Ducere Wealth Management LLC
Sector Allocation
- Other45.5%$151.2M
- Technology34.3%$114.1M
- Financials8.9%$29.6M
- Consumer Discretionary3.5%$11.6M
- Industrials2.6%$8.5M
- Healthcare2.0%$6.6M
- Consumer Staples1.3%$4.5M
- Energy1.0%$3.4M
- Real Estate0.7%$2.2M
- Materials0.2%$655,836
AUM History
13fpro.ai/research/fund/ducere-wealth-management-llc-2083656
Conviction and streaks
Concentrating · top 10 = 42.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$27.4M
GOOG
$20.2M- BLACKROCK$18.1M
- TCW$15.4M
BE
$14.1MMSFT
$10.9MNVDA
$10.1MAMZN
$9.5MAAPL
$8.4MBRK.B
$8.1M- AMERICAN$7.8M
SPY
$7.3MAPH
$7.1M- INVESCO$7.0M
GS
$7.0M- BLACKROCK$6.0M
- AMERICAN$5.9M
- GOLDMAN$5.7M
AMAT
$5.1M- VANECK$4.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ducere-wealth-management-llc-2083656
Ducere Wealth Management LLC 13F holdings — Q2 2026
$332.6M portfolio (+32.3% QoQ) · 135 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$27.4M
8.2% of stocks
+18%This quarter—Since filed—HeldAIQuality—Est. buy— $20.2M
6.1% of stocks
+2%This quarter-5.5%Since filed3+ qtrsHeld- 3
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF
$18.1M
5.5% of stocks
+43%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
TCW ETF TRUST - FLEXIBLE INCOME
$15.4M
4.6% of stocks
+63%This quarter—Since filed—HeldAIQuality—Est. buy— $14.1M
4.2% of stocks
-4%This quarter+22.2%Since filed3+ qtrsHeld$10.9M
3.3% of stocks
+13%This quarter+35.4%Since filed3+ qtrsHeld$10.1M
3.0% of stocks
+17%This quarter+9.6%Since filed3+ qtrsHeld$9.5M
2.9% of stocks
+13%This quarter+7.9%Since filed3+ qtrsHeld$8.4M
2.5% of stocks
+46%This quarter+1.1%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$8.1M
2.5% of stocks
+21%This quarter—Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Ducere Wealth Management LLC (Q2 2026)
135 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund | — | $7.8M | 2.4% | 86K | New | — | — | 13F |
| 12 | SPDR S&P 500 ETF TRUSTetf/fund | — | $7.3M | 2.2% | 9,731 | -3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMPHENOL CORP /DE/ | Technology | $7.1M | 2.1% | 40K | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | — | $7.0M | 2.1% | 126K | -8% | — | — | 13F |
| 15 | GOLDMAN SACHS GROUP INCetf/fund | Financials | $7.0M | 2.1% | 76K | New | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $6.0M | 1.8% | 89K | +65% | — | — | 13F |
| 17 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LRetf/fund | — | $5.9M | 1.8% | 76K | New | — | — | 13F |
| 18 | — | GOLDMAN SACHS ETF TR - DYNA CAL MUN ETFetf/fund | — | $5.7M | 1.7% | 111K | -11% | — | — | 13F |
| 19 | APPLIED MATERIALS INC /DE | Technology | $5.1M | 1.6% | 7,119 | -0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANECK ETF TRUST - FALLEN ANGEL HGetf/fund | — | $4.9M | 1.5% | 169K | +111% | — | — | 13F |
| 21 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | — | $4.6M | 1.4% | 92K | +6% | — | — | 13F |
| 22 | — | ISHARES TR - CALIF MUN BD ETFetf/fund | — | $4.6M | 1.4% | 79K | -12% | — | — | 13F |
| 23 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $3.9M | 1.2% | 32K | +144% | — | — | 13F |
| 24 | Invesco Ltd.etf/fund | Financials | $3.6M | 1.1% | 12K | New | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Uber Technologies, Inc | Technology | $3.6M | 1.1% | 49K | +11% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.6M | 1.1% | 5,176 | -34% | |||
| 27 | $QCOM | QUALCOMM INC/DE | Technology | $3.4M | 1.0% | 18K | +3% | |||
| 28 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $3.3M | 1.0% | 58K | -10% | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $3.2M | 1.0% | 8,458 | +77% | |||
