BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DISV DIMENSIONAL ETF TRUST 42,308.0 $1.7M 0.21% -473.0 -1.1% $40.13 +9.9%
22 ESGD ISHARES TR 15,108.0 $1.6M 0.19% -606.0 -3.9% $102.81 +3.4%
23 AVSC AMERICAN CENTY ETF TR 20,381.0 $1.5M 0.18% -780.0 -3.7% $73.34 -0.0%
24 CDNS CADENCE DESIGN SYSTEM INC Technology 3,979.0 $1.5M 0.18% -75.0 -1.9% $375.32 -16.4%
25 CGSD CAPITAL GRP FIXED INCM ETF T 57,393.0 $1.5M 0.18% -4K -5.8% $25.73 -0.0%
26 DFIC DIMENSIONAL ETF TRUST 37,712.0 $1.4M 0.17% -348.0 -0.9% $37.26 +4.9%
27 DCOR DIMENSIONAL ETF TRUST 16,933.0 $1.4M 0.17% -609.0 -3.5% $81.98 +2.7%
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,463.0 $1.4M 0.17% -1K -42.5% $935.42 -0.2%
29 BSJQ INVESCO EXCH TRD SLF IDX FD 56,304.0 $1.3M 0.16% -6K -9.4% $22.96 -0.1%
30 INTC INTEL CORP Technology 8,347.0 $1.2M 0.14% -2K -18.9% $139.64 -34.0%
31 CAT CATERPILLAR INC Industrials 987.0 $1.1M 0.13% -312.0 -24.0% $1065.27 -23.5%
32 ASML ASML HLDG NV Technology 516.0 $1.0M 0.12% -55.0 -9.6% $1989.52 -12.0%
33 BIL SPDR SERIES TRUST 11,023.0 $1.0M 0.12% -225.0 -2.0% $91.64 -0.1%
34 WDC WESTERN DIGITAL CORP Technology 1,535.0 $980K 0.12% -746.0 -32.7% $638.73 -26.6%
35 ORCL ORACLE CORP Technology 6,159.0 $903K 0.11% -37.0 -0.6% $146.55 -3.1%
36 GE GE AEROSPACE Industrials 2,406.0 $899K 0.11% -112.0 -4.5% $373.74 -7.8%
37 SVCO SILVACO GROUP INC Technology 60,000.0 $827K 0.10% -66K -52.4% $13.79 -51.1%
38 CVX CHEVRON CORPORATION Energy 4,923.0 $816K 0.10% -179.0 -3.5% $165.75 +24.1%
39 AVDS AMERICAN CENTY ETF TR 9,768.0 $735K 0.09% -177.0 -1.8% $75.26 +6.0%
40 AVES AMERICAN CENTY ETF TR 10,588.0 $695K 0.08% -675.0 -6.0% $65.60 -1.2%
Page 2 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%