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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 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ANET ARISTA NETWORKS INC Technology 1,188.0 $202K 0.03% NEW $169.88 +8.9%
42 APP APPLOVIN CORP Technology 391.0 $201K 0.02% NEW $515.23 -41.2%
43 DUSB DIMENSIONAL ETF TRUST 3,947.0 $200K 0.02% NEW $50.78 -0.1%
44 MPWR MONOLITHIC PWR SYS INC Technology 145.0 $200K 0.02% NEW $1382.36 -5.5%
45 HLN HALEON PLC Healthcare 17,592.0 $164K 0.02% NEW $9.33 +6.9%
46 SBS COMPANHIA DE SANEAMENTO BASI Utilities 14,745.0 $85K 0.01% NEW $5.78 -20.7%
47 FLO FLOWERS FOODS INC Consumer Defensive 10,268.0 $81K 0.01% NEW $7.90 -10.7%
48 SITE CTRS CORP 11,062.0 $44K 0.01% NEW $3.97
Page 3 of 3  ·  48 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%