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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 2 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHV SCHWAB STRATEGIC TR 203,775.0 $7.1M 0.86% +8K +4.1% $34.81 +0.7%
22 AVIG AMERICAN CENTY ETF TR 153,581.0 $6.4M 0.77% +49K +47.1% $41.41 -1.2%
23 DFAC DIMENSIONAL ETF TRUST 139,544.0 $6.2M 0.75% +793.0 +0.6% $44.36 +3.2%
24 VOO VANGUARD INDEX FDS 8,960.0 $6.2M 0.75% -1K -14.2% $686.79 +2.9%
25 EMXC ISHARES INC 58,302.0 $6.0M 0.72% +5K +9.2% $102.30 -6.0%
26 AVLV AMERICAN CENTY ETF TR 61,694.0 $5.6M 0.68% -2K -2.6% $91.21 +3.6%
27 GOOGL ALPHABET INC Communication Services 15,191.0 $5.4M 0.66% -661.0 -4.2% $357.37 -3.5%
28 LRCX LAM RESEARCH CORP Technology 11,607.0 $5.0M 0.61% -782.0 -6.3% $433.33 -29.1%
29 MSFT MICROSOFT CORP Technology 12,982.0 $4.8M 0.59% -526.0 -3.9% $373.02 +29.8%
30 PRCT PROCEPT BIOROBOTICS CORP Healthcare 210,587.0 $4.8M 0.58% $22.58 -3.0%
31 VWO VANGUARD INTL EQUITY INDEX F 79,267.0 $4.7M 0.57% +5K +6.0% $59.69 +0.6%
32 AMZN AMAZON COM INC Consumer Cyclical 19,731.0 $4.7M 0.57% +223.0 +1.1% $238.34 +11.5%
33 DFUS DIMENSIONAL ETF TRUST 56,788.0 $4.7M 0.56% -347.0 -0.6% $81.94 +2.6%
34 AVGE AMERICAN CENTY ETF TR 45,424.0 $4.5M 0.55% +8K +21.0% $99.10 +2.4%
35 VBR VANGUARD INDEX FDS 17,657.0 $4.3M 0.52% +804.0 +4.8% $242.99 +2.9%
36 VTI VANGUARD INDEX FDS 10,159.0 $3.8M 0.46% +181.0 +1.8% $370.03 +2.7%
37 VOE VANGUARD INDEX FDS 17,897.0 $3.5M 0.43% +1K +6.5% $197.60 +5.8%
38 VOT VANGUARD INDEX FDS 11,268.0 $3.5M 0.42% +728.0 +6.9% $306.29 -0.2%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,599.0 $3.4M 0.42% $746.77 +3.0%
40 GOOG ALPHABET INC Communication Services 9,510.0 $3.4M 0.41% -7K -41.0% $353.32 -3.3%
Page 2 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%