Werba Rubin Papier Wealth Management has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $424 Billion distributed in 195 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 $59.5B, American Centy ETF Tr Avantis with a value of $46.1B, American Centy ETF Tr Avantis with a value of $44.7B, Apple Inc. with a value of $23.4B, and American Centy ETF Tr Avantis with a value of $18.6B.

Examining the 13F form we can see an decrease of $2.39B in the current position value, from $426B to 424B.

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.

Portfolio value $424 Billion
ETFs: $324 Billion
Technology: $47.1 Billion
Communication Services: $10.8 Billion
Financial Services: $8.38 Billion
Consumer Cyclical: $8.37 Billion
Healthcare: $3.91 Billion
Consumer Defensive: $3.51 Billion
Energy: $3.21 Billion
Other: $2.19 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $424 Billion
  • Prior Value $426 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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