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Horst & Graben Wealth Management LLC

Updated 3 days ago

Managed by Horst & Graben Wealth Management Llc • Latest filing Q3 2026

Portfolio value
$767.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$662.8M
Q1 2026$729M
Q2 2026$760.2M
Q3 2026$767.2M

Top holdings

206 positions as of Q3 2026

View filing
S

SPDR SERIES TRUST

Value
$80.2M
Shares
893.2K
% Port
10.45%
E

ISHARES TR

Value
$50.9M
Shares
1.15M
% Port
6.64%
E

ISHARES TR

Value
$43.9M
Shares
580.6K
% Port
5.72%
E

BLACKROCK ETF TRUST

Value
$43.3M
Shares
625.6K
% Port
5.65%
S

SCHWAB STRATEGIC TR

Value
$39.4M
Shares
1.78M
% Port
5.13%
E

ISHARES TR

Value
$38.1M
Shares
268.2K
% Port
4.97%
E

ISHARES TR

Value
$30.1M
Shares
131.9K
% Port
3.93%
E

BLACKROCK ETF TRUST

Value
$28.5M
Shares
783.2K
% Port
3.71%
E

ISHARES TR

Value
$22.9M
Shares
1.05M
% Port
2.99%
E

ISHARES TR

Value
$20.1M
Shares
68.1K
% Port
2.62%
E

BLACKROCK ETF TRUST

Value
$19.2M
Shares
643.5K
% Port
2.50%
E

BLACKROCK ETF TRUST

Value
$19.1M
Shares
390.8K
% Port
2.49%
E

BLACKROCK ETF TRUST

Value
$16.6M
Shares
351.4K
% Port
2.16%
E

ISHARES TR

Value
$15M
Shares
19.6K
% Port
1.95%
A

APPLE INC

Value
$14.9M
Shares
44.8K
% Port
1.94%
T

ISHARES TR

Value
$14M
Shares
127.7K
% Port
1.82%
B

BLACKROCK ETF TRUST II

Value
$13.9M
Shares
277.3K
% Port
1.81%
?
18.N/A

BONDBLOXX ETF TRUST

Value
$13.2M
Shares
311.9K
% Port
1.72%
E

BLACKROCK ETF TRUST

Value
$11.7M
Shares
266.6K
% Port
1.53%
G

GLOBAL X FDS

Value
$9.6M
Shares
160.4K
% Port
1.26%

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