Werba Rubin Papier Wealth Management Portfolio Holdings

Werba Rubin Papier Wealth Management

  • $369 Billion
  • Q4 2025

Werba Rubin Papier Wealth Management has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $369 Billion distributed in 232 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $26.7B, Nvidia Corp with a value of $24.9B, Vanguard Growth ETF with a value of $21.2B, Vanguard Value ETF with a value of $21B, and Schwab Strategic Tr Long Term with a value of $15.3B.

Examining the 13F form we can see an decrease of $250B in the current position value, from $619B to 369B.

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 $369 Billion
ETFs: $241 Billion
Technology: $49.4 Billion
Communication Services: $16.2 Billion
Healthcare: $13.3 Billion
Financial Services: $11.2 Billion
Consumer Cyclical: $5.19 Billion
Industrials: $4.76 Billion
Consumer Defensive: $4.49 Billion
Other: $5.52 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.7 Billion 7.24% of portfolio
360,595
Q4 2025 Added 43.77%
$465B
$24.9 Billion 6.74% of portfolio
133,352
Q4 2025 Added 1.08%
$0
$21.2 Billion 5.73% of portfolio
43,375
Q4 2025 Added 2.48%
$0
$21 Billion 5.68% of portfolio
109,844
Q4 2025 Added 2.87%
$0
$15.3 Billion 4.15% of portfolio
482,748
Q4 2025 Reduced 4.85%
$0
$13.7 Billion 3.73% of portfolio
142,988
Q4 2025 Added 18.6%
$0
$12.1 Billion 3.27% of portfolio
241,881
Q4 2025 Added 0.76%
$0
$10.6 Billion 2.87% of portfolio
221,243
Q4 2025 Added 354.18%
$0
$8.69 Billion 2.36% of portfolio
186,562
Q4 2025 Reduced 0.27%
Capital Grp Fixed Incm ETF T
-
$7.91 Billion 2.14% of portfolio
-
Q4 2025 Added 1.57%
$0
$7.29 Billion 1.97% of portfolio
191,195
Q4 2025 Added 1.03%
$1.32B
$6.61 Billion 1.79% of portfolio
210,000
Q1 2025 New
$0
$6.11 Billion 1.65% of portfolio
9,739
Q4 2025 Added 9.62%
$3.78T
$6.04 Billion 1.64% of portfolio
12,492
Q4 2025 Added 15.73%
$0
$5.82 Billion 1.58% of portfolio
63,659
Q4 2025 Added 4.49%
$0
$5.62 Billion 1.52% of portfolio
189,715
Q4 2025 Reduced 5.12%
$1.74T
$4.71 Billion 1.28% of portfolio
14,996
Q4 2025 Added 5.74%
$1.65T
$4.62 Billion 1.25% of portfolio
14,751
Q4 2025 Added 7.48%
$0
$4.33 Billion 1.17% of portfolio
58,365
Q4 2025 Added 0.11%
$0
$3.9 Billion 1.06% of portfolio
72,459
Q4 2025 Added 7.25%
$1.37T
$3.76 Billion 1.02% of portfolio
5,692
Q4 2025 Added 12.65%
$0
$3.76 Billion 1.02% of portfolio
51,748
Q4 2025 Reduced 0.38%
$0
$3.51 Billion 0.95% of portfolio
16,555
Q4 2025 Reduced 1.32%
$0
$3.38 Billion 0.91% of portfolio
4,951
Q4 2025 Reduced 19.01%
$0
$3.1 Billion 0.84% of portfolio
9,238
Q4 2025 Reduced 0.02%
$0
$2.88 Billion 0.78% of portfolio
16,260
Q4 2025 Reduced 0.07%
$0
$2.8 Billion 0.76% of portfolio
10,031
Q4 2025 Added 5.48%
$0
$2.77 Billion 0.75% of portfolio
46,561
Q4 2025 Added 0.96%
$130B
$2.68 Billion 0.73% of portfolio
6,771
Q4 2025 Added 24.33%
$0
$2.66 Billion 0.72% of portfolio
81,492
Q4 2025 Reduced 2.6%
$533B
$2.44 Billion 0.66% of portfolio
6,970
Q4 2025 Added 6.43%
$2.17B
$2.34 Billion 0.63% of portfolio
493,118
Q4 2024 Reduced 0.28%
$1.29T
$2.28 Billion 0.62% of portfolio
5,072
Q4 2025 Added 9.76%
$0
$2.19 Billion 0.59% of portfolio
3,204
Q4 2025 Reduced 5.35%
$0
$2.1 Billion 0.57% of portfolio
44,859
Q4 2025 Added 19.19%
$0
$1.97 Billion 0.53% of portfolio
6,506
Q4 2025 Added 3.73%
$881B
$1.89 Billion 0.51% of portfolio
5,868
Q4 2025 Added 0.81%
$404B
$1.88 Billion 0.51% of portfolio
2,179
Q4 2025 Reduced 6.2%
$490B
$1.74 Billion 0.47% of portfolio
14,495
Q4 2025 Added 4.39%
$0
$1.58 Billion 0.43% of portfolio
48,452
Q4 2025 Added 2.45%
$82.2B
$1.57 Billion 0.43% of portfolio
7,168
Q4 2025 Reduced 1.16%
$0
$1.49 Billion 0.41% of portfolio
35,121
Q4 2025 Added 115.7%
$0
$1.53 Billion 0.41% of portfolio
19,626
Q4 2025 Added 15.39%
-
$1.44 Billion 0.39% of portfolio
-
Q4 2025 Added 3.61%
$0
$1.45 Billion 0.39% of portfolio
61,989
Q4 2025 Added 0.27%
$0
$1.41 Billion 0.38% of portfolio
37,004
Q4 2025 Added 0.05%
$0
$1.39 Billion 0.38% of portfolio
40,414
Q4 2025 Added 0.08%
$0
$1.39 Billion 0.38% of portfolio
5,024
Q3 2024 Reduced 19.37%
$237B
$1.35 Billion 0.37% of portfolio
5,108
Q4 2025 Added 6.39%

Summary

  • Portfolio
  • No. of Stocks 232
  • Current Value $369 Billion
  • Prior Value $619 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 35 stocks
  • Additional Purchases 147 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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