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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGK VANGUARD INTL EQUITY INDEX F 3,682.0 $326K 0.04% +50.0 +1.4% $88.54 +4.7%
102 ED CONSOLIDATED EDISON INC Utilities 2,915.0 $322K 0.04% +639.0 +28.1% $110.62 -3.9%
103 DFGP DIMENSIONAL ETF TRUST 5,900.0 $321K 0.04% +46.0 +0.8% $54.46 -2.2%
104 TLT ISHARES TR 3,571.0 $309K 0.04% +25.0 +0.7% $86.42 -5.1%
105 EXC EXELON CORP Utilities 6,589.0 $307K 0.04% +1K +27.9% $46.62 -6.1%
106 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,878.0 $300K 0.04% +2K +40.1% $51.05 +31.3%
107 KMI KINDER MORGAN INC DEL Energy 9,345.0 $299K 0.04% +2K +23.0% $31.97 -3.1%
108 FAST FASTENAL CO Industrials 6,153.0 $296K 0.04% +669.0 +12.2% $48.03 +6.7%
109 AMGN AMGEN INC Healthcare 800.0 $290K 0.04% +110.0 +15.9% $362.17 +21.3%
110 WMB WILLIAMS COS INC Energy 3,728.0 $277K 0.03% +287.0 +8.3% $74.34 -5.2%
111 WAB WABTEC Industrials 1,019.0 $275K 0.03% +21.0 +2.1% $269.49 +10.4%
112 ADBE ADOBE INC Technology 1,306.0 $268K 0.03% +33.0 +2.6% $205.02 +34.3%
113 SHEL SHELL PLC Energy 3,451.0 $268K 0.03% +65.0 +1.9% $77.54 +20.4%
114 MMM 3M CO Industrials 1,629.0 $264K 0.03% +51.0 +3.2% $161.93 +10.5%
115 TIP ISHARES TR 2,386.0 $261K 0.03% +28.0 +1.2% $109.43 -2.1%
116 PFE PFIZER INC Healthcare 10,583.0 $255K 0.03% +950.0 +9.9% $24.08 +16.6%
117 VLO VALERO ENERGY CORP Energy 965.0 $251K 0.03% +127.0 +15.2% $260.35 +34.0%
118 PLD PROLOGIS INC. Real Estate 1,850.0 $251K 0.03% +36.0 +2.0% $135.49 +4.7%
119 SCHF SCHWAB STRATEGIC TR 8,877.0 $246K 0.03% +54.0 +0.6% $27.70 +2.7%
120 DIA STATE STR SPDR DOW JONES IND Financial Services 467.0 $244K 0.03% +29.0 +6.6% $522.77 +1.8%
Page 6 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 52.1%
Financial Services 15.6%
Healthcare 7.3%
Communication Services 5.8%
Consumer Cyclical 5.1%
Industrials 5.0%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 1.5%
Real Estate 0.9%