| 30 | $JPM | JPMORGAN CHASE & CO | Financials | $3.1M | 0.9% | 9,545 | +1% | |||
| 31 | $ASML | ASML HOLDING NV | Technology | $2.7M | 0.8% | 1,359 | +15% | |||
| 32 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.7M | 0.8% | 4,568 | +40% | |||
| 33 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $2.5M | 0.8% | 28K | +331% | |||
| 34 | $EW | Edwards Lifesciences Corp | Healthcare | $2.5M | 0.8% | 28K | +0.5% | |||
| 35 | $SANM | SANMINA CORP | Technology | $2.5M | 0.8% | 9,940 | +9% | |||
| 36 | — | ISHARES TR - CORE MSCI EAFE | — | $2.5M | 0.8% | 26K | -61% | |||
| 37 | — | ISHARES TR - RUS MD CP GR ETF | — | $2.4M | 0.7% | 16K | -27% | |||
| 38 | $GOOGL | Alphabet Inc. | Technology | $2.2M | 0.7% | 6,264 | +15% | |||
| 39 | — | VANECK ETF TRUST - ALTE ASSE MA ETF | — | $2.1M | 0.6% | 99K | +19% | |||
| 40 | $PLTR | Palantir Technologies Inc. | Technology | $2.1M | 0.6% | 18K | +32% | |||
| 41 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $2.1M | 0.6% | 1,519 | +9% | |||
| 42 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.1M | 0.6% | 2,200 | +34% | |||
| 43 | $IESC | IES Holdings, Inc. | Industrials | $1.8M | 0.5% | 2,466 | +16% | |||
| 44 | — | PIMCO ETF TR - 0-5 HIGH YIELD | — | $1.8M | 0.5% | 19K | +79% | |||
| 45 | $GEV | GE Vernova Inc. | Industrials | $1.8M | 0.5% | 1,494 | +43% | |||
| 46 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.7M | 0.5% | 19K | +29% | |||
| 47 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.7M | 0.5% | 2,243 | +115% | |||
| 48 | $DELL | Dell Technologies Inc. | Technology | $1.7M | 0.5% | 3,874 | +56% | |||
| 49 | $APP | AppLovin Corp | Technology | $1.7M | 0.5% | 3,203 | +50% | |||
| 50 | $ANET | Arista Networks, Inc. | Technology | $1.6M | 0.5% | 9,280 | +36% | |||
| 51 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | — | $1.5M | 0.5% | 15K | +0.8% | |||
| 52 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $1.5M | 0.4% | 10K | -88% | |||
| 53 | $GE | GENERAL ELECTRIC CO | Industrials | $1.5M | 0.4% | 3,947 | +74% | |||
| 54 | $SE | Sea Ltd | Industrials | $1.4M | 0.4% | 15K | New | |||
| 55 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.4M | 0.4% | 2,950 | +47% | |||
| 56 | $LNG | Cheniere Energy, Inc. | Energy | $1.4M | 0.4% | 5,816 | New | |||
| 57 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | — | $1.4M | 0.4% | 69K | -0.5% | |||
| 58 | $HPP | Hudson Pacific Properties, Inc. | Real Estate | $1.3M | 0.4% | 87K | +48% | |||
| 59 | $COR | Cencora, Inc. | Consumer Staples | $1.3M | 0.4% | 4,556 | -9% | |||
| 60 | $MEDP | Medpace Holdings, Inc. | Healthcare | $1.3M | 0.4% | 2,403 | -0.9% | |||
| 61 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.3% | 2,737 | +17% | |||
| 62 | $NOW | ServiceNow, Inc. | Technology | $1.1M | 0.3% | 12K | +143% | |||
| 63 | $MSCI | MSCI Inc. | Financials | $1.1M | 0.3% | 1,881 | +38% | |||
| 64 | $MA | Mastercard Inc | Financials | $936K | 0.3% | 1,823 | -69% | |||
| 65 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | — | $849K | 0.3% | 8,540 | New | |||
| 66 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $765K | 0.2% | 5,593 | +5% | |||
| 67 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $755K | 0.2% | 24K | New | |||
| 68 | $LLY | ELI LILLY & Co | Healthcare | $754K | 0.2% | 629 | +18% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $747K | 0.2% | 32K | -1% | |||
| 70 | — | PGIM ETF TR - ACTV HY BD ETF | — | $746K | 0.2% | 21K | +32% | |||
| 71 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $734K | 0.2% | 4,295 | New | |||
| 72 | $LRCX | LAM RESEARCH CORP | Technology | $733K | 0.2% | 1,692 | +15% | |||
| 73 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $702K | 0.2% | 5,986 | -13% | |||
| 74 | $MU | MICRON TECHNOLOGY INC | Technology | $665K | 0.2% | 576 | New | |||
| 75 | $LIN | LINDE PLC | Materials | $656K | 0.2% | 1,264 | -4% | |||
| 76 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $649K | 0.2% | 7,043 | +0.3% | |||
| 77 | $PECO | Phillips Edison & Company, Inc. | Real Estate | $641K | 0.2% | 15K | -12% | |||
| 78 | $JNJ | JOHNSON & JOHNSON | Healthcare | $634K | 0.2% | 2,495 | +8% | |||
| 79 | $GS | GOLDMAN SACHS GROUP INC | Financials | $604K | 0.2% | 13K | -79% | |||
| 80 | $CAT | CATERPILLAR INC | Industrials | $570K | 0.2% | 535 | +9% | |||
| 81 | — | ISHARES TR - RUS MID CAP ETF | — | $555K | 0.2% | 5,035 | -5% | |||
| 82 | $CVX | CHEVRON CORP | Energy | $534K | 0.2% | 3,222 | +36% | |||
| 83 | — | ROUNDHILL ETF TRUST - INNOVATION 100 O | — | $532K | 0.2% | 17K | New | |||
| 84 | $WMT | Walmart Inc. | Consumer Staples | $514K | 0.1% | 4,536 | +11% | |||
| 85 | — | ISHARES TR - IBOXX HI YD ETF | — | $506K | 0.1% | 6,330 | +2% | |||
| 86 | $TXN | TEXAS INSTRUMENTS INC | Technology | $505K | 0.1% | 1,696 | +6% | |||
| 87 | $CSCO | CISCO SYSTEMS, INC. | Technology | $494K | 0.1% | 4,203 | +14% | |||
| 88 | — | ISHARES TR - RUSSELL 2000 ETF | — | $492K | 0.1% | 1,639 | -35% | |||
| 89 | $META | Meta Platforms, Inc. | Technology | $479K | 0.1% | 851 | +47% | |||
| 90 | — | ISHARES TR - 7-10 YR TRSY BD | — | $468K | 0.1% | 4,954 | +0.0% | |||
| 91 | $VLO | VALERO ENERGY CORP/TX | Energy | $468K | 0.1% | 1,796 | New | |||
| 92 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $441K | 0.1% | 4,247 | -91% | |||
| 93 | $LH | LABCORP HOLDINGS INC. | Healthcare | $436K | 0.1% | 1,557 | -10% | |||
| 94 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $424K | 0.1% | 7,910 | -11% | |||
| 95 | $GS | GOLDMAN SACHS GROUP INC | Financials | $424K | 0.1% | 419 | +2% | |||
| 96 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $419K | 0.1% | 4,860 | +500% | |||
| 97 | — | T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF | — | $411K | 0.1% | 8,646 | — | |||
| 98 | $RTX | RTX Corp | Industrials | $402K | 0.1% | 2,120 | +5% | |||
| 99 | $IR | Ingersoll Rand Inc. | Industrials | $401K | 0.1% | 4,891 | +1% | |||
| 100 | $LMT | LOCKHEED MARTIN CORP | Industrials | $397K | 0.1% | 778 | +5% | |||
| 101 | — | ISHARES TR - NATIONAL MUN ETF | — | $365K | 0.1% | 3,394 | +26% | |||
| 102 | $CME | CME GROUP INC. | Financials | $365K | 0.1% | 1,653 | -6% | |||
| 103 | $PM | Philip Morris International Inc. | Consumer Staples | $359K | 0.1% | 1,982 | +13% | |||
| 104 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $343K | 0.1% | 5,588 | New | |||
| 105 | $NEE | NEXTERA ENERGY INC | Utilities | $333K | 0.1% | 3,794 | -0.1% | |||
| 106 | $IVZ | Invesco Ltd. | Financials | $331K | 0.1% | 1,555 | +1% | |||
| 107 | $PCQ | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Other | $317K | 0.1% | 35K | — | |||
| 108 | $PWR | QUANTA SERVICES, INC. | Industrials | $312K | 0.1% | 434 | +10% | |||
| 109 | $INTC | INTEL CORP | Technology | $305K | 0.1% | 2,185 | New | |||
| 110 | — | FIRST TR EXCHANGE-TRADED FD - WCM GLOB EQU ETF | — | $292K | 0.1% | 13K | New | |||
| 111 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $286K | 0.1% | 2,796 | +7% | |||
| 112 | $AXP | AMERICAN EXPRESS CO | Financials | $270K | 0.1% | 799 | New | |||
| 113 | — | FRANKLIN TEMPLETON ETF TR - HIGH YIELD CORP | — | $267K | 0.1% | 11K | — | |||
| 114 | $ABBV | AbbVie Inc. | Healthcare | $265K | 0.1% | 1,055 | -12% | |||
| 115 | $IVZ | Invesco Ltd. | Financials | $260K | 0.1% | 1,471 | — | |||
| 116 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $255K | 0.1% | 8,679 | -3% | |||
