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Portfolio (Quarterly) Guide ↗

Horst & Graben Wealth Management LLC

· CIK 0001818207
13F Portfolio $663M AUM 179 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 179 New
Page 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHX SCHWAB STRATEGIC TR 33,832.0 $910K 0.14% NEW $26.91 +9.6%
82 CCI CROWN CASTLE INC Real Estate 10,025.0 $891K 0.13% NEW $88.87 -7.7%
83 JNJ JOHNSON & JOHNSON Healthcare 4,248.0 $879K 0.13% NEW $206.96 +10.4%
84 ESGD ISHARES TR 9,241.0 $879K 0.13% NEW $95.09 +8.5%
85 JPM JPMORGAN CHASE & CO. Financial Services 2,674.0 $860K 0.13% NEW $321.51 +1.2%
86 CWB SPDR SERIES TRUST 9,618.0 $858K 0.13% NEW $89.20 +24.0%
87 SHOP SHOPIFY INC Technology 5,302.0 $853K 0.13% NEW $160.97 -32.4%
88 ESS ESSEX PPTY TR INC Real Estate 3,220.0 $843K 0.13% NEW $261.67 +4.6%
89 CMI CUMMINS INC Industrials 1,607.0 $820K 0.12% NEW $510.45 +40.4%
90 MO ALTRIA GROUP INC Consumer Defensive 13,861.0 $799K 0.12% NEW $57.66 +19.9%
91 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 13,452.0 $775K 0.12% NEW $57.60 -2.8%
92 TRNO TERRENO RLTY CORP Real Estate 13,165.0 $773K 0.12% NEW $58.71 +9.6%
93 BLACKROCK ETF TRUST 13,861.0 $758K 0.11% NEW $54.66
94 VO VANGUARD INDEX FDS 2,594.0 $753K 0.11% NEW $290.26 -72.4%
95 IEV ISHARES TR 10,873.0 $746K 0.11% NEW $68.60 +5.5%
96 PM PHILIP MORRIS INTL INC Consumer Defensive 4,612.0 $740K 0.11% NEW $160.40 +11.2%
97 GOOG ALPHABET INC Communication Services 2,347.0 $737K 0.11% NEW $313.86 +17.1%
98 IGM ISHARES TR 5,644.0 $729K 0.11% NEW $129.15 +27.4%
99 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 16,336.0 $696K 0.10% NEW $42.59 -2.4%
100 GOOGL ALPHABET INC Communication Services 2,176.0 $681K 0.10% NEW $312.95 +17.6%
Page 5 of 9  ·  179 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 30.9%
Financial Services 27.4%
Real Estate 9.8%
Consumer Defensive 7.5%
Consumer Cyclical 7.2%
Industrials 5.2%
Energy 4.8%
Healthcare 3.8%
Communication Services 2.8%
Utilities 0.6%