Ducere Wealth Management LLC

13F filer · CIK 0002083656

Reported Jul 28, 2026

13F portfolio value$333MU.S. long equity reported on 13F

Positions88Not reported new · 13 closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight33.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202688 positions
GOOGAlphabet Inc.	$20.2M	6.07%	Not reported	+1.7%	Q4 2025
FLXRVW Win Century Inc.	$15.4M	4.63%	0.22%	+63.3%	Q4 2025
BEBloom Energy Corp	$14.1M	4.23%	0.02%	-4.5%	Q4 2025
MSFTMicrosoft Corp	$10.9M	3.27%	0.00%	+13.2%	Q4 2025
NVDANvidia Corp	$10.1M	3.04%	0.00%	+17.0%	Q4 2025
AMZNAmazon Com Inc	$9.5M	2.86%	0.00%	+12.6%	Q4 2025
AAPLApple Inc.	$8.38M	2.52%	0.00%	+46.3%	Q4 2025
BRK.BBerkshire Hathaway Inc	$8.14M	2.45%	Not reported	+21.4%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$7.27M	2.19%	Not reported	-3.1%	Q4 2025
APHAmphenol Corp	$7.06M	2.12%	0.00%	+3.2%	Q4 2025
AVIVAviv REIT, Inc.	$5.89M	1.77%	0.16%	New	Q2 2026
AMATApplied Materials Inc	$5.15M	1.55%	0.00%	-0.1%	Q4 2025
UBERUber Technologies, Inc	$3.56M	1.07%	0.00%	+10.9%	Q4 2025
QCOMQualcomm Inc	$3.39M	1.02%	0.00%	+3.0%	Q4 2025
AVGOBroadcom Inc.	$3.19M	0.96%	0.00%	+76.5%	Q4 2025
JPMJPMorgan Chase & Co	$3.12M	0.94%	0.00%	+1.2%	Q4 2025
ASMLAsml Holding NV	$2.7M	0.81%	0.00%	+14.7%	Q4 2025
AMDAdvanced Micro Devices Inc	$2.65M	0.80%	0.00%	+39.6%	Q4 2025
EWEdwards Lifesciences Corp	$2.52M	0.76%	0.00%	+0.5%	Q4 2025
SANMSanmina Corp	$2.52M	0.76%	0.02%	+8.9%	Q1 2026
GOOGLAlphabet Inc.	$2.24M	0.67%	0.00%	+15.1%	Q4 2025
PLTRPalantir Technologies Inc.	$2.1M	0.63%	0.00%	+32.4%	Q4 2025
MPWRMonolithic Power Systems, Inc.	$2.1M	0.63%	0.00%	+9.2%	Q4 2025
COSTCostco Wholesale Corp	$2.06M	0.62%	0.00%	+33.7%	Q4 2025
IESCIES Holdings, Inc.	$1.81M	0.54%	0.01%	+15.9%	Q1 2026
GEVGE Vernova Inc.	$1.76M	0.53%	0.00%	+42.8%	Q4 2025
SCHWSchwab Charles Corp	$1.74M	0.52%	0.00%	+28.8%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$1.71M	0.51%	0.00%	+114.6%	Q1 2026
DELLDell Technologies Inc.	$1.67M	0.50%	0.00%	+55.6%	Q1 2026
APPAppLovin Corp	$1.65M	0.50%	0.00%	+50.3%	Q4 2025
ANETArista Networks, Inc.	$1.58M	0.47%	0.00%	+36.0%	Q4 2025
GEGeneral Electric Co	$1.47M	0.44%	0.00%	+73.7%	Q4 2025
SESea Ltd	$1.42M	0.43%	0.01%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.41M	0.42%	0.00%	+47.1%	Q4 2025
LNGCheniere Energy, Inc.	$1.39M	0.42%	0.00%	New	Q2 2026
HPPHudson Pacific Properties, Inc.	$1.32M	0.40%	0.16%	+48.4%	Q4 2025
CORCencora, Inc.	$1.29M	0.39%	0.00%	-9.0%	Q4 2025
MEDPMedpace Holdings, Inc.	$1.27M	0.38%	0.01%	-1.0%	Q4 2025
TSLATesla, Inc.	$1.15M	0.35%	0.00%	+17.3%	Q4 2025
NOWServiceNow, Inc.	$1.15M	0.35%	0.00%	+142.5%	Q4 2025
MSCIMSCI Inc.	$1.05M	0.32%	0.00%	+37.6%	Q4 2025
MAMastercard Inc	$936K	0.28%	0.00%	-68.8%	Q4 2025
XOMExxonMobil Holdings Corp	$765K	0.23%	0.00%	+4.6%	Q4 2025
LLYELI LILLY & Co	$754K	0.23%	0.00%	+17.8%	Q4 2025
SPCXSpace Exploration Technologies Corp	$734K	0.22%	Not reported	New	Q2 2026
LRCXLam Research Corp	$733K	0.22%	0.00%	+15.0%	Q4 2025
MUMicron Technology Inc	$665K	0.20%	0.00%	New	Q2 2026
LINLinde PLC	$656K	0.20%	0.00%	-3.8%	Q4 2025
PECOPhillips Edison & Company, Inc.	$641K	0.19%	0.01%	-12.3%	Q4 2025
JNJJohnson & Johnson	$634K	0.19%	0.00%	+8.3%	Q4 2025

Q1 2026Reported May 11, 202682 positions
GOOGAlphabet Inc.	$16.1M	6.41%	Not reported	-0.7%	Q4 2025
MSFTMicrosoft Corp	$9.53M	3.79%	0.00%	+9.8%	Q4 2025
FLXRVW Win Century Inc.	$9.45M	3.76%	0.14%	+21.8%	Q4 2025
NVDANvidia Corp	$7.54M	3.00%	0.00%	+28.6%	Q4 2025
AMZNAmazon Com Inc	$7.37M	2.93%	0.00%	+0.1%	Q4 2025
BEBloom Energy Corp	$6.6M	2.62%	0.02%	-0.9%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$6.53M	2.60%	Not reported	+39.3%	Q4 2025
BRK.BBerkshire Hathaway Inc	$6.42M	2.55%	Not reported	-1.4%	Q4 2025
AAPLApple Inc.	$5.02M	2.00%	0.00%	+4.4%	Q4 2025
APHAmphenol Corp	$4.9M	1.95%	0.00%	-0.4%	Q4 2025
UBERUber Technologies, Inc	$3.2M	1.27%	0.00%	+3.0%	Q4 2025
MAMastercard Inc	$2.92M	1.16%	0.00%	-1.8%	Q4 2025
JPMJPMorgan Chase & Co	$2.77M	1.10%	0.00%	-6.6%	Q4 2025
AMATApplied Materials Inc	$2.44M	0.97%	0.00%	-4.3%	Q4 2025
QCOMQualcomm Inc	$2.3M	0.91%	0.00%	-17.6%	Q4 2025
EWEdwards Lifesciences Corp	$2.22M	0.88%	0.00%	-0.1%	Q4 2025
COSTCostco Wholesale Corp	$1.64M	0.65%	0.00%	+9.6%	Q4 2025
CORCencora, Inc.	$1.57M	0.63%	0.00%	-29.2%	Q4 2025
ASMLAsml Holding NV	$1.57M	0.62%	0.00%	+10.0%	Q4 2025
GOOGLAlphabet Inc.	$1.56M	0.62%	0.00%	+7.0%	Q4 2025
MPWRMonolithic Power Systems, Inc.	$1.52M	0.60%	0.00%	+3.4%	Q4 2025
AVGOBroadcom Inc.	$1.48M	0.59%	0.00%	+46.0%	Q4 2025
SCHWSchwab Charles Corp	$1.37M	0.55%	0.00%	+136.0%	Q4 2025
SANMSanmina Corp	$1.18M	0.47%	0.02%	New	Q1 2026
MEDPMedpace Holdings, Inc.	$1.16M	0.46%	0.01%	-17.6%	Q4 2025
IESCIES Holdings, Inc.	$1.01M	0.40%	0.01%	New	Q1 2026
GEVGE Vernova Inc.	$913K	0.36%	0.00%	+175.3%	Q4 2025
XOMExxonMobil Holdings Corp	$907K	0.36%	0.00%	0.0%	Q4 2025
IDXXIdexx Laboratories Inc	$904K	0.36%	0.00%	+1.1%	Q4 2025
TSLATesla, Inc.	$868K	0.35%	0.00%	-2.8%	Q4 2025
APPAppLovin Corp	$848K	0.34%	0.00%	+20.1%	Q4 2025
ANETArista Networks, Inc.	$838K	0.33%	0.00%	+5.3%	Q4 2025
MELIMercadolibre Inc	$799K	0.32%	0.00%	+13.0%	Q4 2025
MSCIMSCI Inc.	$737K	0.29%	0.00%	+6.5%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$678K	0.27%	0.00%	+171.1%	Q4 2025
AMDAdvanced Micro Devices Inc	$666K	0.26%	0.00%	+219.2%	Q4 2025
PECOPhillips Edison & Company, Inc.	$657K	0.26%	0.01%	-18.9%	Q4 2025
LINLinde PLC	$651K	0.26%	0.00%	-7.5%	Q4 2025
GEGeneral Electric Co	$645K	0.26%	0.00%	+142.2%	Q4 2025
NCANuveen California Municipal Value Fund	$571K	0.23%	Not reported	Not reported	Q4 2025
JNJJohnson & Johnson	$563K	0.22%	0.00%	-12.6%	Q4 2025
SPGIS&P Global Inc.	$522K	0.21%	0.00%	+22.3%	Q4 2025
CMECme Group Inc.	$518K	0.21%	0.00%	-2.2%	Q4 2025
WMTWalmart Inc.	$509K	0.20%	0.00%	-5.7%	Q4 2025
NOWServiceNow, Inc.	$499K	0.20%	0.00%	-32.2%	Q4 2025
LLYELI LILLY & Co	$492K	0.20%	0.00%	+0.6%	Q4 2025
CVXChevron Corp	$491K	0.20%	0.00%	+2.0%	Q4 2025
LHLabcorp Holdings Inc.	$460K	0.18%	0.00%	-3.6%	Q4 2025
LMTLockheed Martin Corp	$449K	0.18%	0.00%	+2.2%	Q4 2025
DELLDell Technologies Inc.	$409K	0.16%	0.00%	New	Q1 2026

