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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TEL TE CONNECTIVITY PLC Technology 1,029.0 $215K 0.03% -51.0 -4.7% $209.04 -2.9%
42 CMF ISHARES TR 3,671.0 $209K 0.03% -2K -32.0% $56.86 +1.0%
43 F FORD MTR CO Consumer Cyclical 14,870.0 $172K 0.02% -360.0 -2.4% $11.54 +21.3%
44 SAN BANCO SANTANDER SA Financial Services 10,857.0 $122K 0.02% -176.0 -1.6% $11.28 +20.6%
45 RXRX RECURSION PHARMACEUTICALS IN Healthcare 37,155.0 $114K 0.02% -839.0 -2.2% $3.07 +2.9%
Page 3 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%