Horst & Graben Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1818207
Institutional-grade research for retail investors
13F Reported Value
ⓘ$729.0M
Holdings
195
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Horst & Graben Wealth Management LLC disclosed 195 positions worth $729.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 15 new positions and exited 2 — including a new stake in $MRVL and a full exit from $GILD. The portfolio is most concentrated in Other (82.9% of disclosed assets). All figures are sourced directly from Horst & Graben Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1818207.
AI Fund Analysis
DiversifyingSPDR SERIES TRUST
6.2% weight
Held 9 quarters
BLACKROCK ETF TRUST
5.5% weight
Held 9 quarters
ISHARES TR
4.7% weight
Held 9 quarters
ISHARES TR
4.7% weight
Held 9 quarters
SCHWAB STRATEGIC TR
4.5% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
$HASI8 quarters accumulating
$GS8 quarters accumulating
$USB8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsReal EstateConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$45.0M534,801 shBLACKROCK ETF TRUST
—Quality
$40.4M631,415 shISHARES TR
—Quality
$34.2M262,431 shISHARES TR
—Quality
$34.1M155,140 shSCHWAB STRATEGIC TR
—Quality
$33.1M1,421,006 shISHARES TR
—Quality
$26.4M570,855 shBLACKROCK ETF TRUST
—Quality
$25.6M743,273 shISHARES TR
—Quality
$23.7M114,578 shISHARES TR
—Quality
$22.5M236,182 shISHARES TR
—Quality
$20.8M907,504 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $45.0M | 534,801 |
| BLACKROCK ETF TRUST | — | $40.4M | 631,415 |
| ISHARES TR | — | $34.2M | 262,431 |
| ISHARES TR | — | $34.1M | 155,140 |
| SCHWAB STRATEGIC TR | — | $33.1M | 1,421,006 |
| ISHARES TR | — | $26.4M | 570,855 |
| BLACKROCK ETF TRUST | — | $25.6M | 743,273 |
| ISHARES TR | — | $23.7M | 114,578 |
| ISHARES TR | — | $22.5M | 236,182 |
| ISHARES TR | — | $20.8M | 907,504 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Horst & Graben Wealth Management LLC's 195 positions.
Showing top 10 of 195 holdings.
Sector Allocation
Other
$604.3M
Technology
$40.1M
Financials
$35.8M
Industrials
$12.8M
Real Estate
$10.8M
Consumer Discretionary
$9.8M
Energy
$5.7M
Consumer Staples
$5.0M
Full Holdings — Horst & Graben Wealth Management LLC (Q1 2026)
All 195 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $45.0M | 6.2% | +26% | — |
| 2 | — | BLACKROCK ETF TRUST | $40.4M | 5.5% | -13% | — |
| 3 | — | ISHARES TR | $34.2M | 4.7% | +4% | — |
| 4 | — | ISHARES TR | $34.1M | 4.7% | +3% | — |
| 5 | — | SCHWAB STRATEGIC TR | $33.1M | 4.5% | +2% | — |
| 6 | — | ISHARES TR | $26.4M | 3.6% | +2% | — |
| 7 | — | BLACKROCK ETF TRUST | $25.6M | 3.5% | +3% | — |
| 8 | — | ISHARES TR | $23.7M | 3.3% | +1% | — |
| 9 | — | ISHARES TR | $22.5M | 3.1% | +4% | — |
| 10 | — | ISHARES TR | $20.8M | 2.9% | +891% | — |
| 11 | — | BONDBLOXX ETF TRUST | $20.2M | 2.8% | +5% | — |
| 12 | — | BLACKROCK ETF TRUST | $20.2M | 2.8% | +6% | — |
| 13 | — | ISHARES TR | $16.8M | 2.3% | +1124% | — |
| 14 | — | ISHARES TR | $16.5M | 2.3% | +2% | — |
| 15 | — | ISHARES TR | $16.4M | 2.3% | -37% | — |
| 16 | — | BLACKROCK ETF TRUST | $16.0M | 2.2% | +5% | — |
| 17 |  $IVZ | Invesco Ltd. | $14.4M | 2.0% | +7% | — |
| 18 | — | AMERICAN CENTY ETF TR | $13.9M | 1.9% | +26% | — |
| 19 | — | ISHARES TR | $13.3M | 1.8% | +1% | — |
| 20 | — | ISHARES TR | $12.9M | 1.8% | -1% | — |
| 21 | — | BLACKROCK ETF TRUST II | $12.5M | 1.7% | -30% | — |
| 22 | — | BLACKROCK ETF TRUST | $12.4M | 1.7% | -64% | — |
| 23 |  $AAPL | Apple Inc. | $12.3M | 1.7% | +1% | 76.1 |
| 24 | — | ISHARES TR | $11.6M | 1.6% | +1% | — |
| 25 | — | GLOBAL X FDS | $10.5M | 1.4% | +75% | — |
| 26 | — | ISHARES TR | $10.3M | 1.4% | +11% | — |
| 27 |  $NVDA | NVIDIA CORP | $7.8M | 1.1% | +29% | 90.2 |
| 28 |  $TSLA | Tesla, Inc. | $6.7M | 0.9% | +736% | 50.1 |
| 29 | — | ISHARES TR | $5.2M | 0.7% | -2% | — |
| 30 | — | BLACKROCK ETF TRUST | $4.9M | 0.7% | -7% | — |
| 31 | — | ISHARES TR | $4.7M | 0.6% | +1% | — |
| 32 | — | ISHARES INC | $4.5M | 0.6% | -82% | — |
| 33 | — | ISHARES TR | $4.4M | 0.6% | -50% | — |
| 34 | — | ISHARES TR | $4.2M | 0.6% | +5% | — |
| 35 | — | ISHARES TR | $4.1M | 0.6% | +3% | — |
| 36 | — | ISHARES TR | $3.9M | 0.5% | -3% | — |
| 37 |  $CVX | CHEVRON CORP | $3.9M | 0.5% | +0% | 54.7 |
| 38 |  $GLDM | World Gold Trust | $3.7M | 0.5% | -66% | — |
| 39 | — | ISHARES TR | $3.6M | 0.5% | -9% | — |
| 40 |  $IAU | ISHARES GOLD TRUST | $3.6M | 0.5% | -26% | — |
| 41 |  $AMZN | AMAZON COM INC | $3.4M | 0.5% | +87% | 74.6 |
| 42 |  $MSFT | MICROSOFT CORP | $3.3M | 0.5% | +16% | 83.7 |
| 43 | — | VANGUARD CHARLOTTE FDS | $3.2M | 0.4% | +134% | — |
| 44 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.9M | 0.4% | +38% | 70.2 |
| 45 | — | ISHARES TR | $2.7M | 0.4% | -2% | — |
| 46 |  $AVGO | Broadcom Inc. | $2.6M | 0.4% | +79% | 86.4 |
| 47 | — | ISHARES TR | $2.4M | 0.3% | +4% | — |
| 48 |  $NKE | NIKE, Inc. | $2.3M | 0.3% | +7% | 53.4 |
| 49 | — | ISHARES TR | $2.3M | 0.3% | -2% | — |
| 50 | — | ISHARES TR | $2.3M | 0.3% | +1% | — |
| 51 |  $PG | PROCTER & GAMBLE Co | $2.3M | 0.3% | -4% | 72.9 |
| 52 | — | ISHARES TR | $2.1M | 0.3% | -8% | — |
