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Ducere Wealth Management

Latest statistics and disclosures from Ducere Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002083656

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Positions held by Ducere Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ducere Wealth Management

Ducere Wealth Management holds 126 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.1	$20M	31k	653.22	View chart
Alphabet Cap Stk Cl C (GOOG)	6.4	$16M	56k	286.86	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	5.0	$13M	243k	51.93	View chart
Microsoft Corporation (MSFT)	3.8	$9.5M	26k	370.17	View chart
Tcw Etf Trust Flexible Income (FLXR)	3.8	$9.4M	241k	39.27	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	3.1	$7.7M	90k	85.00	View chart
NVIDIA Corporation (NVDA)	3.0	$7.5M	43k	174.40	View chart
Amazon (AMZN)	2.9	$7.4M	35k	208.27	View chart
Bloom Energy Corp Com Cl A (BE)	2.6	$6.6M	49k	135.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.6	$6.5M	10k	650.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.6	$6.4M	13k	479.18	View chart
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)	2.5	$6.3M	125k	50.66	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	2.5	$6.3M	136k	45.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$6.0M	67k	90.53	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$5.6M	13k	426.40	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.0	$5.1M	90k	56.86	View chart
Apple (AAPL)	2.0	$5.0M	20k	253.79	View chart
Amphenol Corp Cl A (APH)	1.9	$4.9M	39k	126.35	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.9	$4.7M	49k	96.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$4.7M	7.9k	597.55	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	1.7	$4.3M	90k	48.07	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	1.5	$3.9M	87k	44.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$3.7M	65k	56.68	View chart
Uber Technologies (UBER)	1.3	$3.2M	45k	71.93	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$3.1M	54k	58.18	View chart
Mastercard Incorporated Cl A (MA)	1.2	$2.9M	5.8k	499.68	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.1	$2.8M	22k	128.12	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.1	$2.8M	64k	43.13	View chart
JPMorgan Chase & Co. (JPM)	1.1	$2.8M	9.4k	294.16	View chart
Applied Materials (AMAT)	1.0	$2.4M	7.1k	341.80	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.9	$2.3M	80k	28.72	View chart
Qualcomm (QCOM)	0.9	$2.3M	18k	128.78	View chart
Edwards Lifesciences (EW)	0.9	$2.2M	28k	80.08	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	0.7	$1.8M	83k	21.48	View chart
Costco Wholesale Corporation (COST)	0.7	$1.6M	1.6k	996.49	View chart
AmerisourceBergen (COR)	0.6	$1.6M	5.0k	314.14	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.6	$1.6M	1.2k	1320.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.6M	5.4k	287.58	View chart
Monolithic Power Systems (MPWR)	0.6	$1.5M	1.4k	1093.61	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.6	$1.5M	15k	99.08	View chart
Broadcom (AVGO)	0.6	$1.5M	4.8k	309.52	View chart
Charles Schwab Corporation (SCHW)	0.5	$1.4M	15k	93.98	View chart
Sanmina (SANM)	0.5	$1.2M	9.1k	129.64	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.5	$1.2M	70k	16.77	View chart
Medpace Hldgs (MEDP)	0.5	$1.2M	2.4k	480.19	View chart
Ies Hldgs (IESC)	0.4	$1.0M	2.1k	476.47	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.4	$985k	11k	93.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$953k	9.6k	99.27	View chart
Ge Vernova (GEV)	0.4	$913k	1.0k	872.98	View chart
Exxon Mobil Corporation (XOM)	0.4	$908k	5.3k	169.65	View chart
IDEXX Laboratories (IDXX)	0.4	$904k	1.6k	561.89	View chart
Tesla Motors (TSLA)	0.3	$868k	2.3k	371.75	View chart
Applovin Corp Com Cl A (APP)	0.3	$848k	2.1k	398.00	View chart
Arista Networks Com Shs (ANET)	0.3	$838k	6.8k	122.78	View chart
MercadoLibre (MELI)	0.3	$799k	462.00	1729.02	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$754k	6.9k	108.98	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$741k	32k	22.98	View chart
Msci (MSCI)	0.3	$737k	1.4k	539.20	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$678k	2.0k	337.95	View chart
Advanced Micro Devices (AMD)	0.3	$666k	3.3k	203.43	View chart
Phillips Edison & Co Common Stock (PECO)	0.3	$657k	18k	37.42	View chart
