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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 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHQ SCHWAB STRATEGIC TR 478,692.0 $15.0M 2.10% -4K -0.8% $31.43 -0.6%
2 DFIV DIMENSIONAL ETF TRUST 239,993.0 $12.7M 1.76% -2K -0.8% $52.78 +2.3%
3 DFUV DIMENSIONAL ETF TRUST 184,971.0 $9.0M 1.25% -2K -0.8% $48.46 +12.3%
4 CGCB CAPITAL GRP FIXED INCM ETF T 284,934.0 $7.5M 1.04% -13K -4.5% $26.26 -0.2%
5 DFUS DIMENSIONAL ETF TRUST 57,135.0 $4.1M 0.56% -1K -2.1% $70.91 +13.3%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,598.0 $3.0M 0.42% -353.0 -7.1% $650.29 +12.8%
7 DFAT DIMENSIONAL ETF TRUST 46,110.0 $2.9M 0.40% -451.0 -1.0% $62.45 +9.4%
8 IVV ISHARES TR 3,145.0 $2.1M 0.29% -59.0 -1.8% $653.26 +12.8%
9 DFAU DIMENSIONAL ETF TRUST 44,480.0 $2.0M 0.28% -379.0 -0.8% $45.12 +12.6%
10 DFIC DIMENSIONAL ETF TRUST 38,060.0 $1.4M 0.19% -2K -5.8% $35.53 +4.2%
11 VGLT VANGUARD SCOTTSDALE FDS 16,680.0 $923K 0.13% -194.0 -1.1% $55.36 -0.6%
12 SVCO SILVACO GROUP INC Technology 126,080.0 $893K 0.12% -60K -32.2% $7.08 +81.9%
13 CRM SALESFORCE INC Technology 4,697.0 $877K 0.12% -411.0 -8.1% $186.65 -17.8%
14 SNOW SNOWFLAKE INC Technology 5,753.0 $868K 0.12% -1K -19.7% $150.81 +52.8%
15 IFRA ISHARES TR 15,027.0 $860K 0.12% -405.0 -2.6% $57.20 +8.9%
16 VB VANGUARD INDEX FDS 2,642.0 $692K 0.10% -110.0 -4.0% $261.94 +12.6%
17 HPE HEWLETT PACKARD ENTERPRISE C Technology 27,572.0 $656K 0.09% -504.0 -1.8% $23.81 +105.5%
18 PLTR PALANTIR TECHNOLOGIES INC Technology 4,246.0 $621K 0.09% -220.0 -4.9% $146.28 -20.2%
19 VGT VANGUARD WORLD FD 786.0 $549K 0.08% -272.0 -25.7% $698.15 -83.4%
20 A AGILENT TECHNOLOGIES INC Healthcare 4,427.0 $505K 0.07% -211.0 -4.5% $113.98 +11.1%
Page 1 of 3  ·  45 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%