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 BND, NVDA, VUG, VTV, SCHQ, and represent 29.54% of Werba Rubin Papier Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFSD (+$8.3M), BND (+$8.1M), IEF, NOW, FTCA, MSFT, DFCF, NFLX, VTV, VOO.
- Started 35 new stock positions in QID, FTCA, LMT, EXPE, EXC, MNST, SCHW, RXRX, GWW, PM.
- Reduced shares in these 10 stocks: AVUS (-$74M), AVDE (-$62M), AVUV (-$45M), AAPL (-$30M), AVDV (-$28M), AVEM (-$13M), AVSF (-$6.2M), AVLV, AMZN, BSJP.
- Sold out of its positions in SIVR, AEM, AMZN, AVMA, AVDS, AVGE, AVSU, AVSC, AVLV, AVRE.
- Werba Rubin Papier Wealth Management was a net seller of stock by $-253M.
- Werba Rubin Papier Wealth Management has $369M in assets under management (AUM), dropping by -40.39%.
- Central Index Key (CIK): 0001971029
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Portfolio Holdings for Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management holds 232 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.2 | $27M | +43% | 361k | 74.07 |
|
| NVIDIA Corporation (NVDA) | 6.7 | $25M | 133k | 186.50 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 5.7 | $21M | +2% | 43k | 487.86 |
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| Vanguard Index Fds Value Etf (VTV) | 5.7 | $21M | +2% | 110k | 190.99 |
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 4.1 | $15M | -4% | 483k | 31.70 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.7 | $14M | +18% | 143k | 96.16 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 3.3 | $12M | 242k | 49.90 |
|
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| Dimensional Etf Trust Short Duration F (DFSD) | 2.9 | $11M | +354% | 221k | 47.95 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.4 | $8.7M | 187k | 46.59 |
|
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 2.1 | $7.9M | 298k | 26.52 |
|
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.0 | $7.3M | 191k | 38.11 |
|
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| Procept Biorobotics Corp (PRCT) | 1.8 | $6.6M | 210k | 31.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $6.1M | +9% | 9.7k | 627.13 |
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| Microsoft Corporation (MSFT) | 1.6 | $6.0M | +15% | 13k | 483.61 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.6 | $5.8M | +4% | 64k | 91.45 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.5 | $5.6M | -5% | 190k | 29.61 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.5 | $5.4M | +4% | 135k | 39.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $4.7M | +5% | 15k | 313.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $4.6M | +7% | 15k | 313.01 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 1.2 | $4.3M | 58k | 74.17 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $3.9M | +7% | 73k | 53.76 |
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| Ishares Msci Emrg Chn (EMXC) | 1.0 | $3.8M | 52k | 72.68 |
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| Meta Platforms Cl A (META) | 1.0 | $3.8M | +12% | 5.7k | 660.13 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $3.5M | 17k | 211.79 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $3.4M | -19% | 5.0k | 681.97 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.1M | 9.2k | 335.26 |
|
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $2.9M | 16k | 177.37 |
|
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $2.8M | +5% | 10k | 279.14 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.8 | $2.8M | 47k | 59.54 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $2.7M | +24% | 6.8k | 396.31 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $2.7M | -2% | 82k | 32.62 |
|
| Visa Com Cl A (V) | 0.7 | $2.4M | +6% | 7.0k | 350.71 |
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| Marqeta Class A Com (MQ) | 0.6 | $2.3M | 493k | 4.75 |
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| Tesla Motors (TSLA) | 0.6 | $2.3M | +9% | 5.1k | 449.76 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.2M | -5% | 3.2k | 684.96 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $2.1M | +19% | 45k | 46.80 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $2.0M | +3% | 6.5k | 302.11 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.9M | 5.9k | 322.21 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.9M | -6% | 2.2k | 862.28 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.7M | +4% | 15k | 120.34 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $1.6M | +2% | 49k | 32.57 |
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| Snowflake Com Shs (SNOW) | 0.4 | $1.6M | 7.2k | 219.35 |
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|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $1.5M | +15% | 20k | 77.88 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.4 | $1.5M | +115% | 35k | 42.56 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.4 | $1.4M | 62k | 23.34 |
|
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.4 | $1.4M | +3% | 55k | 26.01 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.4 | $1.4M | 37k | 38.00 |
|
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.4 | $1.4M | 40k | 34.46 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.4 | $1.4M | 5.0k | 276.94 |
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| salesforce (CRM) | 0.4 | $1.4M | +6% | 5.1k | 264.92 |
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| Servicenow (NOW) | 0.4 | $1.3M | +2372% | 8.6k | 153.19 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.3 | $1.3M | 17k | 73.63 |
