Long-term investor
Grimes & Co. Wealth Management, LLC @grimescowealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001321993).
Record
- Tracked since 2025-12-31 (257 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.0%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VB · 7.7% · long · since 2025-12-31
- IEFA · 7.7% · long · since 2025-12-31
- IEMG · 4.5% · long · since 2025-12-31
- IVV · 4.2% · long · since 2025-12-31
- XLK · 3.8% · long · since 2025-12-31
- HYG · 3.8% · long · since 2025-12-31
- SJNK · 3.7% · long · since 2025-12-31
- JNK · 3.4% · long · since 2026-06-30
- JHML · 2.9% · long · since 2025-12-31
- AAPL · 2.7% · long · since 2025-12-31
- NVDA · 1.5% · long · since 2025-12-31
- MSFT · 1.4% · long · since 2025-12-31