Holdings of Werba Rubin Papier Wealth Management
248 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 55.5 % of the equity sleeve
Sector breakdown
- Technology 11.4 %
- Communication 2.3 %
- Financials 2.3 %
- Funds 1.8 %
- Consumer discretionary 1.3 %
- Industrials 1.2 %
- Health care 1.1 %
- Consumer staples 1.0 %
- Energy 0.8 %
- Utilities 0.2 %
- Real estate 0.1 %
- Unattributed 76.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.5 %
- NL 0.2 %
- TW 0.1 %
- JP 0.1 %
- ES 0.1 %
- GB 0.0 %
- CL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 238 | 673.3M $ | 99.53 % |
| 2 | NL | 2 | 1M $ | 0.15 % |
| 3 | TW | 2 | 839.4K $ | 0.12 % |
| 4 | JP | 2 | 509.7K $ | 0.08 % |
| 5 | ES | 2 | 453.5K $ | 0.07 % |
| 6 | GB | 1 | 314.9K $ | 0.05 % |
| 7 | CL | 1 | 68.3K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | iShares Russell 2000 ETF | 1,027 | 254.8K $ | |
| 202 | Kinder Morgan, Inc. | 7,598 | 254.7K $ | |
| 203 | Fastenal Co | 5,484 | 254.5K $ | |
| 204 | Exelon Corp | 5,151 | 252.5K $ | |
| 205 | FedEx Corp | 705 | 251K $ | |
| 206 | Williams Cos Inc/The | 3,441 | 250.4K $ | |
| 207 | Westinghouse Air Brake Technologies Corp | 998 | 249.4K $ | |
| 208 | Colgate-Palmolive Co | 2,925 | 249.3K $ | |
| 209 | Fidelity Wise Origin Bitcoin Fund | 4,194 | 247.6K $ | |
| 210 | US Foods Holding Corp | 2,649 | 244.3K $ | |
| 211 | Amgen Inc | 690 | 242.9K $ | |
| 212 | Altria Group, Inc. | 3,656 | 241.3K $ | |
| 213 | Prologis Inc | 1,814 | 239.8K $ | |
| 214 | United Rentals Inc | 329 | 239.7K $ | |
| 215 | Twilio Inc | 1,904 | 239.6K $ | |
| 216 | iShares MSCI Global Metals & M | 4,225 | 239.1K $ | |
| 217 | Micron Technology Inc | 706 | 238.6K $ | |
| 218 | Monster Beverage Corp | 3,279 | 237.6K $ | |
| 219 | Snap-on Inc | 632 | 229.6K $ | |
| 220 | 3M Co | 1,578 | 229.2K $ | |
| 221 | Intuit Inc | 529 | 228.7K $ | |
| 222 | American International Group Inc | 2,989 | 224.9K $ | |
| 223 | HCA Healthcare Inc | 471 | 222.9K $ | |
| 224 | iShares MSCI EAFE Small-Cap ETF | 2,842 | 222.8K $ | |
| 225 | Intercontinental Exchange Inc | 1,416 | 222.7K $ | |
| 226 | Elanco Animal Health Inc | 9,241 | 221.1K $ | |
| 227 | Valvoline Inc | 6,487 | 218.5K $ | |
| 228 | Tyson Foods Inc | 3,409 | 218.4K $ | |
| 229 | Schwab International Equity ETF | 8,823 | 218.4K $ | |
| 230 | ASE Technology Holding Co Ltd | 10,064 | 218.2K $ | |
| 231 | Sumitomo Mitsui Financial Group Inc | 10,950 | 216.3K $ | |
| 232 | Autodesk Inc | 900 | 215.5K $ | |
| 233 | Casey's General Stores Inc | 293 | 213.3K $ | |
| 234 | Ciena Corp | 547 | 212.4K $ | |
| 235 | Marriott International Inc/MD | 642 | 210.1K $ | |
| 236 | Bristol-Myers Squibb Co | 3,449 | 209.2K $ | |
| 237 | iShares California Muni Bond ETF | 3,671 | 208.7K $ | |
| 238 | NextEra Energy Inc | 2,244 | 208.4K $ | |
| 239 | Blackrock Inc | 216 | 207.8K $ | |
| 240 | Valero Energy Corp | 838 | 207.1K $ | |
| 241 | Honeywell International Inc | 913 | 206.4K $ | |
| 242 | State Street Spdr Dow Jones Industrial Average Etf Trust | 438 | 202.9K $ | |
| 243 | CSX Corp | 4,874 | 200.1K $ | |
| 244 | Ford Motor Co | 14,870 | 171.6K $ | |
| 245 | Nomura Holdings Inc | 20,781 | 164K $ | |
| 246 | Banco Santander SA | 10,857 | 122.5K $ | |
| 247 | Recursion Pharmaceuticals Inc | 37,155 | 114.1K $ | |
| 248 | Enel Chile SA | 17,339 | 68.3K $ | |