| 53 | — | ISHARES TR | $2.1M | 0.3% | -1% | — |
| 54 | — | ISHARES INC | $2.1M | 0.3% | -4% | — |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.3% | +13% | 67 |
| 56 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $2.0M | 0.3% | -2% | — |
| 57 | — | ISHARES TR | $2.0M | 0.3% | -3% | — |
| 58 | — | VANGUARD SPECIALIZED FUNDS | $1.8M | 0.3% | +6% | — |
| 59 | — | ISHARES TR | $1.8M | 0.3% | +2% | — |
| 60 |  $CSCO | CISCO SYSTEMS, INC. | $1.7M | 0.2% | +0% | 72.3 |
| 61 | — | ISHARES TR | $1.7M | 0.2% | -1% | — |
| 62 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.2% | +0% | 64.5 |
| 63 | — | ISHARES INC | $1.6M | 0.2% | +4% | — |
| 64 | $HASI | HA Sustainable Infrastructure Capital, Inc. | $1.6M | 0.2% | +0% | 50.1 |
| 65 |  $CAT | CATERPILLAR INC | $1.6M | 0.2% | +2% | 67.8 |
| 66 |  $EGP | EASTGROUP PROPERTIES INC | $1.5M | 0.2% | +13% | 72.4 |
| 67 |  $UPS | UNITED PARCEL SERVICE INC | $1.4M | 0.2% | +0% | 58.2 |
| 68 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.2% | +0% | 64.5 |
| 69 | — | ISHARES TR | $1.4M | 0.2% | +6% | — |
| 70 | — | ISHARES TR | $1.3M | 0.2% | -2% | — |
| 71 |  $MKL | MARKEL GROUP INC. | $1.3M | 0.2% | -0% | 68.2 |
| 72 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.2% | +21% | — |
| 73 | — | ISHARES TR | $1.3M | 0.2% | -16% | — |
| 74 |  $ORCL | ORACLE CORP | $1.3M | 0.2% | +4% | 67.2 |
| 75 | — | ISHARES TR | $1.3M | 0.2% | -33% | — |
| 76 | — | ISHARES TR | $1.3M | 0.2% | +8% | — |
| 77 | $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.2% | +1% | — |
| 78 | — | ISHARES TR | $1.1M | 0.2% | -1% | — |
| 79 |  $CMI | CUMMINS INC | $1.1M | 0.1% | +3% | 58.9 |
| 80 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.1% | +30% | 35.6 |
| 81 |  $JNJ | JOHNSON & JOHNSON | $968,363 | 0.1% | +1% | 72.8 |
| 82 | — | ISHARES TR | $949,620 | 0.1% | +3% | — |
| 83 |  $META | Meta Platforms, Inc. | $941,172 | 0.1% | +53% | 80.9 |
| 84 |  $SHOP | SHOPIFY INC. | $940,421 | 0.1% | +43% | — |
| 85 |  $MO | ALTRIA GROUP, INC. | $928,104 | 0.1% | +1% | 72.1 |
| 86 | — | SCHWAB STRATEGIC TR | $923,686 | 0.1% | -3% | — |
| 87 | — | ISHARES TR | $903,595 | 0.1% | -1% | — |
| 88 | — | SPDR SERIES TRUST | $893,801 | 0.1% | -8% | — |
| 89 |  $GOOG | Alphabet Inc. | $877,524 | 0.1% | +15% | 80.2 |
| 90 |  $TRNO | Terreno Realty Corp | $868,202 | 0.1% | +0% | 75.4 |
| 91 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $853,445 | 0.1% | -0% | 63.7 |
| 92 |  $CCI | CROWN CASTLE INC. | $833,596 | 0.1% | -0% | 52.9 |
| 93 |  $ESS | ESSEX PROPERTY TRUST, INC. | $826,962 | 0.1% | +0% | 59.3 |
