Arkolith/Funds/Werba Rubin Papier Wealth Management

Werba Rubin Papier Wealth Management

CIK 1971029Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Werba Rubin Papier Wealth Management holds a focused book of 309 reported positions worth $823.5M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Invesco QQQ Trust Series 1 and trimmed Apple Inc. Their largest long position is Avantis U.S. Equity ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2024 would be +33% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Werba Rubin Papier Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.

Opened
47
bought for the first time
+44 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
17
exited the position entirely
+14 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+32.5%
+16.0%/yr · since Oct '24
Their reported book
+27.7%
held from quarter-end
S&P 500
+33.4%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Werba Rubin Papier Wealth Management (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.9 points over this window.

Growth of $10,000 cloning Werba Rubin Papier Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
52%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

23% mapped to company sectors

ETFs / funds
73%
Information Technology
13%
No sector on file yet
4%
Financials
3%
Industrials
2%
Consumer Discretionary
2%
Health Care
2%
Energy
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Werba Rubin Papier Wealth Management

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Pandowealth. LLC10 / 80$116.8M
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd20 / 80$1.0B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Shade Tree Advisors LLC11 / 80$154.1M
Avalon Advisory Group9 / 80$235.9M
Draper Asset Management, LLC8 / 80$170.5M

Ranked by the share of each fund's own book sitting in the names it shares with Werba Rubin Papier Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

