Horst & Graben Wealth Management LLC: 13F holdings
CIK 18182072026Q2
| Positions | 205 |
|---|---|
| Reported value | $760.2m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 868,783 | $76.3m | 10.0% |
| IUSB ISHARES TR | 940,182 | $43.2m | 5.7% |
| DYNF BLACKROCK ETF TRUST | 631,465 | $42.6m | 5.6% |
| IWF ISHARES TR | 261,956 | $35.9m | 4.7% |
| SCHZ SCHWAB STRATEGIC TR | 1,474,760 | $34.0m | 4.5% |
| IVE ISHARES TR | 131,689 | $30.0m | 3.9% |
| BLACKROCK ETF TRUST | 762,762 | $27.5m | 3.6% |
| MBB ISHARES TR | 250,439 | $23.5m | 3.1% |
| ACWX ISHARES TR | 287,888 | $21.6m | 2.8% |
| IWY ISHARES TR | 69,778 | $20.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1818207")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.