GRIMES & COMPANY, INC.
RIA/Wealth
GRIMES & COMPANY, INC. is a RIA/Wealth based in Westborough, MA led by Kevin Timothy Grimes, reporting $5.6B in AUM as of Q3 2025 with 64% ETF concentration.
CEOKevin Timothy Grimes
- Portfolio Value
- $4.0B
- Positions
- 449
- Top Holding
- IEFA at 7.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GRIMES & COMPANY, INC.'s portfolio (45.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $309.0M | 7.63% | -$247.1K Sold | — 3.5M shares | |
ETF ETF | $274.2M | 6.77% | +$125.8M Bought | — 1.1M shares | |
ETF ETF | $174.6M | 4.31% | +$4.6M Bought | — 6.8M shares | |
ETF ETF | $173.0M | 4.27% | +$5.1M Bought | — 4.6M shares | |
ETF ETF | $172.4M | 4.26% | +$4.5M Bought | — 7.2M shares | |
ETF ETF | $170.8M | 4.22% | +$5.8M Bought | — 255.1K shares | |
ETF ETF | $167.4M | 4.13% | +$953.9K Bought | — 2.5M shares | |
ETF ETF | $154.7M | 3.82% | +$7.2M Bought | — 548.9K shares | |
ETF ETF | $126.0M | 3.11% | -$2.2M Sold | — 1.6M shares | |
Consumer Electronics Technology | $104.9M | 2.59% | -$5.5M Sold | 0.00% 412.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GRIMES & COMPANY, INC.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for GRIMES & COMPANY, INC.
GthenA