| 94 | — | VANGUARD INDEX FDS | $820,924 | 0.1% | +313% | — |
| 95 |  $GOOGL | Alphabet Inc. | $818,391 | 0.1% | +0% | 80.2 |
| 96 |  $OKE | ONEOK INC /NEW/ | $811,840 | 0.1% | -0% | 72 |
| 97 | — | BLACKROCK ETF TRUST | $791,892 | 0.1% | -1% | — |
| 98 | — | ISHARES TR | $780,034 | 0.1% | +1% | — |
| 99 |  $PM | Philip Morris International Inc. | $764,086 | 0.1% | +3% | 80.5 |
| 100 | — | ISHARES TR | $763,787 | 0.1% | -5% | — |
| 101 |  $AAAU | Goldman Sachs Physical Gold ETF | $762,536 | 0.1% | +1% | — |
| 102 |  $XOM | EXXON MOBIL CORP | $756,001 | 0.1% | +27% | 61.8 |
| 103 |  $KO | COCA COLA CO | $707,201 | 0.1% | +0% | 74 |
| 104 |  $MU | MICRON TECHNOLOGY INC | $696,228 | 0.1% | +32% | 88.4 |
| 105 |  $WMT | Walmart Inc. | $667,908 | 0.1% | +2% | 63.2 |
| 106 | — | ISHARES TR | $661,473 | 0.1% | -88% | — |
| 107 |  $NOW | ServiceNow, Inc. | $661,461 | 0.1% | -1% | 76 |
| 108 |  $MRVL | Marvell Technology, Inc. | $652,954 | 0.1% | NEW | 77.3 |
| 109 |  $PANW | Palo Alto Networks Inc | $636,492 | 0.1% | +191% | 66.5 |
| 110 |  $SBUX | STARBUCKS CORP | $636,234 | 0.1% | +0% | 54.6 |
| 111 | — | ISHARES TR | $630,521 | 0.1% | +6% | — |
| 112 | — | ISHARES TR | $630,244 | 0.1% | -1% | — |
| 113 |  $PSA | Public Storage | $623,854 | 0.1% | +1% | 73.9 |
| 114 | — | SPDR SERIES TRUST | $596,738 | 0.1% | -5% | — |
| 115 |  $AMT | AMERICAN TOWER CORP /MA/ | $582,520 | 0.1% | -1% | 69.8 |
| 116 |  $AMAT | APPLIED MATERIALS INC /DE | $527,747 | 0.1% | +2% | 74.8 |
| 117 |  $BWA | BORGWARNER INC | $498,010 | 0.1% | NEW | 57.2 |
| 118 | — | VANGUARD INDEX FDS | $497,798 | 0.1% | +0% | — |
| 119 |  $SNPS | SYNOPSYS INC | $496,519 | 0.1% | -6% | 63.1 |
| 120 |  $INTC | INTEL CORP | $482,692 | 0.1% | NEW | 41.5 |
| 121 |  $LLY | ELI LILLY & Co | $450,229 | 0.1% | +3% | 89.3 |
| 122 |  $GEV | GE Vernova Inc. | $449,212 | 0.1% | +24% | 70.1 |
| 123 |  $GLD | SPDR GOLD TRUST | $438,918 | 0.1% | +3% | — |
| 124 |  $GE | GENERAL ELECTRIC CO | $436,790 | 0.1% | +25% | 74.8 |
| 125 |  $WFC | WELLS FARGO & COMPANY/MN | $433,068 | 0.1% | +68% | — |
| 126 |  $NXRT | NexPoint Residential Trust, Inc. | $426,695 | 0.1% | +0% | 37 |
| 127 | — | SPDR SERIES TRUST | $425,790 | 0.1% | -3% | — |
| 128 | — | FIRST TR EXCHANGE-TRADED FD | $409,761 | 0.1% | -1% | — |
| 129 |  $UI | Ubiquiti Inc. | $408,828 | 0.1% | +0% | 83.1 |
| 130 | $USB | US BANCORP DE | $405,782 | 0.1% | +1% | 71.4 |
| 131 |  $T | AT&T INC. | $402,447 | 0.1% | +4% | 71.9 |
| 132 |  $MP | MP Materials Corp. / DE | $401,400 | 0.1% | NEW | 23.5 |
| 133 | — | SPDR SERIES TRUST | $386,198 | 0.1% | -17% | — |
