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Werba Rubin Papier Wealth Management

Latest statistics and disclosures from Werba Rubin Papier Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, AVDE, AVUV, AAPL, AVDV, and represent 38.57% of Werba Rubin Papier Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$18M), VTV (+$9.3M), CGCB (+$7.6M), BND, AVUS, AVDE, CGSD, DFAI, AVDV, COST.
Started 26 new stock positions in VGLT, BLK, CGSD, VSDB, BITQ, DHI, QCOM, DGCB, AWK, TEL.
Reduced shares in these 10 stocks: SCHQ, IGSB, AGG, BIV, PRCH, BCI, NEAR, BIL, CMF, SNOW.
Sold out of its positions in BCI, DFLV, BUG, GWW, INTC, AGG, IWD, IGSB, NEAR, PM. QID, RSG, VWOB, WAB, SPOT.
Werba Rubin Papier Wealth Management was a net buyer of stock by $52M.
Werba Rubin Papier Wealth Management has $619M in assets under management (AUM), dropping by 16.34%.
Central Index Key (CIK): 0001971029

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Portfolio Holdings for Werba Rubin Papier Wealth Management

Werba Rubin Papier Wealth Management holds 241 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	11.9	$74M	+4%	680k	108.70	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	10.0	$62M	+4%	784k	78.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.3	$45M		453k	99.53	View chart
Apple (AAPL)	4.8	$30M		117k	254.63	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.5	$28M	+4%	316k	89.03	View chart
NVIDIA Corporation (NVDA)	4.0	$25M	+284%	132k	186.58	View chart
Vanguard Index Fds Growth Etf (VUG)	3.3	$20M	+2%	42k	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	3.2	$20M	+87%	107k	186.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.0	$19M	+24%	251k	74.37	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	2.6	$16M	-12%	507k	32.31	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.1	$13M		176k	75.11	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.9	$12M	+5%	121k	96.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.8	$11M	+11%	240k	46.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.4	$8.4M		187k	44.69	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	1.3	$7.8M	+3078%	294k	26.58	View chart
Procept Biorobotics Corp (PRCT)	1.2	$7.5M		210k	35.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$6.9M	+23%	189k	36.35	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.0	$6.2M	+16%	132k	47.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$5.8M	-5%	200k	29.11	View chart
Microsoft Corporation (MSFT)	0.9	$5.6M	+3%	11k	517.97	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$5.5M	+10%	61k	89.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$5.4M		8.9k	612.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$5.0M		129k	38.57	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$4.2M	+2%	58k	72.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$4.1M	+27%	6.1k	666.19	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$4.0M		55k	72.26	View chart
Meta Platforms Cl A (META)	0.6	$3.7M	-7%	5.1k	734.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$3.7M		68k	54.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$3.5M		52k	67.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$3.5M	+6%	17k	208.71	View chart
Amazon (AMZN)	0.6	$3.5M	-3%	16k	219.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$3.5M	+6%	14k	243.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.3M	+8%	14k	243.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$3.0M	-5%	9.2k	328.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.5	$3.0M	-17%	131k	23.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$2.8M	+12%	16k	174.58	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$2.8M	-3%	42k	67.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$2.8M		9.5k	293.78	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$2.8M	+9%	33k	83.41	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$2.7M	+2%	46k	58.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$2.7M		84k	31.91	View chart
Marqeta Class A Com (MQ)	0.4	$2.6M		493k	5.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.5M	+51%	5.0k	502.79	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$2.3M	+18%	49k	48.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.3M		3.4k	669.26	View chart
Visa Com Cl A (V)	0.4	$2.2M		6.5k	341.40	View chart
Costco Wholesale Corporation (COST)	0.3	$2.2M	+114%	2.3k	925.59	View chart
