Horst & Graben Wealth Management LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 760,246
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 205 | 760,246 | 13F-HR | Horst & Graben Wealth Management LLC |
| 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 | 104.9 K | 13.8% | 4.617 K | 0 | 4.617 K |
| ETFs | 654.1 K | 86.0% | 26.51 K | 0 | 26.51 K |
| Debt | 1.293 K | 0.2% | 150 | 0 | 150 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
760,246
Holdings
205
QoQ value change ($000)
31,281
(4.3%)
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.