Horst & Graben Wealth Management LLC
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.7ptsvs SPY
Invested
$906.9M
Holdings
25
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$PDD
PDD HOLDINGS INC
Held since at least Q1 2024
65.8%
02
$LEGN
LEGEND BIOTECH CORP-ADR
Held since at least Q1 2024
8.2%
03
$BABA
ALIBABA GROUP HOLDING-SP ADR
Held since at least Q1 2024
6.8%
04
$CRCL
CIRCLE INTERNET GROUP INC
Held since at least Q1 2024
4.5%
05
$IBIT
ISHARES BITCOIN TRUST ETF
Held since at least Q1 2024
3.6%
06
$BEKE
KE HOLDINGS INC-ADR
Held since at least Q1 2024
3.0%
07
$TSLA
TESLA INC
Q2 2025: Increased +1.7% (17.1k → 17.4k shares)
2.8%
08
$HUYA
HUYA INC-ADR
Held since at least Q1 2024
1.9%
09
$GQ9
SPDR GOLD SHARES
Q4 2024: New position (893 shares)
0.7%
10
$ARWR
ARROWHEAD PHARMACEUTICALS IN
Held since at least Q1 2024
0.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:31 UTC.