Institutions / Ducere Wealth Management LLC
Ducere Wealth Management LLC
CIK 2083656 · Institution · as of Dec 31, 2025
Portfolio value
$254.06M
Positions
122
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 122 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $20.49M | 8.1% |
| Alphabet Inc. | $17.76M | 7.0% |
| BlackRock ETF Trust II | $11.46M | 4.5% |
| Microsoft Corp | $11.34M | 4.5% |
| Amazon.com Inc | $8.16M | 3.2% |
| Tcw ETF Trust | $7.82M | 3.1% |
| Vanguard Index Fds | $6.83M | 2.7% |
| Goldman Sachs ETF Tr | $6.81M | 2.7% |
| Warren E. Buffett | $6.64M | 2.6% |
| Invesco Exchange Traded Fd T | $6.50M | 2.6% |
| NVIDIA Corp | $6.27M | 2.5% |
| iShares Tr | $5.92M | 2.3% |
| iShares Tr | $5.60M | 2.2% |
| iShares Tr | $5.52M | 2.2% |
| Goldman Sachs ETF Tr | $5.39M | 2.1% |
| VanEck ETF Trust | $5.35M | 2.1% |
| Apple Inc. | $5.15M | 2.0% |
| Amphenol Corp /De | $5.14M | 2.0% |
| SPDR S&P 500 ETF Tr | $4.92M | 1.9% |
| J P Morgan Exchange Traded F | $4.62M | 1.8% |
| Bloom Energy Corp | $4.27M | 1.7% |
| J P Morgan Exchange Traded F | $4.01M | 1.6% |
| T Rowe Price ETF Inc | $3.98M | 1.6% |
| Qualcomm INC/DE | $3.68M | 1.4% |
| Uber Technologies, Inc | $3.51M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.