| 134 | — | ISHARES TR | $381,859 | 0.1% | +2% | — |
| 135 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $380,709 | 0.1% | +2% | 63.7 |
| 136 |  $PCAR | PACCAR INC | $378,965 | 0.1% | +12% | 56.5 |
| 137 |  $EXR | Extra Space Storage Inc. | $378,408 | 0.1% | +1% | 66.7 |
| 138 | — | ISHARES TR | $372,665 | 0.1% | -3% | — |
| 139 |  $PFE | PFIZER INC | $361,331 | 0.1% | +1% | 69 |
| 140 |  $REXR | Rexford Industrial Realty, Inc. | $359,755 | 0.1% | +1% | 53.8 |
| 141 | — | ISHARES TR | $353,812 | 0.1% | +1% | — |
| 142 | — | ISHARES TR | $352,949 | 0.1% | +33% | — |
| 143 | — | ISHARES TR | $344,062 | 0.1% | +1% | — |
| 144 |  $SBAC | SBA COMMUNICATIONS CORP | $342,495 | 0.1% | -1% | 71.3 |
| 145 |  $KEYS | Keysight Technologies, Inc. | $341,662 | 0.1% | +1% | 72.3 |
| 146 |  $PEP | PEPSICO INC | $329,872 | 0.1% | +1% | 62.7 |
| 147 |  $ED | CONSOLIDATED EDISON INC | $329,406 | 0.1% | +1% | 71.6 |
| 148 | — | ISHARES TR | $316,175 | 0.0% | +3% | — |
| 149 | — | ISHARES INC | $315,475 | 0.0% | +0% | — |
| 150 |  $WDC | WESTERN DIGITAL CORP | $313,612 | 0.0% | NEW | 76.8 |
| 151 | — | ISHARES TR | $310,113 | 0.0% | +0% | — |
| 152 |  $NSC | NORFOLK SOUTHERN CORP | $309,969 | 0.0% | +40% | 70.8 |
| 153 | — | DIMENSIONAL ETF TRUST | $308,996 | 0.0% | +0% | — |
| 154 | — | ISHARES TR | $308,675 | 0.0% | +4% | — |
| 155 |  $FGDL | Franklin Templeton Holdings Trust | $298,767 | 0.0% | -64% | — |
| 156 |  $UNP | UNION PACIFIC CORP | $289,850 | 0.0% | NEW | 74 |
| 157 | — | VANGUARD INDEX FDS | $285,904 | 0.0% | -12% | — |
| 158 |  $MRK | Merck & Co., Inc. | $282,605 | 0.0% | +8% | 70.9 |
| 159 | — | ISHARES TR | $281,773 | 0.0% | +0% | — |
| 160 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $279,441 | 0.0% | +1% | 33 |
| 161 | — | ISHARES TR | $278,421 | 0.0% | +2% | — |
| 162 |  $V | VISA INC. | $277,667 | 0.0% | -16% | 83.5 |
| 163 |  $SNDK | Sandisk Corp | $276,112 | 0.0% | NEW | 88.8 |
| 164 |  $EQIX | EQUINIX INC | $274,838 | 0.0% | NEW | 61.4 |
| 165 |  $ABBV | AbbVie Inc. | $272,592 | 0.0% | +4% | 59.3 |
| 166 |  $LOW | LOWES COMPANIES INC | $272,143 | 0.0% | NEW | 63.5 |
| 167 | — | SCHWAB STRATEGIC TR | $266,664 | 0.0% | +0% | — |
| 168 |  $ITW | ILLINOIS TOOL WORKS INC | $266,368 | 0.0% | +3% | 71.2 |
| 169 | — | VANGUARD INDEX FDS | $265,301 | 0.0% | +8% | — |
| 170 | — | COLUMBIA ETF TR I | $262,140 | 0.0% | +0% | — |
| 171 | — | BLACKROCK ETF TRUST | $260,418 | 0.0% | -99% | — |
| 172 |  $COP | CONOCOPHILLIPS | $258,449 | 0.0% | NEW | 74.8 |
| 173 | — | FIDELITY COVINGTON TRUST | $258,009 | 0.0% | +0% | — |
