Ducere Wealth Management LLC
Q4 2025 13F Detailed Holdings
Location
Newport Beach, CA
Holdings as of
12/31/2025
Value ($000)
$254,063
Num holdings
134
Date filed
2/17/2026
Form type
13F-HR
Prev filing
Next filing
5/11/2026
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q4 2025 to
2026 Q1
2025 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
J.P. Morgan Investment Management Inc.