Werba Rubin Papier Wealth Management
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 823,535
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 309 | 823,535 | 13F-HR | Werba Rubin Papier Wealth Management |
| Q1 2026 | 5/12/2026 | 278 | 718,130 | 13F-HR | Werba Rubin Papier Wealth Management |
| Q4 2025 | 1/27/2026 | 232 | 369,040 | 13F-HR | Werba Rubin Papier Wealth Management |
| Q3 2025 | 11/4/2025 | 241 | 619,112 | 13F-HR | Werba Rubin Papier Wealth Management |
| Q2 2025 | 7/29/2025 | 230 | 532,169 | 13F-HR | Werba Rubin Papier Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 187.5 K | 22.8% | 25.52 K | 0 | 25.52 K |
| ETFs | 627.8 K | 76.2% | 80.18 K | 0 | 80.18 K |
| Debt | 8.263 K | 1.0% | 0 | 289 | -289 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
823,535
Holdings
309
QoQ value change ($000)
105,405
(14.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.