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Werba Rubin Papier Wealth Management

Q4 2025 · 13F-HR

Werba Rubin Papier Wealth Managementholdings as filed

Filed 2026-01-27 · accession 0001971029-26-000001

$369.0M
Reported value
232
Positions
2025-12-31
Period end
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The Brief · Werba Rubin Papier Wealth Management · Q4 2025

AI · grounded in 13F

Werba Rubin Papier Wealth Management closed its position in AVUS, reducing exposure by $73.9M. The fund also exited positions in AVDE and AVUV, which decreased holdings by $61.8M and $45.1M respectively. On the buy side, the fund increased its stake in DFSD by 354.2% and added to positions in BND and IEF.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921937835BNDVANGUARD BD INDEX FDS$26.7M7.24%360,595CommonNONE
67066G104NVDANVIDIA CORPORATION$24.9M6.74%133,352CommonNONE
922908736VUGVANGUARD INDEX FDS$21.2M5.73%43,375CommonNONE
922908744VTVVANGUARD INDEX FDS$21.0M5.68%109,844CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$15.3M4.15%482,748CommonNONE
464287440IEFISHARES TR$13.7M3.73%142,988CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$12.1M3.27%241,881CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$10.6M2.87%221,243CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$8.7M2.36%186,562CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$7.9M2.14%298,429CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$7.3M1.97%191,195CommonNONE
74276L105PRCTPROCEPT BIOROBOTICS CORP$6.6M1.79%210,000CommonNONE
922908363VOOVANGUARD INDEX FDS$6.1M1.65%9,739CommonNONE
594918104MSFTMICROSOFT CORP$6.0M1.64%12,492CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$5.8M1.58%63,659CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$5.6M1.52%189,715CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$5.4M1.45%135,208CommonNONE
02079K107GOOGALPHABET INC$4.7M1.28%14,996CommonNONE
02079K305GOOGLALPHABET INC$4.6M1.25%14,751CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$4.3M1.17%58,365CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.9M1.06%72,459CommonNONE
46434G764EMXCISHARES INC$3.8M1.02%51,748CommonNONE
30303M102METAMETA PLATFORMS INC$3.8M1.02%5,692CommonNONE
922908611VBRVANGUARD INDEX FDS$3.5M0.95%16,555CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.4M0.91%4,951CommonNONE
922908769VTIVANGUARD INDEX FDS$3.1M0.84%9,238CommonNONE
922908512VOEVANGUARD INDEX FDS$2.9M0.78%16,260CommonNONE
922908538VOTVANGUARD INDEX FDS$2.8M0.76%10,031CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$2.8M0.75%46,561CommonNONE
78463V107GLDSPDR GOLD TR$2.7M0.73%6,771CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.7M0.72%81,492CommonNONE
92826C839VVISA INC$2.4M0.66%6,970CommonNONE
57142B104MQMARQETA INC$2.3M0.63%493,118CommonNONE
88160R101TSLATESLA INC$2.3M0.62%5,072CommonNONE
464287200IVVISHARES TR$2.2M0.59%3,204CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$2.1M0.57%44,859CommonNONE
922908595VBKVANGUARD INDEX FDS$2.0M0.53%6,506CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.9M0.51%5,868CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M0.51%2,179CommonNONE
30231G102XOMEXXON MOBIL CORP$1.7M0.47%14,495CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$1.6M0.43%48,452CommonNONE
833445109SNOWSNOWFLAKE INC$1.6M0.43%7,168CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1.5M0.41%19,626CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$1.5M0.41%35,121CommonNONE
46138J635BSJQINVESCO EXCH TRD SLF IDX FD$1.4M0.39%61,989CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$1.4M0.39%55,315CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$1.4M0.38%37,004CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$1.4M0.38%40,414CommonNONE
