Ducere Wealth Management LLC
•CIK: 2083656•Filing: Q4 2025
Ducere Wealth Management LLC oversees $254M in assets, with a diversified portfolio of 122 positions. The fund's top holdings include IVV ($20.5M) and GOOG ($17.8M), which collectively account for 15% of the portfolio. Notable equity stakes also include MSFT ($11.3M), AMZN ($8.2M), and BRK/B ($6.6M), totaling $26.1M or 10% of assets under management. The fund's largest allocation is to index-tracking IVV, which comprises 8% of the portfolio.
Total AUM
$254.1M
QoQ Performance
N/A
Positions
99
Top 10 Concentration
40.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
GOOG
IVV8.1%
GOOG7.0%
BINC4.5%
MSFT4.5%
AMZN3.2%
FLXR3.1%
VOO2.7%
GCAL2.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other53.2%
Technology20.3%
ETF12.7%
Consumer6.4%
Financial5.8%
Industrial0.4%
Healthcare0.4%
Energy0.2%