Horst & Graben Wealth Management
Horst & Graben Wealth Management reported 206 stocks worth $767M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPYM (10.4%), IUSB (6.6%) and ACWX (5.7%). Compared with Q2 2026, the fund opened new positions in INRO, MBBA and XOM, added to SPYM, IUSB and ACWX, trimmed DYNF, IWY and BAI and sold out of SPMO, AVEM and IAGG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $80.2M | 10.4% | 893K | +24K (+3%) | 8 of 8 | |
| 2 |  IUSB Ishares Core | $50.9M | 6.6% | 1.2M | +215K (+23%) | 8 of 8 | |
| 3 |  ACWX Ishares TR | $43.9M | 5.7% | 581K | +293K (+102%) | 3 of 8 | |
| 4 |  DYNF Blackrock ETF Trust | $43.3M | 5.7% | 626K | −5,840 (−1%) | 8 of 8 | |
| 5 |  SCHZ Schwab US Aggregate Bond | $39.4M | 5.1% | 1.8M | +307K (+21%) | 8 of 8 | |
| 6 |  IVW Ishares TR | $38.1M | 5.0% | 268K | +6,207 (+2%) | 8 of 8 | |
| 7 |  IVE Ishares TR | $30.1M | 3.9% | 132K | +250 (+0%) | 8 of 8 | |
| 8 |  CORO Ishares International Country Rotation Active ETF | $28.5M | 3.7% | 783K | +20K (+3%) | 3 of 8 | |
| 9 |  GOVT Ishares US Treasury Bond | $22.9M | 3.0% | 1M | +168K (+19%) | 8 of 8 | |
| 10 |  IWY Ishares TR | $20.1M | 2.6% | 68K | −1,706 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPMO Invesco S&P | $12.9M | 83K |
 AVEM American Centy ETF TR | $8.8M | 94K |
 IAGG Ishares TR | $957K | 19K |
 OKE Oneok Inc New | $794K | 9,258 |
 XOM Exxon Mobil Corp | $761K | 5,582 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Horst & Graben Wealth Management 13F FAQ
What does Horst & Graben Wealth Management own?
Horst & Graben Wealth Management reported 206 stocks worth $767M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPYM (10.4%), IUSB (6.6%) and ACWX (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Horst & Graben Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 66 added to, 87 trimmed and 13 sold out. New positions include INRO, MBBA and XOM. It sold all of SPMO, AVEM and IAGG.
When will Horst & Graben Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Horst & Graben Wealth Management's portfolio worth?
The Q3 2026 filing reports $767M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.