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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  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BE BLOOM ENERGY CORP Industrials 46,499.0 $14.1M 4.23% -3K -5.4% $302.70 -31.8%
2 PRFZ INVESCO EXCHANGE TRADED FD T 126,030.0 $7.0M 2.11% -16K -11.0% $55.77 -1.6%
3 GCAL GOLDMAN SACHS ETF TR 110,701.0 $5.7M 1.70% -23K -17.3% $51.20 -1.8%
4 AMAT APPLIED MATLS INC Technology 7,119.0 $5.1M 1.55% -328.0 -4.4% $722.97 -36.6%
5 CMF ISHARES TR 79,139.0 $4.6M 1.37% -18K -18.8% $57.64 -2.5%
6 VOO VANGUARD INDEX FDS 5,176.0 $3.6M 1.07% -6K -52.4% $686.81 +2.7%
7 QCOM QUALCOMM INC Technology 18,352.0 $3.4M 1.02% -3K -15.1% $184.79 -7.8%
8 JEPI J P MORGAN EXCHANGE TRADED F 58,465.0 $3.3M 0.99% -12K -16.6% $56.48 +1.8%
9 JPM JPMORGAN CHASE & CO Financial Services 9,545.0 $3.1M 0.94% -555.0 -5.5% $327.33 +8.8%
10 IEFA ISHARES TR 25,945.0 $2.5M 0.75% -36K -57.9% $96.58 +3.8%
11 IWP ISHARES TR 16,270.0 $2.4M 0.72% -6K -26.9% $146.41 -4.1%
12 GSLC GOLDMAN SACHS ETF TR 10,401.0 $1.5M 0.44% -8K -44.6% $141.88 +3.1%
13 CENCORA INC 4,556.0 $1.3M 0.39% -3K -35.6% $282.98
14 MEDP MEDPACE HLDGS INC Healthcare 2,403.0 $1.3M 0.38% -540.0 -18.4% $529.59 +12.2%
15 MA MASTERCARD INCORPORATED Financial Services 1,823.0 $936K 0.28% -4K -69.3% $513.67 +14.7%
16 PZA INVESCO EXCH TRADED FD TR II 31,769.0 $747K 0.23% -692.0 -2.1% $23.52 -3.9%
17 XLY SELECT SECTOR SPDR TR 5,986.0 $702K 0.21% -943.0 -13.6% $117.28 -0.6%
18 LIN LINDE PLC Basic Materials 1,264.0 $656K 0.20% -157.0 -11.1% $518.86 -5.6%
19 BOND PIMCO ETF TR 7,043.0 $649K 0.20% -2K -19.3% $92.21 -1.9%
20 PECO PHILLIPS EDISON & CO INC Real Estate 15,404.0 $641K 0.19% -6K -28.9% $41.62 -7.1%
Page 1 of 2  ·  39 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%