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Portfolio (Quarterly) Guide ↗

Horst & Graben Wealth Management LLC

· CIK 0001818207
13F Portfolio $729M AUM 195 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 95 Added 47 Reduced 5 Exited
Page 2 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 17,580.0 $6.7M 0.91% +15K +736.4% $378.67 +5.8%
22 SUSC ISHARES TR 202,382.0 $4.7M 0.64% +1K +0.6% $23.20 -0.4%
23 EAGG ISHARES TR 88,885.0 $4.2M 0.58% +4K +4.5% $47.64 -0.6%
24 MTUM ISHARES TR 14,766.0 $4.1M 0.57% +402.0 +2.8% $280.76 +20.6%
25 AMZN AMAZON COM INC Consumer Cyclical 12,888.0 $3.4M 0.46% +6K +86.6% $261.12 -6.4%
26 MSFT MICROSOFT CORP Technology 7,868.0 $3.3M 0.46% +1K +16.3% $424.84 -10.7%
27 BNDX VANGUARD CHARLOTTE FDS 65,847.0 $3.2M 0.43% +38K +133.9% $48.05 +0.6%
28 DLR DIGITAL RLTY TR INC Real Estate 15,010.0 $2.9M 0.40% +4K +38.3% $196.34 -4.2%
29 AVGO BROADCOM INC Technology 6,286.0 $2.6M 0.36% +3K +78.9% $418.20 -1.6%
30 TLH ISHARES TR 24,274.0 $2.4M 0.34% +934.0 +4.0% $100.58 -0.1%
31 NKE NIKE INC Consumer Cyclical 51,098.0 $2.3M 0.32% +3K +6.5% $45.14 +0.1%
32 IWP ISHARES TR 16,599.0 $2.3M 0.31% +183.0 +1.1% $135.92 +4.4%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,069.0 $2.1M 0.28% +244.0 +13.4% $997.90 -4.7%
34 VIG VANGUARD SPECIALIZED FUNDS 8,079.0 $1.8M 0.25% +473.0 +6.2% $225.98 +4.1%
35 EFG ISHARES TR 15,184.0 $1.8M 0.25% +342.0 +2.3% $118.75 +5.3%
36 EMGF ISHARES INC 24,117.0 $1.6M 0.22% +946.0 +4.1% $67.81 +11.8%
37 CAT CATERPILLAR INC Industrials 1,950.0 $1.6M 0.22% +29.0 +1.5% $828.74 +19.0%
38 EGP EASTGROUP PPTYS INC Real Estate 7,526.0 $1.5M 0.21% +894.0 +13.5% $200.15 -0.1%
39 ITOT ISHARES TR 8,639.0 $1.4M 0.19% +461.0 +5.6% $156.55 +4.7%
40 QQQ INVESCO QQQ TR Financial Services 1,931.0 $1.3M 0.18% +339.0 +21.3% $664.20 +11.5%
Page 2 of 5  ·  95 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 16.7%
Consumer Cyclical 13.5%
Real Estate 10.2%
Consumer Defensive 7.3%
Industrials 6.0%
Energy 5.4%
Communication Services 3.3%
Healthcare 3.0%
Utilities 0.7%