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CIK: 0002083656
Total reported value
$332.6M
$332.6M
130 檔
20.8%
During the Q4 2025 filing period, Ducere Wealth Management LLC (CIK: 0002083656) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $332.6M across 130 reported positions.
During Q4 2025, Ducere Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.92% | +0.18% | — | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.87% | -0.34% | — | |
| 3 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 4.43% | +0.43% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.39% | -0.52% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | -0.07% | — | |
| 6 | FLXR | Tcw Flexible Income ETF | ETF-Other | 3.02% | +0.87% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.64% | -0.10% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | -0.80% | — | |
| 9 | GCAL | Dynamic California Muni ETF | ETF-Other | 2.63% | -0.82% | — | |
| 10 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 2.51% | -0.38% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | +0.04% | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.31% | -1.02% | — | |
| 13 | CMF | Ishares California Muni Bond | ETF-Other | 2.17% | -0.67% | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.13% | -1.65% | — | |
| 15 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 2.08% | +2.09% | NEW | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.07% | -1.74% | — | |
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 2.04% | +0.17% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.52% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | -0.41% | — | |
| 20 | JPRE | Jpmorgan Realty Income ETF | ETF-Other | 1.79% | -1.71% | EXIT | |
| 21 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.65% | +1.61% | — | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.55% | -0.47% | — | |
| 23 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.54% | -0.14% | — | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.43% | +0.11% | — | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 1.37% | -0.20% | — | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.31% | -0.88% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.16% | — | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.18% | -0.41% | — | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.11% | -0.92% | — | |
| 30 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.96% | -2.61% | — | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.95% | +0.57% | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | +0.01% | — | |
| 33 | COR | Cencora Inc | Stock-Healthcare | 0.92% | -0.24% | — | |
| 34 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.91% | -0.12% | — | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.74% | +0.58% | — | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.71% | +0.61% | — | |
| 37 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.64% | -0.08% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.05% | — | |
| 39 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.58% | -0.13% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.03% | — | |
| 41 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.47% | +0.03% | — | |
| 42 | APP | Applovin Corp-class A | Stock-Tech | 0.46% | +0.16% | — | |
| 43 | WCMI | Ft Wcm International ETF | ETF-Other | 0.46% | -0.05% | — | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.45% | +0.19% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.37% | — | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.05% | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | — | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.42% | +0.15% | — | |
| 49 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.42% | -0.36% | EXIT | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.42% | — | — |
According to official SEC Form 13F filings, Ducere Wealth Management LLC reported a total U.S. public equity portfolio value of $332.6M across 130 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, GOOG, BINC) accounted for 20.8% of total reported equity market value during Q4 2025.
During Q4 2025, Ducere Wealth Management LLC's top holdings by market value included IVV (7.9%)、GOOG (6.9%)、BINC (4.4%). The largest single position, IVV, represented 7.9% of total portfolio value.
In Q4 2025, Ducere Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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