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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 12 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPTL SPDR SERIES TRUST 11,632.0 $305K 0.04% $26.23 -4.3%
222 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,042.0 $303K 0.04% -25.0 -2.3% $290.70 -7.3%
223 WFC WELLS FARGO & CO Financial Services 3,635.0 $300K 0.04% -659.0 -15.3% $82.64 +1.3%
224 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,878.0 $300K 0.04% +2K +40.1% $51.05 +32.0%
225 KMI KINDER MORGAN INC DEL Energy 9,345.0 $299K 0.04% +2K +23.0% $31.97 -3.3%
226 D DOMINION ENERGY INC Utilities 4,344.0 $297K 0.04% NEW $68.29 -1.5%
227 CSM PROSHARES TR 3,473.0 $296K 0.04% $85.22 +4.0%
228 FAST FASTENAL CO Industrials 6,153.0 $296K 0.04% +669.0 +12.2% $48.03 +7.0%
229 SCHW SCHWAB CHARLES CORP Financial Services 3,168.0 $292K 0.04% -751.0 -19.2% $92.27 +21.0%
230 GSY INVESCO ACTIVELY MANAGED EXC 5,821.0 $292K 0.04% $50.15 +0.2%
231 FORTINET INC 1,890.0 $290K 0.04% NEW $153.62
232 AMGN AMGEN INC Healthcare 800.0 $290K 0.04% +110.0 +15.9% $362.17 +21.4%
233 PWZ INVESCO EXCH TRADED FD TR II 11,440.0 $280K 0.03% NEW $24.51 -2.4%
234 WMB WILLIAMS COS INC Energy 3,728.0 $277K 0.03% +287.0 +8.3% $74.34 -5.8%
235 BITWISE FUNDS TRUST 11,221.0 $275K 0.03% $24.50
236 DHI D R HORTON INC Consumer Cyclical 1,687.0 $275K 0.03% NEW $162.85 -8.4%
237 WAB WABTEC Industrials 1,019.0 $275K 0.03% +21.0 +2.1% $269.49 +8.8%
238 ADBE ADOBE INC Technology 1,306.0 $268K 0.03% +33.0 +2.6% $205.02 +34.8%
239 SHEL SHELL PLC Energy 3,451.0 $268K 0.03% +65.0 +1.9% $77.54 +20.4%
240 ITA ISHARES TR 1,093.0 $265K 0.03% -133.0 -10.8% $242.36 -2.1%
Page 12 of 16  ·  309 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%