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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 7 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PLTR PALANTIR TECHNOLOGIES INC Technology 4,246.0 $621K 0.09% -220.0 -4.9% $146.28 -20.2%
122 WDC WESTERN DIGITAL CORP Technology 2,281.0 $617K 0.09% +863.0 +60.9% $270.50 +170.8%
123 MRK MERCK & CO INC Healthcare 5,117.0 $615K 0.09% +2K +42.4% $120.28 -0.6%
124 SBUX STARBUCKS CORP Consumer Cyclical 6,829.0 $612K 0.09% +284.0 +4.3% $89.59 +12.8%
125 FNDA SCHWAB STRATEGIC TR 18,163.0 $589K 0.08% $32.43 +13.5%
126 SANDISK CORP 921.0 $585K 0.08% NEW $635.34
127 HD HOME DEPOT INC Consumer Cyclical 1,753.0 $576K 0.08% +180.0 +11.4% $328.84 -1.3%
128 FNDB SCHWAB STRATEGIC TR 20,653.0 $562K 0.08% $27.20 +11.3%
129 GS GOLDMAN SACHS GROUP INC Financial Services 657.0 $556K 0.08% +56.0 +9.3% $845.80 +29.4%
130 VGT VANGUARD WORLD FD 786.0 $549K 0.08% -272.0 -25.7% $698.15 -83.4%
131 C CITIGROUP INC Financial Services 4,801.0 $545K 0.08% +333.0 +7.5% $113.42 +27.8%
132 DE DEERE & CO Industrials 961.0 $541K 0.07% +60.0 +6.7% $563.24 +5.1%
133 IWR ISHARES TR 5,445.0 $529K 0.07% $97.22 +10.9%
134 IWP ISHARES TR 4,097.0 $525K 0.07% $128.11 +9.2%
135 VEA VANGUARD TAX-MANAGED FDS 8,190.0 $525K 0.07% $64.08 +9.5%
136 DFGX DIMENSIONAL ETF TRUST 9,655.0 $506K 0.07% +52.0 +0.5% $52.45 +2.0%
137 A AGILENT TECHNOLOGIES INC Healthcare 4,427.0 $505K 0.07% -211.0 -4.5% $113.98 +11.1%
138 GEV GE VERNOVA INC Utilities 572.0 $499K 0.07% +131.0 +29.7% $872.91 +18.6%
139 AMAT APPLIED MATLS INC Technology 1,448.0 $495K 0.07% NEW $341.82 +71.4%
140 SIVR ABRDN SILVER ETF TRUST Financial Services 6,896.0 $494K 0.07% NEW $71.61 -18.2%
Page 7 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%