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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 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DUHP DIMENSIONAL ETF TRUST 11,896.0 $437K 0.06% -4K -24.5% $36.76 +10.6%
22 IBB ISHARES TR 1,986.0 $335K 0.05% -956.0 -32.5% $168.86 +5.5%
23 ADBE ADOBE INC Technology 1,273.0 $309K 0.04% -446.0 -25.9% $243.08 -18.8%
24 COF CAPITAL ONE FINL CORP Financial Services 1,692.0 $309K 0.04% -125.0 -6.9% $182.45 +8.4%
25 TLT ISHARES TR 3,546.0 $307K 0.04% -1K -23.5% $86.69 -0.6%
26 GSY INVESCO ACTIVELY MANAGED EXC 5,810.0 $291K 0.04% -2K -22.7% $50.12 -0.0%
27 IJR ISHARES TR 2,328.0 $289K 0.04% -111.0 -4.5% $124.33 +14.8%
28 HPQ HP INC Technology 14,930.0 $287K 0.04% -97.0 -0.7% $19.21 +23.2%
29 ULTA ULTA BEAUTY INC Consumer Cyclical 502.0 $262K 0.04% -3.0 -0.6% $522.71 -12.1%
30 TIP ISHARES TR 2,358.0 $260K 0.04% -1K -35.4% $110.36 -1.3%
31 EXC EXELON CORP Utilities 5,151.0 $252K 0.04% -1K -18.1% $49.02 -4.9%
32 GRMN GARMIN LTD Technology 1,088.0 $252K 0.04% -193.0 -15.1% $232.02 +1.9%
33 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,194.0 $248K 0.03% -3K -44.2% $59.03 -8.1%
34 URI UNITED RENTALS INC Industrials 329.0 $240K 0.03% -23.0 -6.5% $728.59 +45.9%
35 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,279.0 $238K 0.03% -109.0 -3.2% $72.46 +29.3%
36 MMM 3M CO Industrials 1,578.0 $229K 0.03% -82.0 -4.9% $145.27 +11.4%
37 SCZ ISHARES TR 2,842.0 $223K 0.03% -708.0 -19.9% $78.40 +4.6%
38 ELAN ELANCO ANIMAL HEALTH INC Healthcare 9,241.0 $221K 0.03% -215.0 -2.3% $23.93 -3.1%
39 SCHF SCHWAB STRATEGIC TR 8,823.0 $218K 0.03% -4K -33.2% $24.75 +10.7%
40 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 10,950.0 $216K 0.03% -100.0 -0.9% $19.75 +21.3%
Page 2 of 3  ·  45 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%