StockDriftsStockDriftsTop 50 Horst & Graben Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 10.03% | 868.8K | $76.3M | +62.45%(+333.98K) | $61.90(+47.09%) | 2026-06-30 | |
| IUSB | ISHARES TR | 5.68% | 940.2K | $43.2M | +64.70%(+369.33K) | $46.79(-2.87%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.61% | 631.5K | $42.6M | +0.01%(+50) | $44.92(+55.88%) | 2026-06-30 | |
| IVW | ISHARES TR | 4.72% | 262.0K | $35.9M | -0.18%(-475) | $83.19(+70.41%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.47% | 1.47M | $34.0M | +3.78%(+53.75K) | $25.43(-10.45%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.95% | 131.7K | $30.0M | -15.12%(-23.45K) | $192.53(+22.95%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 3.62% | 762.8K | $27.5M | +2.62%(+19.49K) | $31.67(+16.63%) | 2026-06-30 | |
| MBB | ISHARES TR | 3.1% | 250.4K | $23.5M | +6.04%(+14.26K) | $96.56(-3.54%) | 2026-06-30 | |
| ACWX | ISHARES TR | 2.84% | 287.9K | $21.6M | +25.50%(+58.49K) | $68.49(+13.15%) | 2026-06-30 | |
| IWY | ISHARES TR | 2.64% | 69.8K | $20.1M | +18.62%(+10.95K) | $129.65(+123.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.06% | +44.50% | +5.98% | +33.68% |
| Top 20 Holdings Unweighted | +13.26% | +45.28% | +6.05% | +34.12% |
Horst & Graben Wealth Management LLC reports $760.25M in US-listed equity holdings across 205 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (10.0%), IUSB (5.7%) and DYNF (5.6%). The top 20 holdings account for 66.42% of reported assets. Its disclosed equity book has returned +44.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Horst & Graben Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Horst & Graben Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1818207). View Horst & Graben Wealth Management LLC’s 13F filings on SEC