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Manager record

Ducere Wealth Management LLC

Newport Beach, CA · CIK 2083656 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$332.57MReported 13F valueQ2 2026 · as filed
135Holdings listed
+32.3%vs prior quartervalue change includes market moves
3Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $258.6M$258.6MQ4 2025130 holdingsQ1 2026: $251.5M$251.5MQ1 2026126 holdingsQ2 2026: $332.6M$332.6MQ2 2026135 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$332.57M · 135 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR/A · period Q4 2025

$258.59M · 130 holdings listed · amendment (restatement) · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$251.46M · 126 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$254.06M · 134 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology