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 101–150 of 232
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SBUX | STARBUCKS CORP | 7K | $500K+ | SH |
| DGCB | DIMENSIONAL ETF TRUST | 10K | $500K+ | SH |
| FNDB | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 601 | $500K+ | SH |
| IWR | ISHARES TR | 5K | $500K+ | SH |
| C | CITIGROUP INC | 4K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 8K | $500K+ | SH |
| DIS | DISNEY WALT CO | 4K | $500K+ | SH |
| DFGX | DIMENSIONAL ETF TRUST | 10K | $500K+ | SH |
| IBB | ISHARES TR | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 853 | $100K–$500K | SH |
| PRCH | PORCH GROUP INC | 53K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 3K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| INDA | ISHARES TR | 8K | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 9K | $100K–$500K | SH |
| DE | DEERE & CO | 901 | $100K–$500K | SH |
| IWF | ISHARES TR | 887 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 866 | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| TLT | ISHARES TR | 5K | $100K–$500K | SH |
| TIP | ISHARES TR | 4K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 689 | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC | 5K | $100K–$500K | SH |
| UBS | UBS GROUP AG | 8K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 8K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 15K | $100K–$500K | SH |
| KLAC | KLA CORP | 290 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 9K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| HPQ | HP INC | 15K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 568 | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| IWB | ISHARES TR | 846 | $100K–$500K | SH |
| CMF | ISHARES TR | 5K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 6K | $100K–$500K | SH |
| DASH | DOORDASH INC | 1K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |