Ducere Wealth Management LLC: 13F holdings
CIK 20836562026Q2
| Positions | 135 |
|---|---|
| Reported value | $332.6m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 36,527 | $27.4m | 8.2% |
| GOOG ALPHABET INC | 57,117 | $20.2m | 6.1% |
| BINC BLACKROCK ETF TRUST II | 346,593 | $18.1m | 5.5% |
| TCW ETF TRUST | 392,935 | $15.4m | 4.6% |
| BE BLOOM ENERGY CORP | 46,499 | $14.1m | 4.2% |
| MSFT MICROSOFT CORP | 29,159 | $10.9m | 3.3% |
| NVDA NVIDIA CORPORATION | 50,563 | $10.1m | 3.0% |
| AMZN AMAZON COM INC | 39,848 | $9.5m | 2.9% |
| AAPL APPLE INC | 28,966 | $8.4m | 2.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 16,260 | $8.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2083656")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.