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| Cadence Design Systems (CDNS) | 0.3 | $1.2M | +2% | 4.0k | 312.58 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.2M | 16k | 75.44 |
|
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | +7% | 2.0k | 571.00 |
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| Broadcom (AVGO) | 0.3 | $1.1M | +34% | 3.2k | 346.07 |
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| Oracle Corporation (ORCL) | 0.3 | $1.1M | +24% | 5.6k | 194.92 |
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| Ishares Tr Ibonds 2026 Term (IBHF) | 0.3 | $1.1M | 47k | 23.08 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $1.1M | 3.6k | 301.14 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $1.1M | -11% | 11k | 95.09 |
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| Putnam Etf Trust Franklin Calif (FTCA) | 0.3 | $1.0M | NEW | 138k | 7.32 |
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| Gilead Sciences (GILD) | 0.3 | $1.0M | +3% | 8.2k | 122.75 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.3 | $942k | 17k | 55.80 |
|
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| Vanguard World Health Car Etf (VHT) | 0.3 | $930k | 3.2k | 287.87 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $929k | 11k | 81.17 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $918k | +2% | 13k | 69.67 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $883k | 10k | 85.77 |
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| Spdr Series Trust State Street Spd (BIL) | 0.2 | $869k | 9.5k | 91.38 |
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| Eli Lilly & Co. (LLY) | 0.2 | $859k | +17% | 799.00 | 1074.97 |
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| Cisco Systems (CSCO) | 0.2 | $819k | +21% | 11k | 77.03 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $812k | 15k | 52.62 |
|
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| American Centy Etf Tr Avantis Cr Etf (AVGB) | 0.2 | $798k | +193% | 16k | 50.82 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $798k | 1.1k | 754.06 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $794k | +15% | 4.5k | 177.75 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $792k | +2% | 8.9k | 88.49 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $785k | 24k | 32.94 |
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| Netflix (NFLX) | 0.2 | $756k | +973% | 8.1k | 93.76 |
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| Silvaco Group (SVCO) | 0.2 | $754k | 186k | 4.05 |
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| Johnson & Johnson (JNJ) | 0.2 | $727k | +18% | 3.5k | 206.98 |
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| Chevron Corporation (CVX) | 0.2 | $718k | +20% | 4.7k | 152.39 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.2 | $715k | +5% | 22k | 33.08 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $710k | +7% | 2.8k | 257.93 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $704k | 17k | 40.86 |
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| Abbvie (ABBV) | 0.2 | $697k | +10% | 3.1k | 228.49 |
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| Vanguard Malvern Fds Short Duration B (VSDB) | 0.2 | $692k | +127% | 9.0k | 76.48 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $674k | 28k | 24.02 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $666k | +44% | 7.9k | 83.75 |
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| Ge Aerospace Com New (GE) | 0.2 | $646k | +59% | 2.1k | 307.97 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $631k | +11% | 4.6k | 136.07 |
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| Wal-Mart Stores (WMT) | 0.2 | $627k | +26% | 5.6k | 111.41 |
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| At&t (T) | 0.2 | $614k | +2% | 25k | 24.84 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $612k | +4% | 572.00 | 1069.88 |
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| Public Storage (PSA) | 0.2 | $608k | +3% | 2.3k | 259.54 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $602k | +29% | 1.7k | 349.99 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $599k | +22% | 16k | 38.03 |
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| Keysight Technologies (KEYS) | 0.2 | $589k | +5% | 2.9k | 203.19 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $573k | +19% | 7.5k | 76.23 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.2 | $572k | 18k | 31.51 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $561k | 4.1k | 136.93 |
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| Coca-Cola Company (KO) | 0.2 | $558k | +11% | 8.0k | 69.91 |
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| Starbucks Corporation (SBUX) | 0.1 | $551k | -4% | 6.5k | 84.22 |
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| Dimensional Etf Trust Global Cr Etf (DGCB) | 0.1 | $551k | 10k | 54.24 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.1 | $549k | -14% | 21k | 26.57 |
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| Home Depot (HD) | 0.1 | $541k | +11% | 1.6k | 344.18 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $539k | +17% | 1.8k | 303.90 |
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| Goldman Sachs (GS) | 0.1 | $529k | +26% | 601.00 | 879.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $524k | 5.4k | 96.26 |
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| Citigroup Com New (C) | 0.1 | $521k | +28% | 4.5k | 116.69 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $512k | -2% | 8.2k | 62.47 |
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| Walt Disney Company (DIS) | 0.1 | $510k | +2% | 4.5k | 113.78 |
