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Portfolio (Quarterly) Guide ↗

Werba Rubin Papier Wealth Management

· CIK 0001971029
13F Portfolio $824M AUM 309 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 131 Added 89 Reduced 17 Exited
Page 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MFG MIZUHO FINANCIAL GROUP INC Financial Services 36,736.0 $352K 0.04% -217.0 -0.6% $9.58 +15.8%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 1,236.0 $348K 0.04% -24.0 -1.9% $281.17 -18.4%
63 ESML ISHARES TR 6,210.0 $347K 0.04% -407.0 -6.2% $55.93 -4.6%
64 TXN TEXAS INSTRS INC Technology 1,164.0 $347K 0.04% -468.0 -28.7% $298.18 -9.6%
65 URI UNITED RENTALS INC Industrials 305.0 $346K 0.04% -24.0 -7.3% $1134.38 -9.4%
66 XLK SELECT SECTOR SPDR TR 1,783.0 $340K 0.04% -845.0 -32.1% $190.54 +2.1%
67 STT STATE STR CORP Financial Services 1,995.0 $338K 0.04% -67.0 -3.2% $169.60 +8.8%
68 VZ VERIZON COMMUNICATIONS INC Communication Services 7,959.0 $337K 0.04% -969.0 -10.8% $42.34 +12.9%
69 PG PROCTER & GAMBLE CO Consumer Defensive 2,261.0 $332K 0.04% -1K -32.6% $146.64 -0.1%
70 ING ING GROEP N.V. Financial Services 10,264.0 $322K 0.04% -155.0 -1.5% $31.38 +17.9%
71 CB CHUBB LIMITED Financial Services 918.0 $313K 0.04% -25.0 -2.6% $340.76 -0.6%
72 NOC NORTHROP GRUMMAN CORP Industrials 610.0 $311K 0.04% -40.0 -6.2% $509.66 +3.3%
73 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,042.0 $303K 0.04% -25.0 -2.3% $290.70 -15.0%
74 WFC WELLS FARGO & CO Financial Services 3,635.0 $300K 0.04% -659.0 -15.3% $82.64 +4.8%
75 SCHW SCHWAB CHARLES CORP Financial Services 3,168.0 $292K 0.04% -751.0 -19.2% $92.27 +16.1%
76 ITA ISHARES TR 1,093.0 $265K 0.03% -133.0 -10.8% $242.36 -10.6%
77 CIEN CIENA CORP Technology 533.0 $261K 0.03% -14.0 -2.6% $490.56 -26.6%
78 QQQM INVESCO EXCH TRADED FD TR II 859.0 $260K 0.03% -3K -78.1% $303.02 +0.7%
79 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 10,832.0 $255K 0.03% -118.0 -1.1% $23.58 +13.1%
80 GRMN GARMIN LTD Technology 1,067.0 $253K 0.03% -21.0 -1.9% $237.44 +18.0%
Page 4 of 5  ·  89 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 52.1%
Financial Services 15.6%
Healthcare 7.3%
Communication Services 5.8%
Consumer Cyclical 5.1%
Industrials 5.0%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 1.5%
Real Estate 0.9%