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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 14 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CIEN CIENA CORP Technology 547.0 $212K 0.03% NEW $388.23 +17.4%
262 BITWISE FUNDS TRUST 11,221.0 $212K 0.03% $18.86
263 MAR MARRIOTT INTL INC NEW Consumer Cyclical 642.0 $210K 0.03% NEW $327.20 +18.3%
264 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,449.0 $209K 0.03% NEW $60.65 -8.4%
265 CMF ISHARES TR 3,671.0 $209K 0.03% -2K -32.0% $56.86 +1.1%
266 NEE NEXTERA ENERGY INC Utilities 2,244.0 $208K 0.03% NEW $92.89 -6.8%
267 BLK BLACKROCK INC Financial Services 216.0 $208K 0.03% +9.0 +4.3% $962.04 +6.3%
268 VLO VALERO ENERGY CORP Energy 838.0 $207K 0.03% NEW $247.13 -2.3%
269 HON HONEYWELL INTL INC Industrials 913.0 $206K 0.03% NEW $226.05 -0.8%
270 LIN LINDE PLC Basic Materials 413.0 $205K 0.03% NEW $495.82 +4.4%
271 DIA STATE STR SPDR DOW JONES IND Financial Services 438.0 $203K 0.03% $463.32 +11.9%
272 CSX CSX CORP Industrials 4,874.0 $200K 0.03% NEW $41.05 +13.2%
273 F FORD MTR CO Consumer Cyclical 14,870.0 $172K 0.02% -360.0 -2.4% $11.54 +22.2%
274 NMR NOMURA HLDGS INC Financial Services 20,781.0 $164K 0.02% +380.0 +1.9% $7.89 +10.7%
275 SAN BANCO SANTANDER SA Financial Services 10,857.0 $122K 0.02% -176.0 -1.6% $11.28 +20.6%
276 RXRX RECURSION PHARMACEUTICALS IN Healthcare 37,155.0 $114K 0.02% -839.0 -2.2% $3.07 +4.1%
277 ENIC ENEL CHILE SA Utilities 17,339.0 $68K 0.01% $3.94 +16.0%
278 BB BLACKBERRY LTD Technology 19,063.0 $62K 0.01% $3.24 +173.1%
Page 14 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%