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 101–122 of 122
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 23K | $100K–$500K | SH |
| GSK | GSK PLC | 5K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 408 | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| GE | GE AEROSPACE | 748 | $100K–$500K | SH |
| GMUB | GOLDMAN SACHS ETF TR | 4K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 740 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 336 | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 2K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 5K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 1K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 921 | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| NOV | NOV INC | 11K | $100K–$500K | SH |
| TELA | TELA BIO INC | 20K | $15K–$50K | SH |