| 117 | $KLAC | KLA CORP | Technology | $255K | 0.1% | 845 | New | |||
| 118 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $250K | 0.1% | 1,135 | -15% | |||
| 119 | $GS | GOLDMAN SACHS GROUP INC | Financials | $247K | 0.1% | 5,500 | — | |||
| 120 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $247K | 0.1% | 4,329 | New | |||
| 121 | $KO | COCA COLA CO | Consumer Staples | $245K | 0.1% | 3,021 | New | |||
| 122 | $MS | MORGAN STANLEY | Financials | $242K | 0.1% | 1,159 | New | |||
| 123 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $228K | 0.1% | 1,502 | +6% | |||
| 124 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $225K | 0.1% | 541 | New | |||
| 125 | $ADI | ANALOG DEVICES INC | Technology | $223K | 0.1% | 562 | New | |||
| 126 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $215K | 0.1% | 608 | New | |||
| 127 | $GSK | GSK plc | Healthcare | $213K | 0.1% | 4,065 | -22% | |||
| 128 | $V | VISA INC. | Financials | $212K | 0.1% | 619 | -44% | |||
| 129 | $AMGN | AMGEN INC | Healthcare | $209K | 0.1% | 576 | New | |||
| 130 | — | GOLDMAN SACHS ETF TR - MUNI INCOME ETF | — | $207K | 0.1% | 4,032 | +0.5% | |||
| 131 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $203K | 0.1% | 4,767 | New | |||
| 132 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $202K | 0.1% | 718 | New | |||
| 133 | $NOV | NOV Inc. | Energy | $198K | 0.1% | 11K | — | |||
| 134 | $OWL | BLUE OWL CAPITAL INC. | Financials | $88K | 0.0% | 10K | New | |||
| 135 | $TELA | TELA Bio, Inc. | Healthcare | $38K | 0.0% | 51K | +24% |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 70 added to, 32 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
- AMERICAN CENTY ETF TR - US LARGE CAP VLU$7.8M
first bought this quarter
- AMERICAN CENTY ETF TR - INTERNATIONAL LR$5.9M
first bought this quarter
$SESea Ltd$1.4M
first bought this quarter
$LNGCheniere Energy, Inc.$1.4M
first bought this quarter
- SPDR SERIES TRUST - ST STR BL 12 ETF$849K
first bought this quarter
- SCHWAB STRATEGIC TR - US DIVIDEND EQ$755K
first bought this quarter
+19 more in the Excel export
Added to (70)
- TCW ETF TRUST - FLEXIBLE INCOME+63%
now $15.4M
- BLACKROCK ETF TRUST II - ISHA FLEX IN ETF+43%
now $18.1M
- ISHARES TR - CORE S&P500 ETF+18%
now $27.4M
now $8.4M · held 3+ qtrs, 2 adds in a row
- VANECK ETF TRUST - FALLEN ANGEL HG+111%
now $4.9M
- BLACKROCK ETF TRUST - ISHARES US EQUIT+65%
now $6.0M
+64 more in the Excel export
Trimmed (32)
- GOLDMAN SACHS ETF TR - ACTIVEBETA US LG-88%
now $1.5M
- VANECK ETF TRUST - MRNGSTR WDE MOAT-91%
now $441K
- ISHARES TR - CORE MSCI EAFE-61%
now $2.5M
$MAMastercard Inc-69%
now $936K · held 3+ qtrs
- VANGUARD INDEX FDS - S&P 500 ETF SHS-34%
now $3.6M
- ISHARES TR - RUS MD CP GR ETF-27%
now $2.4M
+26 more in the Excel export
Holdings by quarter
Every 13F Ducere Wealth Management LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Ducere Wealth Management?
Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Ducere Wealth Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+7.5%
Value-weighted move of the 10 largest stock positions
Turnover
14%
Last quarter
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Ducere Wealth Management LLC disclosed 135 positions worth $332.6M in its Form 13F-HR for Q2 2026, followed by $GOOG. During the quarter the fund opened 25 new positions and exited 18. The portfolio is most concentrated in Other (45.5% of disclosed assets). All figures are sourced directly from Ducere Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2083656.
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Every holding in Ducere Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.