traded FD T
RAFI US 1000 ETF
$36.2M761.6K
1.0%
−1.6%
Reduced · −12K sh
18Amazon Com Inc
COM
$35.5M170.5K
1.0%
+6.3%
Added · +10K sh
19American Centy ETF TR
AVANTIS US LARG
$34.4M444.0K
1.0%
+14%
Added · +53K sh
20Johnson & Johnson
COM
$29.3M119.9K
0.8%
+4.8%
Added · +6K sh
21Amgen Inc
COM
$28.4M80.6K
0.8%
−1.9%
Reduced · −2K sh
22JPMorgan Chase & Co
COM
$27.7M94.3K
0.8%
−3.6%
Reduced · −4K sh
23Select Sector SPDR TR
STATE STREET CON
$27.1M331.1K
0.8%
+19%
Added · +52K sh
24Select Sector SPDR TR
STATE STREET IND
$26.4M163.2K
0.7%
+18%
Added · +24K sh
25Alphabet Inc
CAP STK CL C
$25.1M87.5K
0.7%
−1.5%
Reduced · −1K sh
26Meta Platforms Inc
CL A
$24.8M43.4K
0.7%
−0.1%
Reduced · −39 sh
27Abbvie Inc
COM
$23.9M109.8K
0.7%
+0.6%
Added · +606 sh
28Select Sector SPDR TR
STATE STREET ENE
$23.8M388.8K
0.7%
−47%
Reduced · −340K sh
29J P Morgan Exchange Traded F
INTRNL RES EQT
$23.3M308.1K
0.6%
+23%
Added · +57K sh
30ETF Ser Solutions
LHA RISK MANAGE
$22.6M934.8K
0.6%
−4.2%
Reduced · −41K sh
31Bristol-Myers Squibb Co
COM
$22.5M371.1K
0.6%
+6.8%
Added · +23K sh
32Pfizer Inc
COM
$22.3M795.3K
0.6%
+0.7%
Added · +5K sh
33Regions Financial Corp New
COM
$21.9M836.6K
0.6%
−1.1%
Reduced · −10K sh
34Applied Matls Inc
COM
$21.6M63.2K
0.6%
+3.5%
Added · +2K sh
35Eaton Corp PLC
SHS
$21.1M59.1K
0.6%
+0.3%
Added · +166 sh
36Select Sector SPDR TR
STATE STREET MAT
$20.8M417.2K
0.6%
Added
Added · +417K sh
37Gilead Sciences Inc
COM
$20.7M148.7K
0.6%
−1.1%
Reduced · −2K sh
38Broadcom Inc
COM
$20.5M66.2K
0.6%
−16%
Reduced · −13K sh
39Qualcomm Inc
COM
$20.4M158.7K
0.6%
−0.6%
Reduced · −953 sh
40Dimensional ETF Trust
EMGR CRE EQT MNG
$20.2M597.4K
0.6%
+8.7%
Added · +48K sh
41Exxon Mobil Corp
COM
$19.9M117.1K
0.6%
+4.9%
Added · +5K sh
42Eog Res Inc
COM
$19.5M134.7K
0.5%
+1.8%
Added · +2K sh
43Cisco Sys Inc
COM
$18.3M236.1K
0.5%
−2.6%
Reduced · −6K sh
44Advanced Micro Devices Inc
COM
$18.1M88.9K
0.5%
−2.2%
Reduced · −2K sh
45Ishares TR
0-3 MNTH TREASRY
$17.9M177.6K
0.5%
−6.7%
Reduced · −13K sh
46Hewlett Packard Enterprise C
COM
$17.0M714.0K
0.5%
−2.0%
Reduced · −15K sh
47Visa Inc
COM CL A
$15.7M52.0K
0.4%
−0.7%
Reduced · −349 sh
48Price T Rowe Group Inc
COM
$15.7M174.2K
0.4%
+50%
Added · +58K sh
49Medtronic PLC
SHS
$15.4M177.9K
0.4%
−0.9%
Reduced · −2K sh
50Ishares TR
CORE S&P SCP ETF
$15.4M123.9K
0.4%
−0.8%
Reduced · −984 sh
Showing 50 of 433 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 21, 2026588$3.6B13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026552$4.2B13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025517$4.0B13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025476$3.7B13F-HR
Q1 2025Mar 31, 2025Apr 17, 2025430$3.2B13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025448$3.5B13F-HR
Q3 2024Sep 30, 2024Oct 22, 2024429$3.7B13F-HR
Q2 2024Jun 30, 2024Jul 22, 2024404$3.3B13F-HR
Q1 2024Mar 31, 2024Apr 17, 2024400$3.3B13F-HR
Q4 2023Dec 31, 2023Jan 24, 2024382$3.0B13F-HR
Q3 2023Sep 30, 2023Oct 19, 2023357$2.6B13F-HR
Q2 2023Jun 30, 2023Jul 19, 2023363$2.8B13F-HR
Q1 2023Mar 31, 2023Apr 20, 2023353$2.4B13F-HR
Q4 2022Dec 31, 2022Jan 25, 2023348$2.4B13F-HR
Q3 2022Sep 30, 2022Oct 28, 2022319$1.9B13F-HR
Q2 2022Jun 30, 2022Jul 22, 2022321$2.0B13F-HR
Q1 2022Mar 31, 2022May 6, 2022348$1.9B13F-HR
Q4 2021Dec 31, 2021Feb 1, 2022345$2.2B13F-HR
Q3 2021Sep 30, 2021Nov 8, 2021345$2.3B13F-HR
Q2 2021Jun 30, 2021Aug 4, 2021347$2.3B13F-HR
Q1 2021Mar 31, 2021May 12, 2021324$2.1B13F-HR
Q4 2020Dec 31, 2020Feb 2, 2021313$1.9B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020300$1.6B13F-HR
Q2 2020Jun 30, 2020Jul 31, 2020296$1.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.