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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 6 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,973.0 $839K 0.12% +74.0 +2.5% $282.37 +25.8%
102 DFIS DIMENSIONAL ETF TRUST 24,898.0 $838K 0.12% +1K +4.5% $33.67 +4.4%
103 ABBV ABBVIE INC Healthcare 3,794.0 $825K 0.12% +743.0 +24.4% $217.49 +7.5%
104 T AT&T INC Communication Services 27,754.0 $805K 0.11% +3K +12.3% $28.99 -21.2%
105 LMT LOCKHEED MARTIN CORP Industrials 1,329.0 $803K 0.11% +463.0 +53.5% $604.48 -17.0%
106 ASML ASML HLDG NV Technology 571.0 $754K 0.10% $1320.87 +34.5%
107 GWX SPDR INDEX SHS FDS 17,237.0 $728K 0.10% $42.23 +3.2%
108 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.10% NEW $718140.00
109 GE GE AEROSPACE Industrials 2,518.0 $715K 0.10% +420.0 +20.0% $283.78 +25.9%
110 AVDS AMERICAN CENTY ETF TR 9,945.0 $715K 0.10% NEW $71.85 +5.0%
111 ADI ANALOG DEVICES INC Technology 2,181.0 $694K 0.10% NEW $318.10 +27.7%
112 VB VANGUARD INDEX FDS 2,642.0 $692K 0.10% -110.0 -4.0% $261.94 +13.0%
113 KO COCA COLA CO Consumer Defensive 8,998.0 $684K 0.10% +1K +12.8% $76.05 +5.3%
114 AVES AMERICAN CENTY ETF TR 11,263.0 $676K 0.09% NEW $59.98 +9.0%
115 VCIT VANGUARD SCOTTSDALE FDS 7,946.0 $658K 0.09% $82.75 -0.4%
116 HPE HEWLETT PACKARD ENTERPRISE C Technology 27,572.0 $656K 0.09% -504.0 -1.8% $23.81 +107.1%
117 COP CONOCOPHILLIPS Energy 4,927.0 $650K 0.09% +972.0 +24.6% $131.99 -16.6%
118 BAC BANK AMERICA CORP Financial Services 13,125.0 $640K 0.09% NEW $48.75 +18.4%
119 PSA PUBLIC STORAGE OPER CO Real Estate 2,359.0 $639K 0.09% +16.0 +0.7% $270.89 +19.2%
120 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,838.0 $621K 0.09% +64.0 +3.6% $337.97 +30.2%
Page 6 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%