Horst & Graben Wealth Management LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 728,965
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 195 | 728,965 | 13F-HR | Horst & Graben Wealth Management LLC |
| 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 | 100.3 K | 13.8% | 0 | 205.4 K | -205.4 K |
| ETFs | 627.6 K | 86.1% | 303.3 K | 0 | 303.3 K |
| Debt | 1.143 K | 0.2% | 0 | 15 | -15 |
| Other | 0 | 0.0% | 0 | 31.73 K | -31.73 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
728,965
Holdings
195
QoQ value change ($000)
66,203
(10.0%)
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.