CIK 1971029
Werba Rubin Papier Wealth Management
Institutional 13F holdings & portfolio
Holdings
232
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 232
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NOW | SERVICENOW INC | 9K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 17K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 4K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 16K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| IBHF | ISHARES TR | 47K | $1M+ | SH |
| SOXX | ISHARES TR | 4K | $1M+ | SH |
| ESGD | ISHARES TR | 11K | $1M+ | SH |
| FTCA | PUTNAM ETF TRUST | 138K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 8K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 17K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 3K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 11K | $500K+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 10K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 10K | $500K+ | SH |
| LLY | ELI LILLY & CO | 799 | $500K+ | SH |
| CSCO | CISCO SYS INC | 11K | $500K+ | SH |
| IFRA | ISHARES TR | 15K | $500K+ | SH |
| AVGB | AMERICAN CENTY ETF TR | 16K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 9K | $500K+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 24K | $500K+ | SH |
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| SVCO | SILVACO GROUP INC | 186K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 22K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| GWX | SPDR INDEX SHS FDS | 17K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| VSDB | VANGUARD MALVERN FDS | 9K | $500K+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 28K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| A | AGILENT TECHNOLOGIES INC | 5K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| T | AT&T INC | 25K | $500K+ | SH |
| ASML | ASML HOLDING N V | 572 | $500K+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 2K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 3K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 8K | $500K+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| IWP | ISHARES TR | 4K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |