EdgeMarket › What Horst & Graben Wealth Management Llc reported owning
What Horst & Graben Wealth Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
729.0MPositions
195Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYM State Street SPDR Portfolio S&P 500 ETF | 45.0M | 6.2% | 534.8K | 90.13 | +20.1% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 40.4M | 5.5% | 631.4K | 69.08 | +22.3% |
| IVW iShares S&P 500 Growth ETF | 34.2M | 4.7% | 262.4K | 138.83 | +22.2% |
| IVE iShares S&P 500 Value ETF | 34.1M | 4.7% | 155.1K | 237.24 | +17.6% |
| SCHZ Schwab US Aggregate Bond ETF | 33.1M | 4.5% | 1.4M | 22.77 | -1.8% |
| IUSB iShares Core Universal USD Bond ETF | 26.4M | 3.6% | 570.9K | 45.43 | -1.7% |
| CORO iShares International Country Rotation Active | 25.6M | 3.5% | 743.3K | 37.15 | +27.5% |
| QUAL iShares MSCI USA Quality Factor ETF | 23.7M | 3.3% | 114.6K | 223.22 | +19.3% |
| MBB iShares MBS ETF | 22.5M | 3.1% | 236.2K | 93.12 | -0.6% |
| GOVT iShares U.S. Treasury Bond ETF | 20.8M | 2.9% | 907.5K | 22.45 | -2.0% |
| XTEN BondBloxx Bloomberg Ten Year Target Duration U | 20.2M | 2.8% | 441.9K | 44.27 | -3.5% |
| BAI iShares A.I. Innovation and Tech Active ETF | 20.2M | 2.8% | 476.1K | 44.30 | +46.6% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 16.8M | 2.3% | 229.4K | 77.94 | +23.9% |
| IWY iShares Russell Top 200 Growth ETF | 16.5M | 2.3% | 58.8K | 285.72 | +11.8% |
| EFV iShares MSCI EAFE Value ETF | 16.4M | 2.3% | 214.9K | 82.23 | +21.4% |
| THRO iShares U.S. Thematic Rotation Active ETF | 16.0M | 2.2% | 394.5K | 43.61 | +19.9% |
| SPMO Invesco S&P 500 Momentum ETF | 14.4M | 2.0% | 108.8K | 148.73 | +28.7% |
| AVEM Avantis Emerging Markets Equity ETF | 13.9M | 1.9% | 155.3K | 94.24 | +33.1% |
| IVV iShares Core S&P 500 ETF | 13.3M | 1.8% | 18.5K | 769.31 | +20.0% |
| IWX iShares Russell Top 200 Value ETF | 12.9M | 1.8% | 131.2K | 112.30 | +30.5% |
| BINC iShares Flexible Income Active ETF | 12.5M | 1.7% | 239.1K | 52.00 | -1.7% |
| BLCR iShares Large Cap Core Active ETF | 12.4M | 1.7% | 263.7K | 49.12 | +30.8% |
| AAPL Apple Inc. | 12.3M | 1.7% | 46.0K | 309.35 | +36.9% |
| TLT iShares 20 Year Treasury Bond ETF | 11.6M | 1.6% | 134.3K | 82.05 | -5.5% |
| SHLD Global X Defense Tech ETF | 10.5M | 1.4% | 155.0K | 67.09 | +11.1% |
| IAGG iShares International Aggregate Bond Fund | 10.3M | 1.4% | 206.3K | 49.77 | -2.5% |
| NVDA NVIDIA CORP | 7.8M | 1.1% | 36.1K | 214.72 | +22.4% |
| TSLA Tesla, Inc. | 6.7M | 0.9% | 17.6K | 362.86 | +12.0% |
| ESGU iShares ESG Aware MSCI USA ETF | 5.2M | 0.7% | 33.2K | 167.74 | +20.3% |
| LCTU iShares U.S. Carbon Transition Readiness Aware | 4.9M | 0.7% | 64.6K | 82.47 | +18.5% |
| SUSC iShares ESG Aware USD Corporate Bond ETF | 4.7M | 0.6% | 202.4K | 22.64 | -2.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 4.5M | 0.6% | 57.6K | 81.57 | +31.9% |
| OEF iShares S&P 100 Fund | 4.4M | 0.6% | 12.5K | 377.86 | +19.6% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 4.2M | 0.6% | 88.9K | 46.63 | -1.8% |
| MTUM iShares MSCI USA Momentum Factor ETF | 4.1M | 0.6% | 14.8K | 305.17 | +25.7% |
| IYW iShares U.S. Technology ETF | 3.9M | 0.5% | 18.0K | 247.25 | +37.9% |
| CVX CHEVRON CORP | 3.9M | 0.5% | 21.2K | 205.27 | +34.0% |
| GLDM World Gold Trust | 3.7M | 0.5% | 39.8K | 91.32 | +37.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 3.6M | 0.5% | 26.8K | 146.62 | +21.9% |
| IAU ISHARES GOLD TRUST | 3.6M | 0.5% | 40.9K | 86.79 | +37.5% |
| AMZN AMAZON COM INC | 3.4M | 0.5% | 12.9K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 3.3M | 0.5% | 7.9K | 483.24 | -4.4% |
| BNDX Vanguard Total International Bond ETF | 3.2M | 0.4% | 65.8K | 47.65 | -3.3% |
| DLR DIGITAL REALTY TRUST, INC. | 2.9M | 0.4% | 15.0K | 190.62 | +15.3% |
| USXF iShares ESG Advanced MSCI USA ETF | 2.7M | 0.4% | 42.7K | 68.28 | +22.7% |
| AVGO Broadcom Inc. | 2.6M | 0.4% | 6.3K | 368.45 | +26.5% |
| TLH iShares 10-20 Year Treasury Bond ETF | 2.4M | 0.3% | 24.3K | 96.69 | -4.0% |
| NKE NIKE, Inc. | 2.3M | 0.3% | 51.1K | 40.76 | -46.6% |
| IWB iShares Russell 1000 ETF | 2.3M | 0.3% | 5.8K | 419.69 | +19.8% |
| IWP iShares Russell Midcap Growth ETF | 2.3M | 0.3% | 16.6K | 143.66 | +2.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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