Tesla Motors (TSLA)	0.3	$2.1M	-22%	4.6k	444.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.9M	-10%	5.4k	355.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.9M	+4%	6.3k	297.61	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.8M	+14%	5.8k	315.42	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.7M	+12%	38k	45.76	View chart
Snowflake Com Shs (SNOW)	0.3	$1.6M	-27%	7.3k	225.54	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.6M		14k	112.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$1.5M	+4%	47k	31.53	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$1.4M		62k	23.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.4M	-2%	2.3k	600.30	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.2	$1.4M	NEW	53k	25.98	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$1.4M		5.0k	273.65	View chart
Cadence Design Systems (CDNS)	0.2	$1.4M		3.9k	351.26	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.3M	-48%	17k	78.09	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$1.3M	-3%	40k	32.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.3M		37k	35.69	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$1.3M	+111%	31k	42.08	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$1.3M		18k	71.94	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$1.3M		22k	57.25	View chart
Oracle Corporation (ORCL)	0.2	$1.3M	+3%	4.5k	281.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.2M		16k	73.46	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.2M	-5%	13k	92.98	View chart
International Business Machines (IBM)	0.2	$1.2M		4.2k	282.14	View chart
salesforce (CRM)	0.2	$1.1M	-6%	4.8k	236.98	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$1.1M		47k	23.39	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.1M	+5%	24k	44.48	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.1M	+2%	1.9k	568.76	View chart
Silvaco Group (SVCO)	0.2	$1.0M	+86%	186k	5.41	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$967k	-6%	3.6k	271.15	View chart
Target Corporation (TGT)	0.2	$961k		11k	89.70	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$951k	NEW	17k	56.86	View chart
Netflix (NFLX)	0.1	$900k	+2%	751.00	1198.94	View chart
Porch Group (PRCH)	0.1	$894k	-51%	53k	16.78	View chart
Gilead Sciences (GILD)	0.1	$882k		7.9k	111.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$876k		13k	68.46	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$867k	-47%	9.4k	91.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$833k		11k	72.77	View chart
Vanguard World Health Car Etf (VHT)	0.1	$823k		3.2k	259.57	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$813k		15k	52.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$799k	+7%	8.7k	91.42	View chart
Broadcom (AVGO)	0.1	$793k	+5%	2.4k	329.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$790k	-5%	1.1k	746.89	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$785k	+120%	10k	76.40	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$753k	+23%	24k	31.63	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$751k		32k	23.22	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$744k		11k	67.56	View chart
Palantir Technologies Cl A (PLTR)	0.1	$703k	-5%	3.9k	182.42	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$696k	+9%	16k	42.76	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$692k		17k	40.18	View chart
Hewlett Packard Enterprise (HPE)	0.1	$688k	+16%	28k	24.56	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$686k		12k	57.37	View chart
At&t (T)	0.1	$680k	+2%	24k	28.24	View chart
Public Storage (PSA)	0.1	$655k	-2%	2.3k	288.87	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$655k	+14%	20k	32.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$650k		2.6k	254.26	View chart
Bank of America Corporation (BAC)	0.1	$644k	+32%	13k	51.59	View chart
Abbvie (ABBV)	0.1	$637k		2.7k	231.54	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$630k		6.3k	99.81	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$624k	+46%	24k	25.74	View chart
Kkr & Co (KKR)	0.1	$613k	NEW	4.7k	129.95	View chart
Chevron Corporation (CVX)	0.1	$609k	+5%	3.9k	155.28	View chart
Cisco Systems (CSCO)	0.1	$600k	+5%	8.8k	68.42	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$583k		4.1k	142.40	View chart
Starbucks Corporation (SBUX)	0.1	$578k	+5%	6.8k	84.60	View chart
Home Depot (HD)	0.1	$574k	+21%	1.4k	405.16	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$566k		18k	31.16	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$553k	NEW	10k	55.45	View chart
Johnson & Johnson (JNJ)	0.1	$550k	+2%	3.0k	185.39	View chart
