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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWR ISHARES TR 5,035.0 $555K 0.17% -519.0 -9.3% $110.33 +1.2%
82 CVX CHEVRON CORPORATION Energy 3,222.0 $534K 0.16% +896.0 +38.5% $165.77 +24.4%
83 QDTE ROUNDHILL ETF TRUST 17,105.0 $532K 0.16% NEW $31.13 -6.8%
84 WMT WALMART INC Consumer Defensive 4,536.0 $514K 0.15% +198.0 +4.6% $113.26 -7.4%
85 HYG ISHARES TR 6,330.0 $506K 0.15% NEW $79.97 -0.2%
86 TXN TEXAS INSTRS INC Technology 1,696.0 $505K 0.15% -228.0 -11.8% $298.05 -12.5%
87 CSCO CISCO SYS INC Technology 4,203.0 $494K 0.15% -166.0 -3.8% $117.46 -5.9%
88 IWM ISHARES TR 1,639.0 $492K 0.15% -963.0 -37.0% $300.45 -2.2%
89 META META PLATFORMS INC Communication Services 851.0 $479K 0.14% -3K -76.6% $563.29 +1.6%
90 IEF ISHARES TR 4,954.0 $468K 0.14% -68.0 -1.4% $94.56 -1.9%
91 VLO VALERO ENERGY CORP Energy 1,796.0 $468K 0.14% NEW $260.44 +37.8%
92 MOAT VANECK ETF TRUST 4,247.0 $441K 0.13% -47K -91.8% $103.95 +10.1%
93 LH LABCORP HOLDINGS INC Healthcare 1,557.0 $436K 0.13% -232.0 -13.0% $279.98 +18.8%
94 XLF SELECT SECTOR SPDR TR 7,910.0 $424K 0.13% -1K -13.3% $53.61 +7.6%
95 GS GOLDMAN SACHS GROUP INC Financial Services 419.0 $424K 0.13% -5.0 -1.2% $1011.61 +1.4%
96 VUG VANGUARD INDEX FDS 4,860.0 $419K 0.13% +4K +492.7% $86.14 +2.4%
97 TSPA T ROWE PRICE EXCHANGE-TRADED 8,646.0 $411K 0.12% $47.53 +1.6%
98 RTX RTX CORPORATION Industrials 2,120.0 $402K 0.12% +25.0 +1.2% $189.74 +9.5%
99 INGERSOLL RAND INC 4,891.0 $401K 0.12% +66.0 +1.4% $81.99
100 LMT LOCKHEED MARTIN CORP Industrials 778.0 $397K 0.12% +51.0 +7.0% $509.73 +10.1%
Page 5 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%