Grimes & Co Wealth Management, LLC has disclosed its latest 13F-HR filing, which shows a total value of $4,802,520,053 in assets under management as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and positions in various companies.

The firm’s filing, made on October 29, 2026, highlights its ongoing commitment to transparency and regulatory compliance. As a wealth management firm, Grimes & Co's investment choices can influence market trends and provide insights into the wealth management industry’s dynamics.

Background

Grimes & Co Wealth Management, LLC, incorporated in Delaware, is primarily engaged in wealth management services. The firm operates from its headquarters located at One Technology Drive, Suite 100, Westborough, MA. The company has been filing 13F reports regularly, with the latest submission being its 13F-HR filed on October 29, 2026, under accession number 0001321993-26-000006.

What the Filing Says

The filing indicates that Grimes & Co holds a total of 738 positions, reflecting a diverse investment strategy. Notable holdings include significant investments in well-known companies like Amazon and Apple, which are among the largest in the tech sector. The firm’s total reported value of $4.8 billion underscores its substantial presence in the wealth management market.

Impact

This filing may affect various stakeholders, including investors, clients, and competitors in the wealth management industry. By disclosing its asset management strategies, Grimes & Co provides valuable insights for clients looking to understand their investment landscape better. Additionally, competitors may analyze this information to gauge market trends and adjust their strategies accordingly.

What's Next

The filing does not say what happens next. However, it is expected that Grimes & Co will continue to monitor its investments and make adjustments as necessary based on market conditions and client needs.