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Portfolio (Quarterly) Guide ↗

Werba Rubin Papier Wealth Management

· CIK 0001971029
13F Portfolio $824M AUM 309 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 131 Added 89 Reduced 17 Exited
Page 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGLT VANGUARD SCOTTSDALE FDS 31,055.0 $1.7M 0.21% +14K +86.2% $55.18 -4.1%
42 AVRE AMERICAN CENTY ETF TR 33,719.0 $1.6M 0.19% +3K +11.1% $47.38 +1.9%
43 AVGO BROADCOM INC Technology 4,094.0 $1.5M 0.19% +78.0 +1.9% $377.78 -3.6%
44 LLY ELI LILLY & CO Healthcare 1,280.0 $1.5M 0.19% +8.0 +0.6% $1199.64 +3.7%
45 HPE HEWLETT PACKARD ENTERPRISE C Technology 28,267.0 $1.3M 0.15% +695.0 +2.5% $45.11 +17.2%
46 VCIT VANGUARD SCOTTSDALE FDS 15,206.0 $1.3M 0.15% +7K +91.4% $82.65 -1.9%
47 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,423.0 $1.2M 0.15% +450.0 +15.1% $350.07 -9.6%
48 DFIS DIMENSIONAL ETF TRUST 33,627.0 $1.2M 0.14% +9K +35.1% $35.03 +6.4%
49 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 45,151.0 $1.2M 0.14% +34K +318.6% $25.95 +23.9%
50 DFEM DIMENSIONAL ETF TRUST 28,069.0 $1.1M 0.14% +873.0 +3.2% $40.64 -2.2%
51 GILD GILEAD SCIENCES INC Healthcare 8,749.0 $1.1M 0.13% +212.0 +2.5% $126.34 +13.5%
52 JNJ JOHNSON & JOHNSON Healthcare 4,317.0 $1.1M 0.13% +127.0 +3.0% $253.98 +5.3%
53 AMAT APPLIED MATLS INC Technology 1,480.0 $1.1M 0.13% +32.0 +2.2% $722.99 -31.4%
54 ABBV ABBVIE INC Healthcare 4,226.0 $1.1M 0.13% +432.0 +11.4% $251.66 +4.0%
55 MA MASTERCARD INCORPORATED Financial Services 2,061.0 $1.1M 0.13% +71.0 +3.6% $513.53 +11.7%
56 VNQ VANGUARD INDEX FDS 10,656.0 $1.0M 0.12% +1K +11.5% $96.43 +2.3%
57 MU MICRON TECHNOLOGY INC Technology 888.0 $1.0M 0.12% +182.0 +25.8% $1154.38 -15.6%
58 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,121.0 $1.0M 0.12% +283.0 +15.4% $477.60 -12.9%
59 AMD ADVANCED MICRO DEVICES INC Technology 1,713.0 $995K 0.12% +239.0 +16.2% $580.91 -19.2%
60 VHT VANGUARD WORLD FD 3,311.0 $990K 0.12% +82.0 +2.5% $298.99 +8.3%
Page 3 of 7  ·  131 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 51.2%
Financial Services 15.3%
Communication Services 7.5%
Healthcare 7.2%
Consumer Cyclical 5.0%
Industrials 4.9%
Consumer Defensive 3.6%
Energy 2.8%
Utilities 1.4%
Real Estate 0.8%