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Aryn Sands

Horst & Graben Wealth Management Llc

Assets Managed
$760.246M
Holdings
205
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
4.3%(2Q avg: 7.15%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Horst & Graben Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 205 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 760.246M in assets, with a quarterly growth rate of 4.3% and a 2-quarter average growth rate of 7.15%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 62.45%
10.04%
$76.271M
868,783 shares@ $87.8 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 64.7%
5.69%
$43.186M
940,182 shares@ $45.94 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 0.01%
5.61%
$42.634M
631,465 shares@ $67.52 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.18%
4.72%
$35.865M
261,956 shares@ $136.92 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 3.79%
4.48%
$33.984M
1.475M shares@ $23.05 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -15.11%
3.95%
$30.003M
131,689 shares@ $227.84 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 2.63%
3.63%
$27.547M
762,762 shares@ $36.12 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 6.04%
3.1%
$23.549M
250,439 shares@ $94.03 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 25.5%
2.85%
$21.592M
287,888 shares@ $75.01 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 18.63%
2.65%
$20.083M
69,778 shares@ $287.81 avg price

1-10 of 205