Horst & Graben Wealth Management LLC
•CIK: 1818207•Filing: Q4 2025
**Horst & Graben Wealth Management LLC** manages $663M across a diversified portfolio of 179 holdings. The firm exhibits a notable allocation toward defensive and thematic sectors, evidenced by top positions in DYNF ($44.1M) and SPYM ($34.0M). Further concentration is observed in broad market and sector ETFs, including SCHZ ($32.5M), IVE ($31.9M), and IVW ($31.1M). This structure suggests a tactical approach focused on risk-managed, high-conviction sector exposure.
Total AUM
$662.8M
QoQ Performance
+1.2%
Positions
105
Top 10 Concentration
44.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DYNF
SPYM
DYNF6.6%
SPYM5.1%
SCHZ4.9%
IVE4.8%
IVW4.7%
IUSB3.9%
XLG3.8%
EFV3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.3%
Technology4.1%
ETF1.9%
Consumer1.3%
Financial1.0%
Healthcare0.5%
Industrial0.4%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW10 new positions
↑74 increased
↓77 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023