§ 13F · FUND PROFILE
Horst & Graben Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $604M (13F)Positions · 173Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$61M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 535K | $45M | 6.2% | +26% |
| 2 | DYNF | BLACKROCK ETF TRUST | 631K | $40M | 5.5% | −13% |
| 3 | IVW | ISHARES TR | 262K | $34M | 4.7% | +4% |
| 4 | IVE | ISHARES TR | 155K | $34M | 4.7% | +3% |
| 5 | SCHZ | SCHWAB STRATEGIC TR | 1.42M | $33M | 4.5% | +2% |
| 6 | IUSB | ISHARES TR | 571K | $26M | 3.6% | +2% |
| 7 | CORO | BLACKROCK ETF TRUST | 743K | $26M | 3.5% | NEW |
| 8 | QUAL | ISHARES TR | 115K | $24M | 3.3% | +1% |
| 9 | MBB | ISHARES TR | 236K | $22M | 3.1% | +4% |
| 10 | GOVT | ISHARES TR | 908K | $21M | 2.9% | +891% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HORST SIGNAL
AC read
Horst & Graben Wealth Management LLC is a Other fund managing $604 million in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed