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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 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HPE HEWLETT PACKARD ENTERPRISE C Technology 28,267.0 $1.3M 0.15% +695.0 +2.5% $45.11 +18.5%
82 VCIT VANGUARD SCOTTSDALE FDS 15,206.0 $1.3M 0.15% +7K +91.4% $82.65 -1.9%
83 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,423.0 $1.2M 0.15% +450.0 +15.1% $350.07 -9.7%
84 DFIS DIMENSIONAL ETF TRUST 33,627.0 $1.2M 0.14% +9K +35.1% $35.03 +7.2%
85 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 45,151.0 $1.2M 0.14% +34K +318.6% $25.95 +31.3%
86 INTC INTEL CORP Technology 8,347.0 $1.2M 0.14% -2K -18.9% $139.64 -35.5%
87 DFEM DIMENSIONAL ETF TRUST 28,069.0 $1.1M 0.14% +873.0 +3.2% $40.64 -1.7%
88 GILD GILEAD SCIENCES INC Healthcare 8,749.0 $1.1M 0.13% +212.0 +2.5% $126.34 +15.7%
89 JNJ JOHNSON & JOHNSON Healthcare 4,317.0 $1.1M 0.13% +127.0 +3.0% $253.98 +6.4%
90 DFAS DIMENSIONAL ETF TRUST 13,296.0 $1.1M 0.13% $82.34 +0.8%
91 AMAT APPLIED MATLS INC Technology 1,480.0 $1.1M 0.13% +32.0 +2.2% $722.99 -31.9%
92 ABBV ABBVIE INC Healthcare 4,226.0 $1.1M 0.13% +432.0 +11.4% $251.66 +5.3%
93 IBHF ISHARES TR 46,860.0 $1.1M 0.13% $22.65 -0.6%
94 MA MASTERCARD INCORPORATED Financial Services 2,061.0 $1.1M 0.13% +71.0 +3.6% $513.53 +13.1%
95 CAT CATERPILLAR INC Industrials 987.0 $1.1M 0.13% -312.0 -24.0% $1065.27 -22.3%
96 VNQ VANGUARD INDEX FDS 10,656.0 $1.0M 0.12% +1K +11.5% $96.43 +2.1%
97 ASML ASML HLDG NV Technology 516.0 $1.0M 0.12% -55.0 -9.6% $1989.52 -11.3%
98 MU MICRON TECHNOLOGY INC Technology 888.0 $1.0M 0.12% +182.0 +25.8% $1154.38 -16.3%
99 FTCA PUTNAM ETF TRUST 137,103.0 $1.0M 0.12% $7.42 -2.4%
100 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,121.0 $1.0M 0.12% +283.0 +15.4% $477.60 -12.3%
Page 5 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 52.1%
Financial Services 15.6%
Healthcare 7.3%
Communication Services 5.8%
Consumer Cyclical 5.1%
Industrials 5.0%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 1.5%
Real Estate 0.9%