Werba Rubin Papier Wealth Management Portfolio Holdings
Werba Rubin Papier Wealth Management
- $369 Billion
- Q4 2025
Werba Rubin Papier Wealth Management has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $369 Billion distributed in 232 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $26.7B, Nvidia Corp with a value of $24.9B, Vanguard Growth ETF with a value of $21.2B, Vanguard Value ETF with a value of $21B, and Schwab Strategic Tr Long Term with a value of $15.3B.
Examining the 13F form we can see an decrease of $250B in the current position value, from $619B to 369B.
Werba Rubin Papier Wealth Management is based out at San Jose, CA
Below you can find more details about Werba Rubin Papier Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 232
- Current Value $369 Billion
- Prior Value $619 Billion
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 35 stocks
- Additional Purchases 147 stocks
- Sold out of 0 stocks
- Reduced holdings in 32 stocks