account_balance

Investment manager · 13F filer · SEC CIK 1818207

Horst & Graben Wealth Management LLC

Reported value$767Mas of Sep 30, 2026
Positions206 12 new, 11 sold out
Top 10 weight51.8%SPYM alone is 10%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 10.5% Added +3%
IUSB iShares Tr 6.6% Added +23%
ACWX iShares Tr 5.7% Added +102%
DYNF BlackRock ETF Trust 5.6% Held
SCHZ Schwab Strategic Tr 5.1% Added +21%
IVW iShares Tr 5.0% Added +2%
IVE iShares Tr 3.9% Held
CORO BlackRock ETF Trust 3.7% Added +3%
GOVT iShares Tr 3.0% Added +19%
IWY iShares Tr 2.6% Trimmed −2%
IALT BlackRock ETF Trust 2.5% Added +12%
BLCR BlackRock ETF Trust 2.5% Added +42%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • INRO $2.8M
  • MBBA $2.58M
  • TIP $765K
  • HFWA $498K
arrow_upwardAdded
  • ACWX +102%
  • GGOV +42%
  • BLCR +42%
  • IAU +27%
arrow_downwardTrimmed
  • MBB −90%
  • MTUM −61%
  • SHLD −21%
  • USXF −17%
remove_circleSold out
  • SPMO $12.9M
  • AVEM $8.8M
  • IAGG $957K
  • LQD $380K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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