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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 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVLV AMERICAN CENTY ETF TR 85,923.0 $7.8M 2.36% NEW $91.21 +2.9%
2 AVIV AMERICAN CENTY ETF TR 76,064.0 $5.9M 1.77% NEW $77.42 +7.0%
3 QQQM INVESCO EXCH TRADED FD TR II 11,871.0 $3.6M 1.08% NEW $302.97 -2.6%
4 BIL SPDR SERIES TRUST 27,811.0 $2.5M 0.77% NEW $91.64 +0.0%
5 SANM SANMINA CORP Technology 9,940.0 $2.5M 0.76% NEW $253.08 -22.3%
6 GPZ VANECK ETF TRUST 98,624.0 $2.1M 0.64% NEW $21.44 +17.6%
7 IESC IES HOLDINGS INC Industrials 2,466.0 $1.8M 0.55% NEW $734.66 -58.8%
8 HYS PIMCO ETF TR 18,956.0 $1.8M 0.53% NEW $93.52 -0.5%
9 CRWD CROWDSTRIKE HLDGS INC Technology 2,243.0 $1.7M 0.52% NEW $190.78 +21.1%
10 DELL DELL TECHNOLOGIES INC Technology 3,874.0 $1.7M 0.50% NEW $431.46 +6.0%
11 SE SEA LTD Consumer Cyclical 14,867.0 $1.4M 0.43% NEW $95.83 +18.4%
12 LNG CHENIERE ENERGY INC Energy 5,816.0 $1.4M 0.42% NEW $239.01 +22.0%
13 BILS SPDR SERIES TRUST 8,540.0 $849K 0.26% NEW $99.38 +0.0%
14 SCHD SCHWAB STRATEGIC TR 23,797.0 $755K 0.23% NEW $31.71 +10.0%
15 PHYL PGIM ETF TR 21,397.0 $746K 0.22% NEW $34.88 -0.8%
16 SPACE EXPLORATION TECHN CORP 4,295.0 $734K 0.22% NEW $170.86
17 MU MICRON TECHNOLOGY INC Technology 576.0 $665K 0.20% NEW $1154.43 -17.0%
18 QDTE ROUNDHILL ETF TRUST 17,105.0 $532K 0.16% NEW $31.13 -6.8%
19 HYG ISHARES TR 6,330.0 $506K 0.15% NEW $79.97 -0.2%
20 VLO VALERO ENERGY CORP Energy 1,796.0 $468K 0.14% NEW $260.44 +37.8%
Page 1 of 2  ·  34 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%