Werba Rubin Papier Wealth Management Portfolio Holdings

Werba Rubin Papier Wealth Management

  • $532 Billion
  • Q2 2025

Werba Rubin Papier Wealth Management has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $532 Billion distributed in 230 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $65.7B, American Centy ETF Tr Avantis with a value of $55.7B, American Centy ETF Tr Avantis with a value of $41.5B, American Centy ETF Tr Avantis with a value of $24B, and Apple Inc. with a value of $23.6B.

Examining the 13F form we can see an increase of $72.3B in the current position value, from $460B to 532B.

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.

Portfolio value $532 Billion
ETFs: $405 Billion
Technology: $52.2 Billion
Healthcare: $16.2 Billion
Communication Services: $11.8 Billion
Financial Services: $11.5 Billion
Consumer Cyclical: $7.16 Billion
Consumer Defensive: $3.76 Billion
Energy: $3.62 Billion
Other: $5.05 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$65.7 Billion 12.35% of portfolio
651,767
Q2 2025 Added 4.82%
$0
$55.7 Billion 10.47% of portfolio
752,507
Q2 2025 Added 1.87%
$0
$41.5 Billion 7.79% of portfolio
455,269
Q2 2025 Added 0.44%
$0
$24 Billion 4.5% of portfolio
302,162
Q2 2025 Added 3.46%
$3.26T
$23.6 Billion 4.44% of portfolio
115,251
Q2 2025 Added 26.26%
$0
$18.4 Billion 3.47% of portfolio
578,340
Q2 2025 Reduced 8.61%
$0
$18.1 Billion 3.41% of portfolio
41,371
Q2 2025 Added 3.63%
$0
$14.8 Billion 2.78% of portfolio
200,994
Q2 2025 Added 56.5%
$2.15B
$12.1 Billion 2.27% of portfolio
210,000
Q1 2025 New
$0
$11.9 Billion 2.23% of portfolio
173,239
Q2 2025 Added 6.52%
$0
$11 Billion 2.06% of portfolio
114,634
Q2 2025 Added 18.93%
$0
$10 Billion 1.89% of portfolio
56,841
Q2 2025 Added 8.42%
$0
$9.24 Billion 1.74% of portfolio
215,638
Q2 2025 Added 1.53%
$0
$7.93 Billion 1.49% of portfolio
187,485
Q2 2025 Reduced 8.68%
$0
$5.83 Billion 1.1% of portfolio
210,622
Q2 2025 Reduced 5.05%
$444B
$5.42 Billion 1.02% of portfolio
34,288
Q2 2025 Added 1.69%
$0
$5.34 Billion 1.0% of portfolio
113,463
Q2 2025 Reduced 0.24%
$3.93T
$5.21 Billion 0.98% of portfolio
10,466
Q2 2025 Added 13.86%
$0
$5.07 Billion 0.95% of portfolio
8,928
Q2 2025 Reduced 1.74%
$0
$4.96 Billion 0.93% of portfolio
55,051
Q2 2025 Added 4.4%
$0
$4.6 Billion 0.86% of portfolio
128,339
Q2 2025 Added 9.82%
$1.72T
$4.03 Billion 0.76% of portfolio
5,463
Q2 2025 Added 1.92%
$0
$3.83 Billion 0.72% of portfolio
57,114
Q2 2025 Added 13.48%
$0
$3.78 Billion 0.71% of portfolio
55,356
Q2 2025 Added 24.61%
$0
$3.64 Billion 0.68% of portfolio
157,587
Q2 2025 Reduced 4.25%
$2.18T
$3.62 Billion 0.68% of portfolio
16,516
Q2 2025 Reduced 1.1%
$0
$3.33 Billion 0.63% of portfolio
67,327
Q2 2025 Added 3.33%
$0
$3.29 Billion 0.62% of portfolio
52,038
Q2 2025 Reduced 1.89%
$0
$3.08 Billion 0.58% of portfolio
15,798
Q2 2025 Reduced 1.73%
$0
$2.97 Billion 0.56% of portfolio
4,806
Q2 2025 Added 3.0%
$0
$2.97 Billion 0.56% of portfolio
9,785
Q2 2025 Added 0.34%
$2.49B
$2.87 Billion 0.54% of portfolio
493,118
Q4 2024 Reduced 0.28%
$0
$2.71 Billion 0.51% of portfolio
43,527
Q2 2025 Reduced 3.8%
$0
$2.67 Billion 0.5% of portfolio
9,388
Q2 2025 Added 3.48%
$0
$2.54 Billion 0.48% of portfolio
32,826
Q2 2025 Added 2.29%
$0
$2.48 Billion 0.47% of portfolio
84,760
Q2 2025 Reduced 0.82%
$0
$2.43 Billion 0.46% of portfolio
44,975
Q2 2025 Reduced 10.11%
$0
$2.38 Billion 0.45% of portfolio
14,460
Q2 2025 Added 4.12%
$552B
$2.34 Billion 0.44% of portfolio
6,600
Q2 2025 Added 9.89%
-
$2.35 Billion 0.44% of portfolio
-
Q2 2025 Added 8.57%
$1.19T
$2.36 Billion 0.44% of portfolio
13,331
Q2 2025 Added 8.74%
$65.8B
$2.25 Billion 0.42% of portfolio
10,044
Q2 2025 Added 32.52%
$1.16T
$2.24 Billion 0.42% of portfolio
12,706
Q2 2025 Added 11.66%
$0
$2.12 Billion 0.4% of portfolio
3,415
Q2 2025 Reduced 1.36%
$0
$1.98 Billion 0.37% of portfolio
41,160
Q2 2025 Added 53.88%
$975B
$1.9 Billion 0.36% of portfolio
5,969
Q2 2025 Added 14.99%
$107B
$1.85 Billion 0.35% of portfolio
6,082
Q2 2025 Added 8.88%
$0
$1.74 Billion 0.33% of portfolio
32,919
Q2 2025 Added 7.94%
$0
$1.67 Billion 0.31% of portfolio
6,017
Q2 2025 Added 4.15%

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $532 Billion
  • Prior Value $460 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 45 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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