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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 3 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,598.0 $3.0M 0.42% -353.0 -7.1% $650.29 +13.4%
42 DFAT DIMENSIONAL ETF TRUST 46,110.0 $2.9M 0.40% -451.0 -1.0% $62.45 +9.8%
43 BERKSHIRE HATHAWAY INC DEL 5,937.0 $2.8M 0.40% NEW $479.24
44 VOT VANGUARD INDEX FDS 10,540.0 $2.7M 0.38% +509.0 +5.1% $257.35 +17.7%
45 AVIV AMERICAN CENTY ETF TR 35,945.0 $2.7M 0.38% NEW $74.83 +3.8%
46 LRCX LAM RESEARCH CORP Technology 12,389.0 $2.6M 0.37% +11K +632.6% $213.66 +74.6%
47 XOM EXXON MOBIL CORP Energy 15,305.0 $2.6M 0.36% +810.0 +5.6% $169.66 -17.5%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,545.0 $2.5M 0.35% +366.0 +16.8% $996.29 -3.5%
49 SCHG SCHWAB STRATEGIC TR 85,541.0 $2.5M 0.35% +4K +5.0% $29.13 +14.1%
50 V VISA INC Financial Services 7,089.0 $2.1M 0.30% +119.0 +1.7% $302.22 +9.5%
51 IVV ISHARES TR 3,145.0 $2.1M 0.29% -59.0 -1.8% $653.26 +13.4%
52 TSLA TESLA INC Consumer Cyclical 5,511.0 $2.0M 0.28% +439.0 +8.7% $371.78 +3.6%
53 VBK VANGUARD INDEX FDS 6,705.0 $2.0M 0.28% +199.0 +3.1% $302.24 +17.6%
54 MQ MARQETA INC Technology 493,118.0 $2.0M 0.28% $4.08 -6.6%
55 DFAU DIMENSIONAL ETF TRUST 44,480.0 $2.0M 0.28% -379.0 -0.8% $45.12 +13.2%
56 JPM JPMORGAN CHASE & CO Financial Services 6,754.0 $2.0M 0.28% +886.0 +15.1% $294.17 +13.5%
57 BIV VANGUARD BD INDEX FDS 24,210.0 $1.9M 0.26% +5K +23.4% $77.18 -0.9%
58 DFAE DIMENSIONAL ETF TRUST 51,113.0 $1.7M 0.24% +3K +5.5% $33.86 +17.8%
59 DISV DIMENSIONAL ETF TRUST 42,781.0 $1.7M 0.23% +6K +15.6% $39.44 +3.1%
60 CGSD CAPITAL GRP FIXED INCM ETF T 60,941.0 $1.6M 0.22% +6K +10.2% $25.79 -0.1%
Page 3 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%