Werba Rubin Papier Wealth Management
Top Portfolio Positions
163 positions ·
$165,226,921 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
119,898 | $30,428,913 | 18.42% |
| NVDA |
Nvidia Corp
Technology
|
133,862 | $23,345,532 | 14.13% |
| PRCT |
PROCEPT BioRobotics Corp
Healthcare
|
210,000 | $5,252,100 | 3.18% |
| MSFT |
Microsoft Corp
Technology
|
13,508 | $5,000,256 | 3.03% |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,852 | $4,558,401 | 2.76% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,508 | $4,062,931 | 2.46% |
| BITW |
Bitwise 10 Crypto Index ETF
|
87,549 | $3,905,298 | 2.36% |
| META |
Meta Platforms, Inc.
Communication Services
|
6,132 | $3,508,301 | 2.12% |
| GLD |
Spdr Gold Trust
|
7,118 | $3,062,804 | 1.85% |
| SPY |
Spdr S&P 500 ETF Trust
|
4,598 | $2,990,263 | 1.81% |
Portfolio Trend
Holdings in PRCT
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,252,100 | 210,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,606,600 | 210,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,494,900 | 210,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,096,000 | 210,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,234,600 | 210,000 | Shares | Sole | 2025-05-07 | |
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