Ducere Wealth Management LLC
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 332,569
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 135 | 332,569 | 13F-HR | Ducere Wealth Management LLC |
| Q1 2026 | 5/11/2026 | 126 | 251,459 | 13F-HR | Ducere Wealth Management LLC |
| Q4 2025 | 5/15/2026 | 130 | 258,590 | 13F-HR/A - RESTATEMENT | Ducere Wealth Management LLC |
| Q4 2025 | 2/17/2026 | 122 | 254,063 | 13F-HR | Ducere Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 174.9 K | 52.6% | 55.95 K | 0 | 55.95 K |
| ETFs | 157.7 K | 47.4% | 25.16 K | 0 | 25.16 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
332,569
Holdings
135
QoQ value change ($000)
81,110
(32.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.