Werba Rubin Papier Wealth Management Purchases in Q3 2025

Werba Rubin Papier Wealth Management

  • $619 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BITQ
Exchange Traded Concepts Tr Bi

ETFs
9.5K
New
$18.9 - $25.14 $180K - $239K
9.5K $238M
AWK
American Water Works Company, Inc.

Utilities
1.68K
New
$135.05 - $147.0 $227K - $247K
1.68K $234M
FNDB
Schwab Fundamental U S Broad M

ETFs
7.68K
+ 46.33%
$23.83 - $25.77 $183K - $198K
24.3K $624M
CB
Chubb LTD

Financial Services
794
New
$265.99 - $289.59 $211K - $230K
794 $224M
CMI
Cummins Inc

Industrials
530
New
$327.85 - $426.39 $174K - $226K
530 $224M
SHOP
Shopify Inc.

Technology
1.48K
New
$112.11 - $157.12 $166K - $233K
1.48K $220M
Te Connectivity PLC
992
New
N/A
992 $218M
GRMN
Garmin LTD

Technology
883
New
$211.13 - $246.22 $186K - $217K
883 $217M
FAST
Fastenal CO

Industrials
4.39K
New
$42.47 - $50.39 $186K - $221K
4.39K $215M
QCOM
Qualcomm Inc

Technology
1.27K
New
$145.84 - $173.55 $185K - $220K
1.27K $211M
Ge Vernova Inc
335
New
N/A
335 $206M
DHI
Horton D R Inc

Consumer Cyclical
1.22K
New
$129.82 - $184.04 $158K - $224K
1.22K $206M
VBK
Vanguard Small Cap Growth ETF

ETFs
255
+ 4.24%
$276.51 - $305.12 $70.5K - $77.8K
6.27K $1.87B
HPE
Hewlett Packard Enterprise CO

Technology
4.06K
+ 16.95%
$19.81 - $25.24 $80.4K - $102K
28K $688M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.18K
+ 92.28%
$85.01 - $90.35 $185K - $197K
4.53K $405M
BAC
Bank Of America Corp

Financial Services
3.04K
+ 32.16%
$44.92 - $52.42 $136K - $159K
12.5K $644M
DFAE
Dimensional ETF Tr

ETFs
2.11K
+ 4.66%
$28.84 - $31.84 $60.7K - $67K
47.3K $1.49B
DFIS
Dimensional ETF Tr Dimensional

ETFs
4.55K
+ 23.64%
$29.65 - $31.77 $135K - $145K
23.8K $753M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.02K
+ 45.55%
$35.76 - $37.93 $144K - $152K
12.8K $485M
VV
Vanguard Large Cap ETF

ETFs
493
+ 59.76%
$285.05 - $309.14 $141K - $152K
1.32K $406M
AVGO
Broadcom Inc.

Technology
135
+ 5.95%
$264.74 - $369.57 $35.7K - $49.9K
2.4K $793M
PG
Procter & Gamble CO

Consumer Defensive
996
+ 78.36%
$150.47 - $161.22 $150K - $161K
2.27K $348M
HD
Home Depot, Inc.

Consumer Cyclical
246
+ 21.03%
$357.4 - $423.42 $87.9K - $104K
1.42K $574M
KO
Coca Cola CO

Consumer Defensive
2.22K
+ 45.21%
$65.67 - $71.67 $146K - $159K
7.14K $473M
VOT
Vanguard Mid Cap Growth Index

ETFs
122
+ 1.3%
$282.75 - $294.19 $34.5K - $35.9K
9.51K $2.79B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.53K
+ 14.12%
$29.55 - $32.52 $74.6K - $82.1K
20.4K $655M
DISV
Dimensional ETF Tr Dimensional

ETFs
449
+ 1.23%
$32.78 - $35.79 $14.7K - $16.1K
37K $1.32B
JNJ
Johnson & Johnson

Healthcare
77
+ 2.66%
$155.17 - $185.42 $11.9K - $14.3K
2.97K $550M
Dimensional ETF Trust
66
+ 0.38%
N/A
17.7K $1.27B
AEM
Agnico Eagle Mines LTD

Basic Materials
3
+ 0.16%
$116.14 - $168.56 $348 - $506
1.86K $314M
BA
Boeing CO

Industrials
369
+ 35.86%
$209.79 - $237.38 $77.4K - $87.6K
1.4K $302M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
144
+ 0.9%
$68.24 - $73.73 $9.83K - $10.6K
16.2K $1.19B
CVX
Chevron Corp

Energy
205
+ 5.52%
$145.57 - $161.83 $29.8K - $33.2K
3.92K $609M
DFAS
Dimensional ETF Tr U S Small C

ETFs
196
+ 1.56%
$63.41 - $69.69 $12.4K - $13.7K
12.8K $876M
VNQ
Vanguard Specialized Funds Van

ETFs
583
+ 7.15%
$88.47 - $93.24 $51.6K - $54.4K
8.74K $799M
ING
Ing Groep Nv

Financial Services
1.14K
+ 12.36%
$22.0 - $26.08 $25.1K - $29.7K
10.4K $270M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.4K
+ 9.39%
$41.8 - $43.15 $58.4K - $60.3K
16.3K $696M
CAT
Caterpillar Inc

Industrials
22
+ 3.49%
$390.92 - $477.15 $8.6K - $10.5K
653 $311M
NOC
Northrop Grumman Corp

Industrials
7
+ 1.26%
$498.9 - $609.32 $3.49K - $4.27K
561 $342M
C
Citigroup Inc

Financial Services
90
+ 2.66%
$85.57 - $103.49 $7.7K - $9.31K
3.47K $352M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
95
+ 0.62%
$14.73 - $19.31 $1.4K - $1.83K
15.3K $295M
GE
General Electric CO

Industrials
8
+ 0.61%
$244.75 - $305.63 $1.96K - $2.45K
1.32K $397M
AVRE
American Centy ETF Tr Avantis
1.13K
+ 5.02%
$43.53 - $45.34 $49.3K - $51.3K
23.7K $1.05B
IFRA
Ishares Tr

ETFs
28
+ 0.18%
$49.77 - $52.82 $1.39K - $1.48K
15.4K $813M
HSBC
Hsbc Holdings PLC

Financial Services
81
+ 1.63%
$60.27 - $70.98 $4.88K - $5.75K
5.06K $359M
UNH
Unitedhealth Group Inc

Healthcare
89
+ 12.06%
$237.77 - $353.61 $21.2K - $31.5K
827 $286M
American Centy ETF Tr
1.03K
+ 23.73%
N/A
5.34K $274M
GS
Goldman Sachs Group Inc

Financial Services
16
+ 3.49%
$696.56 - $806.32 $11.1K - $12.9K
475 $378M
MFG
Mizuho Financial Group Inc

Financial Services
2K
+ 5.86%
$5.42 - $6.85 $10.9K - $13.7K
36.2K $242M
Activity Summary
Buys All Purchases 147 New Holdings 26 Increased Positions 121 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Werba Rubin Papier Wealth Management Portfolio

Follow Werba Rubin Papier Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Werba Rubin Papier Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Werba Rubin Papier Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email