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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 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES INC 42,914.0 $3.5M 0.46% -15K -25.5% $80.63 +1.2%
22 AMZN AMAZON COM INC Consumer Cyclical 12,812.0 $3.1M 0.41% -76.0 -0.6% $241.70 +7.0%
23 IAU ISHARES GOLD TR Financial Services 39,910.0 $3.0M 0.40% -953.0 -2.3% $75.95 +14.3%
24 USXF ISHARES TR 41,174.0 $2.8M 0.37% -1K -3.5% $68.37 -0.1%
25 BNDX VANGUARD CHARLOTTE FDS 53,908.0 $2.6M 0.34% -12K -18.1% $48.27 -1.3%
26 AVGO BROADCOM INC Technology 6,237.0 $2.3M 0.30% -49.0 -0.8% $369.32 -0.3%
27 TLH ISHARES TR 22,947.0 $2.3M 0.30% -1K -5.5% $99.79 -3.1%
28 EMXC ISHARES INC 22,884.0 $2.3M 0.30% -171.0 -0.7% $98.53 -0.7%
29 VIG VANGUARD SPECIALIZED FUNDS 7,733.0 $1.8M 0.24% -346.0 -4.3% $236.47 +3.1%
30 EFG ISHARES TR 14,596.0 $1.8M 0.24% -588.0 -3.9% $122.77 +2.3%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,910.0 $1.8M 0.23% -159.0 -7.7% $924.68 +2.5%
32 EMGF ISHARES INC 23,908.0 $1.7M 0.22% -209.0 -0.9% $71.21 +0.7%
33 IVLU ISHARES TR 39,749.0 $1.7M 0.22% -1K -3.6% $41.74 +6.5%
34 ESGE ISHARES INC 30,678.0 $1.6M 0.21% -9K -23.5% $53.12 +1.6%
35 ILCV ISHARES TR 12,653.0 $1.3M 0.17% -204.0 -1.6% $102.12 +5.8%
36 IAGG ISHARES TR 19,292.0 $957K 0.13% -187K -90.7% $49.59 +0.4%
37 SHOP SHOPIFY INC Technology 7,498.0 $912K 0.12% -72.0 -0.9% $121.63 +22.7%
38 MU MICRON TECHNOLOGY INC Technology 875.0 $904K 0.12% -452.0 -34.1% $1032.59 -6.4%
39 CWB SPDR SERIES TRUST 8,079.0 $855K 0.11% -796.0 -9.0% $105.85 -1.9%
40 SCHX SCHWAB STRATEGIC TR 28,454.0 $836K 0.11% -4K -13.2% $29.39 +2.8%
Page 2 of 4  ·  65 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 35.6%
Financial Services 15.7%
Consumer Cyclical 13.6%
Real Estate 10.0%
Consumer Defensive 6.9%
Industrials 6.5%
Energy 4.8%
Healthcare 3.5%
Communication Services 2.1%
Utilities 0.7%