Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Werba Rubin Papier Wealth Management (CIK 1971029) reported $718.1M across 277 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($81.5M, 11.35%), AVDE ($70.8M, 9.87%), AVUV ($47.8M, 6.66%), AVDV ($32.7M, 4.55%), AAPL ($30.4M, 4.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $81.5M | 11.35% | 733,306 | New |
| 2 | AVDE | AMERICAN CENTY ETF TR | $70.8M | 9.87% | 835,062 | New |
| 3 | AVUV | AMERICAN CENTY ETF TR | $47.8M | 6.66% | 432,808 | New |
| 4 | AVDV | AMERICAN CENTY ETF TR | $32.7M | 4.55% | 327,494 | New |
| 5 | AAPL | APPLE INC | $30.4M | 4.24% | 119,898 | New |
| 6 | BND | VANGUARD BD INDEX FDS | $29.9M | 4.17% | 406,443 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $23.3M | 3.25% | 133,862 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $22.3M | 3.11% | 113,750 | Added |
| 9 | VUG | VANGUARD INDEX FDS | $19.9M | 2.77% | 45,496 | Added |
| 10 | IEF | ISHARES TR | $16.5M | 2.29% | 172,554 | Added |
| 11 | AVEM | AMERICAN CENTY ETF TR | $15.9M | 2.22% | 197,530 | New |
| 12 | SCHQ | SCHWAB STRATEGIC TR | $15.0M | 2.10% | 478,692 | Trimmed |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $12.7M | 1.76% | 239,993 | Trimmed |
| 14 | DFSD | DIMENSIONAL ETF TRUST | $12.4M | 1.73% | 259,454 | Added |
| 15 | AVSF | AMERICAN CENTY ETF TR | $9.5M | 1.32% | 202,236 | New |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $9.0M | 1.25% | 184,971 | Trimmed |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $8.6M | 1.19% | 220,245 | Added |
| 18 | CGCB | CAPITAL GRP FIXED INCM ETF T | $7.5M | 1.04% | 284,934 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $6.2M | 0.87% | 10,438 | Added |
| 20 | SCHV | SCHWAB STRATEGIC TR | $6.0M | 0.83% | 195,790 | Added |
| 21 | VIGI | VANGUARD WHITEHALL FDS | $5.9M | 0.82% | 66,431 | Added |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $5.4M | 0.75% | 138,751 | Added |
| 23 | PRCT | PROCEPT BIOROBOTICS CORP | $5.3M | 0.73% | 210,000 | Hold |
| 24 | VSDB | VANGUARD MALVERN FDS | $5.1M | 0.71% | 66,692 | Added |
| 25 | AVLV | AMERICAN CENTY ETF TR | $5.1M | 0.71% | 63,350 | New |
Source: SEC Form 13F filings · as of 2026-03-31