Ducere Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Newport Beach, CA
CIK
0002083656
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
126
251,458
IVV, GOOG, BINC, MSFT
13F-HR
5/11/2026
000208365626000004
Q4 2025
130
258,589
IVV, GOOG, BINC, MSFT
RESTATEMENT
5/15/2026
000208365626000006
Additional filings from Ducere Wealth Management LLC that have since been restated
Q4 2025