§ 13F · FUND PROFILE
Werba Rubin Papier Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $532.2T (13F)Positions · 230Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 361K | $26.7T | 7.2% | +44% |
| 2 | NVDA | NVIDIA CORPORATION | 133K | $24.9T | 6.7% | +1% |
| 3 | VUG | VANGUARD INDEX FDS | 43K | $21.2T | 5.7% | +2% |
| 4 | VTV | VANGUARD INDEX FDS | 110K | $21.0T | 5.7% | +3% |
| 5 | SCHQ | SCHWAB STRATEGIC TR | 483K | $15.3T | 4.1% | −5% |
| 6 | IEF | ISHARES TR | 143K | $13.7T | 3.7% | +19% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 242K | $12.1T | 3.3% | +1% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 221K | $10.6T | 2.9% | +354% |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 187K | $8.7T | 2.4% | ±0% |
| 10 | CGCB | CAPITAL GRP FIXED INCM ETF T | 298K | $7.9T | 2.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WERBA SIGNAL
AC read
Werba Rubin Papier Wealth Management is a Other fund managing $532168.7 trillion in assets. The fund runs a broad portfolio of 230 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed