Ducere Wealth Management LLC
CIK: 0002083656SEC EDGAR →
Portfolio Value
$254K
Holdings
122
As of
Q4 2025
New Positions
122
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 56,596 | $17.0M | 6692.91% |
| 2 | BLACKROCK ETF TRUST II | 217,094 | $11.0M | 4330.71% |
| 3 | MICROSOFT CORP | 23,455 | $10.0M | 3937.01% |
| 4 | AMAZON COM INC | 35,360 | $7.0M | 2755.91% |
| 5 | TCW ETF TRUST | 197,500 | $7.0M | 2755.91% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 13,219 | $6.0M | 2362.20% |
| 7 | GOLDMAN SACHS ETF TR | 133,839 | $6.0M | 2362.20% |
| 8 | INVESCO EXCHANGE TRADED FD T | 141,583 | $6.0M | 2362.20% |
| 9 | GOLDMAN SACHS ETF TR | 71,265 | $5.0M | 1968.50% |
| 10 | ISHARES TR | 61,651 | $5.0M | 1968.50% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $71.0M | 45.5% |
| Technology | 23 | $34.0M | 21.8% |
| Communication Services | 4 | $18.0M | 11.5% |
| Unknown | 9 | $16.0M | 10.3% |
| Consumer Cyclical | 8 | $10.0M | 6.4% |
| Industrials | 6 | $4.0M | 2.6% |
| Healthcare | 12 | $3.0M | 1.9% |
| Consumer Defensive | 2 | $1K | 0.0% |
| Real Estate | 2 | $0 | 0.0% |
| Utilities | 2 | $0 | 0.0% |
| Energy | 3 | $0 | 0.0% |
| Basic Materials | 1 | $0 | 0.0% |