StockDriftsStockDriftsTop 50 Ducere Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.23% | 36.5K | $27.4M | +17.86%(+5.54K) | $679.12(+14.46%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.07% | 57.1K | $20.2M | +1.66%(+932) | $279.24(+25.52%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 5.45% | 346.6K | $18.1M | +42.63%(+103.59K) | $52.67(-1.27%) | 2026-06-30 | |
| FLXR | TCW ETF TRUST | 4.63% | 392.9K | $15.4M | +63.34%(+152.38K) | $39.47(-1.52%) | 2026-06-30 | |
| BE | BLOOM ENERGY CORP | 4.23% | 46.5K | $14.1M | -4.49%(-2.19K) | $85.73(+150.53%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.27% | 29.2K | $10.9M | +13.20%(+3.40K) | $479.23(+4.91%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.04% | 50.6K | $10.1M | +16.95%(+7.33K) | $184.82(+19.29%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.86% | 39.8K | $9.5M | +12.59%(+4.46K) | $224.57(+22.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.52% | 29.0K | $8.4M | +46.31%(+9.17K) | $264.74(+15.84%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.45% | 16.3K | $8.1M | +21.38%(+2.86K) | $492.77(+3.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.63% |
Ducere Wealth Management LLC reports $332.57M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.2%), GOOG (6.1%) and BINC (5.5%). The top 20 holdings account for 61.94% of reported assets. Its disclosed equity book has returned +9.69% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ducere Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2083656). View Ducere Wealth Management LLC’s 13F filings on SEC