Horst & Graben Wealth Management LLC
RIA/Wealth
Horst & Graben Wealth Management LLC is a RIA/Wealth based in Portland, OR led by Jamieson Logan Grabenhorst, reporting $796.5M in AUM as of Q3 2025 with 81% ETF concentration.
FounderJamieson Logan Grabenhorst
- Portfolio Value
- $640.1M
- Positions
- 178
- Top Holding
- DYNF at 6.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Horst & Graben Wealth Management LLC's portfolio (45.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $41.6M | 6.50% | +$5.5M Bought | — 702.3K shares | |
ETF ETF | $36.7M | 5.73% | -$3.8M Sold | — 188.7K shares | |
ETF ETF | $33.2M | 5.18% | +$605.2K Bought | — 1.4M shares | |
ETF ETF | $32.2M | 5.03% | -$233.7K Sold | — 411.4K shares | |
ETF ETF | $30.0M | 4.69% | -$795.7K Sold | — 248.8K shares | |
ETF ETF | $25.5M | 3.99% | -$6.0M Sold | — 546.1K shares | |
ETF ETF | $25.0M | 3.91% | -$4.5M Sold | — 369.2K shares | |
ETF ETF | $23.3M | 3.63% | +$12.5M Bought | — 404.4K shares | |
ETF ETF | $21.9M | 3.42% | +$902.0K Bought | — 106.0K shares | |
ETF ETF | $21.0M | 3.27% | +$429.4K Bought | — 220.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Horst & Graben Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-79.57% |
Analytics
Portfolio insights and performance metrics for Horst & Graben Wealth Management LLC
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