Ducere Wealth Management LLC - Portfolio overview
Ducere Wealth Management LLC has 130 reported holdings in this dataset, with the latest filing dated 2026-05-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- IVV - ISHARES TR, 7.92%
- GOOG - ALPHABET INC, 6.87%
- BINC - BLACKROCK ETF TRUST II, 4.43%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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