Sign In
test

Aryn Sands

Horst & Graben Wealth Management Llc

Assets Managed
$728.965M
Holdings
195
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
9.99%(2Q avg: 5.61%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Horst & Graben Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 195 positions.

Assets under management

The assets under management (AUM) of Horst & Graben Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 728.965M in assets, with a quarterly growth rate of 9.99% and a 2-quarter average growth rate of 5.61%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 26.19%
6.18%
$45.014M
534,801 shares@ $84.18 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -12.83%
5.55%
$40.397M
631,415 shares@ $63.98 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 4.11%
4.7%
$34.239M
262,431 shares@ $130.47 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 3.37%
4.69%
$34.14M
155,140 shares@ $220.06 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 2.3%
4.54%
$33.066M
1.421M shares@ $23.27 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 1.94%
3.63%
$26.448M
570,855 shares@ $46.33 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
3.52%
$25.628M
743,273 shares@ $34.48 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 0.91%
3.26%
$23.739M
114,578 shares@ $207.2 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 4.06%
3.08%
$22.451M
236,182 shares@ $95.06 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 890.96%
2.86%
$20.777M
907,504 shares@ $22.9 avg price

1-10 of 195