account_balance

Investment manager · 13F filer · SEC CIK 1971029

Werba Rubin Papier Wealth Management

Reported value$847Mas of Sep 30, 2026
Positions324 29 new, 14 sold out
Top 10 weight52.0%AVUS alone is 12%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 11.9% Added +2%
AVDE American Centy ETF Tr 9.4% Held
AVUV American Centy ETF Tr 6.2% Held
AAPL Apple Inc 4.6% Held
AVDV American Centy ETF Tr 4.4% Held
BND Vanguard Bd Index FDS 3.6% Held
VUG Vanguard Index FDS 3.3% Added +3%
VTV Vanguard Index FDS 3.2% Held
NVDA Nvidia Corporation 3.1% Held
AVEM American Centy ETF Tr 2.4% Added +3%
IEF iShares Tr 1.8% Held
DFSD Dimensional ETF Trust 1.8% Added +21%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • MQ $2.1M
  • NBIS $443K
  • TLH $399K
  • IBHH $358K
arrow_upwardAdded
arrow_downwardTrimmed
  • LRCX −53%
  • CGCB −26%
  • V −6%
  • SCHG −4%
remove_circleSold out
  • Marqeta Inc $2M
  • COHR $310K
  • TLT $309K
  • CIEN $261K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast