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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 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 4,536.0 $514K 0.15% +198.0 +4.6% $113.26 -7.4%
42 VUG VANGUARD INDEX FDS 4,860.0 $419K 0.13% +4K +492.7% $86.14 +2.4%
43 RTX RTX CORPORATION Industrials 2,120.0 $402K 0.12% +25.0 +1.2% $189.74 +9.5%
44 INGERSOLL RAND INC 4,891.0 $401K 0.12% +66.0 +1.4% $81.99
45 LMT LOCKHEED MARTIN CORP Industrials 778.0 $397K 0.12% +51.0 +7.0% $509.73 +10.1%
46 MUB ISHARES TR 3,394.0 $365K 0.11% +693.0 +25.7% $107.62 -2.3%
47 PM PHILIP MORRIS INTL INC Consumer Defensive 1,982.0 $359K 0.11% +86.0 +4.5% $180.92 +3.5%
48 RSP INVESCO EXCHANGE TRADED FD T 1,555.0 $331K 0.10% +22.0 +1.4% $212.77 +3.1%
49 SBUX STARBUCKS CORP Consumer Cyclical 2,796.0 $286K 0.09% +185.0 +7.1% $102.19 +4.0%
50 SCHX SCHWAB STRATEGIC TR 8,679.0 $255K 0.08% +1K +15.5% $29.43 +2.7%
51 BAC BANK OF AMER CORP Financial Services 4,329.0 $247K 0.07% +676.0 +18.5% $56.98 +8.7%
52 TJX TJX COS INC NEW Consumer Cyclical 1,502.0 $228K 0.07% +103.0 +7.4% $151.47 -11.6%
53 BN BROOKFIELD CORP Financial Services 4,767.0 $203K 0.06% +25.0 +0.5% $42.59 -3.2%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 718.0 $202K 0.06% +34.0 +5.0% $281.28 -16.9%
55 TELA TELA BIO INC Healthcare 51,000.0 $38K 0.01% +31K +155.0% $0.75 -1.6%
Page 3 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%