309 positions
#SecurityValueShares% PortLast moveHistory
1American Centy ETF TR
US EQT ETF
$98.3M767.3K
11.9%
+4.6%
Added · +34K sh
2American Centy ETF TR
INTL EQT ETF
$78.2M876.3K
9.5%
+4.9%
Added · +41K sh
3American Centy ETF TR
US SML CP VALU
$55.0M440.8K
6.7%
+1.9%
Added · +8K sh
4American Centy ETF TR
INTL SMCP VLU
$34.9M338.7K
4.2%
+3.4%
Added · +11K sh
5Apple Inc
COM
$33.9M117.3K
4.1%
−2.2%
Reduced · −3K sh
6Vanguard BD Index FDS
TOTAL BND MRKT
$31.6M429.8K
3.8%
+5.8%
Added · +23K sh
7Vanguard Index FDS
VALUE ETF
$26.7M122.6K
3.2%
+7.8%
Added · +9K sh
8Vanguard Index FDS
GROWTH ETF
$25.5M296.3K
3.1%
+551%
Added · +251K sh
9Nvidia Corporation
COM
$23.2M116.0K
2.8%
−13%
Reduced · −18K sh
10American Centy ETF TR
AVANTIS EMGMKT
$20.2M209.8K
2.5%
+6.2%
Added · +12K sh
11Ishares TR
7-10 YR TRSY BD
$16.2M171.0K
2.0%
−0.9%
Reduced · −2K sh
12Schwab Strategic TR
LONG TERM US
$14.6M465.5K
1.8%
−2.8%
Reduced · −13K sh
13Dimensional ETF Trust
INTERNATNAL VAL
$13.5M249.1K
1.6%
+3.8%
Added · +9K sh
14Dimensional ETF Trust
SHOR DUR FIX ETF
$13.2M276.5K
1.6%
+6.6%
Added · +17K sh
15American Centy ETF TR
AVANTIS SHFXDINC
$10.3M221.9K
1.3%
+9.7%
Added · +20K sh
16Dimensional ETF Trust
US MKTWIDE VALUE
$10.1M183.4K
1.2%
−0.8%
Reduced · −2K sh
17Dimensional ETF Trust
INTL CORE EQT MK
$9.8M237.4K
1.2%
+7.8%
Added · +17K sh
18Capital Grp Fixed Incm ETF T
CORE BOND ETF
$8.3M315.6K
1.0%
+11%
Added · +31K sh
19Vanguard Whitehall FDS
INTL DVD ETF
$7.3M77.8K
0.9%
+17%
Added · +11K sh
20Vanguard Malvern FDS
SHOR DURA BD ETF
$7.1M92.9K
0.9%
+39%
Added · +26K sh
21Schwab Strategic TR
US LCAP VA ETF
$7.1M203.8K
0.9%
+4.1%
Added · +8K sh
22American Centy ETF TR
AVANTIS CORE FI
$6.4M153.6K
0.8%
+47%
Added · +49K sh
23Dimensional ETF Trust
US COR EQU 2 ETF
$6.2M139.5K
0.8%
+0.6%
Added · +793 sh
24Vanguard Index FDS
S&P 500 ETF SHS
$6.2M9.0K
0.7%
−14%
Reduced · −1K sh
25Ishares Inc
MSCI EMRG CHN
$6.0M58.3K
0.7%
+9.3%
Added · +5K sh
26American Centy ETF TR
US LARGE CAP VLU
$5.6M61.7K
0.7%
−2.6%
Reduced · −2K sh
27Alphabet Inc
CAP STK CL A
$5.4M15.2K
0.7%
−4.2%
Reduced · −661 sh
28Lam Research Corp
COM NEW
$5.0M11.6K
0.6%
−6.3%
Reduced · −782 sh
29Microsoft Corp
COM
$4.8M13.0K
0.6%
−3.9%
Reduced · −526 sh
30Procept Biorobotics Corp
COM
$4.8M210.6K
0.6%
+0.3%
Added · +587 sh
31Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$4.7M79.3K
0.6%
+6.0%
Added · +5K sh
32Amazon Com Inc
COM
$4.7M19.7K
0.6%
+1.1%
Added · +223 sh
33Dimensional ETF Trust
US EQUI MARK ETF
$4.7M56.8K
0.6%
−0.6%
Reduced · −347 sh
34American Centy ETF TR
AVANTIS ALL EQT
$4.5M45.4K
0.5%
+21%
Added · +8K sh
35Vanguard Index FDS
SM CP VAL ETF
$4.3M17.7K
0.5%
+4.8%
Added · +804 sh
36Vanguard Index FDS
TOTAL STK MKT
$3.8M10.2K
0.5%
+1.8%
Added · +181 sh
37Vanguard Index FDS
MCAP VL IDXVIP
$3.5M17.9K
0.4%
+6.5%
Added · +1K sh
38Vanguard Index FDS
MCAP GR IDXVIP
$3.5M11.3K
0.4%
+6.9%
Added · +728 sh
39State STR SPDR S&P 500 ETF T
TR UNIT
$3.4M4.6K
0.4%
~0%
Added · +1 sh
40Alphabet Inc
CAP STK CL C
$3.4M9.5K
0.4%
−41%
Reduced · −7K sh
41Dimensional ETF Trust
US TARGETED VLU
$3.3M46.5K
0.4%
+0.9%
Added · +398 sh
42Meta Platforms Inc
CL A
$3.1M5.5K
0.4%
−10%
Reduced · −625 sh
43Bitwise 10 Crypto Index ETF
UNIT BENEFICIAL
$2.9M77.2K
0.4%
−12%
Reduced · −10K sh
44Berkshire Hathaway Inc Del
CL B NEW
$2.9M5.8K
0.4%
−2.7%
Reduced · −161 sh
45Dimensional ETF Trust
US CORE EQT MKT
$2.8M54.6K
0.3%
+23%
Added · +10K sh
46Schwab Strategic TR
US LCAP GR ETF
$2.8M83.1K
0.3%
−2.9%
Reduced · −2K sh
47American Centy ETF TR
INTERNATIONAL LR
$2.8M35.6K
0.3%
−0.9%
Reduced · −319 sh
48SPDR Gold TR
GOLD SHS
$2.7M7.4K
0.3%
+3.3%
Added · +233 sh
49Vanguard Index FDS
SML CP GRW ETF
$2.5M6.9K
0.3%
+2.7%
Added · +180 sh
50Visa Inc
COM CL A
$2.5M7.2K
0.3%
+1.5%
Added · +105 sh
Showing 50 of 309 positions
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Filing history

As-of date vs the date the SEC received each filing

$823.5M · Q2 2026Q3 2024 · $426.3MQ2 2026 · $823.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d309$823.5M13F-HR
Q1 2026Mar 31, 2026May 12, 202642d278$718.1M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202627d232$369.0M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202535d241$619.1M13F-HR
Q2 2025Jun 30, 2025Jul 29, 202529d230$532.2M13F-HR
Q1 2025Mar 31, 2025May 7, 202537d192$459.8M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202534d195$423.9M13F-HR
Q3 2024Sep 30, 2024Oct 18, 202418d193$426.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.