Ducere Wealth Management LLC

Q4 2025 13F Holdings

Location
Newport Beach, CA
Holdings as of
12/31/2025
Value ($000)
$254,063
Num holdings
122
Date filed
2/17/2026
Form type
13F-HR
Prev filing
Next filing
5/11/2026
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type