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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
Page 3 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN AMAZON COM INC Consumer Cyclical 12,888.0 $3.4M 0.46% +6K +86.6% $261.12 -6.4%
42 MSFT MICROSOFT CORP Technology 7,868.0 $3.3M 0.46% +1K +16.3% $424.84 -10.7%
43 BNDX VANGUARD CHARLOTTE FDS 65,847.0 $3.2M 0.43% +38K +133.9% $48.05 +0.6%
44 DLR DIGITAL RLTY TR INC Real Estate 15,010.0 $2.9M 0.40% +4K +38.3% $196.34 -4.2%
45 USXF ISHARES TR 42,655.0 $2.7M 0.37% -868.0 -2.0% $63.71 +8.7%
46 AVGO BROADCOM INC Technology 6,286.0 $2.6M 0.36% +3K +78.9% $418.20 -1.6%
47 TLH ISHARES TR 24,274.0 $2.4M 0.34% +934.0 +4.0% $100.58 -0.1%
48 NKE NIKE INC Consumer Cyclical 51,098.0 $2.3M 0.32% +3K +6.5% $45.14 +0.1%
49 IWB ISHARES TR 5,808.0 $2.3M 0.31% -124.0 -2.1% $391.17 +4.4%
50 IWP ISHARES TR 16,599.0 $2.3M 0.31% +183.0 +1.1% $135.92 +4.4%
51 PG PROCTER & GAMBLE CO Consumer Defensive 15,199.0 $2.3M 0.31% -639.0 -4.0% $148.40 +1.3%
52 SYSB ISHARES TR 23,906.0 $2.1M 0.29% -2K -7.8% $89.11 -0.5%
53 IWS ISHARES TR 13,534.0 $2.1M 0.29% -119.0 -0.9% $155.72 +4.6%
54 EMXC ISHARES INC 23,055.0 $2.1M 0.29% -1K -4.4% $90.72 +16.6%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,069.0 $2.1M 0.28% +244.0 +13.4% $997.90 -4.7%
56 ESGE ISHARES INC 40,089.0 $2.0M 0.28% -909.0 -2.2% $50.84 +11.3%
57 ILCG ISHARES TR 18,222.0 $2.0M 0.28% -525.0 -2.8% $110.59 +5.9%
58 VIG VANGUARD SPECIALIZED FUNDS 8,079.0 $1.8M 0.25% +473.0 +6.2% $225.98 +4.1%
59 EFG ISHARES TR 15,184.0 $1.8M 0.25% +342.0 +2.3% $118.75 +5.3%
60 CSCO CISCO SYS INC Technology 19,666.0 $1.7M 0.24% $88.26 +35.4%
Page 3 of 10  ·  195 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 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%