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| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.1 | $505k | +8% | 9.6k | 52.63 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $496k | 2.9k | 168.74 |
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| Caterpillar (CAT) | 0.1 | $489k | +30% | 853.00 | 572.72 |
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| Porch Group (PRCH) | 0.1 | $487k | 53k | 9.13 |
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| Morgan Stanley Com New (MS) | 0.1 | $452k | +19% | 2.5k | 177.51 |
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| Capital One Financial (COF) | 0.1 | $440k | +15% | 1.8k | 242.39 |
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| Procter & Gamble Company (PG) | 0.1 | $439k | +35% | 3.1k | 143.31 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $439k | 8.1k | 54.05 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $439k | 9.2k | 47.79 |
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| Deere & Company (DE) | 0.1 | $420k | +35% | 901.00 | 465.80 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $420k | 887.00 | 473.04 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $419k | NEW | 866.00 | 483.51 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $416k | 1.3k | 314.73 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $413k | 9.1k | 45.21 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $410k | +2% | 13k | 32.89 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $404k | +2% | 4.6k | 87.15 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $401k | NEW | 3.7k | 109.91 |
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| UnitedHealth (UNH) | 0.1 | $395k | +44% | 1.2k | 330.19 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $390k | +40% | 689.00 | 566.36 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $387k | -2% | 4.9k | 78.68 |
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| Ubs Group SHS (UBS) | 0.1 | $384k | 8.3k | 46.31 |
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| Merck & Co (MRK) | 0.1 | $378k | +33% | 3.6k | 105.27 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $378k | NEW | 7.5k | 50.25 |
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| ConocoPhillips (COP) | 0.1 | $370k | +2% | 4.0k | 93.60 |
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| TJX Companies (TJX) | 0.1 | $361k | +7% | 2.3k | 153.64 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $360k | NEW | 3.7k | 96.03 |
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| Cintas Corporation (CTAS) | 0.1 | $355k | 1.9k | 188.03 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $355k | 15k | 23.31 |
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| Kla Corp Com New (KLAC) | 0.1 | $352k | +10% | 290.00 | 1215.17 |
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| Verizon Communications (VZ) | 0.1 | $348k | +12% | 8.6k | 40.73 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $346k | NEW | 3.5k | 99.90 |
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| Wells Fargo & Company (WFC) | 0.1 | $336k | +17% | 3.6k | 93.21 |
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| Hp (HPQ) | 0.1 | $335k | +8% | 15k | 22.28 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $324k | 568.00 | 569.99 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $317k | -2% | 13k | 24.04 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $316k | 846.00 | 373.49 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $310k | 5.4k | 57.46 |
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| Realty Income (O) | 0.1 | $310k | +20% | 5.5k | 56.37 |
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| Doordash Cl A (DASH) | 0.1 | $309k | 1.4k | 226.48 |
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| Danaher Corporation (DHR) | 0.1 | $307k | +9% | 1.3k | 228.92 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.1 | $307k | 12k | 26.47 |
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| L3harris Technologies (LHX) | 0.1 | $306k | +22% | 1.0k | 293.59 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $306k | +7% | 505.00 | 605.01 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $304k | 3.6k | 83.61 |
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| Intuit (INTU) | 0.1 | $301k | +40% | 455.00 | 662.47 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $301k | +56% | 10k | 29.89 |
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| Howmet Aerospace (HWM) | 0.1 | $297k | +14% | 1.4k | 204.96 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $293k | 2.4k | 120.19 |
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| Cummins (CMI) | 0.1 | $291k | +7% | 570.00 | 510.58 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $290k | 10k | 28.00 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $290k | NEW | 1.7k | 171.19 |
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| Ge Vernova (GEV) | 0.1 | $288k | +31% | 441.00 | 653.64 |
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| McDonald's Corporation (MCD) | 0.1 | $287k | NEW | 938.00 | 305.72 |
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| Chubb (CB) | 0.1 | $286k | +15% | 917.00 | 312.13 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $286k | 1.4k | 199.66 |
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| United Rentals (URI) | 0.1 | $285k | +28% | 352.00 | 809.35 |
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| Proshares Tr Ultrashort Qqq (QID) | 0.1 | $283k | NEW | 14k | 20.20 |
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| Proshares Tr Large Cap Cre (CSM) | 0.1 | $276k | 3.5k | 79.68 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $275k | 3.6k | 77.52 |