Linde SHS (LIN)	0.3	$651k	1.3k	495.66	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$648k	7.0k	92.27	View chart
Ge Aerospace Com New (GE)	0.3	$645k	2.3k	283.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$624k	2.5k	248.04	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$592k	6.5k	91.64	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.2	$571k	61k	9.38	View chart
Johnson & Johnson (JNJ)	0.2	$563k	2.3k	244.40	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.2	$561k	16k	34.63	View chart
S&p Global (SPGI)	0.2	$522k	1.2k	425.32	View chart
Cme (CME)	0.2	$518k	1.8k	295.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$515k	5.3k	97.23	View chart
Wal-Mart Stores (WMT)	0.2	$509k	4.1k	124.28	View chart
Servicenow (NOW)	0.2	$499k	4.8k	104.55	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$496k	6.2k	79.56	View chart
Eli Lilly & Co. (LLY)	0.2	$492k	534.00	920.54	View chart
Chevron Corporation (CVX)	0.2	$491k	2.4k	206.89	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$473k	5.0k	95.44	View chart
Labcorp Holdings Com Shs (LH)	0.2	$460k	1.7k	266.82	View chart
Lockheed Martin Corporation (LMT)	0.2	$449k	743.00	604.61	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$440k	8.9k	49.37	View chart
Dell Technologies CL C (DELL)	0.2	$409k	2.5k	164.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$408k	1.0k	390.41	View chart
Raytheon Technologies Corp (RTX)	0.2	$389k	2.0k	192.88	View chart
Ingersoll Rand (IR)	0.2	$388k	4.8k	80.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$354k	810.00	436.79	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$354k	8.6k	40.90	View chart
Nextera Energy (NEE)	0.1	$353k	3.8k	92.88	View chart
Goldman Sachs (GS)	0.1	$347k	410.00	846.90	View chart
Caterpillar (CAT)	0.1	$347k	490.00	708.37	View chart
Hudson Pac Pptys (HPP)	0.1	$347k	59k	5.91	View chart
Visa Com Cl A (V)	0.1	$337k	1.1k	302.29	View chart
Meta Platforms Cl A (META)	0.1	$332k	580.00	572.13	View chart
Lowe's Companies (LOW)	0.1	$316k	1.3k	236.32	View chart
Lam Research Corp Com New (LRCX)	0.1	$314k	1.5k	213.66	View chart
Texas Instruments Incorporated (TXN)	0.1	$312k	1.6k	194.16	View chart
Ssga Active Etf Tr State Street Glo (GAL)	0.1	$305k	6.2k	49.50	View chart
Pimco CA Municipal Income Fund (PCQ)	0.1	$303k	35k	8.58	View chart
Aon Shs Cl A (AON)	0.1	$297k	922.00	322.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$294k	1.5k	191.92	View chart
Philip Morris International (PM)	0.1	$289k	1.7k	165.38	View chart
GSK Sponsored Adr (GSK)	0.1	$288k	5.2k	55.19	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$287k	2.7k	106.17	View chart
Cisco Systems (CSCO)	0.1	$285k	3.7k	77.58	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$283k	1.5k	189.59	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$279k	2.8k	100.68	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.1	$268k	23k	11.65	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.1	$266k	11k	24.14	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$263k	504.00	522.71	View chart
Abbvie (ABBV)	0.1	$261k	1.2k	217.41	View chart
Northrop Grumman Corporation (NOC)	0.1	$247k	362.00	682.55	View chart
Walt Disney Company (DIS)	0.1	$247k	2.6k	96.40	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.1	$245k	5.5k	44.57	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$244k	1.5k	165.70	View chart
Starbucks Corporation (SBUX)	0.1	$235k	2.6k	89.59	View chart
Procter & Gamble Company (PG)	0.1	$235k	1.6k	144.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$228k	8.9k	25.64	View chart
TJX Companies (TJX)	0.1	$226k	1.4k	159.65	View chart
McDonald's Corporation (MCD)	0.1	$224k	720.00	310.60	View chart
Quanta Services (PWR)	0.1	$217k	395.00	549.02	View chart
Booking Holdings (BKNG)	0.1	$211k	50.00	4215.26	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$204k	4.0k	50.94	View chart
Pepsi (PEP)	0.1	$202k	1.3k	155.35	View chart
Nov (NOV)	0.1	$201k	11k	18.81	View chart
Palantir Technologies Cl A (PLTR)	0.0	$43k	14k	3.17	View chart
Tela Bio (TELA)	0.0	$25k	41k	0.62	View chart

Past Filings by Ducere Wealth Management

SEC 13F filings are viewable for Ducere Wealth Management going back to 2026

Ducere Wealth Management 2026 Q1 filed May 11, 2026

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