Werba Rubin Papier Wealth Management
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$718.1M
Holdings
278
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVUS
AMERICAN CENTY ETF TR
Q3 2025: Increased +4.4% (651.8k → 680.3k shares)
11.4%
02
$AVDE
AMERICAN CENTY ETF TR
Q3 2025: Increased +4.2% (752.5k → 783.9k shares)
9.9%
03
$AVUV
AMERICAN CENTY ETF TR
Q1 2025: Sold 2.1% (462.9k → 453.3k shares)
6.7%
04
$AVDV
AMERICAN CENTY ETF TR
Q3 2025: Increased +4.7% (302.2k → 316.4k shares)
4.6%
05
$AAPL
APPLE INC
Q3 2025: Increased +1.2% (115.3k → 116.7k shares)
4.2%
06
$BND
VANGUARD BD INDEX FDS
Q3 2025: Increased +24.8% (201.0k → 250.8k shares)
4.2%
07
$NVDA
NVIDIA CORPORATION
Q3 2025: Increased +284.8% (34.3k → 131.9k shares)
3.3%
08
$VTV
VANGUARD INDEX FDS
Q3 2025: Increased +87.9% (56.8k → 106.8k shares)
3.1%
09
$VUG
VANGUARD INDEX FDS
Q3 2025: Increased +2.3% (41.4k → 42.3k shares)
2.8%
10
$IEF
ISHARES TR
Q3 2025: Increased +5.2% (114.6k → 120.6k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.