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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 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MUB ISHARES TR 3,394.0 $365K 0.11% +693.0 +25.7% $107.62 -2.3%
102 CME CME GROUP INC Financial Services 1,653.0 $365K 0.11% -142.0 -7.9% $220.77 +29.3%
103 PM PHILIP MORRIS INTL INC Consumer Defensive 1,982.0 $359K 0.11% +86.0 +4.5% $180.92 +3.5%
104 JEPQ J P MORGAN EXCHANGE TRADED F 5,588.0 $343K 0.10% NEW $61.46 -2.0%
105 NEE NEXTERA ENERGY INC Utilities 3,794.0 $333K 0.10% $87.77 -6.2%
106 RSP INVESCO EXCHANGE TRADED FD T 1,555.0 $331K 0.10% +22.0 +1.4% $212.77 +3.1%
107 PCQ PIMCO CALIF MUN INCOME FD Financial Services 35,288.0 $317K 0.10% $8.97 -3.6%
108 PWR QUANTA SVCS INC Industrials 434.0 $312K 0.09% NEW $720.04 -15.7%
109 INTC INTEL CORP Technology 2,185.0 $305K 0.09% NEW $139.63 -35.9%
110 WCMG FIRST TR EXCHANGE-TRADED FD 13,417.0 $292K 0.09% NEW $21.76 -1.3%
111 SBUX STARBUCKS CORP Consumer Cyclical 2,796.0 $286K 0.09% +185.0 +7.1% $102.19 +4.0%
112 AXP AMERICAN EXPRESS CO Financial Services 799.0 $270K 0.08% NEW $338.08 -2.3%
113 FLHY FRANKLIN TEMPLETON ETF TR 11,000.0 $267K 0.08% NEW $24.29 -0.3%
114 ABBV ABBVIE INC Healthcare 1,055.0 $265K 0.08% -225.0 -17.6% $251.64 +1.9%
115 PPA INVESCO EXCHANGE TRADED FD T 1,471.0 $260K 0.08% $176.65 -5.2%
116 SCHX SCHWAB STRATEGIC TR 8,679.0 $255K 0.08% +1K +15.5% $29.43 +2.7%
117 KLAC KLA CORP Technology 845.0 $255K 0.08% NEW $301.71 -41.8%
118 LOW LOWES COS INC Consumer Cyclical 1,135.0 $250K 0.07% -3K -75.0% $220.49 -7.2%
119 GHYB GOLDMAN SACHS ETF TR 5,500.0 $247K 0.07% NEW $44.86 -0.3%
120 BAC BANK OF AMER CORP Financial Services 4,329.0 $247K 0.07% +676.0 +18.5% $56.98 +8.7%
Page 6 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%