Horst & Graben Wealth Management LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $573 Million distributed in 179 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Tr U S Equity Fa with a value of $41.6M, Ishares Msci Usa Quality Facto with a value of $36.7M, Schwab Us Aggregate Bond ETF with a value of $33.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $32.2M, and Ishares S&P 500 Growth ETF with a value of $30M.
Examining the 13F form we can see an increase of $26M in the current position value, from $547M to 573M.
Below you can find more details about Horst & Graben Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$573 Million
ETFs: $482 Million
Technology: $32.5 Million
Consumer Cyclical: $14.5 Million
Real Estate: $11.6 Million
Consumer Defensive: $7.26 Million
Financial Services: $6.59 Million
Energy: $4.4 Million
Industrials: $4.28 Million
Other: $6.79 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
