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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VVV VALVOLINE INC Energy 6,314.0 $250K 0.03% -173.0 -2.7% $39.54 -14.5%
82 SYY SYSCO CORP Consumer Defensive 2,934.0 $245K 0.03% -676.0 -18.7% $83.58 -0.6%
83 MO ALTRIA GROUP INC Consumer Defensive 3,346.0 $241K 0.03% -310.0 -8.5% $71.96 -7.0%
84 ISRG INTUITIVE SURGICAL INC Healthcare 604.0 $240K 0.03% -146.0 -19.5% $397.68 -5.8%
85 AVMA AMERICAN CENTY ETF TR 3,113.0 $227K 0.03% -203.0 -6.1% $72.89 +1.1%
86 USFD US FOODS HLDG CORP Consumer Defensive 2,153.0 $220K 0.03% -496.0 -18.7% $102.25 +6.1%
87 SNA SNAP ON INC Industrials 506.0 $203K 0.03% -126.0 -19.9% $402.11 -2.7%
88 F FORD MTR CO Consumer Cyclical 11,702.0 $163K 0.02% -3K -21.3% $13.90 +0.6%
89 SAN BANCO SANTANDER SA Financial Services 10,531.0 $145K 0.02% -326.0 -3.0% $13.80 +3.0%
Page 5 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%