464289438IWYISHARES TR$1.4M0.38%5,024CommonNONE
79466L302CRMSALESFORCE INC$1.4M0.37%5,108CommonNONE
81762P102NOWSERVICENOW INC$1.3M0.36%8,606CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$1.3M0.35%17,417CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.2M0.34%3,978CommonNONE
921909768VXUSVANGUARD STAR FDS$1.2M0.33%16,176CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.31%1,982CommonNONE
11135F101AVGOBROADCOM INC$1.1M0.30%3,240CommonNONE
68389X105ORCLORACLE CORP$1.1M0.30%5,631CommonNONE
46436E528IBHFISHARES TR$1.1M0.29%46,638CommonNONE
464287523SOXXISHARES TR$1.1M0.29%3,567CommonNONE
46435G516ESGDISHARES TR$1.1M0.29%11,272CommonNONE
746729839FTCAPUTNAM ETF TRUST$1.0M0.27%137,783CommonNONE
375558103GILDGILEAD SCIENCES INC$1.0M0.27%8,209CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$941,5960.26%16,874CommonNONE
92204A504VHTVANGUARD WORLD FD$929,8110.25%3,230CommonNONE
464285204IAUISHARES GOLD TR$928,8280.25%11,443CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$917,6180.25%13,171CommonNONE
92189F106GDXVANECK ETF TRUST$883,4210.24%10,300CommonNONE
78468R663BILSPDR SERIES TRUST$868,7090.24%9,507CommonNONE
532457108LLYELI LILLY & CO$858,8980.23%799CommonNONE
17275R102CSCOCISCO SYS INC$819,0480.22%10,633CommonNONE
46435U713IFRAISHARES TR$812,0520.22%15,432CommonNONE
02507A200AVGBAMERICAN CENTY ETF TR$798,4250.22%15,711CommonNONE
92204A702VGTVANGUARD WORLD FD$797,7970.22%1,058CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$793,8320.22%4,466CommonNONE
922908553VNQVANGUARD INDEX FDS$791,6850.21%8,947CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$784,7940.21%23,825CommonNONE
64110L106NFLXNETFLIX INC$755,9980.20%8,063CommonNONE
82728C102SVCOSILVACO GROUP INC$753,6240.20%186,080CommonNONE
478160104JNJJOHNSON & JOHNSON$726,6960.20%3,511CommonNONE
166764100CVXCHEVRON CORP NEW$718,3890.19%4,714CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$714,9830.19%21,614CommonNONE
922908751VBVANGUARD INDEX FDS$709,8200.19%2,752CommonNONE
78463X871GWXSPDR INDEX SHS FDS$704,3230.19%17,237CommonNONE
00287Y109ABBVABBVIE INC$697,1080.19%3,051CommonNONE
922020730VSDBVANGUARD MALVERN FDS$691,8380.19%9,046CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$674,3740.18%28,076CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$665,4780.18%7,946CommonNONE
369604301GEGE AEROSPACE$646,1230.18%2,098CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$631,0990.17%4,638CommonNONE
931142103WMTWALMART INC$627,1490.17%5,629CommonNONE
00206R102TAT&T INC$614,0200.17%24,719CommonNONE
N07059210ASMLASML HOLDING N V$611,9730.17%572CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$608,1000.16%2,343CommonNONE
00724F101ADBEADOBE INC$601,6330.16%1,719CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$599,0170.16%15,751CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$589,0480.16%2,899CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$572,8680.16%7,515CommonNONE
808524763FNDASCHWAB STRATEGIC TR$572,3160.16%18,163CommonNONE
464287481IWPISHARES TR$561,0140.15%4,097CommonNONE
191216100KOCOCA COLA CO$557,6930.15%7,977CommonNONE
855244109SBUXSTARBUCKS CORP$551,1930.15%6,545CommonNONE
25434V567DGCBDIMENSIONAL ETF TRUST$551,0460.15%10,160CommonNONE
808524789FNDBSCHWAB STRATEGIC TR$548,7500.15%20,653CommonNONE
437076102HDHOME DEPOT INC$541,3940.15%1,573CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$539,1150.15%1,774CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$528,4670.14%601CommonNONE
464287499IWRISHARES TR$523,9660.14%5,443CommonNONE
