Werba Rubin Papier Wealth Management Portfolio Holdings

Werba Rubin Papier Wealth Management

  • $460 Billion
  • Q1 2025

Werba Rubin Papier Wealth Management has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $460 Billion distributed in 192 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 $57.4B, American Centy ETF Tr Avantis with a value of $49B, American Centy ETF Tr Avantis with a value of $39.5B, Schwab Strategic Tr Long Term with a value of $20.7B, and American Centy ETF Tr Avantis with a value of $20.4B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $424B to 460B.

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 $460 Billion
ETFs: $357 Billion
Technology: $40.7 Billion
Healthcare: $16.1 Billion
Financial Services: $9.41 Billion
Communication Services: $8.76 Billion
Consumer Cyclical: $5.86 Billion
Energy: $3.98 Billion
Consumer Defensive: $3.22 Billion
Other: $1.75 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$20.3 Billion 4.41% of portfolio
91,283
Q1 2025 Reduced 2.1%
$2.43B
$12.2 Billion 2.66% of portfolio
210,000
Q1 2025 New
$284B
$3.65 Billion 0.79% of portfolio
33,717
Q1 2025 Reduced 8.67%
$3.25T
$3.45 Billion 0.75% of portfolio
9,192
Q1 2025 Added 0.75%
$1.9T
$3.18 Billion 0.69% of portfolio
16,700
Q1 2025 Reduced 6.82%
$1.25T
$3.09 Billion 0.67% of portfolio
5,360
Q1 2025 Added 0.24%
$570B
$2.1 Billion 0.46% of portfolio
6,006
Q1 2025 Added 1.26%
$1.69B
$2.03 Billion 0.44% of portfolio
493,118
Q4 2024 Reduced 0.28%
-
$1.99 Billion 0.43% of portfolio
-
Q1 2025 Added 13.64%
$1.01T
$1.92 Billion 0.42% of portfolio
12,259
Q1 2025 Reduced 14.21%
$273B
$1.86 Billion 0.4% of portfolio
6,915
Q1 2025 Reduced 8.52%
$957B
$1.76 Billion 0.38% of portfolio
11,379
Q1 2025 Reduced 19.03%
$430B
$1.72 Billion 0.37% of portfolio
14,443
Q1 2025 Added 2.18%
$694B
$1.6 Billion 0.35% of portfolio
3,006
Q1 2025 Added 2.73%
$885B
$1.35 Billion 0.29% of portfolio
5,191
Q1 2025 Reduced 8.16%
$53.7B
$1.11 Billion 0.24% of portfolio
7,579
Q1 2025 Reduced 0.11%
$43.3B
$1.06 Billion 0.23% of portfolio
10,169
Q1 2025 Reduced 2.26%
$449B
$1.01 Billion 0.22% of portfolio
1,072
Q1 2025 Added 0.66%
$223B
$957 Million 0.21% of portfolio
3,849
Q1 2025 Reduced 0.47%
$535B
$965 Million 0.21% of portfolio
1,761
Q1 2025 Reduced 3.03%
$84.7B
$980 Million 0.21% of portfolio
3,854
Q1 2025 Reduced 0.7%
$129B
$883 Million 0.19% of portfolio
7,876
Q1 2025 Reduced 0.51%
$462B
$798 Million 0.17% of portfolio
1
Q1 2025 New
$624M
$797 Million 0.17% of portfolio
109,286
Q4 2024 Reduced 24.97%
$265B
$747 Million 0.16% of portfolio
4,468
Q1 2025 Added 4.15%
$52.7B
$702 Million 0.15% of portfolio
2,345
Q1 2025 Added 3.08%
$196B
$645 Million 0.14% of portfolio
22,824
Q1 2025 Reduced 0.61%
$505B
$643 Million 0.14% of portfolio
689
Q1 2025 Reduced 4.17%
$97.4B
$597 Million 0.13% of portfolio
6,086
Q1 2025 Reduced 8.14%
$379B
$535 Million 0.12% of portfolio
1,021
Q1 2025 Reduced 1.07%
$244B
$535 Million 0.12% of portfolio
8,676
Q1 2025 Reduced 11.5%
$403B
$554 Million 0.12% of portfolio
3,962
Q1 2025 Added 14.67%
$177B
$500 Million 0.11% of portfolio
1,303
Q1 2025 Added 6.89%
$781B
$445 Million 0.1% of portfolio
539
Q1 2025 Added 16.16%
$183B
$462 Million 0.1% of portfolio
10,195
Q1 2025 Reduced 7.39%
$347B
$438 Million 0.1% of portfolio
2,092
Q1 2025 Added 7.67%
$83.2B
$399 Million 0.09% of portfolio
17,589
Q1 2025 Added 0.06%
$330B
$420 Million 0.09% of portfolio
10,066
Q1 2025 Reduced 14.54%
$112B
$392 Million 0.09% of portfolio
3,730
Q1 2025 Reduced 5.55%
$405B
$401 Million 0.09% of portfolio
2,421
Q1 2025 Added 16.39%
$310B
$355 Million 0.08% of portfolio
4,963
Q1 2025 Reduced 3.67%
$271B
$373 Million 0.08% of portfolio
563
Q1 2025 Reduced 21.15%
$370B
$366 Million 0.08% of portfolio
999
Q1 2025 Reduced 29.4%
$21.4B
$341 Million 0.07% of portfolio
22,108
Q1 2025 Reduced 6.78%
$26.3B
$304 Million 0.07% of portfolio
2,028
Q1 2025 Added 2.94%
$145B
$308 Million 0.07% of portfolio
656
Q1 2025 Added 0.77%
$32.1B
$345 Million 0.07% of portfolio
2,948
Q1 2025 Reduced 2.35%
$26.8B
$336 Million 0.07% of portfolio
12,142
Q1 2025 Reduced 1.32%
$198B
$269 Million 0.06% of portfolio
338
Q1 2025 Reduced 14.86%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $460 Billion
  • Prior Value $424 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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