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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 1 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 117,297.0 $33.9M 4.12% -3K -2.2% $289.36 +7.6%
2 NVDA NVIDIA CORPORATION Technology 115,980.0 $23.2M 2.82% -18K -13.4% $200.09 +8.4%
3 IEF ISHARES TR 170,993.0 $16.2M 1.96% -2K -0.9% $94.57 -1.7%
4 SCHQ SCHWAB STRATEGIC TR 465,471.0 $14.6M 1.77% -13K -2.8% $31.30 -4.1%
5 DFUV DIMENSIONAL ETF TRUST 183,415.0 $10.1M 1.23% -2K -0.8% $55.01 +3.8%
6 VOO VANGUARD INDEX FDS 8,960.0 $6.2M 0.75% -1K -14.2% $686.79 +2.1%
7 AVLV AMERICAN CENTY ETF TR 61,694.0 $5.6M 0.68% -2K -2.6% $91.21 +2.9%
8 GOOGL ALPHABET INC Communication Services 15,191.0 $5.4M 0.66% -661.0 -4.2% $357.37 -4.7%
9 LRCX LAM RESEARCH CORP Technology 11,607.0 $5.0M 0.61% -782.0 -6.3% $433.33 -28.3%
10 MSFT MICROSOFT CORP Technology 12,982.0 $4.8M 0.59% -526.0 -3.9% $373.02 +29.0%
11 DFUS DIMENSIONAL ETF TRUST 56,788.0 $4.7M 0.56% -347.0 -0.6% $81.94 +1.6%
12 GOOG ALPHABET INC Communication Services 9,510.0 $3.4M 0.41% -7K -41.0% $353.32 -4.3%
13 META META PLATFORMS INC Communication Services 5,507.0 $3.1M 0.38% -625.0 -10.2% $563.27 -3.1%
14 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 77,246.0 $2.9M 0.35% -10K -11.8% $37.58 +26.0%
15 BERKSHIRE HATHAWAY INC DEL 5,776.0 $2.9M 0.35% -161.0 -2.7% $500.36
16 SCHG SCHWAB STRATEGIC TR 83,102.0 $2.8M 0.34% -2K -2.9% $33.84 +3.7%
17 AVIV AMERICAN CENTY ETF TR 35,626.0 $2.8M 0.34% -319.0 -0.9% $77.42 +7.0%
18 SNDK SANDISK CORP Technology 899.0 $2.0M 0.25% -22.0 -2.4% $2273.73 -29.6%
19 DFAE DIMENSIONAL ETF TRUST 49,422.0 $2.0M 0.24% -2K -3.3% $40.21 -2.3%
20 XOM EXXON MOBIL CORP Energy 14,184.0 $1.9M 0.23% -1K -7.3% $136.72 +21.5%
Page 1 of 5  ·  89 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%