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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 2 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIGI VANGUARD WHITEHALL FDS 66,431.0 $5.9M 0.82% +3K +4.3% $88.46 +4.9%
22 DFAC DIMENSIONAL ETF TRUST 138,751.0 $5.4M 0.75% +4K +2.6% $38.86 +12.5%
23 PRCT PROCEPT BIOROBOTICS CORP Healthcare 210,000.0 $5.3M 0.73% $25.01 -19.1%
24 AVLV AMERICAN CENTY ETF TR 63,350.0 $5.1M 0.71% NEW $80.61 +12.9%
25 VANGUARD MALVERN FDS 66,692.0 $5.1M 0.71% +58K +637.2% $76.25
26 MSFT MICROSOFT CORP Technology 13,508.0 $5.0M 0.70% +1K +8.1% $370.16 +1.2%
27 GOOG ALPHABET INC Communication Services 16,132.0 $4.6M 0.64% +1K +7.6% $286.86 +20.8%
28 GOOGL ALPHABET INC Communication Services 15,852.0 $4.6M 0.64% +1K +7.5% $287.56 +20.7%
29 AVIG AMERICAN CENTY ETF TR 104,369.0 $4.3M 0.60% NEW $41.54 -0.6%
30 EMXC ISHARES INC 53,365.0 $4.2M 0.58% +2K +3.1% $78.66 +28.0%
31 AMZN AMAZON COM INC Consumer Cyclical 19,508.0 $4.1M 0.57% NEW $208.27 +12.6%
32 DFUS DIMENSIONAL ETF TRUST 57,135.0 $4.1M 0.56% -1K -2.1% $70.91 +13.7%
33 VWO VANGUARD INTL EQUITY INDEX F 74,753.0 $4.0M 0.56% +2K +3.2% $54.05 +10.2%
34 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 87,549.0 $3.9M 0.54% NEW $44.61 -11.1%
35 VBR VANGUARD INDEX FDS 16,853.0 $3.7M 0.51% +298.0 +1.8% $217.25 +10.0%
36 META META PLATFORMS INC Communication Services 6,132.0 $3.5M 0.49% +440.0 +7.7% $572.09 -1.1%
37 AVGE AMERICAN CENTY ETF TR 37,528.0 $3.3M 0.46% NEW $88.02 +11.5%
38 VTI VANGUARD INDEX FDS 9,978.0 $3.2M 0.45% +740.0 +8.0% $320.81 +13.8%
39 VOE VANGUARD INDEX FDS 16,811.0 $3.1M 0.43% +551.0 +3.4% $184.28 +7.0%
40 GLD SPDR GOLD TR Financial Services 7,118.0 $3.1M 0.43% +347.0 +5.1% $430.29 -12.0%
Page 2 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%