Ducere Wealth Management LLC
SEC Form 13F institutional filer · CIK 0002083656
13F-HR · 75 reported holdings · 2026-03-31
Reported long-US-equity value
$0.19B
Top-10 concentration
61.8%
Ducere Wealth Management LLC — $188M AUM allocation strategy
Ducere Wealth Management LLC files SEC Form 13F and reports $188M of long US equity value across 75 reported holdings for 2026-03-31.
Its largest sector bet is Financials 25.6%, followed by Information Technology 16.9% and Communication Services 8.6%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Ducere Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$188M
total across 75 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +32.1K sh · −$9.8M+$SCHW +9.81K sh · −$13.4K+$NVDA +9.61K sh · −$5M
Biggest trims (shares)
−$IVZ −5.52K sh · −$8.02M−$QCOM −3.8K sh · −$5.08M−$LOW −3.19K sh · −$1.85M
Exited to nil (held last quarter, gone now)
$CTAS ($2.13M last qtr)$FTNT ($2.11M last qtr)$INTU ($2.1M last qtr)$VEEV ($1.81M last qtr)$ADBE ($1.01M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks13.2%—
- Interactive Media & Services8.6%—
- Investment Banking & Brokerage6.0%—
- Semiconductors5.2%—
- Systems Software5.1%—
- Broadline Retail4.0%—
- Multi-Sector Holdings3.4%—
- Technology Hardware, Storage & Peripherals2.6%—
- Other holdings51.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 56.2K | $16.1M | -411 | 8.6% |
| $BLK | BlackRock Inc | 249K | $13.1M | +32.1K | 7.0% |
| $GS | Goldman Sachs Group Inc | 165K | $11.3M | +2.66K | 6.0% |
| $MSFT | Microsoft Corporation | 25.8K | $9.53M | +2.3K | 5.1% |
| $NVDA | NVIDIA Corporation | 43.2K | $7.54M | +9.61K | 4.0% |
| $IVZ | Invesco Ltd | 172K | $7.53M | -5.52K | 4.0% |
| $AMZN | Amazon.com Inc | 35.4K | $7.37M | +31 | 3.9% |
…and 68 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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