172967424CCITIGROUP INC$521,3640.14%4,468CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$511,4840.14%8,188CommonNONE
254687106DISDISNEY WALT CO$510,1810.14%4,484CommonNONE
25434V575DFGXDIMENSIONAL ETF TRUST$505,4310.14%9,603CommonNONE
464287556IBBISHARES TR$496,4400.13%2,942CommonNONE
149123101CATCATERPILLAR INC$488,5340.13%853CommonNONE
733245104PRCHPORCH GROUP INC$486,5010.13%53,286CommonNONE
617446448MSMORGAN STANLEY$451,5830.12%2,544CommonNONE
14040H105COFCAPITAL ONE FINL CORP$440,4150.12%1,817CommonNONE
742718109PGPROCTER AND GAMBLE CO$439,3880.12%3,066CommonNONE
46429B598INDAISHARES TR$439,1720.12%8,125CommonNONE
37954Y673PAVEGLOBAL X FDS$438,9510.12%9,185CommonNONE
244199105DEDEERE & CO$419,6840.11%901CommonNONE
464287614IWFISHARES TR$419,5860.11%887CommonNONE
539830109LMTLOCKHEED MARTIN CORP$418,7170.11%866CommonNONE
922908637VVVANGUARD INDEX FDS$415,7540.11%1,321CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$413,3940.11%9,144CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$409,4890.11%12,450CommonNONE
464287432TLTISHARES TR$404,1260.11%4,637CommonNONE
464287176TIPISHARES TR$401,1700.11%3,650CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$394,5790.11%1,195CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$390,2220.11%689CommonNONE
404280406HSBCHSBC HLDGS PLC$386,4560.10%4,912CommonNONE
H42097107UBSUBS GROUP AG$383,5860.10%8,283CommonNONE
58933Y105MRKMERCK & CO INC$378,2390.10%3,593CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$377,5280.10%7,513CommonNONE
20825C104COPCONOCOPHILLIPS$370,1840.10%3,955CommonNONE
872540109TJXTJX COS INC NEW$360,8920.10%2,349CommonNONE
464287465EFAISHARES TR$359,5360.10%3,744CommonNONE
172908105CTASCINTAS CORP$355,1810.10%1,889CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$354,9370.10%15,227CommonNONE
482480100KLACKLA CORP$352,4000.10%290CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$348,3730.09%8,553CommonNONE
808513105SCHWSCHWAB CHARLES CORP$345,9580.09%3,463CommonNONE
949746101WMT2WELLS FARGO CO NEW$336,1060.09%3,606CommonNONE
40434L105HPQHP INC$334,8070.09%15,027CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$323,7530.09%568CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$317,4120.09%13,203CommonNONE
464287622IWBISHARES TR$315,9740.09%846CommonNONE
464288356CMFISHARES TR$310,4140.08%5,402CommonNONE
756109104OREALTY INCOME CORP$310,3370.08%5,505CommonNONE
25809K105DASHDOORDASH INC$309,1450.08%1,365CommonNONE
235851102DHRDANAHER CORPORATION$307,2150.08%1,342CommonNONE
78464A664SPTLSPDR SERIES TRUST$306,8140.08%11,591CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$305,9190.08%1,042CommonNONE
90384S303ULTAULTA BEAUTY INC$305,5300.08%505CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$303,6840.08%3,632CommonNONE
461202103INTUINTUIT$301,4240.08%455CommonNONE
20030N101CMCSACOMCAST CORP NEW$301,1890.08%10,077CommonNONE
443201108HWMHOWMET AEROSPACE INC$296,7850.08%1,448CommonNONE
464287804IJRISHARES TR$293,1490.08%2,439CommonNONE
231021106CMICUMMINS INC$291,0280.08%570CommonNONE
456837103INGING GROEP N.V.$289,7870.08%10,350CommonNONE
512807306LRCXLAM RESEARCH CORP$289,4740.08%1,691CommonNONE
36828A101GEVGE VERNOVA INC$288,2570.08%441CommonNONE
580135101MCDMCDONALDS CORP$286,7620.08%938CommonNONE
H1467J104CBCHUBB LIMITED$286,2230.08%917CommonNONE
464287721IYWISHARES TR$286,1100.08%1,433CommonNONE
911363109URIUNITED RENTALS INC$284,8900.08%352CommonNONE
74349Y829QIDPROSHARES TR$282,8000.08%14,000CommonNONE
74347R248CSMPROSHARES TR$276,0120.07%3,464CommonNONE
464288273SCZISHARES TR$275,2010.07%3,550CommonNONE
30161N101EXCEXELON CORP$274,0760.07%6,288CommonNONE
