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Horst & Graben Wealth Management LLC

Portfolio Manager
Horst & Graben Wealth Management LLC
Performance
-2.84% (2026 Q1)
AUM (13F)
$728.97M
# of Holdings
195
Performance Rank
Allocation (Top 20)
64.01%

Horst & Graben Wealth Management LLC Holdings Map

Top 50 Horst & Graben Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
6.18%534.8K$45.0M
+26.18%(+110.96K)
2025-Q1: 739.2K shares2025-Q2: 414.3K shares2025-Q3: 411.4K shares2025-Q4: 423.8K shares2026-Q1: 534.8K shares
$50.30(+73.70%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
5.54%631.4K$40.4M
-12.84%(-93.00K)
2025-Q1: 648.7K shares2025-Q2: 609.5K shares2025-Q3: 702.3K shares2025-Q4: 724.4K shares2026-Q1: 631.4K shares
$44.92(+47.91%)
2026-03-31
IVW
ISHARES TR
4.7%262.4K$34.2M
+4.11%(+10.35K)
2025-Q1: 288.9K shares2025-Q2: 255.4K shares2025-Q3: 248.8K shares2025-Q4: 252.1K shares2026-Q1: 262.4K shares
$83.19(+64.99%)
2026-03-31
IVE
ISHARES TR
4.68%155.1K$34.1M
+3.37%(+5.06K)
2025-Q1: 94.6K shares2025-Q2: 101.6K shares2025-Q3: 106.0K shares2025-Q4: 150.1K shares2026-Q1: 155.1K shares
$192.53(+16.68%)
2026-03-31
SCHZ
SCHWAB STRATEGIC TR
4.54%1.42M$33.1M
+2.29%(+31.84K)
2025-Q1: 1.49M shares2025-Q2: 1.39M shares2025-Q3: 1.41M shares2025-Q4: 1.39M shares2026-Q1: 1.42M shares
$25.50(-9.50%)
2026-03-31
IUSB
ISHARES TR
3.63%570.9K$26.4M
+1.93%(+10.83K)
2025-Q1: 873.6K shares2025-Q2: 674.3K shares2025-Q3: 546.1K shares2025-Q4: 560.0K shares2026-Q1: 570.9K shares
$47.22(-2.61%)
2026-03-31
CORO
BLACKROCK ETF TRUST
3.52%743.3K$25.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 743.3K shares
$31.61(+13.43%)
2026-03-31
QUAL
ISHARES TR
3.26%114.6K$23.7M
+0.91%(+1.03K)
2025-Q1: 199.5K shares2025-Q2: 208.3K shares2025-Q3: 188.7K shares2025-Q4: 113.5K shares2026-Q1: 114.6K shares
$130.50(+61.66%)
2026-03-31
MBB
ISHARES TR
3.08%236.2K$22.5M
+4.06%(+9.21K)
2025-Q1: 219.9K shares2025-Q2: 215.7K shares2025-Q3: 220.2K shares2025-Q4: 227.0K shares2026-Q1: 236.2K shares
$96.67(-2.40%)
2026-03-31
GOVT
ISHARES TR
2.85%907.5K$20.8M
+890.95%(+815.92K)
2025-Q1: 85.0K shares2025-Q2: 85.6K shares2025-Q3: 87.8K shares2025-Q4: 91.6K shares2026-Q1: 907.5K shares
$23.20(-2.16%)
2026-03-31

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