13F Filings History of Werba Rubin Papier Wealth Management

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$369,039,519
Signature - Title
Leila Shaver - COUNSEL
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by Werba Rubin Papier Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Werba Rubin Papier Wealth Management reported 232 stock holdings with total value $369,039,519 as of Q4 2025. Top holdings included BND, NVDA, VUG, VTV, and SCHQ.

Notify me when Werba Rubin Papier Wealth Management files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 232 $369,039,519 +$43,728,300 -$296,483,783 -$252,755,483 BND, NVDA, VUG, VTV, SCHQ 13F-HR 26 Jan 2026, 17:44
Q3 2025 241 $619,112,359 +$70,244,727 -$18,524,004 +$51,720,723 AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 03 Nov 2025, 21:04
Q2 2025 230 $532,168,701 +$43,454,384 -$6,638,904 +$36,815,480 AVUS, AVDE, AVUV, AVDV, AAPL 13F-HR 28 Jul 2025, 21:37
Q1 2025 192 $459,820,353 +$58,888,628 -$13,734,392 +$45,154,236 AVUS, AVDE, AVUV, SCHQ, AVDV 13F-HR 07 May 2025, 14:43
Q4 2024 195 $423,908,833 +$24,160,384 -$15,978,849 +$8,181,535 AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 31 Jan 2025, 18:22
Q3 2024 193 $426,298,452 +$48,771,374 -$5,788,658 +$42,982,716 AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 18 Oct 2024, 15:30
Q2 2024 168 $362,274,831 +$40,715,878 -$22,956,530 +$17,759,348 AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 06 Aug 2024, 14:07
Q1 2024 153 $344,856,044 +$40,422,536 -$4,981,433 +$35,441,103 AVUS, AVDE, AVUV, AVDV, AAPL 13F-HR 30 Apr 2024, 20:03
Q4 2023 121 $294,600,523 +$6,621,587 -$21,894,874 -$15,273,287 AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 22 Jan 2024, 15:32
Q3 2023 124 $280,962,682 +$5,239,088 -$9,245,053 -$4,005,965 AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 06 Nov 2023, 11:46
Q2 2023 124 $288,040,437 +$28,063,653 -$2,613,496 +$25,450,157 AVUS, AVDE, AVUV, AAPL, AVDV 13F-HR 24 Jul 2023, 16:59
Q1 2023 115 $254,593,894 +$13,430,310 -$13,603,169 -$172,859 AVDE, AVUS, AVUV, AAPL, AVDV 13F-HR 26 Apr 2023, 14:02
Q4 2022 104 $242,487,793 $0 $0 $0 AVDE, AVUS, AVUV, AVDV, DFUV 13F-HR 28 Mar 2023, 15:07