713448108PEPPEPSICO INC$272,4700.07%1,898CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$269,5710.07%4,590CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$269,3690.07%3,662CommonNONE
95040Q104WELLWELLTOWER INC$269,1600.07%1,450CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$266,4000.07%899CommonNONE
88579Y101MMM3M CO$265,8320.07%1,660CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$265,7180.07%36,300CommonNONE
747525103QCOMQUALCOMM INC$265,3440.07%1,551CommonNONE
G5960L103MDTMEDTRONIC PLC$264,7350.07%2,756CommonNONE
464288760ITAISHARES TR$263,2100.07%1,226CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$263,1770.07%1,828CommonNONE
56585A102MPCMARATHON PETE CORP$260,8910.07%1,604CommonNONE
H2906T109GRMNGARMIN LTD$259,8560.07%1,281CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$259,7580.07%3,388CommonNONE
84858T772EUADSPINNAKER ETF SERIES$259,1840.07%6,152CommonNONE
03831W108APPAPPLOVIN CORP$257,3990.07%382CommonNONE
464287655IWMISHARES TR$252,8660.07%1,027CommonNONE
83192D402SMASMARTSTOP SELF STORAG REIT I$247,5820.07%8,002CommonNONE
25434V583DFGPDIMENSIONAL ETF TRUST$247,0710.07%4,569CommonNONE
G87052109TELTE CONNECTIVITY PLC$245,7310.07%1,080CommonNONE
82509L107SHOPSHOPIFY INC$245,4790.07%1,525CommonNONE
958102105WDCWESTERN DIGITAL CORP$244,2880.07%1,418CommonNONE
803054204SAPSAP SE$242,6670.07%999CommonNONE
780259305SHELSHELL PLC$242,1590.07%3,296CommonNONE
78464A300SLYVSPDR SERIES TRUST$241,7980.07%2,658CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$241,0010.07%45CommonNONE
718546104PSXPHILLIPS 66$238,7480.06%1,850CommonNONE
384802104GWWWW GRAINGER INC$237,1270.06%235CommonNONE
90138F102TWLOTWILIO INC$232,9890.06%1,638CommonNONE
743315103PGRPROGRESSIVE CORP$228,6330.06%1,004CommonNONE
871829107SYYSYSCO CORP$227,4130.06%3,086CommonNONE
452327109ILMNILLUMINA INC$225,9890.06%1,723CommonNONE
718172109PMPHILIP MORRIS INTL INC$223,6640.06%1,394CommonNONE
09175C103BITQBITWISE FUNDS TRUST$223,6350.06%11,221CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$223,6290.06%503CommonNONE
857477103STTSTATE STR CORP$223,3340.06%1,731CommonNONE
78464A854SPYMSPDR SERIES TRUST$222,0490.06%2,768CommonNONE
09290D101BLKBLACKROCK INC$221,6330.06%207CommonNONE
458140100INTCINTEL CORP$221,5990.06%6,005CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$220,5900.06%1,362CommonNONE
670100205NVONOVO-NORDISK A S$217,2580.06%4,270CommonNONE
46434G848PICKISHARES INC$216,9120.06%4,225CommonNONE
30212P303EXPEEXPEDIA GROUP INC$215,8840.06%762CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$213,9890.06%9,456CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$213,5920.06%11,050CommonNONE
311900104FASTFASTENAL CO$212,7810.06%5,302CommonNONE
770700102HOODROBINHOOD MKTS INC$212,5150.06%1,879CommonNONE
464287101OEFISHARES TR$212,4980.06%620CommonNONE
929740108WABWABTEC$212,1730.06%994CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$209,8200.06%437CommonNONE
12504L109CBRECBRE GROUP INC$207,0980.06%1,288CommonNONE
921935805VFVAVANGUARD WELLINGTON FD$206,5760.06%1,556CommonNONE
126650100CVSCVS HEALTH CORP$205,7690.06%2,593CommonNONE
49456B101KMIKINDER MORGAN INC DEL$202,1170.05%7,352CommonNONE
969904101WSMWILLIAMS SONOMA INC$201,9880.05%1,131CommonNONE
46435U663ESMLISHARES TR$200,4810.05%4,360CommonNONE
345370860FFORD MTR CO$199,8170.05%15,230CommonNONE
65535H208NMRNOMURA HLDGS INC$171,1650.05%20,401CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS IN$155,3950.04%37,994CommonNONE
05964H105SANBANCO SANTANDER SA$129,4190.04%11,033CommonNONE
09228F103BBBLACKBERRY LTD$71,9910.02%18,995CommonNONE
29278D105ENICENEL CHILE S.A.$69,7030.02%17,339CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.