DOSSIER · 13F-HR · Q2 2026

Ducere Wealth Management LLC

$333M in tracked AUM across 135 positions as of Q2 2026.

DW
CIK 0002083656 · last filed Jun 30, 2026
Total AUM
$333M
as of Q2 2026
Holdings
135
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Ducere Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$27M37K8.2%
02
GOOG
ALPHABET INC
$20M57K6.1%
03
BINC
BLACKROCK ETF TRUST II
$18M347K5.5%
04
FLXR
TCW ETF TRUST
$15M393K4.6%
05
BE
BLOOM ENERGY CORP
$14M46K4.2%
06
MSFT
MICROSOFT CORP
$11M29K3.3%
07
NVDA
NVIDIA CORPORATION
$10M51K3.0%
08
AMZN
AMAZON COM INC
$9M40K2.9%
09
AAPL
APPLE INC
$8M29K2.5%
10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$8M16K2.4%

Filing history

2026Q2Jun 30
$333M 32.3%
135 positionsView →
2026Q1Mar 31
$251M 2.8%
126 positionsView →
2025Q4Dec 31
$259M
130 positionsView →