GRIMES & Co WEALTH MANAGEMENT, LLC - Portfolio overview

GRIMES & Co WEALTH MANAGEMENT, LLC has 485 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 10.66%
2. VB - VANGUARD INDEX FDS, 9.84%
3. IEMG - ISHARES INC, 5.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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