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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 11 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MFG MIZUHO FINANCIAL GROUP INC Financial Services 36,953.0 $293K 0.04% +653.0 +1.8% $7.94 +21.9%
202 GSY INVESCO ACTIVELY MANAGED EXC 5,810.0 $291K 0.04% -2K -22.7% $50.12 -0.0%
203 VEU VANGUARD INTL EQUITY INDEX F 3,870.0 $291K 0.04% +208.0 +5.7% $75.09 +10.0%
204 IJR ISHARES TR 2,328.0 $289K 0.04% -111.0 -4.5% $124.33 +14.8%
205 HPQ HP INC Technology 14,930.0 $287K 0.04% -97.0 -0.7% $19.21 +23.2%
206 GLW CORNING INC Technology 2,077.0 $282K 0.04% NEW $135.98 +42.7%
207 DUK DUKE ENERGY CORP NEW Utilities 2,135.0 $280K 0.04% NEW $130.97 -4.5%
208 VFVA VANGUARD WELLINGTON FD 2,066.0 $278K 0.04% +510.0 +32.8% $134.61 +8.6%
209 ING ING GROEP N.V. Financial Services 10,419.0 $271K 0.04% +69.0 +0.7% $26.05 +21.5%
210 JCI JOHNSON CONTROLS INTERNATION Industrials 2,067.0 $271K 0.04% NEW $130.96 +7.9%
211 PFE PFIZER INC Healthcare 9,633.0 $270K 0.04% NEW $28.08 -12.0%
212 AVSU AMERICAN CENTY ETF TR 3,632.0 $268K 0.04% NEW $73.92 +17.2%
213 ITA ISHARES TR 1,226.0 $268K 0.04% $218.75 +7.7%
214 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,952.0 $266K 0.04% NEW $136.07 -7.0%
215 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,208.0 $264K 0.04% NEW $218.72 -14.7%
216 ULTA ULTA BEAUTY INC Consumer Cyclical 502.0 $262K 0.04% -3.0 -0.6% $522.71 -12.1%
217 STT STATE STR CORP Financial Services 2,062.0 $261K 0.04% +331.0 +19.1% $126.57 +37.3%
218 TIP ISHARES TR 2,358.0 $260K 0.04% -1K -35.4% $110.36 -1.3%
219 IYW ISHARES TR 1,433.0 $260K 0.04% $181.40 +34.2%
220 GWW WW GRAINGER INC Industrials 238.0 $260K 0.04% +3.0 +1.3% $1090.81 +21.1%
Page 11 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%