Horst & Graben Wealth Management LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $547 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $38.1M, Blackrock ETF Tr U S Equity Fa with a value of $33.2M, Schwab Us Aggregate Bond ETF with a value of $32.2M, Ishares Core Total Usd Bond Ma with a value of $31.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $30.1M.
Examining the 13F form we can see an increase of $21M in the current position value, from $526M to 547M.
Below you can find more details about Horst & Graben Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$547 Million
ETFs: $461 Million
Technology: $27.6 Million
Consumer Cyclical: $12.1 Million
Real Estate: $11.7 Million
Consumer Defensive: $7.37 Million
Financial Services: $6.3 Million
Energy: $4.19 Million
Industrials: $4.11 Million
Other: $6.02 Million
Stock Holdings Table Market Cap. of $200 Billions or more
