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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 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TCHP T ROWE PRICE EXCHANGE-TRADED 92,119.0 $4.6M 1.39% +12K +15.4% $50.09 +0.8%
22 CMF ISHARES TR 79,139.0 $4.6M 1.37% -18K -18.8% $57.64 -2.5%
23 IWF ISHARES TR 31,783.0 $3.9M 1.19% +19K +151.3% $124.17 -1.2%
24 QQQM INVESCO EXCH TRADED FD TR II 11,871.0 $3.6M 1.08% NEW $302.97 -2.6%
25 UBER UBER TECHNOLOGIES INC Technology 49,366.0 $3.6M 1.07% +6K +14.1% $72.16 +4.8%
26 VOO VANGUARD INDEX FDS 5,176.0 $3.6M 1.07% -6K -52.4% $686.81 +2.7%
27 QCOM QUALCOMM INC Technology 18,352.0 $3.4M 1.02% -3K -15.1% $184.79 -7.8%
28 JEPI J P MORGAN EXCHANGE TRADED F 58,465.0 $3.3M 0.99% -12K -16.6% $56.48 +1.8%
29 AVGO BROADCOM INC Technology 8,458.0 $3.2M 0.96% +5K +157.8% $377.74 -2.0%
30 JPM JPMORGAN CHASE & CO Financial Services 9,545.0 $3.1M 0.94% -555.0 -5.5% $327.33 +8.8%
31 ASML ASML HLDG NV Technology 1,359.0 $2.7M 0.81% +282.0 +26.2% $1989.44 -14.7%
32 AMD ADVANCED MICRO DEVICES INC Technology 4,568.0 $2.7M 0.80% +4K +345.7% $580.91 -19.0%
33 BIL SPDR SERIES TRUST 27,811.0 $2.5M 0.77% NEW $91.64 +0.0%
34 EW EDWARDS LIFESCIENCES CORP Healthcare 27,829.0 $2.5M 0.76% $90.46 +0.3%
35 SANM SANMINA CORP Technology 9,940.0 $2.5M 0.76% NEW $253.08 -22.3%
36 IEFA ISHARES TR 25,945.0 $2.5M 0.75% -36K -57.9% $96.58 +3.8%
37 IWP ISHARES TR 16,270.0 $2.4M 0.72% -6K -26.9% $146.41 -4.1%
38 GOOGL ALPHABET INC Communication Services 6,264.0 $2.2M 0.67% +1K +23.2% $357.34 -5.0%
39 GPZ VANECK ETF TRUST 98,624.0 $2.1M 0.64% NEW $21.44 +17.6%
40 PLTR PALANTIR TECHNOLOGIES INC Technology 18,025.0 $2.1M 0.63% +8K +75.4% $116.67 +59.7%
Page 2 of 7  ·  135 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%