§ 13F · FUND PROFILE
Ducere Wealth Management LLC.
AUM · $333M (13F)Positions · 135Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 37K | $27M | 8.2% | +18% |
| 2 | GOOG | ALPHABET INC | 57K | $20M | 6.1% | +2% |
| 3 | BINC | BLACKROCK ETF TRUST II | 347K | $18M | 5.5% | +43% |
| 4 | FLXR | TCW ETF TRUST | 393K | $15M | 4.6% | +63% |
| 5 | BE | BLOOM ENERGY CORP | 46K | $14M | 4.2% | −4% |
| 6 | MSFT | MICROSOFT CORP | 29K | $11M | 3.3% | +13% |
| 7 | NVDA | NVIDIA CORPORATION | 51K | $10M | 3.0% | +17% |
| 8 | AMZN | AMAZON COM INC | 40K | $9M | 2.9% | +13% |
| 9 | AAPL | APPLE INC | 29K | $8M | 2.5% | +46% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 16K | $8M | 2.4% | +21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DUCERE SIGNAL
AC read
Ducere Wealth Management LLC is a Other fund managing $333 million in assets. The fund runs a portfolio of 135 positions.
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