Horst & Graben Wealth Management LLC - Portfolio overview

Horst & Graben Wealth Management LLC has 204 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 5.71%
2. DYNF - BLACKROCK ETF TRUST, 5.12%
3. IVW - ISHARES TR, 4.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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