13F Insight
DOSSIER · 13F-HR · Q1 2026

Ducere Wealth Management LLC

Ducere Wealth's holding co. based in Omaha, NE — $251M in tracked AUM across 126 positions as of Q1 2026.

DW
Ducere Wealth·Omaha, NE·Holding Co.
CIK 0002083656 · last filed Mar 31, 2026
Total AUM
$251M
▲ 2.1%
vs prior
Holdings
126
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
46% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Ducere Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$20M31K8.1%
02
GOOG
ALPHABET INC
$16M56K6.4%
03
BINC
BLACKROCK ETF TRUST II
$13M243K5.0%
04
MSFT
MICROSOFT CORP
$10M26K3.8%
05
FLXR
TCW ETF TRUST
$9M241K3.8%
06
GSLC
GOLDMAN SACHS ETF TR
$8M90K3.1%
07
NVDA
NVIDIA CORPORATION
$8M43K3.0%
08
AMZN
AMAZON COM INC
$7M35K2.9%
09
BE
BLOOM ENERGY CORP
$7M49K2.6%
10
SPY
STATE STR SPDR S&P 500 ETF T
$7M10K2.6%

Filing history

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