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Portfolio (Quarterly) Guide ↗

Ducere Wealth Management LLC

· CIK 0002083656
13F Portfolio $333M AUM 135 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 34 New 55 Added 39 Reduced 29 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 36,527.0 $27.4M 8.22% +7K +22.1% $748.89 +2.9%
2 GOOG ALPHABET INC 57,117.0 $20.2M 6.07% +521.0 +0.9% $353.33
3 BINC BLACKROCK ETF TRUST II 346,593.0 $18.1M 5.46% +129K +59.6% $52.34 -0.7%
4 FLXR TCW ETF TRUST 392,935.0 $15.4M 4.63% +195K +99.0% $39.21 -0.8%
5 MSFT MICROSOFT CORP Technology 29,159.0 $10.9M 3.27% +6K +24.3% $373.02 +36.0%
6 NVDA NVIDIA CORPORATION Technology 50,563.0 $10.1M 3.04% +17K +50.4% $200.09 +10.2%
7 AMZN AMAZON COM INC Consumer Cyclical 39,848.0 $9.5M 2.86% +4K +12.7% $238.34 +9.0%
8 AAPL APPLE INC Technology 28,966.0 $8.4M 2.52% +10K +52.8% $289.36 +9.5%
9 BERKSHIRE HATHAWAY INC DEL 16,260.0 $8.1M 2.45% +3K +19.7% $500.41
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,731.0 $7.3M 2.19% +3K +35.0% $746.77 +2.7%
11 APH AMPHENOL CORP Technology 40,022.0 $7.1M 2.12% +1K +2.8% $176.32 -10.1%
12 GSSC GOLDMAN SACHS ETF TR 76,174.0 $7.0M 2.09% +5K +6.9% $91.26 -1.7%
13 DYNF BLACKROCK ETF TRUST 88,574.0 $6.0M 1.81% +48K +118.3% $68.01 +2.1%
14 ANGL VANECK ETF TRUST 169,009.0 $4.9M 1.49% +145K +598.8% $29.24 -0.8%
15 TCHP T ROWE PRICE EXCHANGE-TRADED 92,119.0 $4.6M 1.39% +12K +15.4% $50.09 +0.8%
16 IWF ISHARES TR 31,783.0 $3.9M 1.19% +19K +151.3% $124.17 -1.2%
17 UBER UBER TECHNOLOGIES INC Technology 49,366.0 $3.6M 1.07% +6K +14.1% $72.16 +4.8%
18 AVGO BROADCOM INC Technology 8,458.0 $3.2M 0.96% +5K +157.8% $377.74 -2.0%
19 ASML ASML HLDG NV Technology 1,359.0 $2.7M 0.81% +282.0 +26.2% $1989.44 -14.7%
20 AMD ADVANCED MICRO DEVICES INC Technology 4,568.0 $2.7M 0.80% +4K +345.7% $580.91 -19.0%
Page 1 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.0%
Industrials 13.2%
Financial Services 11.4%
Consumer Cyclical 9.1%
Healthcare 4.6%
Energy 2.3%
Consumer Defensive 2.2%
Communication Services 1.9%
Utilities 1.4%
Basic Materials 0.5%