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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 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 THRO BLACKROCK ETF TRUST 261,595.0 $11.2M 1.47% -133K -33.7% $42.76 +2.0%
22 GGOV BLACKROCK ETF TRUST II 194,989.0 $9.8M 1.29% NEW $50.26 -0.1%
23 AVEM AMERICAN CENTY ETF TR 94,053.0 $8.8M 1.16% -61K -39.4% $93.56 -0.2%
24 TSLA TESLA INC Consumer Cyclical 17,584.0 $7.5M 0.98% $425.30 -18.8%
25 QUAL ISHARES TR 31,755.0 $7.0M 0.91% -83K -72.3% $218.87 +2.1%
26 NVDA NVIDIA CORPORATION Technology 34,590.0 $6.8M 0.90% -1K -4.1% $197.58 +9.5%
27 TLT ISHARES TR 65,277.0 $5.6M 0.73% -69K -51.4% $85.52 -3.7%
28 ESGU ISHARES TR 33,221.0 $5.4M 0.71% $163.60 +2.5%
29 EAGG ISHARES TR 109,273.0 $5.2M 0.68% +20K +22.9% $47.18 -1.1%
30 BLACKROCK ETF TRUST 58,722.0 $4.7M 0.62% -6K -9.1% $80.19
31 OEF ISHARES TR 12,435.0 $4.5M 0.60% -83.0 -0.7% $365.87 +3.2%
32 IYW ISHARES TR 17,838.0 $4.4M 0.58% -116.0 -0.7% $248.75 -0.8%
33 MTUM ISHARES TR 13,471.0 $4.4M 0.58% -1K -8.8% $328.10 -7.2%
34 EFV ISHARES TR 56,348.0 $4.3M 0.57% -159K -73.8% $76.32 +6.8%
35 BINC BLACKROCK ETF TRUST II 81,360.0 $4.2M 0.56% -158K -66.0% $52.12 -0.3%
36 GLDM WORLD GOLD TR Financial Services 47,121.0 $3.8M 0.49% +7K +18.5% $79.94 +11.6%
37 SUSC ISHARES TR 163,562.0 $3.8M 0.49% -39K -19.2% $23.02 -1.6%
38 DSI ISHARES TR 25,928.0 $3.7M 0.48% -841.0 -3.1% $142.34 +2.6%
39 STIP ISHARES TR 36,278.0 $3.7M 0.48% NEW $101.19 -0.3%
40 CVX CHEVRON CORPORATION Energy 20,910.0 $3.5M 0.46% -264.0 -1.2% $165.69 +25.8%
Page 2 of 11  ·  205 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%