Ducere Wealth Management LLC
CIK
2083656
City
NEWPORT BEACH
State / Country
CA
Top Portfolio Positions
80 positions ·
$109,832,397 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
25,758 | $9,534,838 | 8.68% | |
| NVDA |
Nvidia Corp
Technology
|
43,236 | $7,540,358 | 6.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,391 | $7,370,883 | 6.71% | |
| BE |
Bloom Energy Corp
Industrials
|
48,686 | $6,596,466 | 6.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,043 | $6,531,364 | 5.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,396 | $6,419,363 | 5.84% | |
| AAPL |
Apple Inc.
Technology
|
19,798 | $5,024,534 | 4.57% | |
| APH |
Amphenol Corp /De/
Technology
|
38,780 | $4,899,853 | 4.46% | |
| UBER |
Uber Technologies, Inc
Technology
|
44,531 | $3,203,114 | 2.92% | |
| MA |
Mastercard Inc
Financial Services
|
5,836 | $2,916,015 | 2.65% |
Portfolio Trend
2 quarters · across all stocks
Holdings in NAC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,682 | 22,977 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $271,358 | 22,977 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||