Werba Rubin Papier Wealth Management - Portfolio overview

Werba Rubin Papier Wealth Management has 302 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 11.17%
2. AVDE - AMERICAN CENTY ETF TR, 9.71%
3. AVUV - AMERICAN CENTY ETF TR, 6.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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