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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 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPQ J P MORGAN EXCHANGE TRADED F 5,588.0 $343K 0.10% NEW $61.46 -2.0%
22 PWR QUANTA SVCS INC Industrials 434.0 $312K 0.09% NEW $720.04 -15.7%
23 INTC INTEL CORP Technology 2,185.0 $305K 0.09% NEW $139.63 -35.9%
24 WCMG FIRST TR EXCHANGE-TRADED FD 13,417.0 $292K 0.09% NEW $21.76 -1.3%
25 AXP AMERICAN EXPRESS CO Financial Services 799.0 $270K 0.08% NEW $338.08 -2.3%
26 FLHY FRANKLIN TEMPLETON ETF TR 11,000.0 $267K 0.08% NEW $24.29 -0.3%
27 KLAC KLA CORP Technology 845.0 $255K 0.08% NEW $301.71 -41.8%
28 GHYB GOLDMAN SACHS ETF TR 5,500.0 $247K 0.07% NEW $44.86 -0.3%
29 KO COCA COLA CO Consumer Defensive 3,021.0 $245K 0.07% NEW $81.26 +9.1%
30 MS MORGAN STANLEY Financial Services 1,159.0 $242K 0.07% NEW $209.03 +2.1%
31 ADI ANALOG DEVICES INC Technology 562.0 $223K 0.07% NEW $397.35 -8.9%
32 HD HOME DEPOT INC Consumer Cyclical 608.0 $215K 0.07% NEW $352.95 -7.1%
33 AMGN AMGEN INC Healthcare 576.0 $209K 0.06% NEW $362.12 +18.7%
34 OWL BLUE OWL CAPITAL INC Financial Services 10,000.0 $88K 0.03% NEW $8.75 +39.9%
Page 2 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%