GRIMES & Co WEALTH MANAGEMENT, LLC ETF holdings
Westborough, MA
Reported $2.9B in 157 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.9B
ETFs held
157
Change from prior quarter
+36.6%
With price moves
ETFs as a share of its 13F
62.6%
of $4.6B
Top 10 of 157 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | $357.2M | 1,178,370 | +37,590 shares |
| IEFA | iShares Core MSCI EAFE ETF | $355.1M | 3,677,104 | +99,012 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $209.0M | 2,523,223 | +2,999 shares |
| IVV | iShares Core S&P 500 ETF | $193.8M | 258,792 | +15,396 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $176.3M | 925,282 | +201,867 shares |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | $175.1M | 2,189,127 | +2,087,524 shares |
| SJNK | State Street SPDR Bloomberg Short Term High Yield Bond ETF | $170.7M | 6,818,664 | −71,772 shares |
| JNK | State Street SPDR Bloomberg High Yield Bond ETF | $157.9M | 1,638,298 | New position |
| JHML | John Hancock Multifactor Large Cap ETF | $135.1M | 1,515,219 | −40,948 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $62.2M | 335,833 | +172,608 shares |
147 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001321993. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does GRIMES & Co WEALTH MANAGEMENT, LLC own?
GRIMES & Co WEALTH MANAGEMENT, LLC reported 157 ETF positions worth $2.9B in its Form 13F for June 30, 2026. The largest was VB, at $357.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.