You're signed outSign in or to get full access.
Horst & Graben Wealth Management LLC
Horst & Graben Wealth Management, LLC is an independent Registered Investment Adviser headquartered in Lake Oswego, Oregon. Founded in June 2018 by Jamieson Grabenhorst and Casey Cleveland, the firm provides comprehensive, customized financial planning and investment advisory services. Its focus is helping clients develop financial strategies to meet short- and long-term goals. As of March 2025, the firm employs 8 professionals and serves individual and institutional clients with significant assets under management.
Investment Strategy
Horst & Graben Wealth Management employs a client-focused, holistic investment advisory approach, working closely with clients to delineate their financial objectives, craft tailored portfolios, and provide ongoing pragmatic advice. The firm emphasizes clarity around client goals, disciplined portfolio construction, and regular adjustment of strategies based on life and market changes. Their philosophy involves delivering well-defined roadmaps for clients’ financial futures while maintaining flexibility to pivot as needs evolve.
Latest 13F Filing Activity
Horst & Graben Wealth Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 179 equity positions with a total 13F market value of $655M. The fund increased holdings in Invesco Exchange Traded FD T, Blackrock Etf Trust, Blackrock Etf Trust among other positions. Horst & Graben Wealth Management LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (179)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DYNF | BLACKROCK ETF TRUST | 6.35% | $41.6M | 702,295 | $46.70 | $59.20 | +$8.4M |
Q QUAL | ISHARES TR | 5.60% | $36.7M | 188,664 | $134.59 | $194.50 | -$1.4M |
S SCHZ | SCHWAB STRATEGIC TR | 5.07% | $33.2M | 1,413,028 | $24.34 | $23.47 | +$924.3K |
S SPLG | SPDR SERIES TRUST | 4.92% | $32.2M | 411,365 | $47.77 | $78.34 | +$2.1M |
I IVW | ISHARES TR | 4.59% | $30.0M | 248,839 | $84.26 | $120.72 | +$1.9M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more