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| Exelon Corporation (EXC) | 0.1 | $274k | NEW | 6.3k | 43.59 |
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| Pepsi (PEP) | 0.1 | $273k | +3% | 1.9k | 143.56 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $270k | NEW | 4.6k | 58.73 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $269k | 3.7k | 73.56 |
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| Welltower Inc Com reit (WELL) | 0.1 | $269k | +4% | 1.5k | 185.63 |
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| International Business Machines (IBM) | 0.1 | $266k | -78% | 899.00 | 296.33 |
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| 3M Company (MMM) | 0.1 | $266k | +13% | 1.7k | 160.14 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $266k | 36k | 7.32 |
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| Qualcomm (QCOM) | 0.1 | $265k | +22% | 1.6k | 171.08 |
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| Medtronic SHS (MDT) | 0.1 | $265k | NEW | 2.8k | 96.06 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $263k | 1.2k | 214.69 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $263k | +100% | 1.8k | 143.97 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $261k | 1.6k | 162.65 |
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| Garmin SHS (GRMN) | 0.1 | $260k | +45% | 1.3k | 202.85 |
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| Monster Beverage Corp (MNST) | 0.1 | $260k | NEW | 3.4k | 76.67 |
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| Spinnaker Etf Series Select Stoxx Eur (EUAD) | 0.1 | $259k | -26% | 6.2k | 42.13 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $257k | +3% | 382.00 | 673.82 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $253k | -18% | 1.0k | 246.22 |
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| Smartstop Self Storag Reit I Common Stock (SMA) | 0.1 | $248k | NEW | 8.0k | 30.94 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 0.1 | $247k | +2% | 4.6k | 54.08 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $246k | +8% | 1.1k | 227.53 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $246k | +2% | 1.5k | 160.97 |
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| Western Digital (WDC) | 0.1 | $244k | NEW | 1.4k | 172.28 |
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| Sap Se Spon Adr (SAP) | 0.1 | $243k | 999.00 | 242.91 |
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| Shell Spon Ads (SHEL) | 0.1 | $242k | 3.3k | 73.47 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $242k | 2.7k | 90.97 |
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| Booking Holdings (BKNG) | 0.1 | $241k | NEW | 45.00 | 5355.58 |
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| Phillips 66 (PSX) | 0.1 | $239k | +3% | 1.9k | 129.05 |
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| W.W. Grainger (GWW) | 0.1 | $237k | NEW | 235.00 | 1009.05 |
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| Twilio Cl A (TWLO) | 0.1 | $233k | NEW | 1.6k | 142.24 |
|
| Progressive Corporation (PGR) | 0.1 | $229k | +11% | 1.0k | 227.72 |
|
| SYSCO Corporation (SYY) | 0.1 | $227k | +2% | 3.1k | 73.69 |
|
| Illumina (ILMN) | 0.1 | $226k | NEW | 1.7k | 131.16 |
|
| Philip Morris International (PM) | 0.1 | $224k | NEW | 1.4k | 160.45 |
|
| Bitwise Funds Trust Crypto Industry (BITQ) | 0.1 | $224k | NEW | 11k | 19.93 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $224k | NEW | 503.00 | 444.59 |
|
| State Street Corporation (STT) | 0.1 | $223k | NEW | 1.7k | 129.02 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $222k | NEW | 2.8k | 80.22 |
|
| Blackrock (BLK) | 0.1 | $222k | -24% | 207.00 | 1070.69 |
|
| Intel Corporation (INTC) | 0.1 | $222k | NEW | 6.0k | 36.90 |
|
| Intercontinental Exchange (ICE) | 0.1 | $221k | +6% | 1.4k | 161.96 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $217k | +5% | 4.3k | 50.88 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.1 | $217k | NEW | 4.2k | 51.34 |
|
| Expedia Group Com New (EXPE) | 0.1 | $216k | NEW | 762.00 | 283.31 |
|
| Elanco Animal Health (ELAN) | 0.1 | $214k | NEW | 9.5k | 22.63 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $214k | -12% | 11k | 19.33 |
|
| Fastenal Company (FAST) | 0.1 | $213k | +20% | 5.3k | 40.13 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $213k | +3% | 1.9k | 113.10 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $213k | 620.00 | 342.74 |
|
|
| Wabtec Corporation (WAB) | 0.1 | $212k | NEW | 994.00 | 213.45 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $210k | NEW | 437.00 | 480.14 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $207k | NEW | 1.3k | 160.79 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $207k | NEW | 1.6k | 132.76 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $206k | NEW | 2.6k | 79.36 |
|
| Kinder Morgan (KMI) | 0.1 | $202k | -11% | 7.4k | 27.49 |
|
| Williams-Sonoma (WSM) | 0.1 | $202k | NEW | 1.1k | 178.59 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $201k | -12% | 4.4k | 45.98 |
|
| Ford Motor Company (F) | 0.1 | $200k | +9% | 15k | 13.12 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $171k | +2% | 20k | 8.39 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $155k | NEW | 38k | 4.09 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $129k | 11k | 11.73 |
|
|
| Blackberry (BB) | 0.0 | $72k | +2% | 19k | 3.79 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $70k | +2% | 17k | 4.02 |
|
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 Q4 filed Jan. 27, 2026
- 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