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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 8 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWP ISHARES TR 3,988.0 $584K 0.07% -109.0 -2.7% $146.40 -2.8%
142 MS MORGAN STANLEY Financial Services 2,781.0 $581K 0.07% -74.0 -2.6% $209.05 -0.7%
143 T AT&T INC Communication Services 27,929.0 $578K 0.07% +175.0 +0.6% $20.70 +21.6%
144 KLAC KLA CORP Technology 1,865.0 $563K 0.07% +2K +479.2% $301.74 -38.4%
145 GLW CORNING INC Technology 2,203.0 $563K 0.07% +126.0 +6.1% $255.42 -40.7%
146 BK BANK OF NY MELLON CORP Financial Services 3,877.0 $561K 0.07% +61.0 +1.6% $144.62 -1.9%
147 DE DEERE & CO Industrials 881.0 $559K 0.07% -80.0 -8.3% $634.65 -2.2%
148 PAVE GLOBAL X FDS 9,166.0 $540K 0.07% $58.92 -4.9%
149 RTX RTX CORPORATION Industrials 2,717.0 $516K 0.06% NEW $189.74 +11.9%
150 DFGX DIMENSIONAL ETF TRUST 9,608.0 $515K 0.06% $53.59 -2.9%
151 TJX TJX COS INC NEW Consumer Cyclical 3,329.0 $504K 0.06% +506.0 +17.9% $151.51 -7.2%
152 LMT LOCKHEED MARTIN CORP Industrials 985.0 $502K 0.06% -344.0 -25.9% $509.31 +12.2%
153 HWM HOWMET AEROSPACE INC Industrials 1,865.0 $502K 0.06% +130.0 +7.5% $268.93 +1.8%
154 DUHP DIMENSIONAL ETF TRUST 11,918.0 $497K 0.06% $41.73 +1.1%
155 AEP AMERICAN ELEC PWR CO INC Utilities 3,604.0 $493K 0.06% +823.0 +29.6% $136.80 -8.1%
156 DFSV DIMENSIONAL ETF TRUST 12,513.0 $485K 0.06% $38.79 +3.1%
157 FNDF SCHWAB STRATEGIC TR 9,196.0 $485K 0.06% +52.0 +0.6% $52.76 +5.0%
158 COP CONOCOPHILLIPS Energy 4,666.0 $485K 0.06% -261.0 -5.3% $103.96 +29.7%
159 DIS DISNEY WALT CO Communication Services 5,036.0 $485K 0.06% +279.0 +5.9% $96.24 +11.6%
160 VV VANGUARD INDEX FDS 1,387.0 $477K 0.06% +65.0 +4.9% $343.87 +2.2%
Page 8 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%