Werba Rubin Papier Wealth Management Portfolio Holdings

Werba Rubin Papier Wealth Management

  • $619 Billion
  • Q3 2025

Werba Rubin Papier Wealth Management has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $619 Billion distributed in 241 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 $73.9B, American Centy ETF Tr Avantis with a value of $61.8B, American Centy ETF Tr Avantis with a value of $45.1B, Apple Inc. with a value of $29.7B, and American Centy ETF Tr Avantis with a value of $28.2B.

Examining the 13F form we can see an increase of $86.9B in the current position value, from $532B to 619B.

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 $619 Billion
ETFs: $451 Billion
Technology: $78.5 Billion
Financial Services: $14.3 Billion
Communication Services: $13.5 Billion
Healthcare: $11.8 Billion
Consumer Cyclical: $7.65 Billion
Consumer Defensive: $4.9 Billion
Energy: $3.79 Billion
Other: $5.82 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73.9 Billion 11.94% of portfolio
680,282
Q3 2025 Added 4.38%
$0
$61.8 Billion 9.99% of portfolio
783,850
Q3 2025 Added 4.17%
$0
$45.1 Billion 7.29% of portfolio
453,155
Q3 2025 Reduced 0.46%
$4.34T
$29.7 Billion 4.8% of portfolio
116,652
Q3 2025 Added 1.22%
$0
$28.2 Billion 4.55% of portfolio
316,400
Q3 2025 Added 4.71%
$495B
$24.6 Billion 3.98% of portfolio
131,924
Q3 2025 Added 284.75%
$0
$20.3 Billion 3.28% of portfolio
42,327
Q3 2025 Added 2.31%
$0
$19.9 Billion 3.22% of portfolio
106,782
Q3 2025 Added 87.86%
$0
$18.7 Billion 3.01% of portfolio
250,820
Q3 2025 Added 24.79%
$0
$16.4 Billion 2.65% of portfolio
507,361
Q3 2025 Reduced 12.27%
$0
$13.2 Billion 2.14% of portfolio
176,013
Q3 2025 Added 1.6%
$0
$11.6 Billion 1.88% of portfolio
120,565
Q3 2025 Added 5.17%
$0
$11.1 Billion 1.79% of portfolio
240,051
Q3 2025 Added 11.32%
$0
$8.36 Billion 1.35% of portfolio
187,068
Q3 2025 Reduced 0.22%
Capital Grp Fixed Incm ETF T
-
$7.81 Billion 1.26% of portfolio
-
Q3 2025 Added 3,078.74%
$1.56B
$7.49 Billion 1.21% of portfolio
210,000
Q1 2025 New
$0
$6.24 Billion 1.01% of portfolio
132,111
Q3 2025 Added 16.44%
$0
$5.82 Billion 0.94% of portfolio
199,953
Q3 2025 Reduced 5.07%
$3.83T
$5.59 Billion 0.9% of portfolio
10,794
Q3 2025 Added 3.13%
$0
$5.46 Billion 0.88% of portfolio
60,922
Q3 2025 Added 10.66%
$0
$5.44 Billion 0.88% of portfolio
8,884
Q3 2025 Reduced 0.49%
$0
$4.97 Billion 0.8% of portfolio
128,851
Q3 2025 Added 0.4%
$0
$4.22 Billion 0.68% of portfolio
58,303
Q3 2025 Added 2.08%
$0
$4.07 Billion 0.66% of portfolio
6,113
Q3 2025 Added 27.2%
$0
$3.99 Billion 0.64% of portfolio
55,256
Q3 2025 Reduced 0.18%
$1.43T
$3.71 Billion 0.6% of portfolio
5,053
Q3 2025 Reduced 7.51%
$0
$3.66 Billion 0.59% of portfolio
67,563
Q3 2025 Added 0.35%
$0
$3.5 Billion 0.57% of portfolio
16,776
Q3 2025 Added 6.19%
$0
$3.51 Billion 0.57% of portfolio
51,945
Q3 2025 Reduced 0.18%
$2.54T
$3.5 Billion 0.57% of portfolio
15,946
Q3 2025 Reduced 3.45%
$1.69T
$3.45 Billion 0.56% of portfolio
14,182
Q3 2025 Added 6.38%
$1.66T
$3.34 Billion 0.54% of portfolio
13,724
Q3 2025 Added 8.01%
$0
$3.02 Billion 0.49% of portfolio
130,753
Q3 2025 Reduced 17.03%
$0
$3.03 Billion 0.49% of portfolio
9,240
Q3 2025 Reduced 5.57%
$0
$2.83 Billion 0.46% of portfolio
41,917
Q3 2025 Reduced 3.7%
$0
$2.84 Billion 0.46% of portfolio
16,272
Q3 2025 Added 12.53%
$0
$2.79 Billion 0.45% of portfolio
9,510
Q3 2025 Added 1.3%
-
$2.79 Billion 0.45% of portfolio
-
Q3 2025 Added 9.89%
$0
$2.67 Billion 0.43% of portfolio
83,669
Q3 2025 Reduced 1.29%
$0
$2.68 Billion 0.43% of portfolio
46,120
Q3 2025 Added 2.55%
$1.99B
$2.6 Billion 0.42% of portfolio
493,118
Q4 2024 Reduced 0.28%
$635B
$2.52 Billion 0.41% of portfolio
5,018
Q3 2025 Added 51.01%
$0
$2.35 Billion 0.38% of portfolio
48,713
Q3 2025 Added 18.35%
$0
$2.27 Billion 0.37% of portfolio
3,385
Q3 2025 Reduced 0.88%
$556B
$2.24 Billion 0.36% of portfolio
6,549
Q3 2025 Reduced 0.77%
$416B
$2.15 Billion 0.35% of portfolio
2,323
Q3 2025 Added 114.3%
$1.4T
$2.06 Billion 0.33% of portfolio
4,621
Q3 2025 Reduced 22.58%
$125B
$1.94 Billion 0.31% of portfolio
5,446
Q3 2025 Reduced 10.46%
$907B
$1.84 Billion 0.3% of portfolio
5,821
Q3 2025 Added 14.63%

Summary

  • Portfolio
  • No. of Stocks 241
  • Current Value $619 Billion
  • Prior Value $532 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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