13F Insight
DOSSIER · 13F-HR · Q1 2026

Werba Rubin Papier Wealth Management

$718M in tracked AUM across 278 positions as of Q1 2026.

WR
CIK 0001971029 · last filed Mar 31, 2026
Total AUM
$718M
as of Q1 2026
Holdings
278
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Werba Rubin Papier Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$82M733K11.4%02
AVDE
AMERICAN CENTY ETF TR
$71M835K9.9%03
AVUV
AMERICAN CENTY ETF TR
$48M433K6.7%04
AVDV
AMERICAN CENTY ETF TR
$33M327K4.6%05
AAPL
APPLE INC
$30M120K4.2%06
BND
VANGUARD BD INDEX FDS
$30M406K4.2%07
NVDA
NVIDIA CORPORATION
$23M134K3.3%08
VTV
VANGUARD INDEX FDS
$22M114K3.1%09
VUG
VANGUARD INDEX FDS
$20M45K2.8%10
IEF
ISHARES TR
$16M173K2.3%

Filing history

2026Q1Mar 31
$718M▲ 94.6%
278 positionsView →2025Q4Dec 31
$369M▼ 40.4%
232 positionsView →2025Q3Sep 30
$619M▲ 16.3%
241 positionsView →2025Q2Jun 30
$532M▲ 15.7%
230 positionsLocked2025Q1Mar 31
$460M▲ 8.5%
192 positionsLocked2024Q4Dec 31
$424M▼ 0.6%
195 positionsLocked2024Q3Sep 30
$426M▲ 17.7%
193 positionsLocked2024Q2Jun 30
$362M▲ 5.1%
168 positionsLocked2024Q1Mar 31
$345M▲ 17.1%
153 positionsLocked2023Q4Dec 31
$295M▲ 4.9%
121 positionsLocked2023Q3Sep 30
$281M▼ 2.5%
124 positionsLocked2023Q2Jun 30
$288M▲ 13.1%
124 positionsLocked
Showing 12 of 14