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Portfolio (Quarterly) Guide ↗

Werba Rubin Papier Wealth Management

· CIK 0001971029
13F Portfolio $718M AUM 278 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New 124 Added 45 Reduced 22 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVES AMERICAN CENTY ETF TR 11,263.0 $676K 0.09% NEW $59.98 +8.8%
22 BAC BANK AMERICA CORP Financial Services 13,125.0 $640K 0.09% NEW $48.75 +18.7%
23 SANDISK CORP 921.0 $585K 0.08% NEW $635.34
24 AMAT APPLIED MATLS INC Technology 1,448.0 $495K 0.07% NEW $341.82 +69.7%
25 SIVR ABRDN SILVER ETF TRUST Financial Services 6,896.0 $494K 0.07% NEW $71.61 -18.3%
26 ALL ALLSTATE CORP Financial Services 2,307.0 $478K 0.07% NEW $207.35 +11.6%
27 BK BANK NEW YORK MELLON CORP Financial Services 3,816.0 $453K 0.06% NEW $118.64 +19.6%
28 VYM VANGUARD WHITEHALL FDS 2,592.0 $384K 0.05% NEW $148.10 +6.7%
29 BA BOEING CO Industrials 1,865.0 $371K 0.05% NEW $199.03 +9.3%
30 AEP AMERICAN ELEC PWR CO INC Utilities 2,781.0 $364K 0.05% NEW $131.07 +1.7%
31 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 10,785.0 $323K 0.04% NEW $29.99 -8.5%
32 TXN TEXAS INSTRS INC Technology 1,632.0 $317K 0.04% NEW $194.18 +55.4%
33 AMD ADVANCED MICRO DEVICES INC Technology 1,474.0 $300K 0.04% NEW $203.43 +153.8%
34 BXSL BLACKSTONE SECD LENDING FD Financial Services 12,427.0 $294K 0.04% NEW $23.69 -0.5%
35 GLW CORNING INC Technology 2,077.0 $282K 0.04% NEW $135.98 +41.1%
36 DUK DUKE ENERGY CORP NEW Utilities 2,135.0 $280K 0.04% NEW $130.97 -4.3%
37 JCI JOHNSON CONTROLS INTERNATION Industrials 2,067.0 $271K 0.04% NEW $130.96 +8.4%
38 PFE PFIZER INC Healthcare 9,633.0 $270K 0.04% NEW $28.08 -11.5%
39 AVSU AMERICAN CENTY ETF TR 3,632.0 $268K 0.04% NEW $73.92 +17.1%
40 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,952.0 $266K 0.04% NEW $136.07 -7.1%
Page 2 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.0%
Financial Services 15.0%
Communication Services 9.4%
Healthcare 7.6%
Consumer Cyclical 5.3%
Industrials 4.6%
Consumer Defensive 4.0%
Energy 3.8%
Utilities 1.3%
Real Estate 0.8%