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 stocks worth $823.5M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2024 would be +28% (+15.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Werba Rubin Papier Wealth Management's latest
holdings, largest changes, and filing provenance.
Opened
98
new positions
Added to
151
existing
Trimmed
96
reduced
Sold out
17
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.4%
+15.1%/yr · since Oct '24
Their reported book
+23.7%
held from quarter-end
S&P 500
+28.7%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Werba Rubin Papier Wealth Management (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.8 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 the ~45-day reporting lag, 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.

Concentration

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.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
13%
Financials
3%
Consumer Discretionary
2%
Health Care
2%
Industrials
1%
Energy
1%
Utilities
0%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
LPL Financial LLC79 / 80$83.6B
Farther Finance Advisors, LLC79 / 80$3.5B
MORGAN STANLEY78 / 80$533.8B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$20.3B
CWM, LLC78 / 80$7.3B
JPMORGAN CHASE & CO77 / 80$475.7B
OSAIC HOLDINGS, INC.77 / 80$18.8B
ROYAL BANK OF CANADA76 / 80$148.5B

Ranked by how many of Werba Rubin Papier Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock'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

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026309$823.5M13F-HR
Q1 2026Mar 31, 2026May 12, 2026278$718.1M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026232$369.0M13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025241$619.1M13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025230$532.2M13F-HR
Q1 2025Mar 31, 2025May 7, 2025192$459.8M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025195$423.9M13F-HR
Q3 2024Sep 30, 2024Oct 18, 2024193$426.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.