Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Horst & Graben Wealth Management Llc > Profile

Instuitional Investor - Horst & Graben Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Horst & Graben Wealth Management Llc
Portfolio Value $760,246,200
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 868,783 $76,271,083 10.03%
2.
Ishares Tr
 940,182 $43,186,228 5.68%
3.
Blackrock Etf Trust
 DYNF 631,465 $42,633,592 5.61%
4.
Ishares Trust
 IEF 261,956 $35,865,170 4.72%
5.
Schwab Strategic Trust
 SCHD 1,474,760 $33,984,150 4.47%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.