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Ducere Wealth Management LLC

All holdings · as of Dec 31, 2025

122 positions

CompanyClassValueShares% of portfolio
S&P Global Inc.$501.9K9600.2%
Ulta Beauty, Inc.$531.8K8790.2%
ISHARES TR$534.7K5,5540.2%
NUVEEN CALIFORNIA MUNICIPAL VALUE FUNDNCAClosed-End Fund$544.4K60,8220.2%
EXXON MOBIL CORP$561.4K4,6650.2%
SCHWAB CHARLES CORP$591.5K5,9200.2%
Booking Holdings Inc$605.7K1130.2%
ISHARES TR$640.5K2,6020.3%
VANGUARD INDEX FDS$665.2K2,2920.3%
VANECK ETF TRUST$710.3K24,1870.3%
MSCI Inc.$727.7K1,2680.3%
INVESCO EXCH TRADED FD TR II$752.8K32,4610.3%
Phillips Edison & Company, Inc.$770.2K21,6520.3%
PIMCO ETF TR$812.0K8,7240.3%
MercadoLibre, Inc.$823.8K4090.3%
SELECT SECTOR SPDR TR$827.4K6,9290.3%
Hudson Pacific Properties, Inc.HPPREIT$833.2K76,9310.3%
Arista Networks, Inc.ANETCommon Stock$838.7K6,4010.3%
VEEVA SYSTEMS INC$902.5K4,0430.4%
ISHARES TR$999.1K10,0030.4%
INTUIT INC.$1.03M1,5610.4%
ServiceNow Inc$1.04M6,7890.4%
Fortinet Inc$1.05M13,2200.4%
IDEXX LABORATORIES INC /DE$1.05M1,5530.4%
CINTAS CORP$1.06M5,6320.4%
LOWES COMPANIES INC$1.07M4,4570.4%
Tesla Inc$1.08M2,4000.4%
Broadcom Inc.$1.14M3,2810.4%
ASML HOLDING N V$1.15M1,0770.5%
AppLovin Corp$1.16M1,7220.5%
COSTCO WHOLESALE CORP /NEW$1.17M1,3520.5%
FIRST TR EXCHANGE-TRADED FD$1.18M69,2280.5%
Monolithic Power Systems Inc$1.21M1,3380.5%
VANGUARD CALIF TAX FREE FDS$1.51M15,0180.6%
Alphabet Inc.$1.59M5,0830.6%
Medpace Holdings, Inc.$1.65M2,9430.7%
Palantir Technologies Inc$1.75M9,8390.7%
APPLIED MATERIALS INC /DE$1.85M7,2160.7%
Cencora Inc$2.30M6,8120.9%
Edwards Lifesciences Corp$2.35M27,5890.9%
Meta Platforms Inc$2.40M3,6360.9%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$2.47M40,5701.0%
GOLDMAN SACHS ETF TR$2.49M18,7901.0%
GOLDMAN SACHS ETF TR$2.88M67,0161.1%
ISHARES TR$3.05M22,2461.2%
JPMORGAN CHASE & CO$3.13M9,7011.2%
Mastercard Inc$3.27M5,7291.3%
Uber Technologies, Inc$3.51M42,9831.4%
QUALCOMM INC/DE$3.68M21,5121.4%
T ROWE PRICE ETF INC$3.98M79,8381.6%
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