13F Filings History of Ducere Wealth Management LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$254,063,285
Signature - Title
Zane Keller - Chief Executive Officer
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Ducere Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ducere Wealth Management LLC reported 122 stock holdings with total value $254,063,285 as of Q4 2025. Top holdings included IVV, GOOG, BINC, MSFT, and AMZN.

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Holdings Value

List of Other Managers Reporting for Ducere Wealth Management LLC:

Name Holdings Value Location File Number
J.P. Morgan Investment Management Inc. New York, NY 028-11937
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 122 $254,063,285 $0 $0 $0 IVV, GOOG, BINC, MSFT, AMZN 13F-HR 17 Feb 2026, 15:04