Institutional Fund
Grimes & Co Wealth Management, LLC
Westborough, MACIK 13219935 filings on record
Portfolio Value
$3.61B
Q1 2026
Holdings
433
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-13.7%
from $4.19B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.0%
- Vanguard Index Fds8.3%
- Ishares Inc4.9%
- Spdr Series Trust4.8%
- Ishares Tr4.4%
- John Hancock Exchange Traded3.4%
- Other65.4%
Portfolio Holdings
433 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 3.58M | $323.92M | 9.0% | +2.6K | Added |
| 2 | Vanguard Index Fds | 1.14M | $298.79M | 8.3% | +31.2K | Added |
| 3 | Ishares Inc | 2.52M | $175.79M | 4.9% | −25.2K | Reduced |
| 4 | Spdr Series Trust | 6.89M | $172.12M | 4.8% | +22.2K | Added |
| 5 | Ishares Tr | 243.4K | $158.99M | 4.4% | −13.6K | Reduced |
| 6 | John Hancock Exchange Traded | 1.56M | $121.80M | 3.4% | −27.0K | Reduced |
| 7 | Apple Inc | 424.4K | $107.72M | 3.0% | +2.7K | Added |
| 8 | Select Sector Spdr Tr | 723.4K | $96.14M | 2.7% | −368.8K | Reduced |
| 9 | Select Sector Spdr Tr | 640.6K | $71.02M | 2.0% | +104.4K | Added |
| 10 | Microsoft Corp | 174.3K | $64.52M | 1.8% | +1.9K | Added |
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