Werba Rubin Papier Wealth Management
CIK 1971029
13F filing for Q2 2026・No. 2,901
- Holdings
- US$823.53M
- Quarter change
- +US$105.4M
- Entries
- 309
- Net bought (estimate)
- +US$29.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 48
- Sold out 17
- Cut 98
- Added 149
- Corporate actions 0
- Unchanged 14
Largest holdings
309 stocks worth US$823.53M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 767,323 | US$98.28M | 11.93% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 876,278 | US$78.16M | 9.49% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 440,829 | US$55M | 6.68% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 338,706 | US$34.9M | 4.24% |
| AAPLAppleCOM | Cut | 117,297 | US$33.94M | 4.12% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 429,826 | US$31.55M | 3.83% |
| VANGUARD INDEX FDSVALUE ETF | Added | 122,581 | US$26.71M | 3.24% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 7:1 | 296,253 | US$25.52M | 3.10% |
| NVDANvidiaCOM | Cut | 115,980 | US$23.21M | 2.82% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 209,840 | US$20.25M | 2.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.