Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $27.4M | 8.2% | +17.9% |
| GOOGAlphabet Inc | $20.2M | 6.1% | +1.7% |
| BINCBlackrock Etf Trust II | $18.1M | 5.5% | +42.6% |
| FLXRTcw Etf Trust | $15.4M | 4.6% | +63.3% |
| BEBloom Energy Corp | $14.1M | 4.2% | −4.5% |
| MSFTMicrosoft Corp | $10.9M | 3.3% | +13.2% |
| NVDANvidia Corporation | $10.1M | 3.0% | +16.9% |
| AMZNAmazon Com Inc | $9.5M | 2.9% | +12.6% |
| AAPLApple Inc | $8.4M | 2.5% | +46.3% |
| BRK/BBerkshire Hathaway Inc Del | $8.1M | 2.4% | +21.4% |
| AVLVAmerican Centy Etf Tr | $7.8M | 2.4% | New |
| SPYState Str Spdr S&p 500 Etf T | $7.3M | 2.2% | −3.1% |
| APHAmphenol Corp | $7.1M | 2.1% | +3.2% |
| PRFZInvesco Exchange Traded Fd T | $7.0M | 2.1% | −7.5% |
| GSSCGoldman Sachs Etf Tr | $7.0M | 2.1% | New |
| DYNFBlackrock Etf Trust | $6.0M | 1.8% | +65.5% |
| AVIVAmerican Centy Etf Tr | $5.9M | 1.8% | New |
| GCALGoldman Sachs Etf Tr | $5.7M | 1.7% | −11.5% |
| AMATApplied Matls Inc | $5.1M | 1.5% | |
| ANGLVaneck Etf Trust | $4.9M | 1.5% | +111.1% |
| TCHPT Rowe Price Exchange-traded | $4.6M | 1.4% | +5.5% |
| CMFIshares Tr | $4.6M | 1.4% | −12.3% |
| IWFIshares Tr | $3.9M | 1.2% | −39.1% |
| QQQMInvesco Exch Traded Fd Tr II | $3.6M | 1.1% | New |
| UBERUber Technologies Inc | $3.6M | 1.1% | +10.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $14.1M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $5.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $2.7M |
| SANMSanmina Corp | March 31, 2026 | +95.2% | $2.5M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2025 | +86.0% | $2.7M |
| APHAmphenol Corp | December 31, 2025 | +30.5% | $7.1M |
| PRFZInvesco Exchange Traded Fd T | December 31, 2025 | +21.5% | $7.0M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $2.2M |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $20.2M |
| DYNFBlackrock Etf Trust | December 31, 2025 | +11.8% | $6.0M |
Sold off last quarter
- JPREJ P Morgan Exchange Traded F was $4.3M
- AGGIshares Tr was $953K
- IDXXIdexx Labs Inc was $904K
- MELIMercadolibre Inc was $799K
- NCANuveen California Muni Vlu F was $571K
- SPGIS&p Global Inc was $522K
- GALSsga Active Etf Tr was $304K
- Aon PLCCUSIP G0403H108 was $297K
- IWNIshares Tr was $283K
- SGOVIshares Tr was $279K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.2% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ducere Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2083656&type=13F-HR&dateb=&owner=include&count=40CIK 2083656
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2083656/000195175726001072/Filed July 28, 2026 · accession 0001951757-26-001072