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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLG	INVESCO EXCHANGE TRADED FD T	—	421,968	$25.0M	3.77%	SOLD
2	VTI	VANGUARD INDEX FDS	—	1,310	$439K	0.07%	SOLD
3	GILD	GILEAD SCIENCES INC	Healthcare	2,276	$279K	0.04%	SOLD
4	IBM	INTERNATIONAL BUSINESS MACHS	Technology	854	$253K	0.04%	SOLD
5	HEFA	ISHARES TR	—	5,065	$209K	0.03%	SOLD

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%