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 151–200 of 232
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPTL | SPDR SERIES TRUST | 12K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 505 | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| INTU | INTUIT | 455 | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 10K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| CMI | CUMMINS INC | 570 | $100K–$500K | SH |
| ING | ING GROEP N.V. | 10K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 441 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 938 | $100K–$500K | SH |
| CB | CHUBB LIMITED | 917 | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 352 | $100K–$500K | SH |
| QID | PROSHARES TR | 14K | $100K–$500K | SH |
| CSM | PROSHARES TR | 3K | $100K–$500K | SH |
| SCZ | ISHARES TR | 4K | $100K–$500K | SH |
| EXC | EXELON CORP | 6K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 899 | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 36K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 1K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 3K | $100K–$500K | SH |
| EUAD | SPINNAKER ETF SERIES | 6K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 382 | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| SMA | SMARTSTOP SELF STORAG REIT I | 8K | $100K–$500K | SH |
| DFGP | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 1K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 1K | $100K–$500K | SH |
| SAP | SAP SE | 999 | $100K–$500K | SH |
| SHEL | SHELL PLC | 3K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 45 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 235 | $100K–$500K | SH |
| TWLO | TWILIO INC | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |