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Portfolio (Quarterly) Guide ↗

Horst & Graben Wealth Management LLC

· CIK 0001818207
13F Portfolio $760M AUM 205 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 46 Added 65 Reduced 3 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 732.0 $264K 0.04% +6.0 +0.8% $361.23 +20.1%
42 BIV VANGUARD BD INDEX FDS 3,297.0 $252K 0.03% +24.0 +0.7% $76.31 -1.0%
43 FDL FIRST TR EXCHANGE-TRADED FD 4,760.0 $233K 0.03% +98.0 +2.1% $48.92 +8.5%
44 EMR EMERSON ELEC CO Industrials 1,644.0 $229K 0.03% +26.0 +1.6% $139.54 +10.9%
45 VZ VERIZON COMMUNICATIONS INC Communication Services 5,263.0 $221K 0.03% +78.0 +1.5% $41.99 +17.1%
46 COP CONOCOPHILLIPS Energy 2,140.0 $221K 0.03% +16.0 +0.8% $103.21 +30.7%
Page 3 of 3  ·  46 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 35.3%
Financial Services 15.6%
Consumer Cyclical 13.5%
Real Estate 9.9%
Consumer Defensive 6.9%
Industrials 6.5%
Energy 4.8%
Healthcare 3.5%
Communication Services 2.8%
Utilities 0.7%