StockDriftsStockDriftsTop 50 Werba Rubin Papier Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 11.93% | 767.3K | $98.3M | +4.64%(+34.02K) | $76.28(+73.55%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 9.49% | 876.3K | $78.2M | +4.94%(+41.22K) | $55.98(+68.49%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.68% | 440.8K | $55.0M | +1.85%(+8.02K) | $72.91(+75.77%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.24% | 338.7K | $34.9M | +3.42%(+11.21K) | $58.71(+89.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.12% | 117.3K | $33.9M | -2.17%(-2.60K) | $166.21(+83.73%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.83% | 429.8K | $31.6M | +5.75%(+23.38K) | $73.49(-1.68%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.24% | 122.6K | $26.7M | +7.76%(+8.83K) | $175.23(+29.83%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.1% | 296.3K | $25.5M | +8.53%(+23.28K) | $60.84(+46.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.82% | 116.0K | $23.2M | -13.36%(-17.88K) | $146.80(+53.99%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.46% | 209.8K | $20.2M | +6.23%(+12.31K) | $55.83(+67.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.68% | +46.91% | — | — | +58.53% |
| Top 20 Holdings Unweighted | +11.15% | +37.30% | — | — | +47.86% |
Werba Rubin Papier Wealth Management reports $823.53M in US-listed equity holdings across 309 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (11.9%), AVDE (9.5%) and AVUV (6.7%). The top 20 holdings account for 65.28% of reported assets. Its disclosed equity book has returned +46.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Werba Rubin Papier Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1971029). View Werba Rubin Papier Wealth Management’s 13F filings on SEC