Agilent Technologies Inc C ommon (A)	0.1	$536k		4.2k	128.35	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$533k		550.00	968.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$524k		5.4k	96.55	View chart
Eli Lilly & Co. (LLY)	0.1	$520k	+13%	682.00	763.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$501k	-30%	8.4k	59.92	View chart
Walt Disney Company (DIS)	0.1	$499k	+121%	4.4k	114.51	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$485k	+45%	13k	37.77	View chart
Keysight Technologies (KEYS)	0.1	$480k		2.7k	174.92	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$479k	+3%	8.9k	53.96	View chart
Coca-Cola Company (KO)	0.1	$473k	+45%	7.1k	66.32	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$471k	NEW	18k	25.71	View chart
Adobe Systems Incorporated (ADBE)	0.1	$470k	+5%	1.3k	352.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$462k		5.5k	84.11	View chart
Wal-Mart Stores (WMT)	0.1	$459k	+2%	4.5k	103.06	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$438k		9.2k	47.63	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$425k		2.9k	144.39	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$423k		8.1k	52.06	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$420k		1.5k	279.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$415k	-3%	886.00	468.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$406k	+59%	1.3k	307.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$405k	+92%	4.5k	89.37	View chart
Ge Aerospace Com New (GE)	0.1	$397k		1.3k	300.90	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.1	$394k	+4%	8.4k	46.97	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$394k		3.7k	107.24	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$393k		9.1k	42.96	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$388k	-39%	12k	31.84	View chart
Cintas Corporation (CTAS)	0.1	$382k		1.9k	205.23	View chart
Hp (HPQ)	0.1	$379k		14k	27.23	View chart
Goldman Sachs (GS)	0.1	$378k	+3%	475.00	795.84	View chart
Doordash Cl A (DASH)	0.1	$378k		1.4k	271.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$378k	NEW	14k	27.30	View chart
ConocoPhillips (COP)	0.1	$365k	-3%	3.9k	94.60	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$359k		5.1k	70.98	View chart
Citigroup Com New (C)	0.1	$352k	+2%	3.5k	101.51	View chart
Procter & Gamble Company (PG)	0.1	$348k	+78%	2.3k	153.62	View chart
Ubs Group SHS (UBS)	0.1	$343k		8.4k	41.00	View chart
Northrop Grumman Corporation (NOC)	0.1	$342k		561.00	609.19	View chart
Morgan Stanley Com New (MS)	0.1	$337k	+3%	2.1k	158.99	View chart
Capital One Financial (COF)	0.1	$335k	+2%	1.6k	212.60	View chart
Verizon Communications (VZ)	0.1	$334k	-12%	7.6k	43.95	View chart
Analog Devices (ADI)	0.1	$332k	+3%	1.4k	245.70	View chart
Blackrock (BLK)	0.1	$321k	NEW	275.00	1166.14	View chart
Servicenow (NOW)	0.1	$320k	+5%	348.00	920.28	View chart
TJX Companies (TJX)	0.1	$315k		2.2k	144.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$314k		14k	23.28	View chart
Agnico (AEM)	0.1	$314k		1.9k	168.56	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$312k		12k	26.95	View chart
Caterpillar (CAT)	0.1	$311k	+3%	653.00	476.92	View chart
Bank of New York Mellon Corporation (BK)	0.0	$309k		2.8k	108.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$308k		844.00	365.31	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$307k	NEW	6.9k	44.48	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$307k		4.2k	73.57	View chart
Marathon Petroleum Corp (MPC)	0.0	$306k		1.6k	192.76	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$305k	-67%	5.4k	57.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$305k		1.3k	242.05	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.0	$305k	NEW	4.0k	76.64	View chart
Deere & Company (DE)	0.0	$305k		667.00	457.01	View chart
Boeing Company (BA)	0.0	$302k	+35%	1.4k	215.83	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$295k		15k	19.25	View chart
Texas Instruments Incorporated (TXN)	0.0	$295k		1.6k	183.77	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$290k		3.6k	79.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$288k	-12%	2.4k	118.83	View chart
UnitedHealth (UNH)	0.0	$286k	+12%	827.00	345.48	View chart
Kla Corp Com New (KLAC)	0.0	$284k	NEW	263.00	1078.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$281k		1.4k	195.92	View chart
Realty Income (O)	0.0	$278k	NEW	4.6k	60.79	View chart
American Centy Etf Tr Avantis Cr Etf (AVGB)	0.0	$274k	+23%	5.3k	51.33	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$271k		3.5k	76.72	View chart
Ing Groep Sponsored Adr (ING)	0.0	$270k	+12%	10k	26.08	View chart
