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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 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITW ILLINOIS TOOL WKS INC Industrials 956.0 $257K 0.03% -31.0 -3.1% $269.11 +5.2%
62 SCHM SCHWAB STRATEGIC TR 6,939.0 $252K 0.03% -964.0 -12.2% $36.36 -1.1%
63 VBR VANGUARD INDEX FDS 971.0 $236K 0.03% -75.0 -7.2% $242.86 +2.0%
64 LOW LOWES COS INC Consumer Cyclical 1,051.0 $233K 0.03% -71.0 -6.3% $221.92 -2.4%
65 USMV ISHARES TR 2,187.0 $212K 0.03% -129.0 -5.6% $96.85 +4.2%
Page 4 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%