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Portfolio (Quarterly) Guide ↗

Werba Rubin Papier Wealth Management

· CIK 0001971029
13F Portfolio $369M AUM 232 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 232 New
Page 8 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHW SCHWAB CHARLES CORP Financial Services 3,463.0 $346K 0.09% NEW $99.90 -9.2%
142 WFC WELLS FARGO CO NEW Financial Services 3,606.0 $336K 0.09% NEW $93.21 -10.0%
143 HPQ HP INC Technology 15,027.0 $335K 0.09% NEW $22.28 +2.7%
144 NOC NORTHROP GRUMMAN CORP Industrials 568.0 $324K 0.09% NEW $569.99 -12.3%
145 SCHF SCHWAB STRATEGIC TR 13,203.0 $317K 0.09% NEW $24.04 +14.0%
146 IWB ISHARES TR 846.0 $316K 0.09% NEW $373.49 +7.2%
147 CMF ISHARES TR 5,402.0 $310K 0.08% NEW $57.46 +0.2%
148 O REALTY INCOME CORP Real Estate 5,505.0 $310K 0.08% NEW $56.37 +12.0%
149 DASH DOORDASH INC Communication Services 1,365.0 $309K 0.08% NEW $226.48 -19.2%
150 DHR DANAHER CORPORATION Healthcare 1,342.0 $307K 0.08% NEW $228.92 -14.5%
151 SPTL SPDR SERIES TRUST 11,591.0 $307K 0.08% NEW $26.47 +0.1%
152 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,042.0 $306K 0.08% NEW $293.59 -0.8%
153 ULTA ULTA BEAUTY INC Consumer Cyclical 505.0 $306K 0.08% NEW $605.01 -19.3%
154 VGK VANGUARD INTL EQUITY INDEX F 3,632.0 $304K 0.08% NEW $83.61 +4.2%
155 INTU INTUIT Technology 455.0 $301K 0.08% NEW $662.47 -59.6%
156 CMCSA COMCAST CORP NEW Communication Services 10,077.0 $301K 0.08% NEW $29.89 -22.5%
157 HWM HOWMET AEROSPACE INC Industrials 1,448.0 $297K 0.08% NEW $204.96 +31.2%
158 IJR ISHARES TR 2,439.0 $293K 0.08% NEW $120.19 +22.6%
159 CMI CUMMINS INC Industrials 570.0 $291K 0.08% NEW $510.58 +34.3%
160 ING ING GROEP N.V. Financial Services 10,350.0 $290K 0.08% NEW $28.00 +9.9%
Page 8 of 12  ·  232 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 42.1%
Financial Services 16.2%
Communication Services 13.5%
Healthcare 11.1%
Consumer Cyclical 4.3%
Industrials 4.0%
Consumer Defensive 3.7%
Energy 3.2%
Real Estate 1.4%
Utilities 0.5%