| 174 |  $SIVR | abrdn Silver ETF Trust | $257,116 | 0.0% | -83% | — |
| 175 | — | VANGUARD BD INDEX FDS | $252,968 | 0.0% | +0% | — |
| 176 |  $AXP | AMERICAN EXPRESS CO | $252,153 | 0.0% | +1% | 73.2 |
| 177 |  $AMGN | AMGEN INC | $247,017 | 0.0% | +2% | 79.5 |
| 178 |  $SCI | SERVICE CORP INTERNATIONAL | $245,032 | 0.0% | +0% | 54.8 |
| 179 |  $VZ | VERIZON COMMUNICATIONS INC | $244,213 | 0.0% | -2% | 71.6 |
| 180 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $244,026 | 0.0% | NEW | 54.8 |
| 181 | — | VANGUARD INDEX FDS | $242,365 | 0.0% | +9% | — |
| 182 | — | VANGUARD SCOTTSDALE FDS | $239,509 | 0.0% | -8% | — |
| 183 |  $ALL | ALLSTATE CORP | $234,838 | 0.0% | +1% | 76.6 |
| 184 |  $CF | CF Industries Holdings, Inc. | $234,218 | 0.0% | NEW | 76.8 |
| 185 |  $GLW | CORNING INC /NY | $233,131 | 0.0% | NEW | 72.7 |
| 186 |  $LUV | SOUTHWEST AIRLINES CO | $232,693 | 0.0% | +0% | 51.1 |
| 187 |  $HD | HOME DEPOT, INC. | $232,021 | 0.0% | +2% | 69.2 |
| 188 |  $AMD | ADVANCED MICRO DEVICES INC | $231,899 | 0.0% | NEW | 78.8 |
| 189 | — | FIRST TR EXCHANGE-TRADED FD | $230,509 | 0.0% | +0% | — |
| 190 | — | VANGUARD INDEX FDS | $229,319 | 0.0% | +0% | — |
| 191 |  $EMR | EMERSON ELECTRIC CO | $228,913 | 0.0% | -0% | 65.9 |
| 192 | — | ISHARES TR | $216,689 | 0.0% | -5% | — |
| 193 | — | ISHARES TR | $215,457 | 0.0% | +0% | — |
| 194 |  $A | AGILENT TECHNOLOGIES, INC. | $206,906 | 0.0% | +1% | 64.6 |
| 195 |  $NFLX | NETFLIX INC | $201,713 | 0.0% | NEW | 86.7 |
New Positions (15)
$MRVL Marvell Technology, Inc.$652,954$BWA BORGWARNER INC$498,010$INTC INTEL CORP$482,692$MP MP Materials Corp. / DE$401,400$WDC WESTERN DIGITAL CORP$313,612$UNP UNION PACIFIC CORP$289,850$SNDK Sandisk Corp$276,112$EQIX EQUINIX INC$274,838$LOW LOWES COMPANIES INC$272,143$COP CONOCOPHILLIPS$258,449$FCNCA FIRST CITIZENS BANCSHARES INC /DE/$244,026$CF CF Industries Holdings, Inc.$234,218$GLW CORNING INC /NY$233,131$AMD ADVANCED MICRO DEVICES INC$231,899$NFLX NETFLIX INC$201,713
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Horst & Graben Wealth Management LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Horst & Graben Wealth Management LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Horst & Graben Wealth Management LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Horst & Graben Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Horst & Graben Wealth Management LLC (SEC CIK: 1818207), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Horst & Graben Wealth Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.