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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 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 1,335.0 $819K 0.11% -52.0 -3.8% $613.12 -11.6%
42 ICVT ISHARES TR 6,615.0 $790K 0.10% -5K -41.4% $119.43 -3.5%
43 IEV ISHARES TR 10,679.0 $771K 0.10% -275.0 -2.5% $72.17 +4.4%
44 BLACKROCK ETF TRUST 12,635.0 $723K 0.10% -1K -7.8% $57.26
45 ESGD ISHARES TR 5,988.0 $611K 0.08% -3K -36.8% $102.06 +4.2%
46 EMB ISHARES TR 5,946.0 $571K 0.07% -942.0 -13.7% $95.97 -1.3%
47 WMT WALMART INC Consumer Defensive 5,193.0 $565K 0.07% -42.0 -0.8% $108.82 -4.5%
48 VWOB VANGUARD WHITEHALL FDS 6,926.0 $463K 0.06% -477.0 -6.4% $66.86 -1.4%
49 WFC WELLS FARGO & CO Financial Services 5,198.0 $447K 0.06% -178.0 -3.3% $85.94 -1.4%
50 FCVT FIRST TR EXCHANGE-TRADED FD 8,205.0 $430K 0.06% -161.0 -1.9% $52.42 -4.9%
51 TMO THERMO FISHER SCIENTIFIC INC Healthcare 800.0 $411K 0.05% -13.0 -1.6% $513.59 +22.6%
52 SPTM SPDR SERIES TRUST 4,154.0 $377K 0.05% -293.0 -6.6% $90.64 +2.4%
53 IFRA ISHARES TR 6,007.0 $372K 0.05% -73.0 -1.2% $61.89 -2.4%
54 AMD ADVANCED MICRO DEVICES INC Technology 649.0 $351K 0.05% -44.0 -6.3% $540.88 -14.2%
55 ABBV ABBVIE INC Healthcare 1,370.0 $344K 0.04% -11.0 -0.8% $251.00 +5.4%
56 REXR REXFORD INDL RLTY INC Real Estate 9,939.0 $335K 0.04% -57.0 -0.6% $33.72 +10.7%
57 T AT&T INC Communication Services 15,219.0 $312K 0.04% -551.0 -3.5% $20.48 +22.7%
58 PEP PEPSICO INC Consumer Defensive 2,120.0 $299K 0.04% -21.0 -1.0% $141.17 +1.2%
59 UNP UNION PAC CORP Industrials 1,072.0 $298K 0.04% -6.0 -0.6% $277.70 +10.5%
60 HYG ISHARES TR 3,658.0 $291K 0.04% -176.0 -4.6% $79.59 -0.1%
Page 3 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 35.3%
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%