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LEILA SHAVER

Werba Rubin Papier Wealth Management

Assets Managed
$718.13M
Holdings
278
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
94.6%(2Q avg: 27.11%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Werba Rubin Papier Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 278 positions.

Assets under management

The assets under management (AUM) of Werba Rubin Papier Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 718.13M in assets, with a quarterly growth rate of 94.6% and a 2-quarter average growth rate of 27.11%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
New Position
11.36%
$81.529M
733,306 shares@ $111.18 avg price
AVDE
Avantis International Equity
Recent Activity
New Position
9.87%
$70.847M
835,062 shares@ $84.84 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
New Position
6.66%
$47.812M
432,808 shares@ $110.47 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
New Position
4.56%
$32.704M
327,494 shares@ $99.86 avg price
AAPL
Apple Inc
Recent Activity
New Position
4.24%
$30.429M
119,898 shares@ $253.79 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 12.72%
4.17%
$29.93M
406,443 shares@ $73.65 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.39%
3.26%
$23.346M
133,862 shares@ $174.41 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 3.56%
3.11%
$22.318M
113,750 shares@ $196.2 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 4.89%
2.77%
$19.872M
45,496 shares@ $436.79 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 20.68%
2.3%
$16.469M
172,554 shares@ $95.44 avg price

1-10 of 278