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Michael J. Davide

Grimes & Co Wealth Management, Llc

Assets Managed
$4.623B
Holdings
449
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
27.98%(2Q avg: 7.15%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Grimes & Co Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 449 positions.

Assets under management

The assets under management (AUM) of Grimes & Co Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 4.623B in assets, with a quarterly growth rate of 27.98% and a 2-quarter average growth rate of 7.15%. The portfolio is managed by Michael J. Davide, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VB
Vanguard Small-cap Etf
Recent Activity
Increased 3.3%
7.73%
$357.187M
1.178M shares@ $303.12 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 2.77%
7.69%
$355.135M
3.677M shares@ $96.58 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 0.12%
4.53%
$209.024M
2.523M shares@ $82.84 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.33%
4.2%
$193.807M
258,792 shares@ $748.9 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 27.91%
3.82%
$176.285M
925,282 shares@ $190.52 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
Increased 2054.59%
3.79%
$175.064M
2.189M shares@ $79.98 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Decreased -1.04%
3.7%
$170.671M
6.819M shares@ $25.04 avg price
JNK
Spdr Bloomberg High Yield Bo
Recent Activity
New Position
3.42%
$157.883M
1.638M shares@ $96.37 avg price
JHML
John Hancock Multi Fact Lrg
Recent Activity
Decreased -2.63%
2.93%
$135.127M
1.515M shares@ $89.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.37%
2.67%
$123.271M
426,013 shares@ $289.36 avg price

1-10 of 449