Horst & Graben Wealth Management LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 662,762
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 179 | 662,762 | 13F-HR | Horst & Graben Wealth Management LLC |
| Q3 2025 | 10/16/2025 | 179 | 654,738 | 13F-HR | Horst & Graben Wealth Management LLC |
| Q2 2025 | 7/29/2025 | 173 | 604,049 | 13F-HR | Horst & Graben Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 305.6 K | 46.1% | 0 | 11.08 K | -11.08 K |
| ETFs | 324.2 K | 48.9% | 19.25 K | 0 | 19.25 K |
| Debt | 1.158 K | 0.2% | 0 | 60 | -60 |
| Other | 31.73 K | 4.8% | 0 | 83 | -83 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
662,762
Holdings
179
QoQ value change ($000)
8,024
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.