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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 4 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAE DIMENSIONAL ETF TRUST 49,422.0 $2.0M 0.24% -2K -3.3% $40.21 -2.8%
62 XOM EXXON MOBIL CORP Energy 14,184.0 $1.9M 0.23% -1K -7.3% $136.72 +20.5%
63 VXUS VANGUARD STAR FDS 21,361.0 $1.8M 0.22% +4K +22.4% $85.49 +1.7%
64 VGLT VANGUARD SCOTTSDALE FDS 31,055.0 $1.7M 0.21% +14K +86.2% $55.18 -3.4%
65 DISV DIMENSIONAL ETF TRUST 42,308.0 $1.7M 0.21% -473.0 -1.1% $40.13 +10.0%
66 AVRE AMERICAN CENTY ETF TR 33,719.0 $1.6M 0.19% +3K +11.1% $47.38 +1.9%
67 ESGD ISHARES TR 15,108.0 $1.6M 0.19% -606.0 -3.9% $102.81 +3.6%
68 AVGO BROADCOM INC Technology 4,094.0 $1.5M 0.19% +78.0 +1.9% $377.78 -4.0%
69 LLY ELI LILLY & CO Healthcare 1,280.0 $1.5M 0.19% +8.0 +0.6% $1199.64 +6.8%
70 DFCF DIMENSIONAL ETF TRUST 36,322.0 $1.5M 0.19% $42.21 -1.3%
71 QQQ INVESCO QQQ TR Financial Services 2,046.0 $1.5M 0.18% NEW $736.29 -2.7%
72 AVSC AMERICAN CENTY ETF TR 20,381.0 $1.5M 0.18% -780.0 -3.7% $73.34 +1.0%
73 CDNS CADENCE DESIGN SYSTEM INC Technology 3,979.0 $1.5M 0.18% -75.0 -1.9% $375.32 -16.1%
74 CGSD CAPITAL GRP FIXED INCM ETF T 57,393.0 $1.5M 0.18% -4K -5.8% $25.73 +0.1%
75 TGT TARGET CORP Consumer Defensive 11,305.0 $1.5M 0.18% NEW $130.61 +21.8%
76 IWY ISHARES TR 5,016.0 $1.5M 0.18% $290.61 -1.5%
77 DFIC DIMENSIONAL ETF TRUST 37,712.0 $1.4M 0.17% -348.0 -0.9% $37.26 +5.0%
78 DCOR DIMENSIONAL ETF TRUST 16,933.0 $1.4M 0.17% -609.0 -3.5% $81.98 +3.5%
79 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,463.0 $1.4M 0.17% -1K -42.5% $935.42 +2.3%
80 BSJQ INVESCO EXCH TRD SLF IDX FD 56,304.0 $1.3M 0.16% -6K -9.4% $22.96 -0.1%
Page 4 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%