Sap Se Spon Adr (SAP)	0.0	$266k		995.00	267.21	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$265k		3.5k	76.57	View chart
Applovin Corp Com Cl A (APP)	0.0	$264k	NEW	368.00	718.54	View chart
Raytheon Technologies Corp (RTX)	0.0	$263k		1.6k	167.34	View chart
United Rentals (URI)	0.0	$262k		274.00	954.69	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$260k	NEW	1.8k	143.18	View chart
L3harris Technologies (LHX)	0.0	$259k		848.00	305.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$259k		3.6k	71.37	View chart
Pepsi (PEP)	0.0	$259k	+5%	1.8k	140.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$257k		911.00	281.86	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$257k	+7%	1.2k	209.26	View chart
Wells Fargo & Company (WFC)	0.0	$256k	+15%	3.1k	83.82	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$256k	+7%	468.00	546.75	View chart
Coinbase Global Com Cl A (COIN)	0.0	$254k		753.00	337.33	View chart
SYSCO Corporation (SYY)	0.0	$249k	+6%	3.0k	82.34	View chart
Welltower Inc Com reit (WELL)	0.0	$248k	+2%	1.4k	178.16	View chart
Howmet Aerospace (HWM)	0.0	$248k	-10%	1.3k	196.24	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$248k	NEW	4.5k	55.57	View chart
American Electric Power Company (AEP)	0.0	$245k		2.2k	112.48	View chart
Danaher Corporation (DHR)	0.0	$243k	-4%	1.2k	198.26	View chart
Phillips 66 (PSX)	0.0	$242k		1.8k	136.03	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$242k	+5%	36k	6.70	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.0	$238k	NEW	9.5k	25.07	View chart
Shell Spon Ads (SHEL)	0.0	$236k	+3%	3.3k	71.54	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.0	$236k		2.7k	88.65	View chart
Kinder Morgan (KMI)	0.0	$235k	-10%	8.3k	28.31	View chart
American Water Works (AWK)	0.0	$234k	NEW	1.7k	139.17	View chart
Valvoline Inc Common (VVV)	0.0	$227k		6.3k	35.91	View chart
3M Company (MMM)	0.0	$227k	+2%	1.5k	155.21	View chart
Merck & Co (MRK)	0.0	$227k		2.7k	83.94	View chart
Chubb (CB)	0.0	$224k	NEW	794.00	282.25	View chart
Cummins (CMI)	0.0	$224k	NEW	530.00	422.48	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$224k		5.0k	45.08	View chart
Novo-nordisk A S Adr (NVO)	0.0	$224k	-7%	4.0k	55.49	View chart
Progressive Corporation (PGR)	0.0	$223k	-3%	903.00	246.95	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.0	$221k		3.4k	65.07	View chart
Intuit (INTU)	0.0	$221k	-6%	323.00	682.98	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$220k	NEW	1.5k	148.61	View chart
Intuitive Surgical Com New (ISRG)	0.0	$219k		490.00	447.23	View chart
Te Connectivity Ord Shs (TEL)	0.0	$218k	NEW	992.00	219.55	View chart
Garmin SHS (GRMN)	0.0	$217k	NEW	883.00	246.22	View chart
Intercontinental Exchange (ICE)	0.0	$216k		1.3k	168.48	View chart
Fastenal Company (FAST)	0.0	$215k	NEW	4.4k	49.04	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$212k	-29%	13k	16.74	View chart
Qualcomm (QCOM)	0.0	$211k	NEW	1.3k	166.39	View chart
Applied Materials (AMAT)	0.0	$210k	-6%	1.0k	204.74	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$206k	NEW	620.00	332.62	View chart
Ge Vernova (GEV)	0.0	$206k	NEW	335.00	614.95	View chart
D.R. Horton (DHI)	0.0	$206k	NEW	1.2k	169.47	View chart
Comcast Corp Cl A (CMCSA)	0.0	$202k	-7%	6.4k	31.42	View chart
Ford Motor Company (F)	0.0	$166k		14k	11.96	View chart
Nomura Hldgs Sponsored Adr (NMR)	0.0	$145k	+13%	20k	7.27	View chart
Banco Santander Adr (SAN)	0.0	$114k	+7%	11k	10.48	View chart
Blackberry (BB)	0.0	$90k		19k	4.88	View chart
Enel Chile Sponsored Adr (ENIC)	0.0	$66k		17k	3.89	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.0	$48k		11k	4.17	View chart

Past Filings by Werba Rubin Papier Wealth Management

SEC 13F filings are viewable for Werba Rubin Papier Wealth Management going back to 2022

Werba Rubin Papier Wealth Management 2025 Q3 filed Nov. 4, 2025
Werba Rubin Papier Wealth Management 2025 Q2 filed July 29, 2025
Werba Rubin Papier Wealth Management 2025 Q1 filed May 7, 2025
Werba Rubin Papier Wealth Management 2024 Q4 filed Feb. 3, 2025
Werba Rubin Papier Wealth Management 2024 Q3 filed Oct. 18, 2024
Werba Rubin Papier Wealth Management 2024 Q2 filed Aug. 6, 2024
Werba Rubin Papier Wealth Management 2024 Q1 filed May 1, 2024
Werba Rubin Papier Wealth Management 2023 Q4 filed Jan. 22, 2024
Werba Rubin Papier Wealth Management 2023 Q3 filed Nov. 6, 2023
Werba Rubin Papier Wealth Management 2023 Q2 filed July 24, 2023
Werba Rubin Papier Wealth Management 2023 Q1 filed April 26, 2023
Werba Rubin Papier Wealth Management 2022 Q4 filed March 28, 2023

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