Horst & Graben Wealth Management LLC
CIK: 0001818207SEC EDGAR →
Portfolio Value
$662.8B
Holdings
179
As of
Q4 2025
New Positions
179
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLACKROCK ETF TRUST | 724,419 | $44.1B | 6.65% |
| 2 | SPDR SERIES TRUST | 423,839 | $34.0B | 5.13% |
| 3 | SCHWAB STRATEGIC TR | 1,389,168 | $32.5B | 4.90% |
| 4 | ISHARES TR | 150,083 | $31.9B | 4.81% |
| 5 | ISHARES TR | 252,079 | $31.1B | 4.69% |
| 6 | ISHARES TR | 560,025 | $26.1B | 3.93% |
| 7 | INVESCO EXCHANGE TRADED FD T | 421,968 | $25.0B | 3.78% |
| 8 | ISHARES TR | 341,264 | $24.4B | 3.68% |
| 9 | ISHARES TR | 113,548 | $22.6B | 3.40% |
| 10 | ISHARES INC | 325,427 | $21.9B | 3.30% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (179)
$44.1B · 724K shares
$34.0B · 424K shares
$32.5B · 1.4M shares
$31.9B · 150K shares
$31.1B · 252K shares
$26.1B · 560K shares
$25.0B · 422K shares
$24.4B · 341K shares
$22.6B · 114K shares
$21.9B · 325K shares
$21.6B · 227K shares
$19.4B · 420K shares
$17.9B · 340K shares
$15.9B · 58K shares
$15.0B · 449K shares
$14.5B · 375K shares
$12.6B · 18K shares
$12.3B · 45K shares
$12.2B · 133K shares
$12.1B · 101K shares
$11.6B · 132K shares
$9.9B · 116K shares
$9.5B · 123K shares
$9.3B · 185K shares
$8.5B · 25K shares
$5.8B · 89K shares
$5.7B · 59K shares
$5.2B · 28K shares
$5.2B · 70K shares
$5.0B · 34K shares
$4.7B · 201K shares
$4.5B · 55K shares
$4.1B · 85K shares
$3.8B · 29K shares
$3.7B · 18K shares
$3.6B · 14K shares
$3.3B · 7K shares
$3.2B · 21K shares
$3.1B · 48K shares
$2.5B · 44K shares
$2.4B · 23K shares
$2.3B · 26K shares
$2.3B · 16K shares
$2.2B · 16K shares
$2.2B · 6K shares
$2.1B · 92K shares
$1.9B · 19K shares
$1.9B · 14K shares
$1.8B · 41K shares
$1.8B · 4K shares
$1.8B · 24K shares
$1.7B · 15K shares
$1.7B · 11K shares
$1.7B · 8K shares
$1.7B · 17K shares
$1.6B · 7K shares
$1.6B · 42K shares
$1.6B · 2K shares
$1.5B · 2 shares
$1.5B · 20K shares
$1.5B · 679 shares
$1.4B · 21K shares
$1.4B · 7K shares
$1.4B · 28K shares
$1.3B · 23K shares
$1.3B · 13K shares
$1.3B · 39K shares
$1.2B · 39K shares
$1.2B · 4K shares
$1.2B · 8K shares
$1.2B · 7K shares
$1.2B · 26K shares
$1.1B · 7K shares
$1.1B · 12K shares
$1.1B · 2K shares
$1.1B · 1K shares
$977.0M · 2K shares
$947.0M · 7K shares
$945.0M · 2K shares
$915.0M · 21K shares
$910.0M · 34K shares
$890.0M · 10K shares
$879.0M · 4K shares
$878.0M · 9K shares
$859.0M · 3K shares
$857.0M · 10K shares
$853.0M · 5K shares
$842.0M · 3K shares
$820.0M · 2K shares
$799.0M · 14K shares
$774.0M · 13K shares
$772.0M · 13K shares
$757.0M · 14K shares
$752.0M · 3K shares
$745.0M · 11K shares
$739.0M · 5K shares
$736.0M · 2K shares
$728.0M · 6K shares
$695.0M · 16K shares
$680.0M · 9K shares
$680.0M · 2K shares
$652.0M · 9K shares
$597.0M · 904 shares
$590.0M · 3K shares
$589.0M · 4K shares
$583.0M · 1K shares
$569.0M · 5K shares
$546.0M · 10K shares
$544.0M · 6K shares
$542.0M · 505 shares
$530.0M · 8K shares
$527.0M · 2K shares
$487.0M · 16K shares
$483.0M · 4K shares
$463.0M · 800 shares
$452.0M · 2K shares
$443.0M · 5K shares
$439.0M · 1K shares
$421.0M · 8K shares
$391.0M · 987 shares
$384.0M · 10K shares
$381.0M · 7K shares
$378.0M · 1K shares
$377.0M · 15K shares
$376.0M · 1K shares
$375.0M · 3K shares
$365.0M · 8K shares
$351.0M · 3K shares
$350.0M · 3K shares
$342.0M · 3K shares
$331.0M · 13K shares
$329.0M · 6K shares
$328.0M · 1K shares
$310.0M · 986 shares
$310.0M · 2K shares
$304.0M · 1K shares
$304.0M · 2K shares
$299.0M · 2K shares
$298.0M · 3K shares
$298.0M · 4K shares
$297.0M · 3K shares
$291.0M · 3K shares
$290.0M · 786 shares
$289.0M · 7K shares
$287.0M · 1K shares
$286.0M · 1K shares
$279.0M · 2K shares
$271.0M · 2K shares
$267.0M · 3K shares
$265.0M · 2K shares
$260.0M · 13K shares
$260.0M · 2K shares
$258.0M · 9K shares
$255.0M · 2K shares
$254.0M · 3K shares
$253.0M · 854 shares
$251.0M · 6K shares
$250.0M · 2K shares
$241.0M · 2K shares
$237.0M · 8K shares
$236.0M · 958 shares
$235.0M · 685 shares
$233.0M · 713 shares
$232.0M · 1K shares
$228.0M · 2K shares
$226.0M · 1K shares
$223.0M · 405 shares
$221.0M · 3K shares
$220.0M · 1K shares
$215.0M · 1K shares
$215.0M · 2K shares
$214.0M · 5K shares
$211.0M · 323 shares
$209.0M · 5K shares
$207.0M · 4K shares
$206.0M · 5K shares
$203.0M · 962 shares
$201.0M · 994 shares
$200.0M · 694 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 103 | $561.2B | 84.7% |
| Technology | 16 | $39.8B | 6.0% |
| Unknown | 12 | $27.1B | 4.1% |
| Consumer Cyclical | 6 | $6.6B | 1.0% |
| Real Estate | 10 | $6.4B | 1.0% |
| Consumer Defensive | 6 | $6.2B | 0.9% |
| Industrials | 9 | $4.8B | 0.7% |
| Energy | 3 | $4.4B | 0.7% |
| Healthcare | 8 | $3.3B | 0.5% |
| Communication Services | 4 | $2.4B | 0.4% |
| Utilities | 2 | $508.0M | 0.1% |