CIK 2083656
Ducere Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
122
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 122
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGG | ISHARES TR | 10K | $500K+ | SH |
| VEEV | VEEVA SYS INC | 4K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 6K | $500K+ | SH |
| HPP | HUDSON PAC PPTYS INC | 77K | $500K+ | SH |
| XLY | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 409 | $500K+ | SH |
| BOND | PIMCO ETF TR | 9K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 22K | $500K+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 32K | $500K+ | SH |
| MSCI | MSCI INC | 1K | $500K+ | SH |
| ANGL | VANECK ETF TRUST | 24K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 113 | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 6K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| NCA | NUVEEN CALIFORNIA MUNI VLU F | 61K | $500K+ | SH |
| IWR | ISHARES TR | 6K | $500K+ | SH |
| ULTA | ULTA BEAUTY INC | 879 | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 960 | $500K+ | SH |
| ADBE | ADOBE INC | 1K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| PAYC | PAYCOM SOFTWARE INC | 3K | $100K–$500K | SH |
| IEF | ISHARES TR | 5K | $100K–$500K | SH |
| LIN | LINDE PLC | 1K | $100K–$500K | SH |
| CME | CME GROUP INC | 2K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 385 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 797 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC | 5K | $100K–$500K | SH |
| TSPA | T ROWE PRICE ETF INC | 9K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| AON | AON PLC | 992 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 714 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 550 | $100K–$500K | SH |
| DECK | DECKERS OUTDOOR CORP | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| GAL | SSGA ACTIVE ETF TR | 7K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 360 | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| FFWM | FIRST FNDTN INC | 50K | $100K–$500K | SH |
| PCQ | PIMCO CALIF MUN INCOME FD | 35K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 3K | $100K–$500K | SH |
| V | VISA INC | 870 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |