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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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