GRIMES & Co WEALTH MANAGEMENT, LLC
Annual return '25
+33.5%
SPY '25
+17.7%
Alpha
+15.7ptsvs SPY
Invested
$3.6B
Holdings
432
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES TR
Held since at least Q1 2024
9.0%
02
$VB
VANGUARD INDEX FDS
Q1 2026: New position (2.9k shares)
8.3%
03
$IEMG
ISHARES INC
Q1 2026: New position (459.4k shares)
4.9%
04
$SJNK
SPDR SERIES TRUST
Held since at least Q1 2024
4.8%
05
$IVV
ISHARES TR
Q1 2026: New position (2.5k shares)
4.4%
06
$JHML
JOHN HANCOCK EXCHANGE TRADED
Held since at least Q1 2024
3.4%
07
$AAPL
APPLE INC
Q1 2026: New position (781.7k shares)
3.0%
08
$XLK
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.7%
09
$XLC
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.0%
10
$MSFT
MICROSOFT CORP
Q1 2026: New position (173.7k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:17 UTC.