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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 10 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IBB ISHARES TR 1,986.0 $335K 0.05% -956.0 -32.5% $168.86 +5.5%
182 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 15,282.0 $331K 0.05% $21.66 +13.6%
183 UBS UBS GROUP AG Financial Services 8,442.0 $330K 0.05% +159.0 +1.9% $39.07 +28.7%
184 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 10,785.0 $323K 0.04% NEW $29.99 -8.1%
185 VGSH VANGUARD SCOTTSDALE FDS 5,512.0 $323K 0.04% +922.0 +20.1% $58.54 -0.8%
186 TXN TEXAS INSTRS INC Technology 1,632.0 $317K 0.04% NEW $194.18 +56.7%
187 DFGP DIMENSIONAL ETF TRUST 5,854.0 $316K 0.04% +1K +28.1% $53.99 +0.6%
188 SHEL SHELL PLC Energy 3,386.0 $315K 0.04% +90.0 +2.7% $93.00 -14.5%
189 ESML ISHARES TR 6,617.0 $311K 0.04% +2K +51.8% $47.02 +14.9%
190 ADBE ADOBE INC Technology 1,273.0 $309K 0.04% -446.0 -25.9% $243.08 -18.8%
191 COF CAPITAL ONE FINL CORP Financial Services 1,692.0 $309K 0.04% -125.0 -6.9% $182.45 +8.4%
192 TLT ISHARES TR 3,546.0 $307K 0.04% -1K -23.5% $86.69 -0.6%
193 CB CHUBB LTD SWITZ Financial Services 943.0 $307K 0.04% +26.0 +2.8% $325.94 +1.9%
194 IBM INTERNATIONAL BUSINESS MACHS Technology 1,260.0 $305K 0.04% +361.0 +40.2% $242.44 +9.3%
195 SPTL SPDR SERIES TRUST 11,591.0 $305K 0.04% $26.30 -0.6%
196 PM PHILIP MORRIS INTL INC Consumer Defensive 1,835.0 $303K 0.04% +441.0 +31.6% $165.30 +8.1%
197 IWB ISHARES TR 848.0 $302K 0.04% $356.62 +12.6%
198 AMD ADVANCED MICRO DEVICES INC Technology 1,474.0 $300K 0.04% NEW $203.43 +155.5%
199 VGK VANGUARD INTL EQUITY INDEX F 3,632.0 $299K 0.04% $82.43 +5.7%
200 BXSL BLACKSTONE SECD LENDING FD Financial Services 12,427.0 $294K 0.04% NEW $23.69 -0.3%
Page 10 of 14  ·  278 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%