Q4 2025Reported May 15, 202692 positions
GOOGAlphabet Inc.	$17.8M	6.87%	Not reported	New	Q4 2025
MSFTMicrosoft Corp	$11.3M	4.39%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$8.16M	3.16%	0.00%	New	Q4 2025
FLXRVW Win Century Inc.	$7.82M	3.02%	0.11%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$6.83M	2.64%	Not reported	New	Q4 2025
NVDANvidia Corp	$6.27M	2.43%	0.00%	New	Q4 2025
APHAmphenol Corp	$5.26M	2.04%	0.00%	New	Q4 2025
AAPLApple Inc.	$5.15M	1.99%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$4.92M	1.90%	Not reported	New	Q4 2025
BEBloom Energy Corp	$4.27M	1.65%	0.02%	New	Q4 2025
QCOMQualcomm Inc	$3.7M	1.43%	0.00%	New	Q4 2025
UBERUber Technologies, Inc	$3.53M	1.37%	0.00%	New	Q4 2025
MAMastercard Inc	$3.39M	1.31%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$3.25M	1.26%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$2.4M	0.93%	Not reported	New	Q4 2025
CORCencora, Inc.	$2.39M	0.92%	0.00%	New	Q4 2025
EWEdwards Lifesciences Corp	$2.36M	0.91%	0.00%	New	Q4 2025
AMATApplied Materials Inc	$1.91M	0.74%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$1.83M	0.71%	0.00%	New	Q4 2025
MEDPMedpace Holdings, Inc.	$1.65M	0.64%	0.01%	New	Q4 2025
GOOGLAlphabet Inc.	$1.59M	0.62%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$1.29M	0.50%	0.00%	New	Q4 2025
MPWRMonolithic Power Systems, Inc.	$1.22M	0.47%	0.00%	New	Q4 2025
APPAppLovin Corp	$1.2M	0.46%	0.00%	New	Q4 2025
ASMLAsml Holding NV	$1.15M	0.45%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$1.14M	0.44%	0.00%	New	Q4 2025
LOWLowes Companies Inc	$1.09M	0.42%	0.00%	New	Q4 2025
TSLATesla, Inc.	$1.08M	0.42%	0.00%	New	Q4 2025
NOWServiceNow, Inc.	$1.08M	0.42%	0.00%	New	Q4 2025
IDXXIdexx Laboratories Inc	$1.08M	0.42%	0.00%	New	Q4 2025
CTASCintas Corp	$1.07M	0.42%	0.00%	New	Q4 2025
INTUIntuit Inc.	$1.07M	0.41%	0.00%	New	Q4 2025
FTNTFortinet, Inc.	$1.06M	0.41%	0.00%	New	Q4 2025
VEEVVeeva Systems Inc	$903K	0.35%	0.00%	New	Q4 2025
ANETArista Networks, Inc.	$849K	0.33%	0.00%	New	Q4 2025
HPPHudson Pacific Properties, Inc.	$833K	0.32%	0.14%	New	Q4 2025
MELIMercadolibre Inc	$824K	0.32%	0.00%	New	Q4 2025
PECOPhillips Edison & Company, Inc.	$770K	0.30%	0.02%	New	Q4 2025
MSCIMSCI Inc.	$737K	0.28%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$644K	0.25%	0.00%	New	Q4 2025
BKNGBooking Holdings Inc.	$622K	0.24%	0.00%	New	Q4 2025
SCHWSchwab Charles Corp	$618K	0.24%	0.00%	New	Q4 2025
LINLinde PLC	$606K	0.23%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$571K	0.22%	0.00%	New	Q4 2025
ULTAUlta Beauty, Inc.	$546K	0.21%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$545K	0.21%	0.00%	New	Q4 2025
NCANuveen California Municipal Value Fund	$544K	0.21%	Not reported	New	Q4 2025
SPGIS&P Global Inc.	$525K	0.20%	0.00%	New	Q4 2025
ADBEAdobe Inc.	$509K	0.20%	0.00%	New	Q4 2025
CMECme Group Inc.	$490K	0.19%	0.00%	New	Q4 2025

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