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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 6 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OKE ONEOK INC NEW Energy 9,263.0 $681K 0.10% NEW $73.50 +15.7%
102 KO COCA COLA CO Consumer Defensive 9,334.0 $653K 0.10% NEW $69.91 +13.6%
103 META META PLATFORMS INC Communication Services 904.0 $597K 0.09% NEW $660.40 -12.6%
104 AMT AMERICAN TOWER CORP NEW Real Estate 3,365.0 $591K 0.09% NEW $175.57 +0.3%
105 SDY SPDR SERIES TRUST 4,238.0 $590K 0.09% NEW $139.16 +8.1%
106 IWF ISHARES TR 1,234.0 $584K 0.09% NEW $473.20 -74.0%
107 WMT WALMART INC Consumer Defensive 5,114.0 $570K 0.09% NEW $111.41 +5.2%
108 EEM ISHARES TR 9,992.0 $547K 0.08% NEW $54.71 +29.4%
109 SBUX STARBUCKS CORP Consumer Cyclical 6,469.0 $545K 0.08% NEW $84.21 +19.5%
110 LLY ELI LILLY & CO Healthcare 505.0 $543K 0.08% NEW $1074.94 +2.2%
111 VWOB VANGUARD WHITEHALL FDS 7,871.0 $531K 0.08% NEW $67.43 +0.0%
112 PSA PUBLIC STORAGE OPER CO Real Estate 2,031.0 $527K 0.08% NEW $259.53 +22.6%
113 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 16,187.0 $487K 0.07% NEW $30.10 -10.4%
114 XOM EXXON MOBIL CORP Energy 4,022.0 $484K 0.07% NEW $120.33 +14.5%
115 TMO THERMO FISHER SCIENTIFIC INC Healthcare 800.0 $463K 0.07% NEW $579.24 -19.8%
116 VB VANGUARD INDEX FDS 1,755.0 $453K 0.07% NEW $257.93 +15.0%
117 SPTM SPDR SERIES TRUST 5,380.0 $444K 0.07% NEW $82.50 +10.2%
118 VTI VANGUARD INDEX FDS 1,310.0 $439K 0.07% NEW $335.26 +10.4%
119 SPYX SPDR SERIES TRUST 7,506.0 $422K 0.06% NEW $56.19 +9.1%
120 GLD SPDR GOLD TR Financial Services 987.0 $391K 0.06% NEW $396.31 -2.3%
Page 6 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%