Arkolith/Funds/Horst & Graben Wealth Management LLC

Horst & Graben Wealth Management LLC

CIK 1818207Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Horst & Graben Wealth Management LLC holds a focused book of 205 stocks worth $760.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 10% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
35
new positions
Added to
78
existing
Trimmed
82
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.3%
+13.7%/yr · since Oct '24
Their reported book
+21.6%
held from quarter-end
S&P 500
+28.9%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Horst & Graben Wealth Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.7 points over this window.

Growth of $10,000 cloning Horst & Graben Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
47%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Information Technology
6%
Financials
2%
Consumer Discretionary
2%
Real Estate
1%
Industrials
1%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

205 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$76.3M868.8K
10.0%
+62%
Added · +334K sh
2Ishares TR
CORE UNIVRSL USD
$43.2M940.2K
5.7%
+65%
Added · +369K sh
3BlackRock ETF Trust
ISHARES US EQUIT
$42.6M631.5K
5.6%
~0%
Added · +50 sh
4Ishares TR
S&P 500 GRWT ETF
$35.9M262.0K
4.7%
−0.2%
Reduced · −475 sh
5Schwab Strategic TR
US AGGREGATE B
$34.0M1.47M
4.5%
+3.8%
Added · +54K sh
6Ishares TR
S&P 500 VAL ETF
$30.0M131.7K
3.9%
−15%
Reduced · −23K sh
7BlackRock ETF Trust
ISHA IN CTRY ETF
$27.5M762.8K
3.6%
+2.6%
Added · +19K sh
8Ishares TR
MBS ETF
$23.5M250.4K
3.1%
+6.0%
Added · +14K sh
9Ishares TR
MSCI ACWI EX US
$21.6M287.9K
2.8%
+25%
Added · +58K sh
10Ishares TR
RUS TP200 GR ETF
$20.1M69.8K
2.6%
+19%
Added · +11K sh
11Ishares TR
US TREAS BD ETF
$19.9M880.1K
2.6%
−3.0%
Reduced · −27K sh
12BlackRock ETF Trust
ISHA I IN TE ETF
$18.9M382.4K
2.5%
−20%
Reduced · −94K sh
13BlackRock ETF Trust
ISHA SYST AL ETF
$16.2M576.9K
2.1%
New
New position
14Bondbloxx ETF Trust
BLOOMBERG TEN YR
$14.4M318.3K
1.9%
−28%
Reduced · −124K sh
15Ishares TR
RUS TP200 VL ETF
$14.2M133.9K
1.9%
+2.1%
Added · +3K sh
16Ishares TR
CORE S&P500 ETF
$13.9M18.6K
1.8%
+0.6%
Added · +109 sh
17BlackRock ETF Trust
ISHA LA CORE ETF
$13.8M275.4K
1.8%
+4.4%
Added · +12K sh
18Apple Inc
COM
$13.4M45.6K
1.8%
−0.7%
Reduced · −344 sh
19Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$12.9M83.2K
1.7%
−23%
Reduced · −26K sh
20Global X FDS
DEFENSE TECH ETF
$12.4M202.3K
1.6%
+31%
Added · +47K sh
21BlackRock ETF Trust
ISHA US THEM ETF
$11.2M261.6K
1.5%
−34%
Reduced · −133K sh
22BlackRock ETF Trust II
ISHA GLO USD ETF
$9.8M195.0K
1.3%
New
New position
23American Centy ETF TR
AVANTIS EMGMKT
$8.8M94.1K
1.2%
−39%
Reduced · −61K sh
24Tesla Inc
COM
$7.5M17.6K
1.0%
~0%
Added · +4 sh
25Ishares TR
MSCI USA QLT FCT
$7.0M31.8K
0.9%
−72%
Reduced · −83K sh
26Nvidia Corporation
COM
$6.8M34.6K
0.9%
−4.1%
Reduced · −1K sh
27Ishares TR
20 YR TR BD ETF
$5.6M65.3K
0.7%
−51%
Reduced · −69K sh
28Ishares TR
ESG AWR MSCI USA
$5.4M33.2K
0.7%
~0%
Added · +8 sh
29Ishares TR
ESG AWR US AGRGT
$5.2M109.3K
0.7%
+23%
Added · +20K sh
30BlackRock ETF Trust
ISHA US AWAR ETF
$4.7M58.7K
0.6%
−9.1%
Reduced · −6K sh
31Ishares TR
S&P 100 ETF
$4.5M12.4K
0.6%
−0.7%
Reduced · −83 sh
32Ishares TR
U.S. TECH ETF
$4.4M17.8K
0.6%
−0.6%
Reduced · −116 sh
33Ishares TR
MSCI USA MMENTM
$4.4M13.5K
0.6%
−8.8%
Reduced · −1K sh
34Ishares TR
EAFE VALUE ETF
$4.3M56.3K
0.6%
−74%
Reduced · −159K sh
35BlackRock ETF Trust II
ISHA FLEX IN ETF
$4.2M81.4K
0.6%
−66%
Reduced · −158K sh
36World Gold TR
SPDR GLD MINIS
$3.8M47.1K
0.5%
+19%
Added · +7K sh
37Ishares TR
ESG AWRE USD ETF
$3.8M163.6K
0.5%
−19%
Reduced · −39K sh
38Ishares TR
ESG MSCI KLD ETF
$3.7M25.9K
0.5%
−3.1%
Reduced · −841 sh
39Ishares TR
0-5 YR TIPS ETF
$3.7M36.3K
0.5%
New
New position
40Chevron Corporation
COM
$3.5M20.9K
0.5%
−1.2%
Reduced · −264 sh
41Ishares Inc
CORE MSCI EMKT
$3.5M42.9K
0.5%
−26%
Reduced · −15K sh
42Microsoft Corp
COM
$3.1M8.2K
0.4%
+4.0%
Added · +317 sh
43Amazon Com Inc
COM
$3.1M12.8K
0.4%
−0.6%
Reduced · −76 sh
44Ishares Gold TR
ISHARES NEW
$3.0M39.9K
0.4%
−2.3%
Reduced · −953 sh
45Ishares TR
ESG MSCI USA ETF
$2.8M41.2K
0.4%
−3.5%
Reduced · −1K sh
46Digital Rlty TR Inc
COM
$2.7M15.0K
0.3%
+0.1%
Added · +21 sh
47Ishares TR
7-10 YR TRSY BD
$2.6M28.0K
0.3%
+657%
Added · +24K sh
48Vanguard Charlotte FDS
TOTAL INT BD ETF
$2.6M53.9K
0.3%
−18%
Reduced · −12K sh
49Ishares TR
RUS MD CP GR ETF
$2.4M16.6K
0.3%
+0.1%
Added · +23 sh
50Ishares TR
RUS 1000 ETF
$2.4M5.8K
0.3%
−0.2%
Reduced · −11 sh
Showing 50 of 205 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 2026205$760.2M13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026195$729.0M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026179$662.8M13F-HR
Q3 2025Sep 30, 2025Oct 16, 2025179$654.7M13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025173$604.0M13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025161$557.5M13F-HR
Q4 2024Dec 31, 2024Jan 24, 2025155$561.9M13F-HR
Q3 2024Sep 30, 2024Oct 21, 2024154$557.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.