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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 2,737.0 $1.2M 0.35% +337.0 +14.0% $420.60 -12.5%
62 NOW SERVICENOW INC Technology 11,578.0 $1.1M 0.35% +5K +64.5% $99.28 +49.1%
63 MSCI MSCI INC Financial Services 1,881.0 $1.1M 0.32% +597.0 +46.5% $559.93 +1.9%
64 MA MASTERCARD INCORPORATED Financial Services 1,823.0 $936K 0.28% -4K -69.3% $513.67 +14.7%
65 BILS SPDR SERIES TRUST 8,540.0 $849K 0.26% NEW $99.38 +0.0%
66 XOM EXXON MOBIL CORP Energy 5,593.0 $765K 0.23% +245.0 +4.6% $136.72 +17.7%
67 SCHD SCHWAB STRATEGIC TR 23,797.0 $755K 0.23% NEW $31.71 +10.0%
68 LLY ELI LILLY & CO Healthcare 629.0 $754K 0.23% +98.0 +18.5% $1198.60 -3.4%
69 PZA INVESCO EXCH TRADED FD TR II 31,769.0 $747K 0.23% -692.0 -2.1% $23.52 -3.9%
70 PHYL PGIM ETF TR 21,397.0 $746K 0.22% NEW $34.88 -0.8%
71 SPACE EXPLORATION TECHN CORP 4,295.0 $734K 0.22% NEW $170.86
72 LRCX LAM RESEARCH CORP Technology 1,692.0 $733K 0.22% +243.0 +16.8% $433.25 -30.4%
73 XLY SELECT SECTOR SPDR TR 5,986.0 $702K 0.21% -943.0 -13.6% $117.28 -0.6%
74 MU MICRON TECHNOLOGY INC Technology 576.0 $665K 0.20% NEW $1154.43 -17.0%
75 LIN LINDE PLC Basic Materials 1,264.0 $656K 0.20% -157.0 -11.1% $518.86 -5.6%
76 BOND PIMCO ETF TR 7,043.0 $649K 0.20% -2K -19.3% $92.21 -1.9%
77 PECO PHILLIPS EDISON & CO INC Real Estate 15,404.0 $641K 0.19% -6K -28.9% $41.62 -7.1%
78 JNJ JOHNSON & JOHNSON Healthcare 2,495.0 $634K 0.19% -140.0 -5.3% $253.95 +4.7%
79 GSIE GOLDMAN SACHS ETF TR 13,225.0 $604K 0.18% -54K -80.3% $45.70 +4.7%
80 CAT CATERPILLAR INC Industrials 535.0 $570K 0.17% +43.0 +8.7% $1065.13 -25.1%
Page 4 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%