Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Horst & Graben Wealth Management LLC (CIK 1818207) reported $729.0M across 195 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($45.0M, 6.18%), DYNF ($40.4M, 5.54%), IVW ($34.2M, 4.70%), IVE ($34.1M, 4.68%), SCHZ ($33.1M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $45.0M | 6.18% | 534,801 | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $40.4M | 5.54% | 631,415 | Trimmed |
| 3 | IVW | ISHARES TR | $34.2M | 4.70% | 262,431 | Added |
| 4 | IVE | ISHARES TR | $34.1M | 4.68% | 155,140 | Added |
| 5 | SCHZ | SCHWAB STRATEGIC TR | $33.1M | 4.54% | 1.4M | Added |
| 6 | IUSB | ISHARES TR | $26.4M | 3.63% | 570,855 | Added |
| 7 | CORO | BLACKROCK ETF TRUST | $25.6M | 3.52% | 743,273 | New |
| 8 | QUAL | ISHARES TR | $23.7M | 3.26% | 114,578 | Added |
| 9 | MBB | ISHARES TR | $22.5M | 3.08% | 236,182 | Added |
| 10 | GOVT | ISHARES TR | $20.8M | 2.85% | 907,504 | Added |
| 11 | XTEN | BONDBLOXX ETF TRUST | $20.2M | 2.78% | 441,933 | Added |
| 12 | BAI | BLACKROCK ETF TRUST | $20.2M | 2.77% | 476,114 | Added |
| 13 | ACWX | ISHARES TR | $16.8M | 2.30% | 229,400 | New |
| 14 | IWY | ISHARES TR | $16.5M | 2.27% | 58,824 | Added |
| 15 | EFV | ISHARES TR | $16.4M | 2.25% | 214,929 | Trimmed |
| 16 | THRO | BLACKROCK ETF TRUST | $16.0M | 2.19% | 394,481 | Added |
| 17 | SPMO | INVESCO EXCH TRADED FD TR II | $14.4M | 1.97% | 108,755 | Added |
| 18 | AVEM | AMERICAN CENTY ETF TR | $13.9M | 1.91% | 155,309 | Added |
| 19 | IVV | ISHARES TR | $13.3M | 1.82% | 18,471 | Added |
| 20 | IWX | ISHARES TR | $12.9M | 1.77% | 131,180 | Trimmed |
| 21 | BINC | BLACKROCK ETF TRUST II | $12.5M | 1.72% | 239,111 | Trimmed |
| 22 | BLCR | BLACKROCK ETF TRUST | $12.4M | 1.70% | 263,701 | New |
| 23 | AAPL | APPLE INC | $12.3M | 1.69% | 45,965 | Added |
| 24 | TLT | ISHARES TR | $11.6M | 1.59% | 134,273 | Added |
| 25 | SHLD | GLOBAL X FDS | $10.5M | 1.43% | 154,953 | Added |
Source: SEC Form 13F filings · as of 2026-03-31