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Portfolio (Quarterly) Guide ↗

Ducere Wealth Management LLC

· CIK 0002083656
13F Portfolio $259M AUM 130 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 130 New
Page 2 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BE BLOOM ENERGY CORP Industrials 49,131.0 $4.3M 1.65% NEW $86.89 +137.4%
22 JEPI J P MORGAN EXCHANGE TRADED F 70,135.0 $4.0M 1.55% NEW $57.24 +0.5%
23 TCHP T ROWE PRICE ETF INC 79,838.0 $4.0M 1.54% NEW $49.86 +1.2%
24 QCOM QUALCOMM INC Technology 21,622.0 $3.7M 1.43% NEW $171.05 -0.3%
25 UBER UBER TECHNOLOGIES INC Technology 43,252.0 $3.5M 1.37% NEW $81.71 -7.4%
26 MA MASTERCARD INCORPORATED Financial Services 5,943.0 $3.4M 1.31% NEW $570.89 +3.2%
27 JPM JPMORGAN CHASE & CO. Financial Services 10,100.0 $3.3M 1.26% NEW $322.23 +10.5%
28 IWP ISHARES TR 22,246.0 $3.0M 1.18% NEW $136.94 +2.6%
29 GSIE GOLDMAN SACHS ETF TR 67,016.0 $2.9M 1.11% NEW $42.94 +11.5%
30 GSLC GOLDMAN SACHS ETF TR 18,790.0 $2.5M 0.96% NEW $132.37 +10.6%
31 DYNF BLACKROCK ETF TRUST 40,570.0 $2.5M 0.95% NEW $60.81 +14.2%
32 META META PLATFORMS INC Communication Services 3,636.0 $2.4M 0.93% NEW $660.16 -13.3%
33 CENCORA INC 7,077.0 $2.4M 0.92% NEW $337.75
34 EW EDWARDS LIFESCIENCES CORP Healthcare 27,720.0 $2.4M 0.91% NEW $85.25 +6.5%
35 AMAT APPLIED MATLS INC Technology 7,447.0 $1.9M 0.74% NEW $256.99 +78.4%
36 PLTR PALANTIR TECHNOLOGIES INC Technology 10,275.0 $1.8M 0.71% NEW $177.75 +4.9%
37 MEDP MEDPACE HLDGS INC Healthcare 2,943.0 $1.7M 0.64% NEW $561.65 +5.8%
38 GOOGL ALPHABET INC Communication Services 5,083.0 $1.6M 0.61% NEW $313.01 +8.4%
39 VANGUARD CALIF TAX FREE FDS 15,018.0 $1.5M 0.58% NEW $100.26
40 COST COSTCO WHSL CORP NEW Consumer Defensive 1,502.0 $1.3M 0.50% NEW $862.08 +9.5%
Page 2 of 7  ·  130 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 47.1%
Financial Services 16.2%
Consumer Cyclical 12.7%
Healthcare 8.2%
Industrials 6.5%
Communication Services 4.2%
Consumer Defensive 2.2%
Energy 1.1%
Real Estate 0.7%
Basic Materials 0.6%