Werba Rubin Papier Wealth Management: 13F holdings
CIK 19710292026Q2
| Positions | 309 |
|---|---|
| Reported value | $816.4m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVUS AMERICAN CENTY ETF TR | 767,323 | $98.3m | 12.0% |
| AVDE AMERICAN CENTY ETF TR | 876,278 | $78.2m | 9.6% |
| AVUV AMERICAN CENTY ETF TR | 440,829 | $55.0m | 6.7% |
| AVDV AMERICAN CENTY ETF TR | 338,706 | $34.9m | 4.3% |
| AAPL APPLE INC | 117,297 | $33.9m | 4.2% |
| BND VANGUARD BD INDEX FDS | 429,826 | $31.6m | 3.9% |
| VTV VANGUARD INDEX FDS | 122,581 | $26.7m | 3.3% |
| VUG VANGUARD INDEX FDS | 296,253 | $25.5m | 3.1% |
| NVDA NVIDIA CORPORATION | 115,980 | $23.2m | 2.8% |
| AVEM AMERICAN CENTY ETF TR | 209,840 | $20.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1971029")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.