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Werba Rubin Papier Wealth Management 13F holdings

Filed 2026-07-28 · Werba Rubin Papier Wealth Management · 309 positions · $823.5M

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TickerCompanySharesValue% of portfolio
AVUSAMERICAN CENTY ETF TR767.3K$98.3M11.9%
AVDEAMERICAN CENTY ETF TR876.3K$78.2M9.5%
AVUVAMERICAN CENTY ETF TR440.8K$55.0M6.7%
AVDVAMERICAN CENTY ETF TR338.7K$34.9M4.2%
AAPLAPPLE INC117.3K$33.9M4.1%
BNDVANGUARD BD INDEX FDS429.8K$31.6M3.8%
VTVVANGUARD INDEX FDS122.6K$26.7M3.2%
VUGVANGUARD INDEX FDS296.3K$25.5M3.1%
NVDANVIDIA CORPORATION116.0K$23.2M2.8%
AVEMAMERICAN CENTY ETF TR209.8K$20.2M2.5%
IEFISHARES TR171.0K$16.2M2.0%
SCHQSCHWAB STRATEGIC TR465.5K$14.6M1.8%
DFIVDIMENSIONAL ETF TRUST249.1K$13.5M1.6%
DFSDDIMENSIONAL ETF TRUST276.5K$13.2M1.6%
AVSFAMERICAN CENTY ETF TR221.9K$10.3M1.3%
DFUVDIMENSIONAL ETF TRUST183.4K$10.1M1.2%
DFAIDIMENSIONAL ETF TRUST237.4K$9.8M1.2%
CGCBCAPITAL GRP FIXED INCM ETF T315.6K$8.3M1.0%
VIGIVANGUARD WHITEHALL FDS77.8K$7.3M0.9%
VSDBVANGUARD MALVERN FDS92.9K$7.1M0.9%
SCHVSCHWAB STRATEGIC TR203.8K$7.1M0.9%
AVIGAMERICAN CENTY ETF TR153.6K$6.4M0.8%
DFACDIMENSIONAL ETF TRUST139.5K$6.2M0.8%
VOOVANGUARD INDEX FDS9.0K$6.2M0.7%
EMXCISHARES INC58.3K$6.0M0.7%
AVLVAMERICAN CENTY ETF TR61.7K$5.6M0.7%
GOOGLALPHABET INC15.2K$5.4M0.7%
LRCXLAM RESEARCH CORP11.6K$5.0M0.6%
MSFTMICROSOFT CORP13.0K$4.8M0.6%
PRCTPROCEPT BIOROBOTICS CORP210.6K$4.8M0.6%
VWOVANGUARD INTL EQUITY INDEX F79.3K$4.7M0.6%
AMZNAMAZON COM INC19.7K$4.7M0.6%
DFUSDIMENSIONAL ETF TRUST56.8K$4.7M0.6%
AVGEAMERICAN CENTY ETF TR45.4K$4.5M0.5%
VBRVANGUARD INDEX FDS17.7K$4.3M0.5%
VTIVANGUARD INDEX FDS10.2K$3.8M0.5%
VOEVANGUARD INDEX FDS17.9K$3.5M0.4%
VOTVANGUARD INDEX FDS11.3K$3.5M0.4%
SPYSTATE STR SPDR S&P 500 ETF T4.6K$3.4M0.4%
GOOGALPHABET INC9.5K$3.4M0.4%
DFATDIMENSIONAL ETF TRUST46.5K$3.3M0.4%
METAMETA PLATFORMS INC5.5K$3.1M0.4%
BITWBITWISE 10 CRYPTO INDEX ETF77.2K$2.9M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL5.8K$2.9M0.4%
DFAUDIMENSIONAL ETF TRUST54.6K$2.8M0.3%
SCHGSCHWAB STRATEGIC TR83.1K$2.8M0.3%
AVIVAMERICAN CENTY ETF TR35.6K$2.8M0.3%
GLDSPDR GOLD TR7.4K$2.7M0.3%
VBKVANGUARD INDEX FDS6.9K$2.5M0.3%
VVISA INC7.2K$2.5M0.3%
IVVISHARES TR3.2K$2.4M0.3%
NOWSERVICENOW INC24.3K$2.4M0.3%
TSLATESLA INC5.7K$2.4M0.3%
SOXXISHARES TR3.7K$2.3M0.3%
JPMJPMORGAN CHASE & CO7.0K$2.3M0.3%
—AMERICAN CENTY ETF TR43.8K$2.2M0.3%
CSCOCISCO SYS INC17.7K$2.1M0.3%
SNDKSANDISK CORP899$2.0M0.2%
MQMARQETA INC493.1K$2.0M0.2%
BIVVANGUARD BD INDEX FDS25.9K$2.0M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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